Salesforce

Version: 1.2
Updated: Jun 22, 2023

Query data and utilize actions in Salesforce.

Actions

• Create Account Record (Containment) - Create a record for a specific account.
• Get Account Details (Enrichment) - Get details for an account.
• Get Campaign Details (Enrichment) - Get details for a specific campaign.
• Get Contact Details (Enrichment) - Get details for a contact.
• Get Lead Details (Enrichment) - Get details for a lead.
• Get List Objects (Enrichment) - Get list of objects.
• Send Email (Containment) - Send an email.
• String Search (Enrichment) - Search for a specific string.
• Update Account Record (Containment) - Update a record for an account.

Configure Salesforce in Automation Service and Cloud SOAR

Before you can use the integration, you must configure it so that the vendor can communicate with Sumo Logic. For general guidance, see Configure Authentication for Integrations.

1. Access App Central and install the integration.
2. Select the installed integration in the Integrations page.
   Classic UI. In the main Sumo Logic menu, select Automation and then select Integrations in the left nav bar.
   New UI. In the main Sumo Logic menu, select Automation > Integrations. You can also click the Go To... menu at the top of the screen and select Integrations.
3. Select the integration.
4. Hover over the resource name and click the Edit button that appears.
   
5. In the Add Resource dialog, enter the authentication needed by the resource. When done, click TEST to test the configuration, and click SAVE to save the configuration.

For information about Salesforce, see Salesforce documentation.

Change Log

• August 17, 2021 - First upload
• June 22, 2023 (v1.1) - Updated the integration with Environmental Variables
• June 22, 2023 (v1.2) - Changed Send Email action type to Notification