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Salesforce

Query, create, update or delete Salesforce records.
CRM

Salesforce

CRM
Query, create, update or delete Salesforce records.
CRM
SUPPORTED TRIGGERS

Webhook

Trigger for handling webhook requests from the Salesforce platform. Returns the expected response to Salesforce and converts the XML payload to an object for more convenient use in the rest of the flow.

SUPPORTED ACTIONS

Salesforce Query

Run an SOQL Query Against SalesForce

Create Record

Create a Salesforce Record

Update Record

Updates an existing Salesforce Record

Delete Record

Delete an existing Salesforce Record

Delete Account

Delete an existing account record

Add Attachment

Attach a file attachment to an account, opportunity or contact

Upsert Record

Updates a Salesforce Record if it exists, otherwise creates a new Salesforce Record

Upsert Record

Updates a Salesforce Record if it exists, otherwise creates a new Salesforce Record

Create Lead

Create a Salesforce Lead Record

Delete Lead

Delete a Salesforce Lead Record

Create Account

Create a Salesforce Account Record

Update Account

Update an existing account record

Update Lead

Update a Salesforce Lead Record

Create Customer

Create a Salesforce customer account

Delete Customer

Delete an existing customer account record

Update Customer

Update an existing customer account record

Create Contact

Create a Salesforce contact

Delete Contact

Delete an existing contact record

Update Contact

Update an existing contact record

Create Opportunity

Create a Salesforce Opportunity Record, which is a sale or pending deal

Delete Opportunity

Delete an existing opportunity record

Update Opportunity

Update an existing opportunity record

Find Record

Find a single Salesforce Record

Find Records

Find and fetch Salesforce Records

Get Record

Get a single Salesforce Record by Id

Create User

Create a Salesforce User

Update User

Update a Salesforce User

Add User Permission Set

Adds a Permission Set to the specified User

Remove User Permission Set

Removes a Permission Set from the specified User

Raw Request

Issue a raw HTTP request with the configured connection

Get Current User

Return information about the current session's user

Validate Connection

Returns a boolean value that specifies whether the provided Connection is valid

Get Attachment

Get a file attachment from an account, opportunity or contact

Send Transactional Email

Sends a message to a single recipient via Salesforce

List Workflow Rules

List all Workflow Rules

Create Workflow Rule

Create a Workflow Rule

Delete Workflow Rule

Delete a Workflow Rule

List Workflow Outbound Messages

List all Workflow Outbound Messages

Create Workflow Outbound Message

Create a Workflow Outbound Message

Delete Workflow Outbound Message

Delete a Workflow Outbound Message

Subscribe to Record Change

Create a workflow rule to subscribe to Record Changes in Salesforce.

Create Profile

Create a Salesforce Profile

Update Profile

Update a Salesforce Profile

Delete Profile

Delete a Salesforce Profile

Describe Object

Describe attributes of a Salesforce Record Type

Describe Permissions

Describe permissions of a Salesforce Record Type

Metadata API: Create Fields

Create custom fields from metadata

Metadata API: Create Objects

Create custom objects from metadata

Metadata API: Read Metadata of Object

Get the metadata of an object by full name

Metadata API: List Object Metadata

Get all metadata for all objects (standard and custom)

Record Types With Fields

A subset of Salesforce Record Types.

Record Type Field Value Preview

A list of values of the specified Record Type field for use as a preview during configuration.

Record Type Field Preview

A list of fields of the specified Record Type for use as a preview during configuration.

Record Types

A subset of Salesforce Record Types.

Record Type Fields

A map of a list of fields to Salesforce Record Type fields.

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