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	Description	Required
subdomain	Subdomain	STRING	The subdomain of your Salesforce instance.	true
clientId	Client Id	STRING		true
clientSecret	Client Secret	STRING		true

Actions

Create Record

Name: createRecord

Creates a new record of a specified Salesforce object.

Properties

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

Example JSON Structure

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

Output

Type: OBJECT

Properties

Name	Type	Description
id	STRING	ID of the created record.

Output Example

{
  "id" : ""
}

Delete Record

Name: deleteRecord

Deletes an existing record of a specified Salesforce object.

Properties

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

Example JSON Structure

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

Output

This action does not produce any output.

SOQL Query

Name: soqlQuery

Executes a raw SOQL query to extract data from Salesforce.

Properties

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

Example JSON Structure

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

Output

The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.

Update Record

Name: updateRecord

Updates an existing record for a specified Salesforce object.

Properties

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

Example JSON Structure

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

Output

This action does not produce any output.

Triggers

New Record

Name: newRecord

Triggers when there is new record in Salesforce.

Type: POLLING

Properties

Name	Label	Type	Description	Required
object	Salesforce Object	STRING		true

Output

The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.

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	Description	Required
object	Salesforce Object	STRING		true

Output

The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.

JSON Example

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