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Salesforce Component

Salesforce

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.

API Documentation​

This component was built using the following API References:

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.

Listening for events in Salesforce​

Salesforce can notify you when a record is created, updated, deleted, or undeleted. To listen for these events, you can use the Outbound Messaging feature of Salesforce.

When you create a workflow rule, you specify which conditions cause the rule to run. When those conditions are met, Salesforce sends an outbound message to the URL you specified in the outbound message.

You can either use the Create Workflow Outbound Message and Create Workflow Rule actions to create workflow rules, or you can use the Workflow Outobund Message Webhook trigger, which runs on instance deploy and configures workflow rules and outbound messages for you.

Related blog post: Integrating with Salesforce APIs: Tips and Tricks

Example integration​

We have an example integration in our GitHub examples repo that you can import and test yourself.

Example Integration

The integration has three flows:

  • Initial Account Import runs when an instance is first deployed. It uses SOQL to query pages of Account records, and for each page it loops over results and posts those results to "Acme". Account records are translated using the field mapping values the customer selected with a code step.
  • Process Salesforce Outbound Messages receives notifications when an Account is changed. It fetches the modified account, maps data from SFDC to a format that "Acme Corp" understands, and sends the request to Acme. The subscription to a Salesforce Outbound Message and Workflow Rule are performed on instance deploy automatically. Those resource are deleted on instance removal.
  • Create Account from Acme provides bi-directional data flow from SFDC and Acme. Acme (you) can send a webhook request to this flow via its webhook URL, and a corresponding Account will be created in SFDC. A payload should look like this: 
    {
    "acct_name": "My New Account",
    "revenue": 12345
    }

The integration also has a custom field mapper, which fetches fields on the Account object and allows the user to map them to fields on the Acme object. The field mapper in the example integration is built using the Code component, but we recommend building a custom field mapper in a custom component so you can test it locally and dynamically pull data from your app, as well. See Building a Field Mapper Data Source.

Connections​

Salesforce Basic Connection​

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.

InputNotesExample
Login URL
string
/ Required
loginUrl
Your SalesForce Login URL - required for Basic Auth
https://my-company.my.salesforce.com/
Password
string
/ Required
password
The password of the Salesforce account
 
Username
string
/ Required
username
The username of the Salesforce account
 

Salesforce 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 for US based integrations.
  • For integrations outside the US refer to this guide to find your region’s 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). Also select Perform requests at any time. Select Require Secret for Web Server Flow and Require Secret for Refresh Token Flow:
Manage Connected Apps in Salesforce Platform Tools

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

Manage Connected Apps in Salesforce Platform Tools with Consumer and Secret Keys

If you need to return to this screen, click PLATFORM TOOLS -> Apps -> App Manager, click the dropdown menu to the right of your app and select Edit. From there you can manage callback URLs. Click Save and then Manage Consumer Details to view the consumer key and secret again.

Now, configure OAuth 2.0 settings in Prismatic.

Add a Salesforce action to your integration. This will automatically create a connection config variable for Salesforce. Enter the Consumer Key and Consumer Secret that you noted previously.

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

Connecting to a Salesforce Sandbox Account

If you would like to connect to a Salesforce sandbox organization for testing purposes, edit your connection's Authorize URL, Token URL and Revoke URLs to read test.salesforce.com instead of login.salesforce.com. Be sure to change these values back when your testing is done.

InputDefaultNotes
Authorize URL
string
/ Required
authorizeUrl
https://login.salesforce.com/services/oauth2/authorize
The OAuth 2.0 Authorization URL for Salesforce
Consumer Key
string
/ Required
clientId
 
Consumer Secret
password
/ Required
clientSecret
 
Revoke URL
string
/ Required
revokeUrl
https://login.salesforce.com/services/oauth2/revoke
The OAuth 2.0 Revocation URL for Salesforce
Scopes
string
Hidden Field
scopes
A space-delimited set of one or more scopes to get the user's permission to access.
Token URL
string
/ Required
tokenUrl
https://login.salesforce.com/services/oauth2/token
The OAuth 2.0 Token URL for Salesforce

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.

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. | key: workflowTrigger

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Fields
string
Value List
fields
Fields to include in the Outbound Message.
Name, Phone, Email, etc.
Outbound Message Name
string
/ Required
outboundMessageName
The name of the outbound message to be used.
MyOutboundMessage
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Trigger Type
string
/ Required
triggerType
onAllChanges
Conditions in which the trigger fires. On All Changes: The workflow rule is considered on all changes. On Create Only: Considered on creation. On Create or Meets Rule Criteria: Considered on create and when it is updated to meet any Rule Criteria configured to the workflow rule.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0
Workflow Rule Name
string
/ Required
workflowRuleName
The name of the workflow rule to be used.
MyWorkflowRule

Data Sources​

Record Type Field Preview​

A list of fields of the specified Record Type for use as a preview during configuration. | key: previewRecordTypeFields | type: picklist

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record Type
dynamicobjectselection
/ Required
dynamicRecordType
The type of Salesforce Record
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

Record Type Field Value Preview​

A list of values of the specified Record Type field for use as a preview during configuration. | key: previewRecordTypeFieldValues | type: picklist

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Field Name
dynamicfieldselection
/ Required
dynamicFieldName
The name of field on the Record Type for which to fetch values.
Account Name
Record Type
dynamicobjectselection
/ Required
dynamicRecordType
The type of Salesforce Record
Account
Value Count
string
valueCount
5
The maximum number of values to fetch. Must be less than or equal to 20.
5
Version
string
version
51.0
Salesforce API Version Number.
51.0

Record Type Fields​

A map of a list of fields to Salesforce Record Type fields. | key: mapRecordTypeFields | type: objectFieldMap

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Include Supplemental Metadata
boolean
/ Required
includeSupplementalMetadata
When true, will store all data retrieved from the Salesforce Metadata API for each mapped Record Type.
 
Mapping Fields
objectfieldmap
/ Required
mappingFields
 
Provide an ObjectFieldMap that contains the list of fields to map and optional default mappings to object fields.
{ "fields": [ { "field": { "key": "name", "label": "Name" }, "defaultObject": { "key": "account", "label": "Account" }, "defaultField": { "key": "contactName", "label": "Contact Name" } }, { "field": { "key": "address", "label": "Address" }, "defaultObject": { "key": "account", "label": "Account" }, "defaultField": { "key": "contactAddress", "label": "Contact Address" } } ] }
Selected Record Types
objectselection
/ Required
objectSelection
 
The selected Record Types to use as choices for performing field mapping.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

Record Types​

A subset of Salesforce Record Types. | key: selectRecordTypes | type: objectSelection

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Default Selected Record Types
string
Value List
defaultSelectedRecordTypes
The names of the Record Types to default in a selected state.
 
Include All Custom Record Types
boolean
/ Required
includeAllCustomRecordTypes
true
When true, will include all Custom Record Types, even those not included in Record Type Name Filter.
 
Include Only Top Level Record Types
boolean
/ Required
includeOnlyTopLevelRecordTypes
false
When true, will include only Record Types that are top-level, meaning not subtypes of other Types, regardless of other filters.
 
Record Type Filter
string
Value List
recordTypeFilter
The names or labels of the Record Types to include; if blank then all types are included. Uses case-insensitive matching.
 
Show Triggerable Only
boolean
showTriggerableOnly
false
If true, only triggerable objects are returned. If false, all objects are returned.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

Record Types With Fields​

A subset of Salesforce Record Types. | key: selectRecordTypesWithFields | type: objectSelection

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Default Selected Record Types
string
Value List
defaultSelectedRecordTypes
The names of the Record Types to default in a selected state.
 
Include All Custom Record Types
boolean
/ Required
includeAllCustomRecordTypes
true
When true, will include all Custom Record Types, even those not included in Record Type Name Filter.
 
Include Only Top Level Record Types
boolean
/ Required
includeOnlyTopLevelRecordTypes
false
When true, will include only Record Types that are top-level, meaning not subtypes of other Types
 
Record Type Filter
string
/ Required
Value List
recordTypeFilter
The names or labels of the Record Types to include; if left blank no record types are returned. Uses case-insensitive matching.
 
Show Triggerable Only
boolean
showTriggerableOnly
false
If true, only triggerable objects are returned. If false, all objects are returned.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

Actions​

Abort a Bulk Job​

Aborts a Job | key: abortBulkJob

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "7506g00000DhRA2AAN",
    "operation": "insert",
    "object": "Account",
    "createdById": "0056g000005HQPyAAO",
    "createdDate": "2018-12-18T22:51:36.000+0000",
    "systemModstamp": "2018-12-18T22:51:58.000+0000",
    "state": "Open",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 60,
    "jobType": "V2Ingest",
    "contentUrl": "services/data/v60.0/jobs/ingest/7506g00000DhRA2AAN/batches",
    "lineEnding": "LF",
    "columnDelimiter": "COMMA",
    "retries": 0,
    "totalProcessingTime": 0,
    "apiActiveProcessingTime": 0,
    "apexProcessingTime": 0
  }
}

Abort a Bulk Query Job​

Aborts a query job. | key: abortBulkQueryJob

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Query Job Id
string
/ Required
queryJobId
The ID of the query job to abort
750R0000000zlh9IAA
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "750R000000146UvIAI",
    "operation": "query",
    "object": "Account",
    "createdById": "005R0000000GiwjIAC",
    "createdDate": "2018-12-18T16:15:31.000+0000",
    "systemModstamp": "2018-12-18T16:15:32.000+0000",
    "state": "Aborted",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 46
  }
}

Add Attachment​

Attach a file to a Parent record object (Account, Opportunity, etc.) | key: addAttachment

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
File Contents
data
/ Required
file
Reference a file from a previous step, or enter plain text here.
Hello World
File Name
string
/ Required
fileName
The name of the file you wish to upload
file.pdf
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "015D0000000N3ZZIA0",
    "errors": [],
    "success": true
  }
}

Add User Permission Set​

Adds a Permission Set to the specified User | key: addUserPermissionSet

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Permission Set
string
/ Required
permissionName
Provide the name of the Permission Set
Standard User
User Name
string
/ Required
userName
Provide a User Name
JohnDoe
Version
string
version
51.0
Salesforce API Version Number.
51.0

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

Bulk Insert Records​

Creates new Salesforce Records | key: bulkInsertRecords

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
External ID Field Name
string
/ Required
externalIdFieldName
The name of the column that refers to the External ID Field
ExtId__c
File
data
/ Required
file
The file to be uploaded
 
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": [
    {
      "id": "015D0000000N3ZZIA0",
      "errors": [],
      "success": true
    }
  ]
}

Bulk Upsert Records​

Updates Salesforce Records if they exists, otherwise creates new Salesforce Records | key: bulkUpsertRecords

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
External ID Field Name
string
/ Required
externalIdFieldName
The name of the column that refers to the External ID Field
ExtId__c
File
data
/ Required
file
The file to be uploaded
 
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": [
    {
      "id": "015D0000000N3ZZIA0",
      "errors": [],
      "success": true
    }
  ]
}

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. | key: completeUploadBulkJob

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "7506g00000DhRA2AAN",
    "operation": "insert",
    "object": "Account",
    "createdById": "0056g000005HQPyAAO",
    "createdDate": "2018-12-18T22:51:36.000+0000",
    "systemModstamp": "2018-12-18T22:51:58.000+0000",
    "state": "Open",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 60,
    "jobType": "V2Ingest",
    "contentUrl": "services/data/v60.0/jobs/ingest/7506g00000DhRA2AAN/batches",
    "lineEnding": "LF",
    "columnDelimiter": "COMMA",
    "retries": 0,
    "totalProcessingTime": 0,
    "apiActiveProcessingTime": 0,
    "apexProcessingTime": 0
  }
}

Composite Requests​

Send multiple requests in a single HTTP call | key: compositeRequests

InputDefaultNotesExample
All Or None
boolean
allOrNone
Specifies what to do when an error occurs while processing a subrequest. If the value is true, the entire composite request is rolled back. The top-level request returns HTTP 200 and includes responses for each subrequest.
 
Collate Subrequests
boolean
collateSubrequests
Controls whether the API collates unrelated subrequests to bulkify them (true) or not (false).
 
Composite Request
code
/ Required
compositeRequest
Collection of subrequests to execute.
 
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "hasErrors": false,
    "results": [
      {
        "statusCode": 204,
        "result": null
      },
      {
        "statusCode": 200,
        "result": {
          "attributes": {
            "type": "Account",
            "url": "/services/data/v60.0/sobjects/Account/001D000000K0fXOIAZ"
          },
          "Name": "NewName",
          "BillingPostalCode": "94105",
          "Id": "001D000000K0fXOIAZ"
        }
      }
    ]
  }
}

Create a Bulk Job​

Creates a job representing a bulk operation and its associated data that is sent to Salesforce for asynchronous processing. | key: createBulkJob

InputDefaultNotesExample
Assignment Rule Id
string
assignmentRuleId
The ID of an assignment rule to run for a Case or a Lead. The assignment rule can be active or inactive.
01Q7F0000004g8eUAA
Column Delimiter
string
columnDelimiter
COMMA
The delimiter to use for the columns
 
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
External ID Field Name
string
externalIdFieldName
The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
ExtId__c
Line Ending
string
/ Required
lineEnding
LF
The line ending to use for the file
 
Object
string
object
The object type for the data being processed. Use only a single object type per job.
Account
Operation
string
/ Required
operation
insert
The operation to execute
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "750R0000000zlh9IAA",
    "operation": "query",
    "object": "Account",
    "createdById": "005R0000000GiwjIAC",
    "createdDate": "2018-12-10T17:50:19.000+0000",
    "systemModstamp": "2018-12-10T17:51:27.000+0000",
    "state": "JobComplete",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 46,
    "jobType": "V2Query",
    "lineEnding": "LF",
    "columnDelimiter": "COMMA",
    "numberRecordsProcessed": 500,
    "retries": 0,
    "totalProcessingTime": 334,
    "isPkChunkingSupported": true
  }
}

Create Account​

Create a Salesforce Account Record | key: createAccount

InputDefaultNotesExample
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
Connection
connection
/ Required
connection
 
 
 
Country
string
country
The country of the object's address
United States
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Number of Employees
string
employeeCount
The number of employees associated with the object.
30
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Industry
string
/ Required
industry
The type of account record
 
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
38000
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

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

Create Bulk Query Job​

Creates a query job. | key: createBulkQueryJob

InputDefaultNotesExample
Column Delimiter
string
columnDelimiter
COMMA
The delimiter to use for the columns
 
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Line Ending
string
/ Required
lineEnding
LF
The line ending to use for the file
 
Operation
string
/ Required
operation
query
The operation to execute
 
Query
string
/ Required
query
The query to execute
SELECT Id FROM Account
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "750R0000000zlh9IAA",
    "operation": "query",
    "object": "Account",
    "createdById": "005R0000000GiwjIAC",
    "createdDate": "2018-12-10T17:50:19.000+0000",
    "systemModstamp": "2018-12-10T17:50:19.000+0000",
    "state": "UploadComplete",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 46,
    "lineEnding": "LF",
    "columnDelimiter": "COMMA"
  }
}

Create Contact​

Create a Salesforce contact | key: createContact

InputDefaultNotesExample
Assistant
string
assistant
Provide a string value that represents the name of the contact's assistant
Jane Doe
Assistant's Phone
string
assistantPhone
Provide a string value that represents the phone number of the contact's assistant
18005555555
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
Connection
connection
/ Required
connection
 
 
 
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
Sales
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
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
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
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
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

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

Create Customer​

Create a Salesforce customer | key: createCustomer

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Customer Status Type
string
customerStatusType
Active
The status of the customer account.
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Last Reference Date
string
lastReferenceDate
The timestamp for when the current user last viewed a record related to this record.
2021-09-01T00:00:00.000Z
Last Viewed Date
string
lastViewedDate
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
2021-09-01T00:00:00.000Z
Name
string
/ Required
name
Name of this customer.
myExampleObject
Owner Id
string
ownerId
The ID of the user who owns the record.
00570000001a2fF
Party Id
string
/ Required
partyId
Represents the individual object related to this customer record.
0697000000K2g5AAAR
Total Lifetime Value
string
totalLifeTimeValue
The total revenue amount gained from this customer.
1000
Version
string
version
53.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Create Lead​

Create a Salesforce Lead Record | key: createLead

InputDefaultNotesExample
City
string
city
The city of the object's address
Cupertino
Company
string
/ Required
company
The name of the company
Widgets Inc.
Connection
connection
/ Required
connection
 
 
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
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
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
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
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
38000
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

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

Create Opportunity​

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

InputDefaultNotesExample
AccountId
string
accountId
The Id of the account to reference
0017000000hOMChAAO
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
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Lead Source
string
leadSource
Provide a value for the source of the lead.
Web
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.
Follow up with the client
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

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Create Profile​

Create a Salesforce Profile | key: createProfile

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
/ Required
description
Description of the profile.
 
Name
string
/ Required
name
The name of the profile.
 
Permissions
data
permissions
Key/value object with permission name keys and boolean value indicating if a permission is granted or not. Use 'Describe Permissions' to retrieve the permissions of a Record Type.
 
User License
string
/ Required
userLicense
Identifier for associated UserLicense.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Create Record​

Create a Salesforce Record | key: createRecord

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

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

Create User​

Create a Salesforce User | key: createUser

InputDefaultNotesExample
Alias
string
/ Required
alias
Provide an Alias for the User
JD
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Email Address
string
/ Required
email
The email address for the object
someone@example.com
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
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
Profile
string
/ Required
profile
Provide the name of the User Profile
Standard User
Time Zone
string
/ Required
timeZone
Time Zone in the format of 'America/New_York'
 
User Name
string
/ Required
userName
Provide a User Name
JohnDoe
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Create Workflow Outbound Message​

Create a Workflow Outbound Message | key: createWorkflowOutboundMessage

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
data
dynamicFields
Dynamic Fields, provided by value collection config variable, to include in the Outbound Message
 
Endpoint URL
string
/ Required
endpointUrl
The endpoint URL to send the outbound message / webhook to
https://example.com/webhook
Fields
string
Value List
fields
Fields to include in the Outbound Message.
Name, Phone, Email, etc.
Integration User Email
string
integrationUserEmail
The email of the user under which the payload is sent. If not provided, the current user will be used
jhon@doe.com
Outbound Message Name
string
/ Required
name
Name of the Outbound Message
MyOutboundMessage
Workflow Record Type
string
/ Required
recordType
The type of Salesforce Record for the Workflow
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Create Workflow Rule​

Create a Workflow Rule | key: createWorkflowRule

InputDefaultNotesExample
Active
boolean
active
true
Determines if this Rule is active
 
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Rule Criteria Filter
code
filterCriteria
Filter criteria data structure to use with the rule, use this or Formula. See https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm#filteritem
Formula
string
formulaInput
Formula to evaluate. Use this input or Filter Criteria
OwnerId <> LastModifiedById
Outbound Message Actions
string
Value List
outboundMessageActions
Full Names of the Outbound Message Actions for this Rule to fire
 
Workflow Record Type
string
/ Required
recordType
The type of Salesforce Record for the Workflow
Account
Rule Name
string
/ Required
ruleName
Name of the Workflow Rule
 
Trigger Type
string
/ Required
triggerType
onAllChanges
Conditions in which the trigger fires. On All Changes: The workflow rule is considered on all changes. On Create Only: Considered on creation. On Create or Meets Rule Criteria: Considered on create and when it is updated to meet any Rule Criteria configured to the workflow rule.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Delete a Bulk Job​

Deletes a job. | key: deleteBulkJob

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {}
}

Delete A Bulk Query Job​

Deletes a query job. | key: deleteBulkQueryJob

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Query Job Id
string
/ Required
queryJobId
The ID of the query job to delete
750R0000000zlh9IAA
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {}
}

Delete Account​

Delete an existing account record | key: deleteAccount

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

Delete Contact​

Delete an existing contact record | key: deleteContact

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

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

Delete Customer​

Delete an existing customer record | key: deleteCustomer

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
53.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Delete Lead​

Delete a Salesforce Lead Record | key: deleteLead

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

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

Delete Opportunity​

Delete an existing opportunity record | key: deleteOpportunity

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Delete Profile​

Delete a Salesforce Profile | key: deleteProfile

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Delete Record​

Delete an existing Salesforce Record | key: deleteRecord

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
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

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Delete Workflow Outbound Message​

Delete a Workflow Outbound Message | key: deleteWorkflowOutboundMessage

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Full Name Identifier
string
/ Required
fullName
Unique identifier for Metadata/Workflow objects
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Delete Workflow Rule​

Delete a Workflow Rule | key: deleteWorkflowRule

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Full Name Identifier
string
/ Required
fullName
Unique identifier for Metadata/Workflow objects
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Describe Customer SObject​

Metadata description API for Salesforce object. | key: describeCustomerSObject

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
53.0
Salesforce API Version Number.
51.0

{
  "data": {
    "actionOverrides": [],
    "activateable": false,
    "associateEntityType": null,
    "associateParentEntity": null,
    "childRelationships": [
      {
        "cascadeDelete": true,
        "childSObject": "AIInsightValue",
        "deprecatedAndHidden": false,
        "field": "SobjectLookupValueId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": true,
        "childSObject": "AIRecordInsight",
        "deprecatedAndHidden": false,
        "field": "TargetId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "CommSubscriptionConsent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "CommSubsConsents",
        "restrictedDelete": true
      },
      {
        "cascadeDelete": false,
        "childSObject": "CommSubscriptionConsentChangeEvent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "ContactPointConsent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "ContactPointConsents",
        "restrictedDelete": true
      },
      {
        "cascadeDelete": false,
        "childSObject": "ContactPointConsentChangeEvent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "ContactPointTypeConsent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "ContactPointTypeConsents",
        "restrictedDelete": true
      },
      {
        "cascadeDelete": false,
        "childSObject": "ContactPointTypeConsentChangeEvent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": true,
        "childSObject": "CustomerShare",
        "deprecatedAndHidden": false,
        "field": "ParentId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "Shares",
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "FlowExecutionErrorEvent",
        "deprecatedAndHidden": false,
        "field": "ContextRecordId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "FlowRecordRelation",
        "deprecatedAndHidden": false,
        "field": "RelatedRecordId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "PartyConsent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "PartyConsents",
        "restrictedDelete": true
      },
      {
        "cascadeDelete": false,
        "childSObject": "PartyConsentChangeEvent",
        "deprecatedAndHidden": false,
        "field": "PartyRoleId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": true,
        "childSObject": "PendingServiceRoutingInteractionInfo",
        "deprecatedAndHidden": false,
        "field": "TargetObjectId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": null,
        "restrictedDelete": false
      },
      {
        "cascadeDelete": true,
        "childSObject": "ProcessInstance",
        "deprecatedAndHidden": false,
        "field": "TargetObjectId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "ProcessInstances",
        "restrictedDelete": false
      },
      {
        "cascadeDelete": false,
        "childSObject": "ProcessInstanceHistory",
        "deprecatedAndHidden": false,
        "field": "TargetObjectId",
        "junctionIdListNames": [],
        "junctionReferenceTo": [],
        "relationshipName": "ProcessSteps",
        "restrictedDelete": false
      }
    ],
    "compactLayoutable": true,
    "createable": true,
    "custom": false,
    "customSetting": false,
    "deepCloneable": false,
    "defaultImplementation": null,
    "deletable": true,
    "deprecatedAndHidden": false,
    "extendedBy": null,
    "extendsInterfaces": null,
    "feedEnabled": false,
    "fields": [],
    "hasSubtypes": false,
    "implementedBy": null,
    "implementsInterfaces": null,
    "isInterface": false,
    "isSubtype": false,
    "keyPrefix": "0o6",
    "label": "Customer",
    "labelPlural": "Customers",
    "layoutable": true,
    "listviewable": null,
    "lookupLayoutable": null,
    "mergeable": false,
    "mruEnabled": true,
    "name": "Customer",
    "namedLayoutInfos": [],
    "networkScopeFieldName": null,
    "queryable": true,
    "recordTypeInfos": [
      {
        "active": true,
        "available": true,
        "defaultRecordTypeMapping": true,
        "developerName": "Master",
        "master": true,
        "name": "Master",
        "recordTypeId": "012964000000000AAA",
        "urls": {
          "layout": "/services/data/v53.0/sobjects/Customer/describe/layouts/012964000000000AAA"
        }
      }
    ],
    "replicateable": true,
    "retrieveable": true,
    "searchLayoutable": true,
    "searchable": true,
    "sobjectDescribeOption": "FULL",
    "supportedScopes": [],
    "triggerable": true,
    "undeletable": true,
    "updateable": true,
    "urls": {
      "compactLayouts": "/services/data/v53.0/sobjects/Customer/describe/compactLayouts",
      "rowTemplate": "/services/data/v53.0/sobjects/Customer/{ID}",
      "approvalLayouts": "/services/data/v53.0/sobjects/Customer/describe/approvalLayouts",
      "uiDetailTemplate": "https://dummy-uri.my.salesforce.com/{ID}",
      "uiEditTemplate": "https://dummy-uri.my.salesforce.com/{ID}/e",
      "describe": "/services/data/v53.0/sobjects/Customer/describe",
      "uiNewRecord": "https://dummy-uri.my.salesforce.com/0o6/e",
      "layouts": "/services/data/v53.0/sobjects/Customer/describe/layouts",
      "sobject": "/services/data/v53.0/sobjects/Customer"
    }
  }
}

Describe Object​

Describe attributes of a Salesforce Record Type | key: describeObject

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

Describe Permissions​

Describe permissions of a Salesforce Record Type | key: describePermissions

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

Find Record​

Find a single Salesforce Record | key: findRecord

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Field Value Types
string
Key Value List
fieldValueTypes
For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Name:string,Phone:string
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "Id": "003RM000006pL5gQAE",
    "Name": "Acme",
    "Phone": "123-456-7890",
    "BillingCity": "San Francisco",
    "BillingState": "CA"
  }
}

Find Records​

Find and fetch Salesforce Records | key: findRecords

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Field Value Types
string
Key Value List
fieldValueTypes
For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Name:string,Phone:string
Page Number
string
pageNumber
Provide an integer value for which page to return when paginating results.
3
Page Size
string
pageSize
Provide an integer value for the maximum results returned per page when paginating results.
20
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Sort Criteria
string
sort
The criteria by which you wish to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
-CreatedDate Name
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": [
    {
      "Id": "003RM000006pL5gQAE",
      "Name": "Acme",
      "Phone": "123-456-7890",
      "BillingCity": "San Francisco",
      "BillingState": "CA"
    }
  ]
}

Get Attachment​

Get a file attachment from an account, opportunity or contact | key: getAttachment

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug Request
boolean
debugRequest
false
Enabling this flag will log out the current request.
 
File Id
string
/ Required
fileId
The id of the file you wish to retrieve
an-example-id
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "type": "Buffer",
    "data": [
      83,
      71,
      86,
      115,
      98,
      71,
      56,
      103,
      86,
      50,
      57,
      121,
      98,
      71,
      81,
      61
    ]
  },
  "contentType": "image/png"
}

Get Bulk Job Failed Record Results​

Retrieves a list of failed records for a completed insert, delete, update or upsert job. | key: getJobFailedRecordResults

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

Get Bulk Job Info​

Retrieves detailed information about a job. | key: getBulkJob

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "7506g00000DhRA2AAN",
    "operation": "insert",
    "object": "Account",
    "createdById": "0056g000005HQPyAAO",
    "createdDate": "2018-12-18T22:51:36.000+0000",
    "systemModstamp": "2018-12-18T22:51:58.000+0000",
    "state": "Open",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 60,
    "jobType": "V2Ingest",
    "contentUrl": "services/data/v60.0/jobs/ingest/7506g00000DhRA2AAN/batches",
    "lineEnding": "LF",
    "columnDelimiter": "COMMA",
    "retries": 0,
    "totalProcessingTime": 0,
    "apiActiveProcessingTime": 0,
    "apexProcessingTime": 0
  }
}

Get Bulk Job Successful Record Results​

Retrieves the successful record results for a job. | key: getJobSuccessfulRecordResults

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

Get Current User​

Return information about the current session's user | key: getCurrentUser

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "results": {
      "id": "https://login.salesforce.com/id/00Z8d000694w9weEAQ/0064c00859AJGN6KPA",
      "asserted_user": true,
      "user_id": "0064c00859AJGN6KPA",
      "organization_id": "00Z8d000694w9weEAQ",
      "username": "jhon@doe.com",
      "nick_name": "dev",
      "display_name": "Dev Env",
      "email": "jhon@doe.com",
      "email_verified": true,
      "first_name": "Dev",
      "last_name": "Dev",
      "timezone": "America/Los_Angeles",
      "photos": {
        "picture": "https://dummy-uri.file.force.com/profilephoto/005/F",
        "thumbnail": "https://dummy-uri.file.force.com/profilephoto/005/T"
      },
      "addr_street": null,
      "addr_city": null,
      "addr_state": null,
      "addr_country": "US",
      "addr_zip": null,
      "mobile_phone": null,
      "mobile_phone_verified": false,
      "is_lightning_login_user": false,
      "status": {
        "created_date": null,
        "body": null
      },
      "urls": {
        "enterprise": "https://dummy-uri.my.salesforce.com/services/Soap/c/{version}/00Z8d000694w9we",
        "metadata": "https://dummy-uri.my.salesforce.com/services/Soap/m/{version}/00Z8d000694w9we",
        "partner": "https://dummy-uri.my.salesforce.com/services/Soap/u/{version}/00Z8d000694w9we",
        "rest": "https://dummy-uri.my.salesforce.com/services/data/v{version}/",
        "sobjects": "https://dummy-uri.my.salesforce.com/services/data/v{version}/sobjects/",
        "search": "https://dummy-uri.my.salesforce.com/services/data/v{version}/search/",
        "query": "https://dummy-uri.my.salesforce.com/services/data/v{version}/query/",
        "recent": "https://dummy-uri.my.salesforce.com/services/data/v{version}/recent/",
        "tooling_soap": "https://dummy-uri.my.salesforce.com/services/Soap/T/{version}/00Z8d000694w9we",
        "tooling_rest": "https://dummy-uri.my.salesforce.com/services/data/v{version}/tooling/",
        "profile": "https://dummy-uri.my.salesforce.com/0064c00859AJGN6KPA",
        "feeds": "https://dummy-uri.my.salesforce.com/services/data/v{version}/chatter/feeds",
        "groups": "https://dummy-uri.my.salesforce.com/services/data/v{version}/chatter/groups",
        "users": "https://dummy-uri.my.salesforce.com/services/data/v{version}/chatter/users",
        "feed_items": "https://dummy-uri.my.salesforce.com/services/data/v{version}/chatter/feed-items",
        "feed_elements": "https://dummy-uri.my.salesforce.com/services/data/v{version}/chatter/feed-elements",
        "custom_domain": "https://dummy-uri.my.salesforce.com"
      },
      "active": true,
      "user_type": "STANDARD",
      "language": "en_US",
      "locale": "en_US",
      "utcOffset": -28800000,
      "last_modified_date": "2023-10-06T18:48:33Z",
      "is_app_installed": true
    }
  }
}

Get Customer​

Gets an existing customer record | key: getCustomer

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
53.0
Salesforce API Version Number.
51.0

{
  "data": {
    "attributes": {
      "type": "Customer",
      "url": "/services/data/v53.0/sobjects/Customer/0o68c000000wk3lAAA"
    },
    "Id": "0o68c000000wk3lAAA",
    "OwnerId": "0064c00859AJGN6KPA",
    "IsDeleted": false,
    "Name": "Customer Name",
    "CreatedDate": "2023-12-14T20:54:21.000+0000",
    "CreatedById": "0064c00859AJGN6KPA",
    "LastModifiedDate": "2023-12-14T20:54:21.000+0000",
    "LastModifiedById": "0064c00859AJGN6KPA",
    "SystemModstamp": "2023-12-14T20:54:21.000+0000",
    "LastViewedDate": "2023-12-21T22:23:30.000+0000",
    "LastReferencedDate": "2023-12-21T22:23:30.000+0000",
    "PartyId": "0PK8c000963oLkUGAU",
    "TotalLifeTimeValue": null,
    "CustomerStatusType": "Active"
  }
}

Get File​

Retrieves a file from Salesforce ContentVersion | key: getFile

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Content Version Id
string
/ Required
contentDocumentId
The ID of the ContentVersion of the file to retrieve
0697000000K2g5AAAR
Debug Request
boolean
debug
false
Enabling this flag will log out the current request.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "type": "Buffer",
    "data": [
      83,
      71,
      86,
      115,
      98,
      71,
      56,
      103,
      86,
      50,
      57,
      121,
      98,
      71,
      81,
      61
    ]
  },
  "contentType": "image/png"
}

Get Information About a Bulk Query Job​

Gets information about one query job. | key: getQueryJobInformation

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Query Job Id
string
/ Required
queryJobId
The ID of the query job
750R0000000zlh9IAA
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "750R0000000zlh9IAA",
    "operation": "query",
    "object": "Account",
    "createdById": "005R0000000GiwjIAC",
    "createdDate": "2018-12-10T17:50:19.000+0000",
    "systemModstamp": "2018-12-10T17:51:27.000+0000",
    "state": "JobComplete",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 46,
    "jobType": "V2Query",
    "lineEnding": "LF",
    "columnDelimiter": "COMMA",
    "numberRecordsProcessed": 500,
    "retries": 0,
    "totalProcessingTime": 334,
    "isPkChunkingSupported": true
  }
}

Get Information About All Query Jobs​

Gets information about all query jobs in the org. | key: getAllQueryJobInformation

InputDefaultNotesExample
Concurrency Mode
string
concurrencyMode
parallel
For future use. Gets information only about jobs matching the specified concurrency mode.
 
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Is PK Chunking Enabled
boolean
isPkChunkingEnabled
If set to true, the request only returns information about jobs where PK Chunking is enabled. This only applies to Bulk API (not Bulk API 2.0) jobs.
 
Job Type
string
jobType
Gets information only about jobs matching the specified job type.
 
Query Locator
string
queryLocator
A string that identifies a specific set of query results. Providing a value for this parameter returns only that set of results.
MTAwMDA
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "done": false,
    "records": [
      {
        "id": "750R0000000zhfdIAA",
        "operation": "query",
        "object": "Account",
        "createdById": "005R0000000GiwjIAC",
        "createdDate": "2018-12-07T19:58:09.000+0000",
        "systemModstamp": "2018-12-07T19:59:14.000+0000",
        "state": "JobComplete",
        "concurrencyMode": "Parallel",
        "contentType": "CSV",
        "apiVersion": 60,
        "jobType": "V2Query",
        "lineEnding": "LF",
        "columnDelimiter": "COMMA"
      },
      {
        "id": "750R0000000zhjzIAA",
        "operation": "query",
        "object": "Account",
        "createdById": "005R0000000GiwjIAC",
        "createdDate": "2018-12-07T20:52:28.000+0000",
        "systemModstamp": "2018-12-07T20:53:15.000+0000",
        "state": "JobComplete",
        "concurrencyMode": "Parallel",
        "contentType": "CSV",
        "apiVersion": 60,
        "jobType": "V2Query",
        "lineEnding": "LF",
        "columnDelimiter": "COMMA"
      }
    ],
    "nextRecordsUrl": "/services/data/v60.0/jobs/ingest?queryLocator=01gR0000000opRTIAY-2000"
  }
}

Get Record​

Get a single Salesforce Record by Id | key: getRecord

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
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

{
  "data": {
    "Id": "003RM000006pL5gQAE",
    "Name": "Acme",
    "Phone": "123-456-7890",
    "BillingCity": "San Francisco",
    "BillingState": "CA"
  }
}

Get Results for a Bulk Query Job​

Gets the results for a query job. The job must be in a Job Complete state | key: getQueryJobResults

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Locator
string
locator
A string that identifies a specific set of query results. Providing a value for this parameter returns only that set of results.
MTAwMDA
Max Records
string
maxRecords
The maximum number of records to retrieve per set of results for the query. The request is still subject to the size limits.
MTAwMDA
Query Job Id
string
/ Required
queryJobId
The ID of the query job
750R0000000zlh9IAA
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": "\n  \"Id\",\"Name\"\n\"005R0000000UyrWIAS\",\"Jane Dunn\"\n\"005R0000000GiwjIAC\",\"George Wright\"\n\"005R0000000GiwoIAC\",\"Pat Wilson\"\n"
}

List Bulk Jobs​

Retrieves all jobs in the org. | key: listBulkJobs

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Is PK Chunking Enabled
boolean
isPkChunkingEnabled
If set to true, the request only returns information about jobs where PK Chunking is enabled. This only applies to Bulk API (not Bulk API 2.0) jobs.
 
Job Type
string
jobType
Gets information only about jobs matching the specified job type.
 
Locator
string
queryLocator
A string that identifies a specific set of query results. Providing a value for this parameter returns only that set of results.
MTAwMDA
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "done": true,
    "nextRecordsUrl": "/services/data/v60.0/jobs/ingest?queryLocator=01gR0000000opRTIAY-2000",
    "records": [
      {
        "id": "7506g00000DhRA2AAN",
        "operation": "insert",
        "object": "Account",
        "createdById": "0056g000005HQPyAAO",
        "createdDate": "2018-12-18T22:51:36.000+0000",
        "systemModstamp": "2018-12-18T22:51:58.000+0000",
        "state": "Open",
        "concurrencyMode": "Parallel",
        "contentType": "CSV",
        "apiVersion": 60,
        "jobType": "V2Ingest",
        "contentUrl": "services/data/v60.0/jobs/ingest/7506g00000DhRA2AAN/batches",
        "lineEnding": "LF",
        "columnDelimiter": "COMMA",
        "retries": 0,
        "totalProcessingTime": 0,
        "apiActiveProcessingTime": 0,
        "apexProcessingTime": 0
      },
      {
        "id": "7506g00000DhRA2AAN",
        "operation": "insert",
        "object": "Account",
        "createdById": "0056g000005HQPyAAO",
        "createdDate": "2018-12-18T22:51:36.000+0000",
        "systemModstamp": "2018-12-18T22:51:58.000+0000",
        "state": "Open",
        "concurrencyMode": "Parallel",
        "contentType": "CSV",
        "apiVersion": 60,
        "jobType": "V2Ingest",
        "contentUrl": "services/data/v60.0/jobs/ingest/7506g00000DhRA2AAN/batches",
        "lineEnding": "LF",
        "columnDelimiter": "COMMA",
        "retries": 0,
        "totalProcessingTime": 0,
        "apiActiveProcessingTime": 0,
        "apexProcessingTime": 0
      }
    ]
  }
}

List Composite Resources​

Gets a list of URIs for other composite resources. | key: listCompositeResources

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "hasErrors": false,
    "results": [
      {
        "tree": "/services/data/v54.0/composite/tree",
        "batch": "/services/data/v54.0/composite/batch",
        "sobjects": "/services/data/v54.0/composite/sobjects",
        "graph": "/services/data/v54.0/composite/graph"
      }
    ]
  }
}

List Customers​

List all customer records | key: listCustomers

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
53.0
Salesforce API Version Number.
51.0

{
  "data": {
    "records": [
      {
        "attributes": {
          "type": "Customer",
          "url": "/services/data/v53.0/sobjects/Customer/0o68c000000wk3lAAA"
        },
        "Id": "0o68c000000wk3lAAA",
        "OwnerId": "0064c00859AJGN6KPA",
        "IsDeleted": false,
        "Name": "Customer Name",
        "CreatedDate": "2023-12-14T20:54:21.000+0000",
        "CreatedById": "0064c00859AJGN6KPA",
        "LastModifiedDate": "2023-12-14T20:54:21.000+0000",
        "LastModifiedById": "0064c00859AJGN6KPA",
        "SystemModstamp": "2023-12-14T20:54:21.000+0000",
        "LastViewedDate": "2023-12-21T22:23:30.000+0000",
        "LastReferencedDate": "2023-12-21T22:23:30.000+0000",
        "PartyId": "0PK8c000963oLkUGAU",
        "TotalLifeTimeValue": null,
        "CustomerStatusType": "Active"
      },
      {
        "attributes": {
          "type": "Customer",
          "url": "/services/data/v53.0/sobjects/Customer/0o79c690000wk3qBCD"
        },
        "Id": "0o79c690000wk3qBCD",
        "OwnerId": "0064c00859AJGN6KPA",
        "IsDeleted": false,
        "Name": "New Name For Customer",
        "CreatedDate": "2023-12-14T20:54:50.000+0000",
        "CreatedById": "0064c00859AJGN6KPA",
        "LastModifiedDate": "2023-12-14T20:54:50.000+0000",
        "LastModifiedById": "0064c00859AJGN6KPA",
        "SystemModstamp": "2023-12-14T20:54:50.000+0000",
        "LastViewedDate": "2023-12-14T20:54:50.000+0000",
        "LastReferencedDate": "2023-12-14T20:54:50.000+0000",
        "PartyId": "0PK8c000963oLkUGAU",
        "TotalLifeTimeValue": null,
        "CustomerStatusType": "Active"
      }
    ],
    "done": true,
    "totalSize": 2
  }
}

List Workflow Outbound Messages​

List all Workflow Outbound Messages | key: listWorkflowOutboundMessages

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

List Workflow Rules​

List all Workflow Rules | key: listWorkflowRules

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "results": [
      {
        "createdById": "0064c00859AJGN6KPA",
        "createdByName": "Dev Env",
        "createdDate": "2023-04-28T16:39:49.000Z",
        "fileName": "workflows/Account.workflow",
        "fullName": "Account.Vendia-Demo-Hook-0064c00859AJGN6KPA",
        "id": "01Q8c000001QiFoEAK",
        "lastModifiedById": "0064c00859AJGN6KPA",
        "lastModifiedByName": "Dev Env",
        "lastModifiedDate": "2023-04-28T16:39:49.000Z",
        "manageableState": "unmanaged",
        "type": "WorkflowRule"
      },
      {
        "createdById": "0058c00000AJGN6KPO",
        "createdByName": "Dev Env",
        "createdDate": "2023-04-28T16:39:49.000Z",
        "fileName": "workflows/Account.workflow",
        "fullName": "Account.Vendia-Demo-Hook-0064c00859AJGN6KPA",
        "id": "01Q8c000001QiFoEAK",
        "lastModifiedById": "0064c00859AJGN6KPA",
        "lastModifiedByName": "Dev Env",
        "lastModifiedDate": "2023-04-28T16:39:49.000Z",
        "manageableState": "unmanaged",
        "type": "WorkflowRule"
      }
    ]
  }
}

Metadata API: Create Fields​

Create custom fields from metadata | key: createFieldsFromMetadata

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Metadata
code
/ Required
metadata
See https://jsforce.github.io/document/#create-metadata for related documentation.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Metadata API: Create Objects​

Create custom objects from metadata | key: createObjectsFromMetadata

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Metadata
code
/ Required
metadata
See https://jsforce.github.io/document/#create-metadata for related documentation.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "success": true,
    "fullName": "TestObject1__c"
  }
}

Metadata API: List Object Metadata​

Get all metadata for all objects (standard and custom) | key: listObjectMetadata

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "results": [
      {
        "createdById": "0064c00859AJGN6KPA",
        "createdByName": "Dev Env",
        "createdDate": "1970-01-01T00:00:00.000Z",
        "fileName": "objects/Campaign.object",
        "fullName": "Campaign",
        "id": "",
        "lastModifiedById": "0064c00859AJGN6KPA",
        "lastModifiedByName": "Dev Env",
        "lastModifiedDate": "1970-01-01T00:00:00.000Z",
        "namespacePrefix": "",
        "type": "CustomObject"
      },
      {
        "createdById": "0064c00859AJGN6KPA",
        "createdByName": "Dev Env",
        "createdDate": "1970-01-01T00:00:00.000Z",
        "fileName": "objects/Campaign.object",
        "fullName": "Campaign",
        "id": "",
        "lastModifiedById": "0064c00859AJGN6KPA",
        "lastModifiedByName": "Dev Env",
        "lastModifiedDate": "1970-01-01T00:00:00.000Z",
        "namespacePrefix": "",
        "type": "CustomObject"
      }
    ]
  }
}

Metadata API: Read Metadata of Object​

Get the metadata of an object by full name | key: getObjectMetadataByName

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Object Full Name
string
/ Required
fullName
 
Widget__c
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "createdById": "0064c00859AJGN6KPA",
    "createdByName": "Dev Env",
    "createdDate": "1970-01-01T00:00:00.000Z",
    "fileName": "objects/Campaign.object",
    "fullName": "Campaign",
    "id": "",
    "lastModifiedById": "0064c00859AJGN6KPA",
    "lastModifiedByName": "Dev Env",
    "lastModifiedDate": "1970-01-01T00:00:00.000Z",
    "namespacePrefix": "",
    "type": "CustomObject"
  }
}

Raw Request​

Send raw HTTP request to Salesforce | key: rawRequest

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Data
string
data
The HTTP body payload to send to the URL.
{"exampleKey": "Example Data"}
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Debug Request
boolean
debugRequest
false
Enabling this flag will log out the current request.
 
File Data
string
Key Value List
fileData
File Data to be sent as a multipart form upload.
[{key: "example.txt", value: "My File Contents"}]
File Data File Names
string
Key Value List
fileDataFileNames
File names to apply to the file data inputs. Keys must match the file data keys above.
 
Form Data
string
Key Value List
formData
The Form Data to be sent as a multipart form upload.
[{"key": "Example Key", "value": new Buffer("Hello World")}]
Header
string
Key Value List
headers
A list of headers to send with the request.
User-Agent: curl/7.64.1
Max Retry Count
string
maxRetries
0
The maximum number of retries to attempt. Specify 0 for no retries.
 
Method
string
/ Required
method
The HTTP method to use.
 
Query Parameter
string
Key Value List
queryParams
A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
 
Response Type
string
/ Required
responseType
json
The type of data you expect in the response. You can request json, text, or binary data.
 
Retry On All Errors
boolean
retryAllErrors
false
If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.
 
Retry Delay (ms)
string
retryDelayMS
0
The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.
 
Timeout
string
timeout
The maximum time that a client will await a response to its request
2000
URL
string
/ Required
url
Input the path only (/chatter/feeds/record/), The base URL is already included (https://<YOUR_INSTANCE_URL_COMING_FROM_CONNECTION>/services/data/v<YOUR_INPUT_VERSION>). For example, to connect to https://instance_name/services/data/v58.0/chatter/feeds/record/, only /chatter/feeds/record/ is entered in this field.
/chatter/feeds/record/
Use Exponential Backoff
boolean
useExponentialBackoff
false
Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.
 
Version
string
version
51.0
Salesforce API Version Number.
51.0

Remove User Permission Set​

Removes a Permission Set from the specified User | key: removeUserPermissionSet

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Permission Set
string
/ Required
permissionName
Provide the name of the Permission Set
Standard User
User Name
string
/ Required
userName
Provide a User Name
JohnDoe
Version
string
version
51.0
Salesforce API Version Number.
51.0

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

Salesforce Query​

Run an SOQL Query Against SalesForce | key: query

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
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

Send Transactional Email​

Sends a message to a single recipient via Salesforce | key: sendTransactionalEmail

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Definition Key
string
/ Required
definitionKey
The key of the message template definition
welcome_message
Message Key
string
/ Required
messageKey
The key of the message template
welcome_message
Recipient Attributes
string
Key Value List
recipientAttributes
Key-value pairs to personalize the message
 
Recipient Contact Key
string
/ Required
recipientContactKey
The key of the recipient contact
contact_key
Recipient Email
string
/ Required
recipientEmail
The email of the recipient
john@doe.com
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Subscribe to Record Change​

Create a workflow rule to subscribe to Record Changes in Salesforce. | key: subscribeToRecordChange

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
data
dynamicFields
Dynamic Fields, provided by value collection config variable, to include in the Outbound Message
 
Endpoint URL
string
/ Required
endpointUrl
The endpoint URL to send the outbound message / webhook to
https://example.com/webhook
Fields
string
Value List
fields
Fields to include in the Outbound Message.
Name, Phone, Email, etc.
Rule Criteria Filter
code
filterCriteria
Filter criteria data structure to use with the rule, use this or Formula. See https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm#filteritem
Formula
string
formulaInput
Formula to evaluate. Use this input or Filter Criteria
OwnerId <> LastModifiedById
Integration User Email
string
integrationUserEmail
The email of the user under which the payload is sent. If not provided, the current user will be used
jhon@doe.com
Outbound Message Name
string
/ Required
name
Name of the Outbound Message
MyOutboundMessage
Trigger Event
string
/ Required
operation
onAllChanges
 
 
Workflow Record Type
string
/ Required
recordType
The type of Salesforce Record for the Workflow
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "WorkflowRule": {
      "errors": [],
      "success": true,
      "fullName": "Account.TestRule"
    },
    "WorkflowOutboundMessage": {
      "errors": [],
      "success": true,
      "fullName": "Account.TestRule"
    }
  }
}

Update Account​

Update an existing account record | key: updateAccount

InputDefaultNotesExample
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
Connection
connection
/ Required
connection
 
 
 
Country
string
country
The country of the object's address
United States
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Number of Employees
string
employeeCount
The number of employees associated with the object.
30
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Industry
string
/ Required
industry
The type of account record
 
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
38000
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

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

Update Contact​

Update an existing contact record | key: updateContact

InputDefaultNotesExample
Assistant
string
assistant
Provide a string value that represents the name of the contact's assistant
Jane Doe
Assistant's Phone
string
assistantPhone
Provide a string value that represents the phone number of the contact's assistant
18005555555
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
Connection
connection
/ Required
connection
 
 
 
Country
string
country
The country of the object's address
United States
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Department
string
department
Provide a string value that represents the name of the contact's department
Sales
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
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
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
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
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

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

Update Customer​

Update an existing customer record | key: updateCustomer

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Customer Status Type
string
customerStatusType
Active
The status of the customer account.
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Last Reference Date
string
lastReferenceDate
The timestamp for when the current user last viewed a record related to this record.
2021-09-01T00:00:00.000Z
Last Viewed Date
string
lastViewedDate
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
2021-09-01T00:00:00.000Z
Name
string
/ Required
name
Name of this customer.
myExampleObject
Owner Id
string
ownerId
The ID of the user who owns the record.
00570000001a2fF
Party Id
string
/ Required
partyId
Represents the individual object related to this customer record.
0697000000K2g5AAAR
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Total Lifetime Value
string
totalLifeTimeValue
The total revenue amount gained from this customer.
1000
Version
string
version
53.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Update Lead​

Update a Salesforce Lead Record | key: updateLead

InputDefaultNotesExample
City
string
city
The city of the object's address
Cupertino
Company
string
/ Required
company
The name of the company
Widgets Inc.
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
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
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
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
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
38000
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

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

Update Opportunity​

Update an existing opportunity record | key: updateOpportunity

InputDefaultNotesExample
AccountId
string
accountId
The Id of the account to reference
0017000000hOMChAAO
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
Connection
connection
/ Required
connection
 
 
 
Description
string
description
Provide a string value for the description of the object.
This is a description of the object
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
Lead Source
string
leadSource
Provide a value for the source of the lead.
Web
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.
Follow up with the client
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

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Update Profile​

Update a Salesforce Profile | key: updateProfile

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Description
string
description
Description of the profile.
 
Name
string
name
The name of the profile.
 
Permissions
data
permissions
Key/value object with permission name keys and boolean value indicating if a permission is granted or not. Use 'Describe Permissions' to retrieve the permissions of a Record Type.
 
Record ID
string
/ Required
recordId
The ID of a Salesforce Record
0017000000hOMChAAO
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Update Record​

Updates an existing Salesforce Record | key: updateRecord

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
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

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Update User​

Update a Salesforce User | key: updateUser

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Dynamic Fields
code
dynamicValues
A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values
string
Key Value List
fieldValues
Name of a record's fields and their corresponding values
 
User Name
string
/ Required
userName
Provide a User Name
JohnDoe
Version
string
version
51.0
Salesforce API Version Number.
51.0

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

Upload Bulk Job Data​

Uploads data for a job using CSV data you provide. | key: uploadJobData

InputDefaultNotesExample
Bulk Job Id
string
/ Required
bulkJobId
The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
750R0000000zlh9IAA
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
File
data
/ Required
file
The file to be uploaded
 
Version
string
version
59.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "750R0000000zlh9IAA",
    "operation": "query",
    "object": "Account",
    "createdById": "005R0000000GiwjIAC",
    "createdDate": "2018-12-10T17:50:19.000+0000",
    "systemModstamp": "2018-12-10T17:51:27.000+0000",
    "state": "JobComplete",
    "concurrencyMode": "Parallel",
    "contentType": "CSV",
    "apiVersion": 46,
    "jobType": "V2Query",
    "lineEnding": "LF",
    "columnDelimiter": "COMMA",
    "numberRecordsProcessed": 500,
    "retries": 0,
    "totalProcessingTime": 334,
    "isPkChunkingSupported": true
  }
}

Upload File​

Uploads a file to Salesforce ContentVersion | key: uploadFile

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
File
data
/ Required
file
The file to be uploaded
 
Path On Client
string
/ Required
pathOnClient
The complete path of the document. One of the fields that determines the FileType. Specify a complete path including the path extension in order for the document to be visible in the Preview tab.
path/to/file.csv
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": {
    "id": "06Q606ExampleId",
    "success": true,
    "errors": []
  }
}

Upsert Record​

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

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Debug
boolean
debug
Enable debug mode for this action. This will return additional information in the response.
 
External ID Field Name
string
/ Required
externalIdFieldName
The name of the column that refers to the External ID Field
ExtId__c
Records
code
/ Required
records
The records to be upserted
 
Record Type
string
/ Required
recordType
The type of Salesforce Record.
Account
Version
string
version
51.0
Salesforce API Version Number.
51.0

{
  "data": [
    {
      "id": "00190000001pPvHAAU",
      "errors": [],
      "success": true,
      "created": true
    }
  ]
}

Validate Connection​

Returns a boolean value that specifies whether the provided Connection is valid | key: validateConnection

InputDefaultNotesExample
Connection
connection
/ Required
connection
 
 
 
Version
string
version
51.0
Salesforce API Version Number.
51.0