使用 Azure 逻辑应用监视、创建和管理 Salesforce 资源Monitor, create, and manage Salesforce resources by using Azure Logic Apps

借助 Azure 逻辑应用和 Salesforce 连接器,可以为 Salesforce 资源(如记录、作业和对象)创建自动化任务和工作流,例如:With Azure Logic Apps and the Salesforce connector, you can create automated tasks and workflows for your Salesforce resources, such as records, jobs, and objects, for example:

  • 监视何时创建或更改记录。Monitor when records are created or changed.
  • 创建、获取和管理作业和记录,包括插入、更新和删除操作。Create, get, and manage jobs and records, including insert, update, and delete actions.

可以使用 Salesforce 触发器从 Salesforce 获取响应,并使输出可用于其他操作。You can use Salesforce triggers that get responses from Salesforce and make the output available to other actions. 可以使用逻辑应用中的操作来执行 Salesforce 资源的任务。You can use actions in your logic apps to perform tasks with Salesforce resources. 如果你不熟悉逻辑应用,请查看什么是 Azure 逻辑应用?If you're new to logic apps, review What is Azure Logic Apps?

先决条件Prerequisites

连接到 SalesforceConnect to Salesforce

要使逻辑应用能够访问某个服务,必须在逻辑应用与该服务之间创建连接。Before your logic app can access any service, you must create a connection between your logic app and that service. 如果以前未创建此连接,则在向逻辑应用添加该服务的触发器或操作时,系统会提示输入连接信息。If you didn't previously create this connection, you're prompted for connection information when you add a trigger or action for that service to your logic app. 可以使用逻辑应用设计器轻松地直接从逻辑应用创建此连接。The Logic Apps Designer provides an easy way for you to create this connection directly from your logic app.

  1. 登录到 Azure 门户,在逻辑应用设计器中打开逻辑应用(如果尚未打开)。Sign in to the Azure portal, and open your logic app in Logic App Designer, if not open already.

  2. 选择一个路径:Choose a path:

    • 对于空白逻辑应用,请在搜索框中输入“salesforce”作为筛选器。For blank logic apps, in the search box, enter "salesforce" as your filter. 在触发器列表下,选择所需的触发器。Under the triggers list, select the trigger you want.

    -或--or-

    • 对于现有逻辑应用,请在要添加操作的步骤下,选择“新建步骤”。For existing logic apps, under the step where you want to add an action, choose New step. 在搜索框中,输入“salesforce”作为筛选器。In the search box, enter "salesforce" as your filter. 在操作列表下,选择所需的操作。Under the actions list, select the action you want.
  3. 如果系统提示你登录 Salesforce,请立即登录并允许访问。If you're prompted to sign in to Salesforce, sign in now and allow access.

    你的凭据授权逻辑应用创建与 Salesforce 的连接并访问你的数据。Your credentials authorize your logic app to create a connection to Salesforce and access your data.

  4. 为所选触发器或操作提供所需的详细信息,然后继续生成逻辑应用的工作流。Provide the necessary details for your selected trigger or action and continue building your logic app's workflow.

连接器参考Connector reference

有关触发器、操作和限制(请参阅连接器的 OpenAPI(以前称为 Swagger)说明)的技术详细信息,请查看连接器的参考页For technical details about triggers, actions, and limits, which are described by the connector's OpenAPI (formerly Swagger) description, review the connector's reference page.

获取支持Get support

后续步骤Next steps