Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that provides tools for sales, service, marketing, and analytics to help businesses manage customer interactions and data.

Categories: crm

Type: salesforce/v1

Connections

Version: 1

OAuth2 Authorization Code

Properties

Name	Label	Type	Control Type	Description	Required
subdomain	Subdomain	STRING	TEXT	The subdomain of your Salesforce instance.	true
clientId	Client Id	STRING	TEXT		true
clientSecret	Client Secret	STRING	TEXT		true

Actions

Create Record

Name: createRecord

Creates a new record of a specified Salesforce object.

Properties

Name	Label	Type	Control Type	Required
object	Salesforce Object	STRING	SELECT	true
fields		DYNAMIC_PROPERTIES Depends On object	null	true
customFields	Custom Fields	OBJECT Properties {}	OBJECT_BUILDER	false

Output

Type: OBJECT

Properties

Name	Type	Control Type
id	STRING	TEXT

JSON Example

{
  "label" : "Create Record",
  "name" : "createRecord",
  "parameters" : {
    "object" : "",
    "fields" : { },
    "customFields" : { }
  },
  "type" : "salesforce/v1/createRecord"
}

Delete Record

Name: deleteRecord

Deletes an existing record of a specified Salesforce object.

Properties

Name	Label	Type	Control Type	Description	Required
object	Salesforce Object	STRING	SELECT		true
id	Record ID	STRING Depends On object	SELECT	ID of the object to delete.	true

JSON Example

{
  "label" : "Delete Record",
  "name" : "deleteRecord",
  "parameters" : {
    "object" : "",
    "id" : ""
  },
  "type" : "salesforce/v1/deleteRecord"
}

SOQL Query

Name: soqlQuery

Executes a raw SOQL query to extract data from Salesforce.

Properties

Name	Label	Type	Control Type	Description	Required
q	Query	STRING	TEXT_AREA	SOQL query to execute.	true

JSON Example

{
  "label" : "SOQL Query",
  "name" : "soqlQuery",
  "parameters" : {
    "q" : ""
  },
  "type" : "salesforce/v1/soqlQuery"
}

Update Record

Name: updateRecord

Updates an existing record for a specified Salesforce object.

Properties

Name	Label	Type	Control Type	Description	Required
object	Salesforce Object	STRING	SELECT		true
id	Record ID	STRING Depends On object	SELECT	ID of the record to update.	true
fields		DYNAMIC_PROPERTIES Depends On object	null		true
customFields	Custom Fields	OBJECT Properties {}	OBJECT_BUILDER		false

JSON Example

{
  "label" : "Update Record",
  "name" : "updateRecord",
  "parameters" : {
    "object" : "",
    "id" : "",
    "fields" : { },
    "customFields" : { }
  },
  "type" : "salesforce/v1/updateRecord"
}

Triggers

New Record

Name: newRecord

Triggers when there is new record in Salesforce.

Type: POLLING

Properties

Name	Label	Type	Control Type	Description	Required
object	Salesforce Object	STRING	SELECT		true

JSON Example

{
  "label" : "New Record",
  "name" : "newRecord",
  "parameters" : {
    "object" : ""
  },
  "type" : "salesforce/v1/newRecord"
}

Updated Record

Name: updatedRecord

Triggers when record is updated.

Type: POLLING

Properties

Name	Label	Type	Control Type	Description	Required
object	Salesforce Object	STRING	SELECT		true

JSON Example

{
  "label" : "Updated Record",
  "name" : "updatedRecord",
  "parameters" : {
    "object" : ""
  },
  "type" : "salesforce/v1/updatedRecord"
}