Salesforce connector

Salesforce is a customer relationship management (CRM) platform that provides a suite of services to accomplish business tasks. You can create, read, update, and deactivate users, search and transfer leads, and make custom API calls to the Salesforce API.

Authorize your Salesforce account

You can authorize a maximum of five accounts in Salesforce. See Authorization.

Salesforce errors

See Status Codes and Error Responses for more information on specific errors returned from the Salesforce API.

If you receive a generic error like "Bad Request" from Salesforce, look for the actual error message in the object that is returned by the API.

Authentication errors

If you have trouble connecting to your Salesforce account, see your available Salesforce accounts and reauthorize your account on the Connections page, or delete your account and add it again.

Salesforce connector event cards

Event

Description

New Record Start a Flow when a new record is created in Salesforce.
Record Deleted Start a Flow when a record of a specified type is deleted.
Record Updated Start a Flow when an existing Salesforce record is updated.

Salesforce connector action cards

Action

Description

Activate User

Activate a Salesforce user.

Build Record Object

Build a single Record Object for use with the Create Multiple Records action.

Create Multiple Records

Create multiple records in Salesforce.

Create Record

Create a new record in Salesforce.

Create User

Create a new user in Salesforce.

Custom API Action

Make a custom, authenticated HTTP call to the Salesforce API.

Deactivate User

Deactivate a Salesforce user.

Execute Query

Execute a SOQL query.

Freeze User

Freeze a Salesforce user.

Get All Feature Licenses

Retrieve a list of all Salesforce feature license names and IDs.

Get All Permission Set Licenses

Retrieve a list of permission set licences by name and ID.

Get All Permission Sets

Retrieve a list of permission set names and IDs.

Get All Profiles

Retrieve a list of profile names and IDs.

Get All Public Groups

Retrieve a list of public group names and IDs.

Get All Roles

Retrieve a list of role names and IDs.

Get Multiselect Values - Custom Fields

Retrieve all available options for a custom multiselect type field.

List Permission Set Group Assignments

Search for permission set group assignments in Salesforce by permission set group ID and user ID.

List User Permission Assignments

Search for user permission assignments in Salesforce by user ID and permission set ID.

Read Record

Read dynamically generated fields from an existing record of the specified record type.

Read Related Records

Retrieve a list of related records.

Read User

Retrieve the details of an existing Salesforce user.

Remove Permission Set Group

Remove a permission set group in Salesforce.

Remove User Entitlements

Remove user entitlements from Salesforce.

Search Permission Set Groups

Search for permission set groups in Salesforce.

Search Records

Search for Salesforce records.

Search Users

Search for Salesforce users by username or email.

Transfer Leads

Transfer all leads from one user to another.

Unfreeze User

Unfreeze a Salesforce user.

Update Record

Update a single record identified by the record ID.

Update User

Update an existing user in Salesforce.

Upload Attachment

Upload a file and attach it to a record in Salesforce.

Upload Document

Upload a file to Salesforce.