Salesforce Connector

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About the Salesforce connector

The Salesforce connector accesses Salesforce data via the Salesforce REST API and the Salesforce Bulk API.

This connector allows you and your customers to integrate Salesforce with your product, enabling your customers to work with leads, accounts, opportunities, users, workflow rules, profiles, and more in Salesforce via those integrations.

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Actions

Actions are tasks that you add to your workflow. One action might update records in a third-party API, while another action might fetch a list of records.

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Triggers

Triggers cause workflows to run. Some triggers run on a schedule. Others are invoked by a webhook request, or poll an API for new data. If a connector does not have a built-in trigger, you can use a generic scheduled or webhook trigger.

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FAQs

Learn more about this connector and related integration functionality.

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Actions

Action Name	Action Description
Create Account	Create a Salesforce account record.
Delete Account	Delete an existing account record.
Update Account	Update an existing account record.
Add Attachment	Attach a file to a parent record object (Account, Opportunity, etc.).
Get Attachment	Get a file attachment from an account, opportunity, or contact.
Abort Bulk Job	Abort a bulk ingest job.
Bulk Insert Records	Create new Salesforce records in bulk.
Bulk Upsert Records	Update Salesforce records if they exist, otherwise create new Salesforce records.
Complete Upload Bulk Job	Notify Salesforce that the upload of job data is complete and ready for processing. No additional job data can be added after this call.
Create Bulk Job	Create a bulk ingest job representing an operation and its associated data for asynchronous processing in Salesforce.
Delete Bulk Job	Delete a bulk ingest job.
List Bulk Jobs	List all bulk ingest jobs in the org.
Get Bulk Job Information	Retrieve information about a bulk ingest job.
Upload Bulk Job Data	Upload CSV data for a bulk ingest job.
Get Bulk Job Failed Record Results	Retrieve a list of failed records for a completed insert, delete, update, or upsert bulk job.
Get Bulk Job Successful Record Results	Retrieve the successful record results for a bulk ingest job.
Abort Bulk Query Job	Abort a bulk query job.
Create Bulk Query Job	Create a bulk query job.
Delete Bulk Query Job	Delete a bulk query job.
List All Bulk Query Job Information	Retrieve information about all bulk query jobs in the org.
Get Bulk Query Job Information	Get information about a single bulk query job.
Get Bulk Query Job Results	Retrieve the results for a completed bulk query job.
Send Composite Request	Send multiple requests in a single HTTP call.
List Composite Resources	Retrieve a list of URIs for available composite resources.
Create Contact	Create a Salesforce contact.
Delete Contact	Delete an existing contact record.
Update Contact	Update an existing contact record.
List Contacts	List all contact records.
Create Customer	Create a Salesforce customer.
Delete Customer	Delete an existing customer record.
List Customers	List all customer records.
Get Customer	Retrieve a customer record by ID.
Describe Customer SObject	Describe metadata attributes of a Salesforce Customer object.
Update Customer	Update an existing customer record.
Describe Object	Describe attributes of a Salesforce record type.
Describe Permissions	Describe permissions of a Salesforce record type.
Get File	Retrieve a file from Salesforce ContentVersion.
Upload File	Upload a file to Salesforce ContentVersion.
List Flows	List all Flows in the Salesforce org.
Get Flow	Get details of a specific Flow by name.
Create Flow	Create a draft Flow in Salesforce.
Update Flow	Update an existing Flow in Salesforce by name.
Delete Flow	Delete a Flow from Salesforce by name.
Activate Flow	Activate a Flow in Salesforce by name.
Deactivate Flow	Deactivate a Flow in Salesforce by name.
Subscribe to Record Changes	Subscribe to Record Changes in Salesforce using an outbound message action.
Delete Instanced Flows and Outbound Messages	Delete all instanced flows and outbound messages for a given endpoint URL.
Create Lead	Create a Salesforce lead record.
Delete Lead	Delete a Salesforce lead record.
Update Lead	Update a Salesforce lead record.
List Leads	List all lead records.
Create Metadata Fields	Create custom fields from metadata.
Create Metadata	Create new metadata components.
Get Object Metadata	Get the metadata of an object by full name.
List Metadata	List all metadata components in Salesforce.
Update Metadata	Update one or more metadata components.
Delete Metadata	Delete one or more metadata components.
Get Current User	Retrieve information about the currently authenticated user.
Validate Connection	Validate the provided connection and return whether it is valid.
Send Transactional Email	Send a transactional email message to a single recipient via Salesforce.
Raw Request	Send raw HTTP request to Salesforce.
Create Opportunity	Create a Salesforce opportunity record representing a sale or pending deal.
Delete Opportunity	Delete an existing opportunity record.
Update Opportunity	Update an existing opportunity record.
List Opportunities	List all opportunity records.
Create Profile	Create a Salesforce profile.
Update Profile	Update a Salesforce profile.
Delete Profile	Delete a Salesforce profile.
List Profiles	List all profile records.
Create Record	Create a Salesforce record.
Delete Record	Delete an existing Salesforce record.
Update Record	Update an existing Salesforce record.
Upsert Record	Update a Salesforce record if it exists, otherwise create a new Salesforce record.
Find Record	Find a single Salesforce record.
Find Records	Find and fetch Salesforce records.
Get Record	Get a single Salesforce record by ID.
Query	Run an SOQL query against Salesforce.
Create User	Create a Salesforce user.
Update User	Update a Salesforce user.
Add User Permission Set	Add a permission set to the specified user.
Remove User Permission Set	Remove a permission set from the specified user.
List Users	List all user records.
List Workflow Rules	List all Workflow Rules. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.
Create Workflow Rule	Create a Workflow Rule. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.
Delete Workflow Rule	Delete a Workflow Rule. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.
List Outbound Messages	Retrieve all Outbound Messages in the Salesforce org.
Create Outbound Message	Create an Outbound Message in Salesforce.
Delete Workflow Outbound Message	Delete a Workflow Outbound Message.
Subscribe to Record Change	Create a Workflow Rule to subscribe to record changes in Salesforce. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.

Triggers

Trigger Name	Trigger Description
Webhook	Receive and validate webhook requests from Salesforce for manually configured webhook subscriptions.
Workflow Outbound Message Webhook (Deprecated)	Receive workflow rule outbound messages from Salesforce.
Flow Outbound Message Webhook	Receive Flow-based outbound messages from Salesforce.
New and Updated Records	Checks for new, updated, and optionally deleted records in Salesforce on a recurring schedule.

FAQs for Salesforce integrations

Does Prismatic offer built-in connectors for other CRM systems?

Yes. We offer built-in connectors for a variety of other CRMs including Hubspot, Zendesk, Segment, and Zoho. These and other connectors are available from our connector library.

Does the Salesforce connector support OAuth?

Does the Salesforce connector support webhooks?

Can I build a custom connector for Salesforce integrations with my product?

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