Trigger

Trigger a flow when records are detected in Salesforce.

This trigger monitors Salesforce for records using SOQL queries and executes workflows based on the results. It uses the Partner API to query Salesforce objects.

yaml
type: "io.kestra.plugin.ee.salesforce.Trigger"

Examples

Trigger workflow when new contacts are created

yaml
id: salesforce_contact_trigger
namespace: company.sales

tasks:
  - id: notify_sales_manager
    type: io.kestra.plugin.notifications.slack.SlackIncomingWebhook
    url: "{{ secret('SLACK_WEBHOOK_URL') }}"
    payload: |
      {
        "text": "New contact created"
      }

triggers:
  - id: new_contact_trigger
    type: io.kestra.plugin.ee.salesforce.Trigger
    interval: "PT5M"
    connection:
      username: "{{ secret('SALESFORCE_USERNAME') }}"
      password: "{{ secret('SALESFORCE_PASSWORD') }}"
      authEndpoint: "{{ secret('SALESFORCE_AUTH_ENDPOINT') }}"
    query: "SELECT Id, FirstName, LastName, Email, Phone, Company, CreatedDate FROM Contact WHERE CreatedDate >= LAST_N_MINUTES:5"

Properties

connection *SalesforceConnection

Salesforce connection

Connection configuration for Salesforce API

query *string

SOQL Query

SOQL query to fetch records.

conditions array

List of conditions in order to limit the flow trigger.

fetchType string

Default NONE

Possible Values

STOREFETCHFETCH_ONENONE

interval string

Default PT1M

Format duration

Interval between polling.

The interval between 2 different polls of schedule, this can avoid to overload the remote system with too many calls. For most of the triggers that depend on external systems, a minimal interval must be at least PT30S. See ISO_8601 Durations for more information of available interval values.

stopAfter array

SubType string

Possible Values

CREATEDRUNNINGPAUSEDRESTARTEDKILLINGSUCCESSWARNINGFAILEDKILLEDCANCELLEDQUEUEDRETRYINGRETRIEDSKIPPEDBREAKPOINT

List of execution states after which a trigger should be stopped (a.k.a. disabled).

Outputs

records array

SubType object

List of records

Array of records that triggered the workflow

size integer

Number of records

Total number of records that triggered the workflow

Definitions

io.kestra.core.models.triggers.TimeWindow

deadline string

Format partial-time

SLA daily deadline

Use it only for DAILY_TIME_DEADLINE SLA.

endTime string

Format partial-time

SLA daily end time

Use it only for DAILY_TIME_WINDOW SLA.

startTime string

Format partial-time

SLA daily start time

Use it only for DAILY_TIME_WINDOW SLA.

type string

Default DURATION_WINDOW

Possible Values

DAILY_TIME_DEADLINEDAILY_TIME_WINDOWDURATION_WINDOWSLIDING_WINDOW

The type of the SLA

The default SLA is a sliding window (DURATION_WINDOW) with a window of 24 hours.

window string

Format duration

The duration of the window

Use it only for DURATION_WINDOW or SLIDING_WINDOW SLA. See ISO_8601 Durations for more information of available duration value. The start of the window is always based on midnight except if you set windowAdvance parameter. Eg if you have a 10 minutes (PT10M) window, the first window will be 00: 00 to 00: 10 and a new window will be started each 10 minutes

windowAdvance string

Format duration

The window advance duration

Use it only for DURATION_WINDOW SLA. Allow to specify the start time of the window Eg: you want a window of 6 hours (window=PT6H), by default the check will be done between: 00: 00 and 06: 00, 06: 00 and 12: 00, 12: 00 and 18: 00, and 18: 00 and 00: 00. If you want to check the window between 03: 00 and 09: 00, 09: 00 and 15: 00, 15: 00 and 21: 00, and 21: 00 and 3: 00, you will have to shift the window of 3 hours by settings windowAdvance: PT3H

io.kestra.plugin.ee.salesforce.SalesforceConnection

password *string

Salesforce password

The password for authenticating with Salesforce API. Depending on your Salesforce instance, you may need to append the security token to your password (e.g., '<security_token>'). More details here

username *string

Salesforce username

The username for authenticating with Salesforce API

authEndpoint string

Default https://login.salesforce.com/services/Soap/u/63.0/

Salesforce authentication endpoint

The Salesforce SOAP API authentication endpoint URL

Condition for a specific flow of an execution.

flowId *string

The flow id.

namespace *string

The namespace of the flow.

type *object

Condition for a flow namespace.

namespace *string

The namespace of the flow or the prefix if prefix is true.

type *object

prefix boolean

Default false

If we must look at the flow namespace by prefix (checked using startWith). The prefix is case sensitive.

Condition for a specific flow. Note that this condition is deprecated, use `io.kestra.plugin.core.condition.ExecutionFlow` instead.

flowId *string

The flow id.

namespace *string

The namespace of the flow.

type *object

Condition to allow events between two specific times.

type *object

after string

Format time

The time to test must be after this one.

Must be a valid ISO 8601 time with offset.

before string

Format time

The time to test must be before this one.

Must be a valid ISO 8601 time with offset.

date string

Default {{ trigger.date }}

The time to test.

Can be any variable or any valid ISO 8601 time. By default, it will use the trigger date.

Condition that check labels of an execution.

labels *arrayobject

List of labels to match in the execution.

type *object

Condition based on the outputs of an upstream execution.

expression *string

type *object

Condition to allow events on weekend.

type *object

date string

Default {{ trigger.date }}

The date to test.

Can be any variable or any valid ISO 8601 datetime. By default, it will use the trigger date.

Condition to have at least one condition validated.

conditions *array

Min items 1

The list of conditions to validate.

If any condition is true, it will allow the event's execution.

type *object

Condition for an execution namespace.

namespace *string

String against which to match the execution namespace depending on the provided comparison.

type *object

comparison string

Possible Values

EQUALSPREFIXSUFFIX

Comparison to use when checking if namespace matches. If not provided, it will use EQUALS by default.

prefix booleanstring

Default false

Whether to look at the flow namespace by prefix. Shortcut for comparison: PREFIX.

Only used when comparison is not set

Run a flow if the list of preconditions are met in a time window.

conditions *object

SubType

The list of preconditions to wait for

The key must be unique for a trigger because it will be used to store the previous evaluation result.

id *string

Validation RegExp ^[a-zA-Z0-9][a-zA-Z0-9_-]*

Min length 1

A unique id for the condition

type *object

resetOnSuccess boolean

Default true

Whether to reset the evaluation results of SLA conditions after a first successful evaluation within the given time period.

By default, after a successful evaluation of the set of SLA conditions, the evaluation result is reset, so, the same set of conditions needs to be successfully evaluated again in the same time period to trigger a new execution. This means that to create multiple executions, the same set of conditions needs to be evaluated to true multiple times. You can disable this by setting this property to false so that, within the same period, each time one of the conditions is satisfied again after a successful evaluation, it will trigger a new execution.

timeWindow TimeWindow

Default

{
  "type": "DURATION_WINDOW"
}

Define the time period (or window) for evaluating preconditions.

You can set the type of sla to one of the following values:

DURATION_WINDOW: this is the default type. It uses a start time (windowAdvance) and end time (window) that are moving forward to the next interval whenever the evaluation time reaches the end time, based on the defined duration window. For example, with a 1-day window (the default option: window: PT1D), the SLA conditions are always evaluated during 24h starting at midnight (i.e. at time 00: 00: 00) each day. If you set windowAdvance: PT6H, the window will start at 6 AM each day. If you set windowAdvance: PT6H and you also override the window property to PT6H, the window will start at 6 AM and last for 6 hours — as a result, Kestra will check the SLA conditions during the following time periods: 06: 00 to 12: 00, 12: 00 to 18: 00, 18: 00 to 00: 00, and 00: 00 to 06: 00, and so on.
SLIDING_WINDOW: this option also evaluates SLA conditions over a fixed time window, but it always goes backward from the current time. For example, a sliding window of 1 hour (window: PT1H) will evaluate executions for the past hour (so between now and one hour before now). It uses a default window of 1 day.
DAILY_TIME_DEADLINE: this option declares that some SLA conditions should be met "before a specific time in a day". With the string property deadline, you can configure a daily cutoff for checking conditions. For example, deadline: "09: 00: 00" means that the defined SLA conditions should be met from midnight until 9 AM each day; otherwise, the flow will not be triggered.
DAILY_TIME_WINDOW: this option declares that some SLA conditions should be met "within a given time range in a day". For example, a window from startTime: "06: 00: 00" to endTime: "09: 00: 00" evaluates executions within that interval each day. This option is particularly useful for declarative definition of freshness conditions when building data pipelines. For example, if you only need one successful execution within a given time range to guarantee that some data has been successfully refreshed in order for you to proceed with the next steps of your pipeline, this option can be more useful than a strict DAG-based approach. Usually, each failure in your flow would block the entire pipeline, whereas with this option, you can proceed with the next steps of the pipeline as soon as the data is successfully refreshed at least once within the given time range.

Condition to exclude others conditions.

conditions *array

Min items 1

The list of conditions to exclude.

If any conditions is true, it will prevent the event's execution.

type *object

Condition to execute tasks on a specific day of the week relative to the current month (first, last, ...)

dayInMonth *string

Possible Values

FIRSTLASTSECONDTHIRDFOURTH

Are you looking for the first or the last day in the month?

dayOfWeek *string

Possible Values

MONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAYSUNDAY

The day of week.

type *object

date string

Default {{ trigger.date }}

The date to test.

Can be any variable or any valid ISO 8601 datetime. By default, it will use the trigger date.

Condition based on variable expression.

expression *string

type *object

Condition to allow events on a particular day of the week.

dayOfWeek *string

Possible Values

MONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAYSUNDAY

The day of week.

type *object

date string

Default {{ trigger.date }}

The date to test.

Can be any variable or any valid ISO 8601 datetime. By default, it will use the trigger date.

Condition based on execution status.

type *object

in array

SubType string

Possible Values

CREATEDRUNNINGPAUSEDRESTARTEDKILLINGSUCCESSWARNINGFAILEDKILLEDCANCELLEDQUEUEDRETRYINGRETRIEDSKIPPEDBREAKPOINT

List of states that are authorized.

notIn array

SubType string

Possible Values

CREATEDRUNNINGPAUSEDRESTARTEDKILLINGSUCCESSWARNINGFAILEDKILLEDCANCELLEDQUEUEDRETRYINGRETRIEDSKIPPEDBREAKPOINT

List of states that aren't authorized.

Condition to allow events between two specific datetime values.

type *object

after string

Format date-time

The date to test must be after this one.

Must be a valid ISO 8601 datetime with the zone identifier (use 'Z' for the default zone identifier).

before string

Format date-time

The date to test must be before this one.

Must be a valid ISO 8601 datetime with the zone identifier (use 'Z' for the default zone identifier).

date string

Default {{ trigger.date }}

The date to test.

Can be any variable or any valid ISO 8601 datetime. By default, it will use the trigger date.

Condition that matches if any taskRun has retry attempts.

type *object

in array

SubType string

Possible Values

CREATEDRUNNINGPAUSEDRESTARTEDKILLINGSUCCESSWARNINGFAILEDKILLEDCANCELLEDQUEUEDRETRYINGRETRIEDSKIPPEDBREAKPOINT

List of states that are authorized.

notIn array

SubType string

Possible Values

CREATEDRUNNINGPAUSEDRESTARTEDKILLINGSUCCESSWARNINGFAILEDKILLEDCANCELLEDQUEUEDRETRYINGRETRIEDSKIPPEDBREAKPOINT

List of states that aren't authorized.

Condition to allow events on public holidays.

type *object

country string

ISO 3166-1 alpha-2 country code. If not set, it uses the country code from the default locale.

It uses the Jollyday library for public holiday calendar that supports more than 70 countries.

date string

Default {{ trigger.date }}

The date to test.

Can be any variable or any valid ISO 8601 datetime. By default, it will use the trigger date.

subDivision string

ISO 3166-2 country subdivision (e.g., provinces and states) code.

It uses the Jollyday library for public holiday calendar that supports more than 70 countries.

​Trigger

Trigger