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Salesforce

Interact with Salesforce.

Overview

The Salesforce workflow node allows you to interact with various Salesforce resources, such as Leads, Contacts, Accounts, and Custom Objects. You can perform operations like create, update, get, delete, and more, directly from your workflow.

Resource types

All the Salesforce object you can work with:

  • Account: Represents a business entity or individual that you're doing business with, such as a customer, partner, or competitor.
  • Attachment: Represents a file attached to a record, such as a document or image, typically related to legacy file storage. Superseded by ContentVersion in newer implementations.
  • Case: Represents a customer’s feedback, question, or issue—used to track and manage support requests.
  • Contact: Represents an individual associated with an Account, such as a customer, decision-maker, or employee.
  • Custom Object: Represents a user-defined object created to store information unique to your organization.
  • Document: Represents a file stored in a folder within Salesforce, used primarily in Classic UI. Replaced by ContentDocument and ContentVersion in Lightning Experience.
  • Flow: Represents an auto-launched process or automation that runs logic such as data updates, decisions, or record creation.
  • Lead: Represents a prospect or potential customer who has shown interest but has not yet been qualified.
  • Opportunity: Represents a potential revenue-generating deal or sales event related to an Account.
  • Search: Used to perform record-level searches across multiple objects using SOQL, SOSL, or the global search interface.
  • Task: Represents a specific business activity or to-do item, such as a phone call, email, or meeting. Tasks and Events are collectively referred to as Activities.
  • User: Represents an individual with login access to the Salesforce system. Includes information such as name, role, profile, and credentials.

Parameters

Params details for each resource type

Account Resource Operations

Operation: Add Note

ParameterTypeRequiredDescription
Account IDstringYesID of account that needs to be fetched
TitlestringYesTitle of the note
OptionscollectionNo

Operation: Create

ParameterTypeRequiredDescription
NamestringYesName of the account. Maximum size is 255 characters.
Additional FieldscollectionNo

Operation: Create or Update

ParameterTypeRequiredDescription
Match AgainstoptionsYesThe field to check to see if the account already exists. Choose from the list, or specify an ID using an expression.
Value to MatchstringYesIf this value exists in the 'match against' field, update the account. Otherwise create a new one.
NamestringYesName of the account. Maximum size is 255 characters.
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Account IDstringYesID of account that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Account IDstringYesID of account that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Account IDstringYesID of account that needs to be fetched
Update FieldscollectionNo

Attachment Resource Operations

Operation: Create

ParameterTypeRequiredDescription
Parent IDstringYes
NamestringYesRequired. Name of the attached file. Maximum size is 255 characters. Label is File Name.
Binary PropertystringYesName of the binary property which contains the data for the file to be uploaded
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Attachment IDstringYesID of attachment that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Attachment IDstringYesID of attachment that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Attachment IDstringYesID of attachment that needs to be fetched
Update FieldscollectionNo

Case Resource Operations

Operation: Add Comment

ParameterTypeRequiredDescription
Case IDstringYesID of case that needs to be fetched
OptionscollectionNo

Operation: Create

ParameterTypeRequiredDescription
Type Name or IDoptionsYesThe type of case. Choose from the list, or specify an ID using an expression.
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Case IDstringYesID of case that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Case IDstringYesID of case that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Case IDstringYesID of case that needs to be fetched
Update FieldscollectionNo

Contact Resource Operations

Operation: Add Contact To Campaign

ParameterTypeRequiredDescription
Contact IDstringYesID of contact that needs to be fetched
Campaign Name or IDoptionsYesID of the campaign that needs to be fetched. Choose from the list, or specify an ID using an expression.
OptionscollectionNo

Operation: Add Note

ParameterTypeRequiredDescription
Contact IDstringYesID of contact that needs to be fetched
TitlestringYesTitle of the note
OptionscollectionNo

Operation: Create

ParameterTypeRequiredDescription
Last NamestringYesRequired. Last name of the contact. Limited to 80 characters.
Additional FieldscollectionNo

Operation: Create or Update

ParameterTypeRequiredDescription
Match AgainstoptionsYesThe field to check to see if the contact already exists. Choose from the list, or specify an ID using an expression.
Value to MatchstringYesIf this value exists in the 'match against' field, update the contact. Otherwise create a new one.
Last NamestringYesRequired. Last name of the contact. Limited to 80 characters.
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Contact IDstringYesID of contact that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Contact IDstringYesID of contact that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Contact IDstringYesID of contact that needs to be fetched
Update FieldscollectionNo

Custom Object Resource Operations

Operation: Create

ParameterTypeRequiredDescription
Custom Object Name or IDoptionsYesName of the custom object. Choose from the list, or specify an ID using an expression.
FieldsfixedCollectionNoFilter by custom fields
Additional FieldscollectionNo

Operation: Create or Update

ParameterTypeRequiredDescription
Custom Object Name or IDoptionsYesName of the custom object. Choose from the list, or specify an ID using an expression.
Match AgainstoptionsYesThe field to check to see if the object already exists. Choose from the list, or specify an ID using an expression.
Value to MatchstringYesIf this value exists in the 'match against' field, update the object. Otherwise create a new one.
FieldsfixedCollectionNoFilter by custom fields
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Custom Object Name or IDoptionsYesName of the custom object. Choose from the list, or specify an ID using an expression.
Record IDstringYesRecord ID to be deleted

Operation: Get

ParameterTypeRequiredDescription
Custom Object Name or IDoptionsYesName of the custom object. Choose from the list, or specify an ID using an expression.
Record IDstringYesRecord ID to be retrieved

Operation: Get Many

ParameterTypeRequiredDescription
Custom Object Name or IDoptionsYesName of the custom object. Choose from the list, or specify an ID using an expression.
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Update

ParameterTypeRequiredDescription
Custom Object Name or IDoptionsYesName of the custom object. Choose from the list, or specify an ID using an expression.
Record IDstringYesRecord ID to be updated
FieldsfixedCollectionNoFilter by custom fields
Update FieldscollectionNo

Document Resource Operations

Operation: Upload

ParameterTypeRequiredDescription
TitlestringYesName of the file
Binary PropertystringYesName of the binary property which contains the data for the file to be uploaded
Additional FieldscollectionNo

Operation: Get

ParameterTypeRequiredDescription
Content Version IDstringYesID of Content Version that needs to be fetched

Flow Resource Operations

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return

Operation: Invoke

ParameterTypeRequiredDescription
API NamestringYesRequired. API name of the flow.
JSON ParametersbooleanNoWhether the input variables should be set via the value-key pair UI or JSON/RAW
VariablesjsonNoInput variables as JSON object
VariablesfixedCollectionNoThe input variable to send

Lead Resource Operations

Operation: Add Lead To Campaign

ParameterTypeRequiredDescription
Lead IDstringYesID of contact that needs to be fetched
Campaign Name or IDoptionsYesID of the campaign that needs to be fetched. Choose from the list, or specify an ID using an expression.
OptionscollectionNo

Operation: Add Note

ParameterTypeRequiredDescription
Lead IDstringYesID of lead that needs to be fetched
TitlestringYesTitle of the note
OptionscollectionNo

Operation: Create

ParameterTypeRequiredDescription
CompanystringYesCompany of the lead. If person account record types have been enabled, and if the value of Company is null, the lead converts to a person account.
Last NamestringYesRequired. Last name of the lead. Limited to 80 characters.
Additional FieldscollectionNo

Operation: Create or Update

ParameterTypeRequiredDescription
Match AgainstoptionsYesThe field to check to see if the lead already exists. Choose from the list, or specify an ID using an expression.
Value to MatchstringYesIf this value exists in the 'match against' field, update the lead. Otherwise create a new one.
CompanystringYesCompany of the lead. If person account record types have been enabled, and if the value of Company is null, the lead converts to a person account.
Last NamestringYesRequired. Last name of the lead. Limited to 80 characters.
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Lead IDstringYesID of Lead that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Lead IDstringYesID of Lead that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Lead IDstringYesID of Lead that needs to be fetched
Update FieldscollectionNo

Opportunity Resource Operations

Operation: Add Note

ParameterTypeRequiredDescription
Opportunity IDstringYesID of opportunity that needs to be fetched
TitlestringYesTitle of the note
OptionscollectionNo

Operation: Create

ParameterTypeRequiredDescription
NamestringYesRequired. Last name of the opportunity. Limited to 80 characters.
Close DatedateTimeYesRequired. Date when the opportunity is expected to close.
Stage Name or IDoptionsYesRequired. Date when the opportunity is expected to close. Choose from the list, or specify an ID using an expression.
Additional FieldscollectionNo

Operation: Create or Update

ParameterTypeRequiredDescription
Match AgainstoptionsYesThe field to check to see if the opportunity already exists. Choose from the list, or specify an ID using an expression.
Value to MatchstringYesIf this value exists in the 'match against' field, update the opportunity. Otherwise create a new one.
NamestringYesRequired. Last name of the opportunity. Limited to 80 characters.
Close DatedateTimeYesRequired. Date when the opportunity is expected to close.
Stage Name or IDoptionsYesRequired. Date when the opportunity is expected to close. Choose from the list, or specify an ID using an expression.
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Opportunity IDstringYesID of opportunity that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Opportunity IDstringYesID of opportunity that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Opportunity IDstringYesID of opportunity that needs to be fetched
Update FieldscollectionNo

Search Resource Operations

Operation: Query

ParameterTypeRequiredDescription
QuerystringYesA SOQL query. An example query parameter string might look like: “SELECT+Name+FROM+MyObject”. If the SOQL query string is invalid, a MALFORMED_QUERY response is returned.

Task Resource Operations

Operation: Create

ParameterTypeRequiredDescription
Status Name or IDoptionsYesThe current status of the task, such as In Progress or Completed. Choose from the list, or specify an ID using an expression.
Additional FieldscollectionNo

Operation: Delete

ParameterTypeRequiredDescription
Task IDstringYesID of task that needs to be fetched

Operation: Get

ParameterTypeRequiredDescription
Task IDstringYesID of task that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Operation: Get Summary

ParameterTypeRequiredDescription
(No parameters)

Operation: Update

ParameterTypeRequiredDescription
Task IDstringYesID of task that needs to be fetched
Update FieldscollectionNo

User Resource Operations

Operation: Get

ParameterTypeRequiredDescription
User IDstringYesID of user that needs to be fetched

Operation: Get Many

ParameterTypeRequiredDescription
Return AllbooleanNoWhether to return all results or only up to a given limit
LimitnumberNoMax number of results to return
OptionscollectionNo

Example

Creating a Lead

  1. Set Resource to Lead
  2. Set Operation to Create
  3. Enter Company and Last Name (required)
  4. Optionally set fields like Email, Phone, Industry under Additional Fields
  5. Execute the node to create the lead in Salesforce