Salesforce

Query, create, update or delete Salesforce records

Component key: salesforce

Description#

The Salesforce component lets you interact with the Salesforce API.

Authorization Methods#

Salesforce requires one of the following authorization methods:

Auth TypeKeyDescriptionFields
Basic AuthbasicBasic authorization using a username/password combination

Password |  password

Username |  username

Actions#

Create Lead#

Create a Salesforce Lead Record | key: createLead

InputKeyDefaultNotesExample

Company

string
/ Required
companyThe name of the companyWidgets Inc.

Values

string
/ Required
fieldValuesThe names of the fields and their values to use when creating/updating a record

First Name

string
firstNameThe first name of the contact at the companyJohn

Last Name

string
/ Required
lastNameThe last name of the contact at the companySmith

Login URL

string
/ Required
loginUrlYour SalesForce Login URLhttps://my-company.my.salesforce.com/

Version

string
version51.0Salesforce API Version Number51.0

Create Record#

Create a Salesforce Record | key: createRecord

InputKeyDefaultNotesExample

Values

string
/ Required
fieldValuesThe names of the fields and their values to use when creating/updating a record

Login URL

string
/ Required
loginUrlYour SalesForce Login URLhttps://my-company.my.salesforce.com/

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0

Delete Record#

Updates a Salesforce Record | key: deleteRecord

InputKeyDefaultNotesExample

Login URL

string
/ Required
loginUrlYour SalesForce Login URLhttps://my-company.my.salesforce.com/

Record ID

string
/ Required
recordIdThe ID of a Salesforce Record0017000000hOMChAAO

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0

Salesforce Query#

Run an SOQL Query Against SalesForce | key: query

InputKeyDefaultNotesExample

Login URL

string
/ Required
loginUrlYour SalesForce Login URLhttps://my-company.my.salesforce.com/

SOQL Query

string
/ Required
queryStringA SalesForce Object Query Language (SOQL) querySELECT Id, Name FROM Opportunity

Version

string
version51.0Salesforce API Version Number51.0

Update Record#

Updates a Salesforce Record | key: updateRecord

InputKeyDefaultNotesExample

Values

string
/ Required
fieldValuesThe names of the fields and their values to use when creating/updating a record

Login URL

string
/ Required
loginUrlYour SalesForce Login URLhttps://my-company.my.salesforce.com/

Record ID

string
/ Required
recordIdThe ID of a Salesforce Record0017000000hOMChAAO

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0

Upsert Record#

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

InputKeyDefaultNotesExample

External ID Field Name

string
/ Required
externalIdFieldNameThe name of the column that refers to the External ID FieldExtId__c

Values

string
/ Required
fieldValuesThe names of the fields and their values to use when creating/updating a record

Login URL

string
/ Required
loginUrlYour SalesForce Login URLhttps://my-company.my.salesforce.com/

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0