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

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

Connect to Salesforce

When you add a trigger or action that connects to a service or system for the first time, the Logic App Designer prompts you to create a connection by providing the necessary information, which varies based on the connection, for example:

  • A name to use for the new connection
  • The server or system name
  • Your user or account credentials
  • The authentication type to use
  • The Azure subscription and name for the data gateway that you previously create when connecting to on-premises data sources
  1. Sign in to the Azure portal, and open your logic app in Logic App Designer, if not open already.

  2. 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.

  3. 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.

  4. 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.

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Next steps