Connect to Salesforce from 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

• An Azure account and 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

When you add a trigger or action that connects to a service or system, and you don't have an existing or active connection, Azure Logic Apps prompts you to provide the connection information, which varies based on the connection type, for example:

• Your account credentials
• A name to use for the connection
• The name for the server or system
• The authentication type to use
• A connection string

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.

Get support

• For questions, visit the Microsoft Q&A question page for Azure Logic Apps.
• To submit or vote on feature ideas, visit the Logic Apps user feedback site.

Next steps

• Learn about other Logic Apps connectors