Salesforce how-tos¶

Overview¶

This topic provides additional documentation on how to accomplish certain tasks with Salesforce integration projects:

• Create a Salesforce External ID for Jitterbit: How to create a custom field in Salesforce to associate records with an external ID for use with Jitterbit.
• Create Users in Salesforce: How to create additional front-end users in Salesforce.
• Deploy a Custom Fields Package in Salesforce: How to import a pre-existing Salesforce custom fields package, verify the deployment of the custom fields package, and define custom field and security and accessibility.
• Manually Add Custom Fields in Salesforce: How to manually add custom fields and define their accessibility in Salesforce.
• Update Salesforce Picklist Values and Labels: How to use the Salesforce Tooling API to update picklist values and labels.
• Use Salesforce Functions: How to use a Salesforce connection with Salesforce functions.
• Use Salesforce Jitterbit Variables: How to use Salesforce Jitterbit variables.