SalesforceFlo

SalesforceFlo is a Salesforce plugin for the Flo workflow automation library. If you aren't familiar with Flo, then please start here

Add this line to your application's Gemfile:

gem 'salesforce_flo'

And then execute:

$ bundle

Or install it yourself as:

$ gem install salesforce_flo

In your Flo configuration file, configure salesforce inside the config block

config do |cfg|
  cfg.provider :salesforce_flo, { client: Restforce.new(oauth_token: 'access_token', instance_url: 'instance url', api_version: '38.0') }
end

See the RestForce gem for information on setting up the client.

The RestForce gem does not provide a mechanism for initiating the oauth authorization flow to retrieve the initial access token. If you wish to authenticate with Oauth, you can use the Oauth wrapper

config do |cfg|
cfg.provider :salesforce_flo, { client: SalesforceFlo::Authentication::OauthWrapper.new }
end

This enables the browser Oauth authorization flow. It will open up the Salesforce authorization flow in the browser so that the user can authorize SalesforceFlo to make requests on the user's behalf. It will also open up a local webserver on port 8000, which will accept the redirect at the end of the authorization flow so that SalesforceFlo can obtain the access token.

Specify the commands you wish to run in the register_command block. For example

# Updates the `agf__ADM_Work__c` object, so that the `agf__Status__c` field is set to 'In Progress'
perform :salesforce_flo, :update_object, { sobject: 'agf__ADM_Work__c', name: work_id, fields: { agf__Status__c: 'In Progress' } }

1. Fork it (http://github.com/your-github-username/salesforce_flo/fork )
2. Create your feature branch (git checkout -b my-new-feature)
3. Commit your changes (git commit -am 'Add some feature')
4. Push to the branch (git push origin my-new-feature)
5. Create new Pull Request

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