Salesforce

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

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Connector Metadata
Publisher Microsoft

To use this integration, you will need access to a Salesforce account with API access enabled. To see what Salesforce editions have API access, please check Salesforce article. 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.

Known Issues and Limitations

  1. There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, etc. When you receive an error "Query is either selecting too many fields or the filter conditions are too complicated" it means that your query exceeds the limit. To avoid this, use "Select Query" advanced option and specify fields that you really need.
  2. Salesforce session settings can block this integration. Please ensure that setting "Lock sessions to the IP address from which they originated" is disabled.
  3. Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for "API Enabled" checkbox.
  4. Note that Salesforce trial accounts do not have API access.
  5. Custom fields of type "Picklist (Multi-Select)" are not supported by "Create record" and "Update record" operations.
  6. Complex objects (objects with nested objects, see example below) are not supported by "Create Record" and "Update Record", nor are they supported by their respective deprecated versions. To work around this limitation, flat object structures should be used.

Example of a complex object that is not supported because it has a nested object with MerchandiseExtID__c field:

{
    "Name" : "LineItemCreatedViaExtID",
    "Merchandise__r" :
    {
        "MerchandiseExtID__c" : 123
    }
}

Example of the above complex object rewritten as a flat object that IS supported:

{
    "Name" : "LineItemCreatedViaExtID",
    "MerchandiseExtID__c" : 123
}

Power Apps delegable functions and operations for Salesforce

These Power Apps operations, for a given data type, may be delegated to Salesforce for processing (rather than processing locally within Power Apps).

Top-level functions

  Delegable
Average No
Filter Yes
LookUp Yes
Max No
Min No
Search Yes
Sort Yes
SortByColumns Yes
Sum No

Filter and LookUp predicates

  Salesforce
Not Yes
IsBlank No
TrimEnds No
Len No
+, - No
<, <=, =, <>, >, >= Yes
And (&&), Or (||), Not (!) Yes
in Yes
StartsWith No

Connector in-depth

For more information about the connector, see the in-dept section.

Creating a connection

The connector supports the following authentication types:
Default Required parameters for creating connection. All regions

Default

Applicable: All regions

Required parameters for creating connection.

Name Type Description
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 v41.0

Throttling Limits

Name Calls Renewal Period
API calls per connection90060 seconds

Actions

Close or abort a job

Closes or aborts a job. Use UploadComplete to close a job, or Aborted to abort a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data. If you abort a job, the job does not get queued or processed.
Create a job (V2)

Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.
Create a job [DEPRECATED]

This action has been deprecated. Please use Create a job (V2) instead.

Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.
Create record

This operation creates a record and allows null values.
Create record [DEPRECATED]

This operation creates a record.
Delete a job

Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
Delete record

This operation deletes a record.
Execute a SOQL query

Execute a SOQL query.
Get a Record by External ID

This operation retrieves a record using an external ID.
Get all jobs

Get a list of all jobs
Get job info

Retrieves detailed information about a job.
Get job results

Retrieves a list of records based on the result type for a completed job.
Get object types

This operation lists the available Salesforce object types.
Get record

This operation gets a record.
Get record [DEPRECATED]

This action has been deprecated. Please use Get record instead.

This operation gets a record.
Get records

This operation gets records of a certain Salesforce object type like 'Leads'.
Insert or Update (Upsert) a Record by External ID

This operation inserts or updates (upserts) a record using an external ID.
Update record

This operation updates a record and allows null values.
Update record [DEPRECATED]

This operation updates a record.
Upload job data

Uploads data for a job using CSV data.

Close or abort a job

Operation ID:
CloseJob

Closes or aborts a job. Use UploadComplete to close a job, or Aborted to abort a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data. If you abort a job, the job does not get queued or processed.

Parameters

Name Key Required Type Description
Job ID
 jobId True string

Job ID
state
 state True string

state

Returns

Body
JobInfo

Create a job (V2)

Operation ID:
CreateJobV2

Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.

Parameters

Name Key Required Type Description
Object
 object True string

The object type for the data being processed.
Operation
 operation True string

The processing operation for the job.
Column Delimiter
 columnDelimiter string

The column delimiter used for CSV job data.
External ID Field Name
 externalIdFieldName string

The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
Line Ending
 lineEnding string

The line ending used for CSV job data, marking the end of a data row.
Content Type
 contentType string

The content type for the job.

Returns

Output for 'CreateJobV2' operation

Body
CreateJobResponse

Create a job [DEPRECATED]

Operation ID:
CreateJob

This action has been deprecated. Please use Create a job (V2) instead.

Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.

Parameters

Name Key Required Type Description
Column Delimiter
 columnDelimiter string

Column Delimiter
External ID Field Name
 externalIdFieldName string

External ID Field Name
Line Ending
 lineEnding string

Line Ending
Object
 object True string

Object
Operation
 operation True string

Operation

Returns

Body
JobInfo

Create record

Operation ID:
PostItem_V2

This operation creates a record and allows null values.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

table name
Record
 item True dynamic

Record

Returns

The outputs of this operation are dynamic.

Create record [DEPRECATED]

Operation ID:
PostItem

This operation creates a record.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Record
 item True dynamic

The record to create.

Returns

The outputs of this operation are dynamic.

Delete a job

Operation ID:
DeleteJob

Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.

Parameters

Name Key Required Type Description
Job ID
 jobId True string

Job ID

Delete record

Operation ID:
DeleteItem

This operation deletes a record.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Record Id
 id True string

The unique identifier of record to delete.

Execute a SOQL query

Operation ID:
ExecuteSoqlQuery

Execute a SOQL query.

Parameters

Name Key Required Type Description
SOQL Query
 query True string

SOQL Query text. Dynamic parameters can be specified using '@paramName' syntax.

Returns

response
object

Get a Record by External ID

Operation ID:
GetItemByExternalId

This operation retrieves a record using an external ID.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
External ID Field
 externalIdField True string

Field marked as external ID field on Salesforce object.
External ID
 externalId True string

External ID of the record to retrieve.

Returns

The outputs of this operation are dynamic.

Get all jobs

Operation ID:
GetAllJobs

Get a list of all jobs

Parameters

Name Key Required Type Description
Concurrency Mode
 concurrenyMode string

Concurrency Mode
Is PK Chunking Enabled
 isPkChunkingEnabled boolean

Is PK Chunking Enabled
Job Type
 jobType string

Job Type
Query Locator
 queryLocator string

Query Locator

Returns

Body
GetAllJobsResponse

Get job info

Operation ID:
GetJobInfo

Retrieves detailed information about a job.

Parameters

Name Key Required Type Description
Job ID
 jobId True string

Job ID

Returns

Body
CheckJobResponse

Get job results

Operation ID:
GetJobRecordResults

Retrieves a list of records based on the result type for a completed job.

Parameters

Name Key Required Type Description
Job ID
 jobId True string

Job ID
Result Type
 resultType True string

Result Type

Returns

response
string

Get object types

Operation ID:
GetTables

This operation lists the available Salesforce object types.

Returns

Represents a list of tables.

Body
TablesList

Get record

Operation ID:
GetItem_V2

This operation gets a record.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

table name
Record Id
 id True string

item key
Select Query
 $select string

Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Get record [DEPRECATED]

Operation ID:
GetItem

This action has been deprecated. Please use Get record instead.

This operation gets a record.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Record Id
 id True string

The unique identifier of record to get.

Returns

The outputs of this operation are dynamic.

Get records

Operation ID:
GetItems

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

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Filter Query
 $filter string

An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Order By
 $orderby string

An ODATA orderBy query for specifying the order of entries.
Top Count
 $top integer

Total number of entries to retrieve (default = all).
Skip Count
 $skip integer

The number of entries to skip (default = 0).
Select Query
 $select string

Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Insert or Update (Upsert) a Record by External ID

Operation ID:
PatchItemByExternalId

This operation inserts or updates (upserts) a record using an external ID.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
External ID Field
 externalIdField True string

Field marked as external ID field on Salesforce object.
External ID
 externalId True string

External ID of the record to upsert.
Record
 item True dynamic

The record with changed properties.

Returns

The outputs of this operation are dynamic.

Update record

Operation ID:
PatchItem_V2

This operation updates a record and allows null values.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

table name
Record Id
 id True string

item key
item to be updated
 item True dynamic

item to be updated
Select Query
 $select string

Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Update record [DEPRECATED]

Operation ID:
PatchItem

This operation updates a record.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Record Id
 id True string

The unique identifier of record to update.
Record
 item True dynamic

The record with changed properties.

Returns

The outputs of this operation are dynamic.

Upload job data

Operation ID:
UploadJobData

Uploads data for a job using CSV data.

Parameters

Name Key Required Type Description
Job ID
 jobId True string

Job ID
CSV File Content
 body True binary

CSV Data to upload

Triggers

When a record is created

This operation triggers when there are newly created records.
When a record is modified

This operation triggers when there are newly modified records.

When a record is created

Operation ID:
GetOnNewItems

This operation triggers when there are newly created records.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Filter Query
 $filter string

An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Order By
 $orderby string

An ODATA orderBy query for specifying the order of entries.
Select Query
 $select string

Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

When a record is modified

Operation ID:
GetOnUpdatedItems

This operation triggers when there are newly modified records.

Parameters

Name Key Required Type Description
Salesforce Object Type
 table True string

The Salesforce object type like 'Leads'.
Filter Query
 $filter string

An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Order By
 $orderby string

An ODATA orderBy query for specifying the order of entries.
Select Query
 $select string

Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Definitions

CreateJobResponse

Output for 'CreateJobV2' operation

Name Path Type Description
Object
 object string

The object type for the data being processed.
Operation
 operation string

The processing operation for the job.
Column Delimiter
 columnDelimiter string

The column delimiter used for CSV job data.
External ID Field Name
 externalIdFieldName string

The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
Line Ending
 lineEnding string

The line ending used for CSV job data, marking the end of a data row.
Content Type
 contentType string

The content type for the job.
API Version
 apiVersion float

The API version that the job was created in.
Concurrency Mode
 concurrencyMode string

The concurrency mode for the job.
Content Url
 contentUrl string

The URL to use for Upload Job Data requests for this job. Only valid if the job is in 'Open' state.
Created By Id
 createdById string

The ID of the user who created the job.
Created Date
 createdDate date-time

The date and time in the UTC time zone when the job was created.
Id
 id string

Unique ID for this job.
Job Type
 jobType string

The job’s type.
State
 state string

The current state of processing for the job.
System Modstamp
 systemModstamp date-time

Date and time in the UTC time zone when the job finished.

Table

Represents a table.

Name Path Type Description
Name
 Name string

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

The display name of the table.
DynamicProperties
 DynamicProperties object

Additional table properties provided by the connector to the clients.

TablesList

Represents a list of tables.

Name Path Type Description
value
 value array of Table

List of Tables

GetAllJobsResponse

Name Path Type Description
Done
 done boolean

Done
records
 records array of JobInfo
Next Recored URL
 nextRecordUrl string

Next Record URL

JobInfo

Name Path Type Description
API Version
 apiVersion float

API Version
Column Delimiter
 columnDelimiter string

Column Delimiter
Concurrency Mode
 concurrencyMode string

Concurrency Mode
Content Type
 contentType string

Content Type
Content URL
 contentUrl string

Content URL
Created By ID
 createdById string

Created By ID
Created Date
 createdDate date-time

Created Date
External ID Field Name
 externalIdFieldName string

External ID Field Name
ID
 id string

ID
Job Type
 jobType string

Job Type
Line Ending
 lineEnding string

Line Ending
Object
 object string

Object
Operation
 operation string

Operation
State
 state string

State
System Mod Stamp
 systemModstamp date-time

System Mod Stamp

CheckJobResponse

Name Path Type Description
APEX Processing Time
 apexProcessingTime number

APEX Processing Time
API Active Processing Time
 apiActiveProcessingTime number

API Active Processing Time
API Version
 apiVersion float

API Version
Column Delimiter
 columnDelimiter string

Column Delimiter
Concurrency Mode
 concurrencyMode string

Concurrency Mode
Content Type
 contentType string

Content Type
Content URL
 contentUrl string

Content URL
Created By ID
 createdById string

Created By ID
Created Date
 createdDate date-time

Created Date
External Field Name
 externalFieldName string

External Field Name
ID
 id string

ID
Job Type
 jobType string

Job Type
Line Ending
 lineEnding string

Line Ending
Object
 object string

Object
Operation
 operation string

Operation
Retries
 retries number

Retries
State
 state string

State
systemModStamp
 systemModStamp date-time
Total Processing Time
 totalProcessingTime number

Total Processing Time

string

This is the basic data type 'string'.

object

This is the type 'object'.