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.
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.
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.
|Start a flow when a new record is created in Salesforce.
|Start a flow when a record of a specified type is deleted.
|Start a flow when an existing Salesforce record is updated.
|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 a new record in Salesforce.
|Create a new user in Salesforce.
|Custom API Action
|Make a custom, authenticated HTTP call to the Salesforce API.
|Deactivate a Salesforce user.
|Execute a SOQL query.
|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 dynamically generated fields from an existing record of the specified record type.
|Read Related Records
|Retrieve a list of related records.
|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 for Salesforce records.
|Search for Salesforce users by username or email.
|Transfer all leads from one user to another.
|Unfreeze a Salesforce user.
|Update a single record identified by the record ID.
|Update an existing user in Salesforce.
|Upload a file and attach it to a record in Salesforce.
|Upload a file to Salesforce.