Saleforce Integration

[harishMeda1]

I am using Salesforce.com - Lightning Platform - Authentication skill for authenticating with credentials.I had created a salesforce token and salesforce grant in credentials. But I am getting the error "Internal : Current user is not permitted to perform this action".

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Thanks in Advance,
Harish Meda
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[SamStone · Accepted solution]

Hi Harish,

This error looks like a credentials permission issue. Does the user account have permission to access the credential? You can check this in credential manager under the "Access RIghts" tab.

Cheers,

Sam

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Samuel Stone
Process Excellence Analyst
Blue Prism
Europe/London
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[harishMeda1]

Thank you for your reply. I am able to solve that. How to get session id from salesforce and how to create leads in salesforce using Blue prism. Please provide information.

Thanks in Advance.


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harish Meda
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[SamStone]

Yes you sure can, using the Salesforce.com General Skill. There is an action in that skill called "Create Record" which can be used to create a record in any object within Salesforce (such as leads, accounts, contacts etc). I'd suggest first using a "Get Record" call on a lead to see all the fields that are held on the record, then you can recreate those fields in your input for the create record action.

I hope this helps!

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Sam Stone
Senior Process Analyst and Developer
Blue Prism
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[harishMeda1]

Thanks for the quick response.I had run into another issue. Sorry for bothering you much. I am new to blue prism.

Thanks in Advance

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harish Meda
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[SamStone]

Hmmm interesting... Which action is this occurring on? Authenticate with Credential or another action?

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Sam Stone
Senior Process Analyst and Developer
Blue Prism
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[harishMeda1]

Hi Samuel,

It's for Get Record action in Salesforce General Skill. I am able to get Versions.

Thanks,
Harish Meda

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harish Meda
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[harishMeda1]

Do you have any solution for the above ISSUE? Still, I am not able to resolve.




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harish Meda
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[SamStone]

Hi Harish,

Unfortunately I've been unable to recreate the issue so I'm not really sure what might be causing it.

here are a few thoughts to consider:

• Have you called the Authenticate skill before calling the get record skill, and stored the access token in the Salesforce Token credential? If not, there is nothing for Salesforce to know the call is authenticated
• Is the instance URL you are supplying correct?
• Are there any other actions that do or don't work which could help you figure out what might be the root cause of this?

I'm not going to be around the community for the next couple of weeks so I hope these points help you in the meantime!

Cheers,

Sam

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Sam Stone
Senior Process Analyst and Developer
Blue Prism
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[harishMeda1]

Samuel,

I am getting instance URL from the salesforce token credentials dynamically as https://ap16.salesforce.com.I am passing the same instance URL in all actions in salesforce general skills.

Thanks in Advance,

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Harish Meda
Technical Lead
Prokarma Inc.
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