Salesforce Upsert Record

components/salesforce_rest_api/actions/upsert-record/upsert-record.mjs

@@ -0,0 +1,120 @@
+import {
+  convertFieldsToProps, getAdditionalFields,
+} from "../../common/props-utils.mjs";
+import salesforce from "../../salesforce_rest_api.app.mjs";
+import { additionalFields } from "../common/base-create-update.mjs";
+
+export default {
+  key: "salesforce_rest_api-upsert-record",
+  name: "Upsert Record",
+  description: "Create or update a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)",
+  version: "0.0.1",
+  type: "action",
+  props: {
+    salesforce,
+    objectType: {
+      propDefinition: [
+        salesforce,
+        "objectType",
+      ],
+      description: "The type of object to create a record of",
+      reloadProps: true,
+    },
+  },
+  methods: {
+    getAdditionalFields,
+    convertFieldsToProps,
+    async upsertRecord(sobjectName, {
+      externalIdFieldName, externalIdValue, ...args
+    }) {
+      const url = `${this.salesforce._sObjectTypeApiUrl(sobjectName)}/${externalIdFieldName}/${externalIdValue}`;
+      return this.salesforce._makeRequest({
+        url,
+        method: "PATCH",
+        ...args,
+      });
+    },
+  },
+  async additionalProps() {
+    const { objectType } = this;
+    const fields = await this.salesforce.getFieldsForObjectType(objectType);
+
+    const requiredFields = fields.filter((field) => {
+      return field.createable && field.updateable && !field.nillable && !field.defaultedOnCreate;
+    });
+
+    const externalIdFieldOptions = fields.filter((field) => field.externalId).map(({
+      label, name,
+    }) => ({
+      label,
+      value: name,
+    }));
+
+    const requiredFieldProps = this.convertFieldsToProps(requiredFields);
+
+    return {
+      docsInfo: {
+        type: "alert",
+        alertType: "info",
+        content: `[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_${objectType.toLowerCase()}.htm) for information on all available fields.`,
+      },
+      externalIdFieldName: {
+        type: "string",
+        label: "External ID Field",
+        description: "The field to use as the external ID to identify the record.",
+        options: externalIdFieldOptions,
+      },
+      docsInfoExtId: {
+        type: "alert",
+        alertType: "info",
+        content: "If you don't see any fields in the above list, you probably need to create one in Salesforce's Object Manager. Only a field marked as an external id field can be used to identify a record.",
+      },
+      externalIdValue: {
+        type: "string",
+        label: "External ID Value",
+        description: "The value of the external ID field selected above. If a record with this value exists, it will be updated, otherwise a new one will be created.",
+      },
+      updateOnly: {
+        type: "boolean",
+        label: "Update Only",
+        description: "If enabled, the action will only update an existing record, but not create one.",
+        optional: true,
+      },
+      ...requiredFieldProps,
+      additionalFields,
+    };
+  },
+  async run({ $ }) {
+    /* eslint-disable no-unused-vars */
+    const {
+      salesforce,
+      objectType,
+      getAdditionalFields: getData,
+      convertFieldsToProps,
+      docsInfo,
+      docsInfoExtId,
+      additionalFields,
+      externalIdFieldName,
+      externalIdValue,
+      updateOnly,
+      ...data
+    } = this;
+    /* eslint-enable no-unused-vars */
+    const response = await this.upsertRecord(objectType, {
+      $,
+      externalIdFieldName,
+      externalIdValue,
+      params: {
+        updateOnly,
+      },
+      data: {
+        ...data,
+        ...getData(),
+      },
+    });
+    $.export("$summary", `Successfully ${response.created
+      ? "created"
+      : "updated"} ${objectType} record (ID: ${response.id})`);
+    return response;
+  },
+};

components/salesforce_rest_api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@pipedream/salesforce_rest_api",
-  "version": "1.3.1",
+  "version": "1.4.0",
   "description": "Pipedream Salesforce (REST API) Components",
   "main": "salesforce_rest_api.app.mjs",
   "keywords": [