Accessing Custom Objects in Salesforce

First you will need the API name of your object. The process of finding this is slightly different depending upon whether you use Salesforce Lightning Edition or Salesforce Classic.

Finding the API name in Salesforce (Lightning)

  1. Click the Setup Cog, and choose Setup.

    Salesforce Setup Cog

  2. Select the Object Manager. (This can be also be found under Platform Tools > Objects and Fields)

  3. Find the Custom Object in the list, and identify its API Name. This will be something like My_Custom_Object__C.

Finding the API name in Salesforce (Classic)

  1. Select Setup
  2. In the left navigational menu, select Build > Create > Objects
  3. Find the Custom Object in the list, and select it by clicking its name.
  4. In the next screen you will see the object’s API Name. This will be something like My_Custom_Object__C.

Using the Custom Object within Cyclr

  1. Access Connector Settings for the Salesforce Connector.

    Salesforce Connector Settings

  2. From the Custom Objects > Utilities sub-category, run List Object Fields, passing in the API Name of your object.

  3. Copy the list of field names from the response.

    Salesforce Example Object Fields

  4. Select which of the three available custom objects numbered 1-3 will be used for this object. If for example you choose 1, use the Custom Objects > Object 1 method group to set up access.

  5. Run the method List Records 1, passing the API Name as the Object Name, and the field list that you previously copied into the Fields box. This will provide you with a sample of data in the object.

  6. Once this has run scroll down to the Method Response section of the results and copy it.

    Salesforce Example Object Fields

  7. On the method, switch tabs from Test back to Fields.

  8. Click the magnifying glass to bring up the Generate Fields window. Paste the response from step 6 in here and click Generate. This will add all the required fields to your List Records method.

  9. Repeat steps 5-8, this time using the method Get Record By ID 1. If you need an ID to use here, you can find one by running List Records again.

Tags:
Edit me