Prismatic celebrates 10 consecutive quarters earning the Best Relationship award!
Salesforce Connector
Quickly build integrations connecting your B2B SaaS to Salesforce.
API Connectors
Integrate with customers’ other SaaS apps, fast
Prismatic’s API connectors make it easy to integrate other SaaS apps – without reinventing the wheel. Triggers, actions, and auth are fully handled. And they work with all of Prismatic’s options for building integrations:
- Empower non-devs with a low-code designer
- Give devs freedom to build completely in code
- Let customers build their own automations
Actions
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 |
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 |
Delete Customer | Delete an existing customer record |
Update Customer | Update an existing customer record |
Describe Customer SObject | Metadata description API for Salesforce object. |
Get Customer | Gets an existing customer record |
List Customers | List all customer records |
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 | Send raw HTTP request to Salesforce |
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 |
Send Transactional Email | Sends a message to a single recipient via Salesforce |
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) |
Bulk Insert Records | Creates new Salesforce Records |
Bulk Upsert Records | Updates Salesforce Records if they exists, otherwise creates new Salesforce Records |
Get File | Retrieves a file from Salesforce ContentVersion |
Upload File | Uploads a file to Salesforce ContentVersion |
Composite Requests | Send multiple requests in a single HTTP call |
List Composite Resources | Gets a list of URIs for other composite resources. |
Abort a Bulk Query Job | Aborts a query job. |
Create Bulk Query Job | Creates a query job. |
Delete A Bulk Query Job | Deletes a query job. |
Get Information About All Query Jobs | Gets information about all query jobs in the org. |
Get Information About a Bulk Query Job | Gets information about one query job. |
Get Results for a Bulk Query Job | Gets the results for a query job. The job must be in a Job Complete state |
Abort a Bulk Job | Aborts a Job |
Complete Upload Bulk Job | Notifies Salesforce servers that the upload of job data is complete and is ready for processing. You can’t add any more job data. |
Create a Bulk Job | Creates a job representing a bulk operation and its associated data that is sent to Salesforce for asynchronous processing. |
Delete a Bulk Job | Deletes a job. |
List Bulk Jobs | Retrieves all jobs in the org. |
Get Bulk Job Info | Retrieves detailed information about a job. |
Upload Bulk Job Data | Uploads data for a job using CSV data you provide. |
Get Bulk Job Failed Record Results | Retrieves a list of failed records for a completed insert, delete, update or upsert job. |
Get Bulk Job Successful Record Results | Retrieves the successful record results for a job. |
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 |
Triggers
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. |
Workflow Outbound Message Webhook | 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. |
Get a Demo
Ready to get started?
Book a demo to see how Prismatic can help you deliver integrations fast.