Integrations / CRM
Salesforce
Query records with SOQL, search with SOSL, look up and describe objects, and create or update records in Salesforce.
Tools
salesforce.query
Run a SOQL query, e.g. SELECT Id, Name, StageName FROM Opportunity WHERE CloseDate = THIS_MONTH LIMIT 20. Record IDs look like 0065e00000AbCdEAAV.
salesforce.search
Search text across objects with SOSL, e.g. FIND {Acme} IN NAME FIELDS RETURNING Account(Id, Name), Contact(Id, Name, Email).
salesforce.get_record
Get a record by object type and ID, e.g. Account 001D000000IqhSLIAZ, optionally only some fields.
salesforce.describe_object
Describe an object's fields, so a workflow can find the field API names and types to query or write.
salesforce.create_record writes
Create a record of an object type from field values, e.g. a Lead or a Task. Answers with the new record's ID.
salesforce.update_record writes
Change fields on a record by its ID, e.g. set StageName on an Opportunity.
salesforce.api_get
Send a GET request to any Salesforce API path under https://{my_domain}/services/data/v67.0 and return the response. For endpoints the named tools don't cover.
salesforce.api_request writes
Send a POST, PUT, PATCH or DELETE request to any Salesforce API path under https://{my_domain}/services/data/v67.0.
Tick Allow raw writes on the connection to add api_request, which can send POST, PUT, PATCH and DELETE requests to any Salesforce API path.
Connect
- In Salesforce Setup, open External Client App Manager and create a new external client app. Enable OAuth, add the redirect URL shown on the connection page as the callback URL, and select the scopes "Manage user data via APIs (api)" and "Perform requests at any time (refresh_token, offline_access)".
- Copy the app's consumer key and consumer secret (under Settings → OAuth Settings → Consumer Key and Secret) into the connection's client ID and client secret.
- Enter your org's My Domain host, e.g. acme.my.salesforce.com, then click Connect on the connection page and sign in with the Salesforce user the workflows should act as.
Press Connect on the connection to approve access at Salesforce. Tokens renew automatically. How OAuth connections work
Credentials
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