Salesforce Component
Salesforce Connector

Quickly integrate your B2B software product with Salesforce.

About the Salesforce Connector

Salesforce is a customer relationship management (CRM) platform. This component gives you the ability to manage sales leads and records within the Salesforce platform.

Documentation

Connector Actions

Action NameAction Description
Salesforce QueryRun an SOQL Query Against SalesForce
Create RecordCreate a Salesforce Record
Update RecordUpdates an existing Salesforce Record
Delete RecordDelete an existing Salesforce Record
Delete AccountDelete an existing account record
Upsert RecordUpdates a Salesforce Record if it exists, otherwise creates a new Salesforce Record
Create LeadCreate a Salesforce Lead Record
Delete LeadDelete a Salesforce Lead Record
Create AccountCreate a Salesforce Account Record
Update AccountUpdate an existing account record
Update LeadUpdate a Salesforce Lead Record
Create CustomerCreate a Salesforce customer account
Delete CustomerDelete an existing customer account record
Update CustomerUpdate an existing customer account record
Create ContactCreate a Salesforce contact
Delete ContactDelete an existing contact record
Update ContactUpdate an existing contact record
Create OpportunityCreate a Salesforce Opportunity Record, which is a sale or pending deal
Delete OpportunityDelete an existing opportunity record
Update OpportunityUpdate an existing opportunity record
Find RecordFind a single Salesforce Record
Find RecordsFind and fetch Salesforce Records
Get RecordGet a single Salesforce Record by Id
Create UserCreate a Salesforce User
Update UserUpdate a Salesforce User
Add User Permission SetAdds a Permission Set to the specified User
Remove User Permission SetRemoves a Permission Set from the specified User
Raw RequestIssue a raw HTTP request with the configured connection
Get Current UserReturn information about the current session's user
Validate ConnectionReturns a boolean value that specifies whether the provided Connection is valid
List Workflow RulesList all Workflow Rules
Create Workflow RuleCreate a Workflow Rule
Delete Workflow RuleDelete a Workflow Rule
List Workflow Outbound MessagesList all Workflow Outbound Messages
Create Workflow Outbound MessageCreate a Workflow Outbound Message
Delete Workflow Outbound MessageDelete a Workflow Outbound Message
Create ProfileCreate a Salesforce Profile
Update ProfileUpdate a Salesforce Profile
Delete ProfileDelete a Salesforce Profile
Describe ObjectDescribe attributes of a Salesforce Record Type
Describe PermissionsDescribe permissions of a Salesforce Record Type

Connector Triggers

Trigger NameTrigger Description
WebhookTrigger 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.

The Integration Platform for B2B Software Companies

Build integrations fast and provide a seamless in-app integration experience for your users. Prismatic is the only iPaaS with answers for the complicated world of B2B software.
Intuitive Integration Designer

Intuitive Integration Designer

Non-dev teams create reusable integrations in a low-code environment tailored for your product.

Pre-Built & Custom Components

Pre-Built & Custom Components

Use built-in API connectors or code your own custom components for any third-party system.

Embedded Integration Marketplace

Embedded Integration Marketplace

Deliver a seamless in-app customer experience for exploring, activating, and monitoring integrations.

Integration Deployment & Support

Integration Deployment & Support

Manage customer-specific configuration and provide proactive support with logging & alerting.

Purpose-Built Infrastructure

Purpose-Built Infrastructure

Your integrations run in a scalable, secure environment while you focus on your core product.

Built In A Way Devs Love

Built In A Way Devs Love

Give devs power and flexibility. Fit the platform to your product and the way you build software.

Get in Touch

Looking for an additional component action? Want to see a tailored demo? Let us know and we'll be in touch soon!
Testimonial from Chris Rallis

With Prismatic, we’re able to deliver integrations in far less time while streamlining our engineering effort. Prismatic has given us the ability to more widely build integrations across our teams. It has also allowed our customer-facing teams to handle customer-specific deployment.

Chris Rallis

Engineering Manager at Raven Industries