Salesforce Connector Guide

Salesforce Connector Guide

Salesforce connection metadata

Salesforce connection metadata

After you create a Salesforce connection, save the connection. You can then publish the Salesforce connection and click the
Metadata
tab to view the generated process objects for the connection.
When publish a Salesforce connection in Application Integration, a list of
Actions
and
Objects
appear in the
Metadata
tab.
Salesforce actions are services that Salesforce exposes. For example, use the Convert Lead action to convert a current Lead object into an Account, Contact, or Opportunity object.
The following image shows the Salesforce actions within the
Metadata
tab of a Salesforce connection:
The image shows the Salesforce actions within the Metadata tab of a Salesforce connection.
Salesforce objects are tables that correspond to tabs and other user interface elements in the Salesforce website. For example, the Account object contains the information that appears in fields on the Salesforce
Account
tab.
The following image shows the Salesforce objects within the
Metadata
tab of a Salesforce connection:
The image shows the Salesforce objects within the Metadata tab of a Salesforce connection.
When you publish a Salesforce connection, the
Metadata
tab is refreshed by default. You can click
Publish - Skip Metadata Refresh
to skip the metadata refresh and reduce publishing time.

Best practices for metadata refresh

  • If you publish a Salesforce connection with event sources or event targets and you do not need the Salesforce metadata, skip the metadata refresh while publishing the connection. This significantly reduces the publishing time, and you don't fetch unnecessary metadata.
  • If you want to change credentials in a Salesforce connection but you know that the metadata has not changed, skip the metadata refresh while publishing the connection to apply just the credential changes.
  • If you know that the metadata has changed, you must click
    Publish
    to retrieve the metadata changes.

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