Salesforce Notifier

Salesforce Notifier

Accessing this feature
Your access to the feature described in this article depends on your license package and pricing plan.
To learn which features are available to your organization and how to add more, contact your Hyperscience representative.

With the Salesforce Notifier Block, you can configure your flow to send extracted information to Salesforce.

The Salesforce Notifier Block can use extracted information to look up, and then update any number of fields on a Salesforce object.

The Salesforce Notifier Block is available in both SaaS and on-premise versions of the Hyperscience application.

Sample use cases

Block settings table

Name Required? Description
Routing Filter No To learn more about this setting, see Universal Integration Block Settings.
Associated Username Yes The username associated with the Salesforce Connected App or External Client App
Consumer Key Yes The Consumer Key from the Salesforce Connected App or External Client App
Private Key Yes The key generated during the authentication-configuration process
Sandbox Environment Yes Indicates whether the connected Salesforce instance is a sandbox environment
Object API Name Yes API name of the object in Salesforce to look up and update
Create New Record on Lookup Failure Yes If enabled, Hyperscience creates a new record if the lookup fails to find a record with the given lookup parameters. If disabled, the lookup fails if it doesn’t find a record with the given lookup parameters.
Lookup Field Mapping Yes A set of key-value pairs indicating which Salesforce fields should be queried in the lookup and the extracted data that should be queried in those fields (e.g., “DOCUMENT_FIELD_NAME”: “OBJECT_FIELD_API_NAME”)
Document Field Mappings Yes A set of key-value pairs indicating the Salesforce fields Hyperscience should update and the extracted data they should be updated with (e.g., “DOCUMENT_FIELD_NAME”: “OBJECT_FIELD_API_NAME”)
Overwrite Existing Field Data? Yes If enabled and the selected field contains data, Hyperscience overwrites that data. If disabled and the selected field contains data, Hyperscience does not overwrite the existing data, and the operation fails.

Setting up Salesforce Notifier

Setup within Salesforce

Install and set up Hyperscience Package

  1. Install the Hyperscience package in the desired Salesforce org.
    • Go to the Salesforce AppExchange’s Hyperscience Platform (opens in new tab) listing.
    • Click the Get It Now button.
    • Enter your details and click the Contact Me button.
      1. A Hyperscience representative will contact you and provide you with the Hyperscience package.
    • Once you have the Hyperscience package, install it in the desired Salesforce org.
  2. Add Hyperscience Permission Set to users that should have access to the Hyperscience application.
  3. Make sure that Hyperscience__Supervision_Task__c is added to Change Data Capture Events.
  4. Enable the Query All Files permission.

Add the Hyperscience URL

  1. Search your apps for “Hyperscience”. Click on the Hyperscience app.
  2. Click on the Core Setup tab.
  3. To edit the Hyperscience URL, click Edit.
  4. Enter the full URL for your Hyperscience app.
  5. Click Save.

Configure authentication

Salesforce Connected App

  1. Create the private key (salesforce.key) and certificate (salesforce.crt) by running the following command:

    openssl req -x509 -sha256 -nodes -days 36500 -newkey rsa:2048 -keyout salesforce.key -out salesforce.crt

  2. Copy the private key to your clipboard.

    cat [private.key file] | sed 's/$/\n/' | tr -d '\n' | pbcopy

  3. Paste the private key into a text file and save it. Later, you will need to paste it into your Salesforce Notifier Block within Hyperscience.

  4. Create your JWT Connected App.

  5. Retrieve your consumer_key from the Connected App.

Configure the Salesforce Notifier Block

  1. Log in to your Hyperscience instance.
  2. Go to Flows, and click on the name of the flow you want to add the Salesforce Notifier Block to.
  3. Click Edit Flows.
  4. In Flow Studio, click Outputs.
  5. Click Add, and select Salesforce Notifier Output Block.
  6. Configure the settings described in the Block settings table in this article.