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Salesforce

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SugarCRM meets Salesforce

This workflow blends data from two popular Customer Relationship Management (CRM) tools: SugarCRM and Salesforce. This is done by using the REST APIs of these services.

SurgarCRM and Salesforce both use OAuth 2.0 for authentification. This authentification method requires two steps:
1) Pass API credentials via POST Request to get Access Token
2) Use Access Token in GET Request to query API.

Note: This workflow requires the Palladian Nodes for KNIME. This extension can be installed from the KNIME Trusted Community Extensions.

URL: Salesforce meets SugarCRM https://www.knime.org/blog/SugarCRM_meets_Salesforce

Access token is used as flow variable in requestheader. SQL query is appended to URL string SalesforceAPI credentials needed to create HTTP request body:- Username- Password- Client ID- Client Secret Process results and prepare for blending POST to getaccess_tokenfor SalesforceParse resultAuthorization: Bearer<access_token>GETAccountsGETOpportunitiesParse JSON resultfor account fieldsParse JSON resultfor opportunity fieldsJoin account datato opportunity dataAdd sourceidentifier forSalesforcePass tokenas flow variablePOST Request JSON to Table String Manipulation(Variable) GET Request GET Request JSON Path JSON Path Joiner (deprecated) ConstantValue Column Parameter input Process result Process result Table Row to Variable(deprecated) Access token is used as flow variable in requestheader. SQL query is appended to URL string SalesforceAPI credentials needed to create HTTP request body:- Username- Password- Client ID- Client Secret Process results and prepare for blending POST to getaccess_tokenfor SalesforceParse resultAuthorization: Bearer<access_token>GETAccountsGETOpportunitiesParse JSON resultfor account fieldsParse JSON resultfor opportunity fieldsJoin account datato opportunity dataAdd sourceidentifier forSalesforcePass tokenas flow variablePOST Request JSON to Table String Manipulation(Variable) GET Request GET Request JSON Path JSON Path Joiner (deprecated) ConstantValue Column Parameter input Process result Process result Table Row to Variable(deprecated)

Nodes

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Download

To use this workflow in KNIME, download it from the below URL and open it in KNIME:

Download Workflow
Created by: rb
Created at: 2017-02-01
On NodePit since: 2023-10-06
Last update: 2024-12-17
Created with KNIME version: v5.1.1
Tags: data blendingRESTSalesforceSugarCRMPalladian

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