Create and Delete an account in Salesforce using REST Snaps

This use case demonstrates how you can use REST Snaps to create an account in Salesforce and delete it using REST Snaps.

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Warning: To use this example, you need at least an account in the free version of Salesforce. To create a Salesforce account, see Salesforce Developers.

Creating the Pipeline


Create and Delete Account pipeline

  1. In the JSON Generator Snap, you enter a name for the account that you want to create. In this example, you create an account called Test Account.
    Edit JSON Output

  2. You configure the REST Post Snap to create an account in your Salesforce instance using the account-name string of your choice. To do so:
    • You use the URL provided by Salesforce for managing the accounts available in your instance.
    • You use $ in the HTTP entity field to specify that you want to use the string coming from the Snap upstream.
    • You add an HTTP header to the Snap, instructing Salesforce to read the document coming in as a JSON file.

    Rest Post

  3. You click the Account tab and select the account that you want to use with the Snap.

  4. Rest Post

  5. You save your changes and close the Snap. When you validate the Snap, it creates an account in your Salesforce instance and displays the following output:
    Rest Post Output

The id field lists out the unique identifier of the new account created by the Snap.

You now want to delete the account that you just created. To do so, you need to isolate the account ID from the REST Post Snap's output. You use a Mapper for this task.
Mapper Snap Config

Upon validation, the Mapper Snap offers the following output:
Mapper Output

You now use the REST Delete Snap to delete the newly created account:
Rest Delete

When the Snap is executed, the account is deleted.


Rest Delete Output