This is the second post in a four part series of posts that explain how users can integrate with and extend Salesforce using itDuzzit. In this post, we’ll look at how you can use pre-built Salesforce duzzits.
Previously, we looked at connecting itDuzzit to a Salesforce organization. Once you’ve connected to a Salesforce organization, you can run pre-built Salesforce duzzits from the Duzzit library.
When you click on “Duzzit Library”, you’ll see a number of applications for which we provide pre-built duzzit connectors and solutions:
To see Salesforce duzzits, click on “Salesforce”. All pre-built duzzits related to Salesforce are listed:
If you’ve had a chance to explore through the system, you’ll know that there are often a number of different ways to call duzzits. Right now, we’ll simply run one directly. In this example, we’ll add a lead to Salesforce using the “Salesforce Create Lead” duzzit. When we select this duzzit by clicking on it, the duzzit run form appears:
There are a number of fields on this duzzit, each corresponding to an attribute on a Salesforce lead. In this example, we’ll make the following entries:
Next, clicking on the “Do It Now” button at the bottom of the form (you’ll probably need to scroll down to see it) will push this data to Salesforce. If successful, you’ll see this:
We can also lookup the new lead using the “Salesforce Lookup Leads” duzzit. You can find this in the library, in the same listing where you found the “Salesforce Create Lead” duzzit. Let’s click on it, and search using the name “Smith”:
After clicking “Do It Now”, we’ll get the results of the lookup:
Now that we’ve seen how Salesforce duzzits can be used to push information into Salesforce and query information from Salesforce, we’re ready to use these duzzits to a cross-application solution. In the next post, we’ll show how to create custom Salesforce integrations using pre-build duzzits.