component icon for Salesforce
Salesforce Connector

Quickly deliver Salesforce integrations to your users.

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

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