Monitor, create, and manage Salesforce resources by using Azure Logic Apps

08/24/2018
2 minutes to read
Contributors

With Azure Logic Apps and the Salesforce connector, you can create automated tasks and workflows for your Salesforce resources, such as records, jobs, and objects, for example:

Monitor when records are created or changed.
Create, get, and manage jobs and records, including insert, update, and delete actions.

You can use Salesforce triggers that get responses from Salesforce and make the output available to other actions. You can use actions in your logic apps to perform tasks with Salesforce resources. If you're new to logic apps, review What is Azure Logic Apps?

Prerequisites

An Azure subscription. If you don't have an Azure subscription, sign up for a free Azure account.
A Salesforce account
Basic knowledge about how to create logic apps
The logic app where you want to access your Salesforce account. To start with a Salesforce trigger, create a blank logic app. To use a Salesforce action, start your logic app with another trigger, for example, the Recurrence trigger.

Connect to Salesforce

Before your logic app can access any service, you must create a connection between your logic app and that service. If you didn't previously create this connection, you're prompted for connection information when you add a trigger or action for that service to your logic app. The Logic Apps Designer provides an easy way for you to create this connection directly from your logic app.

Sign in to the Azure portal, and open your logic app in Logic App Designer, if not open already.
Choose a path:
- For blank logic apps, in the search box, enter "salesforce" as your filter. Under the triggers list, select the trigger you want.
  
  -or-
- For existing logic apps, under the step where you want to add an action, choose New step. In the search box, enter "salesforce" as your filter. Under the actions list, select the action you want.
If you're prompted to sign in to Salesforce, sign in now and allow access.

Your credentials authorize your logic app to create a connection to Salesforce and access your data.
Provide the necessary details for your selected trigger or action and continue building your logic app's workflow.

Connector reference

For technical details about triggers, actions, and limits, which are described by the connector's OpenAPI (formerly Swagger) description, review the connector's reference page.

Get support

For questions, visit the Azure Logic Apps forum.
To submit or vote on feature ideas, visit the Logic Apps user feedback site.

Next steps

Learn about other Logic Apps connectors