Salesforce
Full CRM access: manage accounts, contacts, leads, opportunities, cases, and more
Connect your Salesforce org for full CRM access to accounts, contacts, leads, opportunities, cases, and more directly from your workflows.
Authentication: OAuth 2.0 with custom login URL. Connect your Salesforce org via the
Integrations page. You will be asked for your Salesforce instance URL (e.g.
https://mycompany.my.salesforce.com).
Actions
Salesforce has a large set of actions organized by object type. Each object type supports Get, Find, Create, Update, and Get Context operations.
Execute SOQL Query
Runs a custom Salesforce Object Query Language (SOQL) query.
| Input | Required | Description |
|---|---|---|
| Query | Yes | SOQL query string (e.g. SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10) |
| Output | Type | Description |
|---|---|---|
records | array | Query result records |
totalSize | number | Total number of matching records |
Accounts
| Action | Description | Key Inputs |
|---|---|---|
| Get Account | Retrieve by ID | Account ID |
| Find Account | Search by name/criteria | Name, filter fields |
| Create Account | Create new account | Name (required), Industry, Website, Phone |
| Update Account | Update fields | Account ID, updated fields |
Contacts
| Action | Description | Key Inputs |
|---|---|---|
| Get Contact | Retrieve by ID | Contact ID |
| Find Contact | Search by name/email | Name, Email |
| Create Contact | Create new contact | Last Name (required), Email, AccountId |
| Update Contact | Update fields | Contact ID, updated fields |
Leads
| Action | Description | Key Inputs |
|---|---|---|
| Get Lead | Retrieve by ID | Lead ID |
| Find Lead | Search by name/email | Name, Email |
| Create Lead | Create new lead | Last Name + Company (required), Email, Phone |
| Update Lead | Update fields | Lead ID, updated fields |
Opportunities
| Action | Description | Key Inputs |
|---|---|---|
| Get Opportunity | Retrieve by ID | Opportunity ID |
| Find Opportunity | Search by name | Name |
| Create Opportunity | Create new opportunity | Name + Stage + CloseDate (required), Amount, AccountId |
| Update Opportunity | Update fields | Opportunity ID, updated fields |
Cases
| Action | Description | Key Inputs |
|---|---|---|
| Get Case | Retrieve by ID | Case ID |
| Find Case | Search by subject | Subject |
| Create Case | Create new case | Subject (required), Description, ContactId, AccountId |
| Update Case | Update fields | Case ID, updated fields |
Tasks and Events
| Action | Description | Key Inputs |
|---|---|---|
| Get/Find/Create/Update Task | Task management | Subject, Status, WhoId, WhatId |
| Get/Find/Create/Update Event | Calendar event management | Subject, StartDateTime, EndDateTime |
Notes
| Action | Description | Key Inputs |
|---|---|---|
| Create Note | Attach a note to a record | Title, Body, ParentId |
| Get Notes for Record | Retrieve notes linked to any record | ParentId |
Reports
| Action | Description |
|---|---|
| Get Report | Retrieve a report's data by ID |
| Find Report | Search reports by name |
Advanced
| Action | Description |
|---|---|
| Find Records Advanced | Multi-criteria search across any object type |
| Find Custom Objects | Search custom Salesforce objects |
| Get Current User | Returns the authenticated user's profile |
Was this page helpful?