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
- Salesforce errors
- Salesforce connector event cards
- Salesforce connector action cards
You can authorize a maximum of five accounts in Salesforce. See Authorization.
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.
If you have trouble connecting to your Salesforce account, reauthorize your account in Settings > Accounts, or delete your account and add it again.
To see your available Salesforce accounts, navigate to Settings > Accounts.
|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.|
|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.|
Download a document in Salesforce.
|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 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.|
|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.|
|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.|