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
Salesforce errors
Salesforce connector event cards
Salesforce connector action cards

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 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 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.