Quickly integrate your B2B software product with Salesforce.
About the Salesforce ConnectorDocumentation
|Action Name||Action Description|
|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|
|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|
|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)|
|Trigger Name||Trigger Description|
|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.|
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