Salesforce

Salesforce

The Salesforce Connector provides an API to work with Salesforce objects.

To use this integration, you will need access to a Salesforce account with API access enabled (note that the trials do not have API access).. To make a connection, select Sign In. You will be prompted to provide your Salesforce login, follow the remainder of the screens to create a connection.

You're now ready to start using this integration.

Creating a connection

To connect your account, you will need the following information:

Login URI (Environment)
string
The Salesforce Login URI. For Production, leave blank or use https://login.salesforce.com
Salesforce API Version
string
The Salesforce API Version. For default, leave blank or use v34.0
Actions

Create record

This operation creates a record.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.
Record
dynamic
The record to create.

Returns

The outputs of this operation are dynamic.

Create record V2

This operation creates a record and allows null values.

Required Parameters

Salesforce Object Type
string
table name
Record
dynamic
Record

Returns

The outputs of this operation are dynamic.

Delete record

This operation deletes a record.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.
Record Id
string
The unique identifier of record to delete.

Returns

The outputs of this operation are dynamic.

Get object types

This operation lists the available Salesforce object types.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.
Record
dynamic
The record to create.

Returns

Body
TablesList

Represents a list of tables.

Get record

This operation gets a record.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.
Record Id
string
The unique identifier of record to get.

Returns

The outputs of this operation are dynamic.

Get records

This operation gets records of a certain Salesforce object type like 'Leads'.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.

Optional Parameters

Filter Query
string
An ODATA filter query to restrict the entries returned.
Order By
string
An ODATA orderBy query for specifying the order of entries.
Top Count
integer
Total number of entries to retrieve (default = all).
Skip Count
integer
The number of entries to skip (default = 0).
Select Query
string
Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Update record

This operation updates a record.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.
Record Id
string
The unique identifier of record to update.
Record
dynamic
The record with changed properties.

Returns

The outputs of this operation are dynamic.

Update record V2

This operation updates a record and allows null values.

Required Parameters

Salesforce Object Type
string
table name
Record Id
string
item key
item to be updated
dynamic
item to be updated

Returns

The outputs of this operation are dynamic.
Triggers

When a record is created

This operation triggers when there are newly created records.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.

Optional Parameters

Filter Query
string
An ODATA filter query to restrict the entries returned.
Order By
string
An ODATA orderBy query for specifying the order of entries.
Select Query
string
Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

When a record is modified

This operation triggers when there are newly modified records.

Required Parameters

Salesforce Object Type
string
The Salesforce object type like 'Leads'.

Optional Parameters

Filter Query
string
An ODATA filter query to restrict the entries returned.
Order By
string
An ODATA orderBy query for specifying the order of entries.
Select Query
string
Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Definitions

Table

Represents a table.

DisplayName
string
The display name of the table.
Name
string
The name of the table. The name is used at runtime.

TablesList

Represents a list of tables.

value
array of Table
List of Tables

Limits

NameCallsRenewal Period
API calls per connection90060 seconds