Salesforce Component

Query, create, update or delete Salesforce records

Component key: salesforce

Description

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

This component includes CRUD (create, read, update, delete) actions for records and a create action for leads. For more complex queries, you can use Salesforce Object Query Language and the query action of this component.

Authorization Notes

The Salesforce component supports Basic Auth and OAuth 2.0.

Basic Auth

If you select Basic Auth, you will need to supply your Salesforce username and a password. Depending on your Salesforce setup, your password may have a security token attached to it. If security tokens in your Salesforce account are disabled, the password you need to supply is simply your Salesforce password. If security tokens are enabled in your Salesforce account, then the password you need to enter is the concatenation of your password and your security token.

For example, if your Salesforce password is p@$sw0rD and the security token that Salesforce provides is ExAmPlE0000000000ExAmPlE, then you should enter p@$sw0rDExAmPlE0000000000ExAmPlE as your password in Prismatic. You can manage security tokens by clicking your profile picture on the top-right of Salesforce, select My Settings, and then open Personal -> Reset My Security Token.

OAuth 2.0

If you select OAuth 2.0, you will need to create and configure a Connected App within Salesforce. When you create your "Connected App" be sure to check Enable OAuth Settings, and enter Prismatic's OAuth callback URL - https://oauth2.prismatic.io/callback - as a Callback URL. Consult Salesforce to determine the proper OAuth Scopes to assign - to grant your integrations the same permissions that the user authenticating through OAuth has, select Full access (full). Select Require Secret for Web Server Flow and Require Secret for Refresh Token Flow:

Once the app has been created, you will be provided with a Consumer Key and Consumer Secret. Take note of these keys:

Now, configure OAuth 2.0 settings in Prismatic. Create a new credential of type OAuth 2.0 - Authorization Code.

• For Client ID and Client Secret enter the Consumer Key and Consumer Secret that you noted previously
• Leave Scopes blank
• For Authorization URL enter https://login.salesforce.com/services/oauth2/authorize
• For Access Token URL enter https://YOUR-COMPANY.my.salesforce.com/services/oauth2/token, replacing YOUR-COMPANY with your Salesforce URL.

You should now be able to authenticate a user through Salesforce using OAuth 2.0.

Triggers

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. | key: webhook

You can configure a Salesforce outbound message to send information to a Prismatic webhook URL under certain conditions (an "Account" is created, an "Opportunity" is updated, etc.).

This trigger responds to a Salesforce outbound message request with the acknowledgement (ack) response that Salesforce expects.

Since Salesforce always sends XML payloads, the XML is deserialized automatically as part of the trigger, so no additional XML deserialization step is required.

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Actions

Create Account

Create a Salesforce Account Record | key: createAccount

Input	Key	Default	Notes	Example
Billing City string	billingCity		The city of the object's billing address	Cupertino
Billing Country string	billingCountry		The state of the object's billing address	CA
Billing Postal Code string	billingPostalCode		The zip code of the object's billing address	94024
Billing State string	billingState		The state of the object's billing address	CA
Billing Street Address string	billingStreet		The street address of the billing object	4 Privet Drive
City string	city		The city of the object's address	Cupertino
Country string	country		The country of the object's address	United States
Description string	description		Provide a string value for the description of the object
Number of Employees string	employeeCount		The number of employees associated with the object.	30
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Industry string / Required	industry		The type of account record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Name string / Required	name		The name of the object	myExampleObject
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Annual Revenue string	revenue		The estimated annual revenue of the object
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Account Type string / Required	type		The type of account record
Version string	version	51.0	Salesforce API Version Number	51.0
Website string	website		Provide a valid URL for the website of the object	website-example.com

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

Output Example Payload

{  "data": {    "id": "06Q606ExampleId",    "success": true  }}

---

Create Contact

Create a Salesforce contact | key: createContact

Input	Key	Default	Notes	Example
Assistant string	assistant		Provide a string value that represents the name of the contact's assistant
Assistant's Phone string	assistantPhone		Provide a string value that represents the phone number of the contact's assistant
Billing City string	billingCity		The city of the object's billing address	Cupertino
Billing Country string	billingCountry		The state of the object's billing address	CA
Billing Postal Code string	billingPostalCode		The zip code of the object's billing address	94024
Billing State string	billingState		The state of the object's billing address	CA
Billing Street Address string	billingStreet		The street address of the billing object	4 Privet Drive
Birthdate string	birthdate		Provide a string value that represents the birthdate	YYYY-MM-DD
City string	city		The city of the object's address	Cupertino
Country string	country		The country of the object's address	United States
Department string	department		Provide a string value that represents the name of the contact's department
Description string	description		Provide a string value for the description of the object
Email Address string / Required	email		The email address for the object	someone@example.com
Fax string	fax		Provide a string value for the fax number	18008999372
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
First Name string	firstName		The first name of the contact at the company	John
Last Name string	lastName		The last name of the contact at the company	Smith
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Mobile Phone string	mobile		The mobile phone number for the object	18005555555
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Title string	title		The title of the object	Example Title
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

Output Example Payload

{  "data": {    "id": "06Q606ExampleId",    "success": true  }}

---

Create Customer

Create a Salesforce customer account | key: createCustomer

Input	Key	Default	Notes	Example
Billing City string	billingCity		The city of the object's billing address	Cupertino
Billing Country string	billingCountry		The state of the object's billing address	CA
Billing Postal Code string	billingPostalCode		The zip code of the object's billing address	94024
Billing State string	billingState		The state of the object's billing address	CA
Billing Street Address string	billingStreet		The street address of the billing object	4 Privet Drive
City string	city		The city of the object's address	Cupertino
Country string	country		The country of the object's address	United States
Description string	description		Provide a string value for the description of the object
Number of Employees string	employeeCount		The number of employees associated with the object.	30
Fax string	fax		Provide a string value for the fax number	18008999372
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Industry string / Required	industry		The type of account record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Name string / Required	name		The name of the object	myExampleObject
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Rating string	rating		The rating for the lead.
Annual Revenue string	revenue		The estimated annual revenue of the object
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Version string	version	51.0	Salesforce API Version Number	51.0
Website string	website		Provide a valid URL for the website of the object	website-example.com

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

Output Example Payload

{  "data": {    "id": "06Q606ExampleId",    "success": true  }}

---

Create Lead

Create a Salesforce Lead Record | key: createLead

Input	Key	Default	Notes	Example
City string	city		The city of the object's address	Cupertino
Company string / Required	company		The name of the company	Widgets Inc.
Description string	description		Provide a string value for the description of the object
Email Address string / Required	email		The email address for the object	someone@example.com
Number of Employees string	employeeCount		The number of employees associated with the object.	30
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
First Name string	firstName		The first name of the contact at the company	John
Last Name string	lastName		The last name of the contact at the company	Smith
Lead Source string	leadSource		Provide a value for the source of the lead.	Web
Lead Status string / Required	leadStatus		The status of the lead. Examples of valid values include: Open, Working, Closed - Converted, Closed - Not Converted	Converted
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Rating string	rating		The rating for the lead.
Annual Revenue string	revenue		The estimated annual revenue of the object
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Title string	title		The title of the object	Example Title
Version string	version	51.0	Salesforce API Version Number	51.0
Website string	website		Provide a valid URL for the website of the object	website-example.com

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

Output Example Payload

{  "data": {    "id": "06Q606ExampleId",    "success": true  }}

---

Create Opportunity

Create a Salesforce Opportunity Record, which is a sale or pending deal | key: createOpportunity

Input	Key	Default	Notes	Example
AccountId string	accountId		The Id of the account to reference
Amount string	amount		Provide a number that represents the opportunity amount.	38000
Close Date string / Required	closeDate		The date the sale will close.	YYYY-MM-DD
Description string	description		Provide a string value for the description of the object
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Lead Source string	leadSource		Provide a value for the source of the lead.	Web
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Name string / Required	name		The name of the object	myExampleObject
Next Step string	nextStep		Provide a string value for the next step of the sale.
Opportunity Type string / Required	opportunityType		Provide a value for what stage the sales process is in.
Probability string	probability		The probability of the success of the sale	09/01/2021
Stage string / Required	stage		The stage the sale is currently in.	Prospecting
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

Output Example Payload

{  "data": {    "id": "06Q606ExampleId",    "success": true  }}

---

Create Record

Create a Salesforce Record | key: createRecord

Input	Key	Default	Notes	Example
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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Delete Account

Delete an existing account record | key: deleteAccount

Input	Key	Default	Notes	Example
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Delete Contact

Delete an existing contact record | key: deleteContact

Input	Key	Default	Notes	Example
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Delete Customer

Delete an existing customer account record | key: deleteCustomer

Input	Key	Default	Notes	Example
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Delete Lead

Delete a Salesforce Lead Record | key: deleteLead

Input	Key	Notes	Example
Record ID string / Required	recordId	The ID of a Salesforce Record	0017000000hOMChAAO

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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Delete Opportunity

Delete an existing opportunity record | key: deleteOpportunity

Input	Key	Default	Notes	Example
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Delete Record

Delete an existing Salesforce Record | key: deleteRecord

Input	Key	Default	Notes	Example
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Find Record

Find a single Salesforce Record | key: findRecord

Input	Key	Default	Notes	Example
Values string / Required	fieldValues		The names of the fields and their values to use when creating/updating a record
Types string / Required	fieldValueTypes		For each item, provide the key and the type of the corresponding field Value you entered above.
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Find Records

Find and fetch Salesforce Records | key: findRecords

Input	Key	Default	Notes	Example
Values string / Required	fieldValues		The names of the fields and their values to use when creating/updating a record
Types string / Required	fieldValueTypes		For each item, provide the key and the type of the corresponding field Value you entered above.
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Get Record

Get a single Salesforce Record by Id | key: getRecord

Input	Key	Default	Notes	Example
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Salesforce Query

Run an SOQL Query Against SalesForce | key: query

Input	Key	Default	Notes	Example
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
SOQL Query string / Required	queryString		A SalesForce Object Query Language (SOQL) query	SELECT Id, Name FROM Opportunity
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Update Account

Update an existing account record | key: updateAccount

Input	Key	Default	Notes	Example
Billing City string	billingCity		The city of the object's billing address	Cupertino
Billing Country string	billingCountry		The state of the object's billing address	CA
Billing Postal Code string	billingPostalCode		The zip code of the object's billing address	94024
Billing State string	billingState		The state of the object's billing address	CA
Billing Street Address string	billingStreet		The street address of the billing object	4 Privet Drive
City string	city		The city of the object's address	Cupertino
Country string	country		The country of the object's address	United States
Description string	description		Provide a string value for the description of the object
Number of Employees string	employeeCount		The number of employees associated with the object.	30
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Industry string / Required	industry		The type of account record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Name string / Required	name		The name of the object	myExampleObject
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Annual Revenue string	revenue		The estimated annual revenue of the object
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Account Type string / Required	type		The type of account record
Version string	version	51.0	Salesforce API Version Number	51.0
Website string	website		Provide a valid URL for the website of the object	website-example.com

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Update Contact

Update an existing contact record | key: updateContact

Input	Key	Default	Notes	Example
Assistant string	assistant		Provide a string value that represents the name of the contact's assistant
Assistant's Phone string	assistantPhone		Provide a string value that represents the phone number of the contact's assistant
Billing City string	billingCity		The city of the object's billing address	Cupertino
Billing Country string	billingCountry		The state of the object's billing address	CA
Billing Postal Code string	billingPostalCode		The zip code of the object's billing address	94024
Billing State string	billingState		The state of the object's billing address	CA
Billing Street Address string	billingStreet		The street address of the billing object	4 Privet Drive
Birthdate string	birthdate		Provide a string value that represents the birthdate	YYYY-MM-DD
City string	city		The city of the object's address	Cupertino
Country string	country		The country of the object's address	United States
Department string	department		Provide a string value that represents the name of the contact's department
Description string	description		Provide a string value for the description of the object
Email Address string / Required	email		The email address for the object	someone@example.com
Fax string	fax		Provide a string value for the fax number	18008999372
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
First Name string	firstName		The first name of the contact at the company	John
Last Name string	lastName		The last name of the contact at the company	Smith
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Mobile Phone string	mobile		The mobile phone number for the object	18005555555
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Title string	title		The title of the object	Example Title
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

---

Update Customer

Update an existing customer account record | key: updateCustomer

Input	Key	Default	Notes	Example
Billing City string	billingCity		The city of the object's billing address	Cupertino
Billing Country string	billingCountry		The state of the object's billing address	CA
Billing Postal Code string	billingPostalCode		The zip code of the object's billing address	94024
Billing State string	billingState		The state of the object's billing address	CA
Billing Street Address string	billingStreet		The street address of the billing object	4 Privet Drive
City string	city		The city of the object's address	Cupertino
Country string	country		The country of the object's address	United States
Description string	description		Provide a string value for the description of the object
Number of Employees string	employeeCount		The number of employees associated with the object.	30
Fax string	fax		Provide a string value for the fax number	18008999372
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Industry string / Required	industry		The type of account record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Name string / Required	name		The name of the object	myExampleObject
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Rating string	rating		The rating for the lead.
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Annual Revenue string	revenue		The estimated annual revenue of the object
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Version string	version	51.0	Salesforce API Version Number	51.0
Website string	website		Provide a valid URL for the website of the object	website-example.com

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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Update Lead

Update a Salesforce Lead Record | key: updateLead

Input	Key	Default	Notes	Example
City string	city		The city of the object's address	Cupertino
Company string / Required	company		The name of the company	Widgets Inc.
Description string	description		Provide a string value for the description of the object
Email Address string / Required	email		The email address for the object	someone@example.com
Number of Employees string	employeeCount		The number of employees associated with the object.	30
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
First Name string	firstName		The first name of the contact at the company	John
Last Name string	lastName		The last name of the contact at the company	Smith
Lead Source string	leadSource		Provide a value for the source of the lead.	Web
Lead Status string / Required	leadStatus		The status of the lead. Examples of valid values include: Open, Working, Closed - Converted, Closed - Not Converted	Converted
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Phone string	phone		The primary phone number for the object	18005555555
Postal Code string	postalCode		The zip code of the object's address	94024
Rating string	rating		The rating for the lead.
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Annual Revenue string	revenue		The estimated annual revenue of the object
State string	state		The state of the object's address	CA
Street Address string	street		The street address of the object	4 Privet Drive
Title string	title		The title of the object	Example Title
Version string	version	51.0	Salesforce API Version Number	51.0
Website string	website		Provide a valid URL for the website of the object	website-example.com

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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Update Opportunity

Update an existing opportunity record | key: updateOpportunity

Input	Key	Default	Notes	Example
AccountId string	accountId		The Id of the account to reference
Amount string	amount		Provide a number that represents the opportunity amount.	38000
Close Date string / Required	closeDate		The date the sale will close.	YYYY-MM-DD
Description string	description		Provide a string value for the description of the object
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Lead Source string	leadSource		Provide a value for the source of the lead.	Web
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Name string / Required	name		The name of the object	myExampleObject
Next Step string	nextStep		Provide a string value for the next step of the sale.
Opportunity Type string / Required	opportunityType		Provide a value for what stage the sales process is in.
Probability string	probability		The probability of the success of the sale	09/01/2021
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Stage string / Required	stage		The stage the sale is currently in.	Prospecting
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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Update Record

Updates an existing Salesforce Record | key: updateRecord

Input	Key	Default	Notes	Example
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record ID string / Required	recordId		The ID of a Salesforce Record	0017000000hOMChAAO
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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Upsert Record

Updates a Salesforce Record if it exists, otherwise creates a new Salesforce Record | key: upsertRecord

Input	Key	Default	Notes	Example
External ID Field Name string / Required	externalIdFieldName		The name of the column that refers to the External ID Field	ExtId__c
Values string	fieldValues		The names of the fields and their values to use when creating/updating a record
Login URL string / Required	loginUrl		Your SalesForce Login URL - required for Basic Auth	https://my-company.my.salesforce.com/
Record Type string / Required	recordType		The type of Salesforce Record	Account
Version string	version	51.0	Salesforce API Version Number	51.0

Authorization

Authorization is required for this action.

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password
OAuth 2.0 - Authorization Code	oauth2	OAuth 2.0 authorization using the authorization code grant type	Client ID |  client_id Client Secret |  client_secret Scopes |  scopes Authorization URL |  auth_uri Access Token URL |  token_uri

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