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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 TypeKeyDescriptionFields
Basic AuthbasicBasic authorization using a username/password combination

Username |  username

Password |  password

Actions#

Create Lead#

Create a Salesforce Lead Record | key: createLead

InputKeyDefaultNotesExample

Company

string
/ Required
companyThe name of the companyWidgets Inc.

Values

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

First Name

string
firstNameThe first name of the contact at the companyJohn

Last Name

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

Login URL

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

Version

string
version51.0Salesforce API Version Number51.0

Create Record#

Create a Salesforce Record | key: createRecord

InputKeyDefaultNotesExample

Values

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

Login URL

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

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0

Delete Record#

Updates a Salesforce Record | key: deleteRecord

InputKeyDefaultNotesExample

Login URL

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

Record ID

string
/ Required
recordIdThe ID of a Salesforce Record0017000000hOMChAAO

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0

Salesforce Query#

Run an SOQL Query Against SalesForce | key: query

InputKeyDefaultNotesExample

Login URL

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

SOQL Query

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

Version

string
version51.0Salesforce API Version Number51.0

Update Record#

Updates a Salesforce Record | key: updateRecord

InputKeyDefaultNotesExample

Values

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

Login URL

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

Record ID

string
/ Required
recordIdThe ID of a Salesforce Record0017000000hOMChAAO

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0

Upsert Record#

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

InputKeyDefaultNotesExample

External ID Field Name

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

Values

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

Login URL

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

Record Type

string
/ Required
recordTypeThe type of Salesforce RecordAccount

Version

string
version51.0Salesforce API Version Number51.0