services/data/v60.0/jobs/ingest/7506g00000DhRA2AAN/batches

Attach a file to a Parent record object (Account, Opportunity, etc.)

Adds a Permission Set to the specified User

Updates Salesforce Records if they exists, otherwise creates new Salesforce Records

Notifies Salesforce servers that the upload of job data is complete and is ready for processing. You can’t add any more job data.

Send multiple requests in a single HTTP call

NewName

Sample Account

Acme

Creates a job representing a bulk operation and its associated data that is sent to Salesforce for asynchronous processing.

Text that appears in the ? next to a field.

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

Metadata description API for Salesforce object.

Customer

Master

Describe attributes of a Salesforce Record Type

Describe permissions of a Salesforce Record Type

Gets information about all query jobs in the org.

Get a file attachment from an account, opportunity or contact

Retrieves detailed information about a job.

Return information about the current session's user

Customer Name

Retrieves a file from Salesforce ContentVersion

Retrieves a list of failed records for a completed insert, delete, update or upsert job.

Retrieves the successful record results for a job.

Get the metadata of an object by full name

Gets the results for a query job. The job must be in a Job Complete state

Gets a list of URIs for other composite resources.

test

New Name For Customer

test2 test

Example Customer

Minimum Access - API Only Integrations

test test

Removes a Permission Set from the specified User

Sends a message to a single recipient via Salesforce

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

Uploads a file to Salesforce ContentVersion

Uploads data for a job using CSV data you provide.

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

Record #1

Record #2

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

If you select OAuth 2.0, you will need to create and configure a [Connected App](https://help.salesforce.com/s/articleView?id=sf.connected_app_create.htm&type=5) within Salesforce.

- When you create your "Connected App" be sure to check **Enable OAuth Settings**, and enter the OAuth callback URL <OauthCallbackUrl /> as a **Callback URL**.
- Consult Salesforce to determine the proper OAuth Scopes to assign - to grant your integrations the same permissions that the user authenticating through OAuth has, select **Full access (full)**.
  Also select **Perform requests at any time**.
  Select **Require Secret for Web Server Flow** and **Require Secret for Refresh Token Flow**:

<Screenshot
  filename="components/salesforce/create-connected-app.png"
  alt="Manage Connected Apps in Salesforce Platform Tools"
/>

Once the app has been created, you will be provided with a **Consumer Key** and **Consumer Secret**.
Take note of these keys:

<Screenshot
  filename="components/salesforce/get-keys.png"
  alt="Manage Connected Apps in Salesforce Platform Tools with Consumer and Secret Keys"
/>

If you need to return to this screen, click **PLATFORM TOOLS** -> **Apps** -> **App Manager**, click the dropdown menu to the right of your app and select **Edit**.
From there you can manage callback URLs.
Click **Save** and then **Manage Consumer Details** to view the consumer key and secret again.

Now, configure OAuth 2.0 settings.

Add a Salesforce action to your integration.
This will automatically create a connection config variable for Salesforce.
Enter the **Consumer Key** and **Consumer Secret** that you noted previously.

You should now be able to authenticate a user through Salesforce using OAuth 2.0.

:::note Connecting to a Salesforce Sandbox Account
If you would like to connect to a Salesforce sandbox organization for testing purposes, edit your connection's Authorize URL, Token URL and Revoke URLs to read `test.salesforce.com` instead of `login.salesforce.com`.
Be sure to change these values back when your testing is done.
:::


If you select Basic Auth, you will need to supply your Salesforce username and a password.
Depending on your Salesforce setup, your password may have a security token attached to it.
If security tokens in your Salesforce account are _disabled_, the password you need to supply is simply your Salesforce password.
If security tokens are _enabled_ in your Salesforce account, then the password you need to enter is the concatenation of your password and your security token.

For example, if your Salesforce password is `p@$sw0rD` and the security token that Salesforce provides is `ExAmPlE0000000000ExAmPlE`, then you should enter `p@$sw0rDExAmPlE0000000000ExAmPlE` as your password.
You can manage security tokens by clicking your profile picture on the top-right of _Salesforce_, select **My Settings**, and then open **Personal** -> **Reset My Security Token**.


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

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

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

Query, create, update or delete Salesforce records

[Salesforce](https://www.salesforce.com/) is a customer relationship management (CRM) platform.
This component gives you the ability to manage sales leads and records within the Salesforce platform.

#### API Documentation

This component was built using the following API References currently utilizing v63.0 by default.

- [Salesforce REST API Documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm)
- [Salesforce Bulk API Documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm)


Checks for new and updated records in Salesforce.

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.

You can configure a Salesforce [outbound message](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_om_outboundmessaging_understanding.htm) to send information to a flow's webhook URL under certain conditions (an "Account" is created, an "Opportunity" is updated, etc.).

This trigger responds to a Salesforce outbound message request with the acknowledgement (ack) response that [Salesforce expects](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_om_outboundmessaging_wsdl.htm).

Since Salesforce always sends XML payloads, the XML is deserialized automatically as part of the trigger, so no additional XML deserialization step is required.


Trigger for handling workflow rule triggers from the Salesforce platform. Creates a Workflow Outbound Message and a Workflow Rule. Returns the expected response to Salesforce and converts the XML payload to an object for more convenient use in the rest of the flow.