Salesforce Component

Query, create, update or delete Salesforce records

Component key: salesforce

Description

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

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

Authorization Methods

Salesforce requires one of the following authorization methods:

Auth Type	Key	Description	Fields
Basic Auth	basic	Basic authorization using a username/password combination	Username |  username Password |  password

Actions

Create Lead

Create a Salesforce Lead Record | key: createLead

Input	Key	Default	Notes	Example
Company string / Required	company		The name of the company	Widgets Inc.
Values string / Required	fieldValues		The names of the fields and their values to use when creating/updating a record
First Name string	firstName		The first name of the contact at the company	John
Last Name string / Required	lastName		The last name of the contact at the company	Smith
Login URL string / Required	loginUrl		Your SalesForce Login URL	https://my-company.my.salesforce.com/
Version string	version	51.0	Salesforce API Version Number	51.0

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Create Record

Create a Salesforce Record | key: createRecord

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

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Delete Record

Updates a Salesforce Record | key: deleteRecord

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

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Salesforce Query

Run an SOQL Query Against SalesForce | key: query

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

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Update Record

Updates a Salesforce Record | key: updateRecord

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

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Upsert Record

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

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

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