Salesforce Connector

Salesforce is a customer relationship management (CRM) platform. This component provides the ability to manage sales leads and records within the Salesforce platform.

API Documentation

This component was built using the following API References currently utilizing v63.0 by default.

• Salesforce REST API Documentation
• Salesforce Bulk API Documentation

Connections

Basic Authentication

Authenticate requests using Basic Authentication.

Prerequisites

• A Salesforce account with API access enabled
• The account's security token (if security tokens are enabled)

Setup Steps

When using Basic Auth, supply a Salesforce username and password. Depending on the Salesforce setup, the password may have a security token attached to it. If security tokens in the Salesforce account are disabled, the password to supply is simply the Salesforce password. If security tokens are enabled in the Salesforce account, then the password to enter is the concatenation of the password and the security token.

For example, if the Salesforce password is p@$sw0rD and the security token that Salesforce provides is ExAmPlE0000000000ExAmPlE, then enter p@$sw0rDExAmPlE0000000000ExAmPlE as the password. Manage security tokens by clicking the profile picture on the top-right of Salesforce, selecting My Settings, and then opening Personal -> Reset My Security Token.

Configure the Connection

Create a connection of type Basic Authentication and enter:

• Username: Enter the Salesforce account username
• Password: Enter the Salesforce password, or the password concatenated with the security token if security tokens are enabled
• Login URL: Enter the Salesforce My Domain URL (e.g., https://my-company.my.salesforce.com/)

Input	Comments	Default
Username	The username of the Salesforce account
Password	The password of the Salesforce account
Login URL	The Salesforce Login URL for Basic Authentication (e.g., https://login.salesforce.com or a custom My Domain URL).

OAuth 2.0

Authenticate requests using OAuth 2.0.

OAuth 2.0 provides a simple way for users to authorize applications. To use OAuth 2.0, create and configure a Connected App within Salesforce.

Prerequisites

• A Salesforce account with Administrator access
• Permission to create Connected Apps in the Salesforce org

Setup Steps

1. Log in to the Salesforce account
2. Navigate to Setup by clicking the gear icon in the upper right corner
3. Open Apps > External Client Apps > Settings
4. Enable Allow creation of connected apps if it is not already enabled
5. Select New Connected App
   • When creating the "Connected App" be sure to check Enable OAuth Settings, and enter the OAuth callback URL https://oauth2.integrations.acme.com/callback as a Callback URL.
   • Consult Salesforce to determine the proper OAuth Scopes to assign. To grant integrations the same permissions that the user authenticating through OAuth has, select Full access (full). Also select Perform requests at any time (refresh_token, offline_access). Select Require Secret for Web Server Flow and Require Secret for Refresh Token Flow:

Next select Save and Continue. Then, get the app's Consumer Key and Consumer Secret by selecting Manage Consumer Details. Take note of these keys:

To return to this screen, select Apps > App Manager, click the dropdown menu to the right of the app and select Edit. From there, manage callback URLs.

Configure the Connection

Create a connection of type OAuth 2.0 and enter:

• Consumer Key: Enter the Consumer Key from the Connected App
• Consumer Secret: Enter the Consumer Secret from the Connected App
• Authorize URL: Defaults to https://login.salesforce.com/services/oauth2/authorize
• Token URL: Defaults to https://login.salesforce.com/services/oauth2/token
• Revoke URL: Defaults to https://login.salesforce.com/services/oauth2/revoke

Connecting to a Salesforce Sandbox Account

To connect to a Salesforce sandbox organization for testing purposes, edit the connection's Authorize URL, Token URL and Revoke URL to read test.salesforce.com instead of login.salesforce.com. Be sure to change these values back when testing is done.

This connection uses OAuth 2.0, a common authentication mechanism for integrations. Read about how OAuth 2.0 works here.

Input	Comments	Default
Authorize URL	The OAuth 2.0 Authorization URL for Salesforce	https://login.salesforce.com/services/oauth2/authorize
Token URL	The OAuth 2.0 Token URL for Salesforce	https://login.salesforce.com/services/oauth2/token
Revoke URL	The OAuth 2.0 Revocation URL for Salesforce	https://login.salesforce.com/services/oauth2/revoke
Consumer Key	The Consumer Key from the Salesforce Connected App.
Consumer Secret	The Consumer Secret from the Salesforce Connected App.

OAuth 2.0 Client Credentials

Authenticate using OAuth 2.0 Client Credentials for server-to-server integration.

OAuth 2.0 Client Credentials provides server-to-server authentication without user interaction. Use this connection type for integrations that run in the background without a user context.

Prerequisites

• A Salesforce account with Administrator access
• A Connected App configured for OAuth 2.0 (see OAuth 2.0 connection documentation), or permission to create a new one

Setup Steps

This connection requires a Connected App configured for Client Credentials. If a Connected App already exists for OAuth 2.0, enable Client Credentials on that app. Otherwise, create a new Connected App following the OAuth 2.0 setup steps first.

1. Enable Client Credentials Flow:

   1. Navigate to Setup > Apps > App Manager
   2. Find the Connected App and select Edit from the dropdown menu
   3. Under API (Enable OAuth Settings), check Enable Client Credentials Flow
   4. Click Save

2. Configure Run As User — the Client Credentials flow requires specifying which user the integration will authenticate as:

   1. From the Connected App, select Manage from the dropdown menu
   2. Click Edit Policies
   3. Under Client Credentials Flow, select a user from the Run As dropdown
   4. Click Save

The selected user's permissions determine what the integration can access.

Configure the Connection

• Instance URL: Enter the Salesforce My Domain URL (e.g., https://acme-corp.my.salesforce.com)
• Consumer Key: Enter the Consumer Key from the Connected App
• Consumer Secret: Enter the Consumer Secret from the Connected App
• Scopes: Scopes are configured in the Salesforce Connected App settings

Connecting to a Salesforce Sandbox

For sandbox environments, use the sandbox My Domain URL format: https://your-company--sandbox.sandbox.my.salesforce.com

This connection uses OAuth 2.0, a common authentication mechanism for integrations. Read about how OAuth 2.0 works here.

Input	Comments	Default
Instance URL	The Salesforce My Domain URL (e.g., https://your-company.my.salesforce.com). For sandbox, use https://your-company--sandbox.sandbox.my.salesforce.com.
Consumer Key	The Consumer Key from the Salesforce Connected App.
Consumer Secret	The Consumer Secret from the Salesforce Connected App.
Scopes	Scopes are configured in the Salesforce Connected App settings.

Triggers

Flow Outbound Message Webhook

Receive Flow-based outbound messages from Salesforce.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Prefix	Sets a prefix to the Flow Name and Outbound Messages created. Must start with a letter, can contain letters, numbers, underscores, and be at most 15 characters.
Trigger Record Type	The Salesforce object API name (e.g., Account, Contact) whose record changes will trigger this flow.
Trigger On	When to trigger the flow (record creation, update, or both).	CreateAndUpdate
Fields	Fields to include in the Outbound Message.
Flow Metadata	Additional Flow metadata in JSON format. This will be merged with other inputs.
Filter Formula	Optional formula to filter which records trigger the flow.
Connection	The Salesforce connection to use.

New and Updated Records

Checks for new, updated, and optionally deleted records in Salesforce on a recurring schedule.

Input	Comments	Default
Connection	The Salesforce connection to use.
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Show New Records	When true, newly created records are included in the polling results.	true
Show Updated Records	When true, recently modified records are included in the polling results.	true
Show Deleted Records	When true, recently deleted records are included in the polling results.	false
Selected Fields	Specific field API names to include in results. Leave empty to return all fields. Id, CreatedDate, and LastModifiedDate are always included automatically.
Return IDs Only	When true, only record IDs and date fields are returned (Id, CreatedDate, LastModifiedDate). Overrides Selected Fields. Use this to minimize data returned by the trigger.	false
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Max Records To Fetch	The maximum number of records the trigger will fetch. Defaults to 20,000 records.	20000

Webhook

Receive and validate webhook requests from Salesforce for manually configured webhook subscriptions.

Workflow Outbound Message Webhook (Deprecated)

Receive workflow rule outbound messages from Salesforce.

Input	Comments	Default
Connection	The Salesforce connection to use.
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Trigger Type	Conditions in which the trigger fires. On All Changes: The workflow rule is considered on all changes. On Create Only: Considered on creation. On Create or Meets Rule Criteria: Considered on create and when it is updated to meet any Rule Criteria configured to the workflow rule.	onAllChanges
Outbound Message Name	The name of the outbound message to be used.
Workflow Rule Name	The name of the workflow rule to be used.
Description	A text description of the object.
Fields	Fields to include in the Outbound Message.
Version	The Salesforce API version number to use for requests.	63.0

Actions

Abort Bulk Job

Abort a bulk ingest job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.

Abort Bulk Query Job

Abort a bulk query job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Query Job ID	The ID of the query job to abort

Activate Flow

Activate a Flow in Salesforce by name.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Flow Name	The name for the Flow. Accepts both display names and API names. Display names are automatically converted to API format, while API names are used as is.
Connection	The Salesforce connection to use.

Add Attachment

Attach a file to a parent record object (Account, Opportunity, etc.).

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
File Name	The name of the file to upload, including the file extension.
File Contents	Reference a file from a previous step, or enter plain text here.

Add User Permission Set

Add a permission set to the specified user.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
User Name	The username of the Salesforce user to reference.
Permission Set	The name of the Salesforce Permission Set to assign to or remove from the user.
Connection	The Salesforce connection to use.

Bulk Insert Records

Create new Salesforce records in bulk.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
External ID Field Name	The name of the column that refers to the External ID Field
File	The binary file data to upload as a Salesforce Content Version.
Connection	The Salesforce connection to use.

Bulk Upsert Records

Update Salesforce records if they exist, otherwise create new Salesforce records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
External ID Field Name	The name of the column that refers to the External ID Field
File	The binary file data to upload as a Salesforce Content Version.
Connection	The Salesforce connection to use.

Complete Upload Bulk Job

Notify Salesforce that the upload of job data is complete and ready for processing. No additional job data can be added after this call.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.

Create Account

Create a Salesforce account record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Phone	The primary phone number for the object.
Website	The website URL associated with the record.
Account Type	The type of account record.
Industry	The industry of the account record.
Description	A text description of the object.
Number of Employees	The number of employees associated with the object.
Annual Revenue	The estimated annual revenue of the account, in the organization's default currency.
Billing City	The city of the object's billing address.
Billing Postal Code	The zip code of the object's billing address.
Billing State	The state of the object's billing address.
Billing Street Address	The street address of the billing object.
Billing Country	The country of the object's billing address.
Street Address	The street address of the object.
State	The state of the object's address.
Country	The country of the object's address.
Name	The name assigned to the Salesforce record.
City	The city of the object's address.
Postal Code	The zip code of the object's address.
Connection	The Salesforce connection to use.

Create Bulk Job

Create a bulk ingest job representing an operation and its associated data for asynchronous processing in Salesforce.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Object	The object type for the data being processed. Use only a single object type per job.
Operation	The data manipulation operation for the bulk job (e.g., insert, update, upsert, delete, or hardDelete).	insert
External ID Field Name	The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
Assignment Rule ID	The ID of an assignment rule to run for a Case or a Lead. The assignment rule can be active or inactive.
Column Delimiter	The character delimiter used to separate column values in the bulk query results file.	COMMA
Line Ending	The line ending character sequence used in the bulk query results file.	LF

Create Bulk Query Job

Create a bulk query job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Operation	The Salesforce Bulk API operation type. Use 'query' for standard queries and 'queryAll' to include deleted or archived records.	query
Query	The SOQL query to execute against the Salesforce Bulk API.
Column Delimiter	The character delimiter used to separate column values in the bulk query results file.	COMMA
Line Ending	The line ending character sequence used in the bulk query results file.	LF

Create Contact

Create a Salesforce contact.

Input	Comments	Default
Email Address	The email address for the object.
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Phone	The primary phone number for the object.
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Department	The department name associated with the contact.
Birthdate	The birthdate of the contact. Format: YYYY-MM-DD.
Fax	The fax number associated with the record.
Title	The job title or professional title associated with the contact or lead.
Mobile Phone	The mobile phone number for the object.
Assistant	The name of the contact's assistant.
Assistant's Phone	The phone number of the contact's assistant.
Description	A text description of the object.
Billing City	The city of the object's billing address.
Billing Postal Code	The zip code of the object's billing address.
Billing State	The state of the object's billing address.
Billing Street Address	The street address of the billing object.
Billing Country	The country of the object's billing address.
Street Address	The street address of the object.
State	The state of the object's address.
Country	The country of the object's address.
City	The city of the object's address.
Postal Code	The zip code of the object's address.
Connection	The Salesforce connection to use.

Create Customer

Create a Salesforce customer.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Name	Name of this customer.
Party ID	The unique identifier of the individual object related to this customer record.
Customer Status Type	The status of the customer account.	Active
Last Reference Date	The timestamp for when the current user last viewed a record related to this record.
Last Viewed Date	The timestamp for when the current user last viewed this record. If this value is null, it's possible that this record was referenced (LastReferencedDate) and not viewed.
Owner ID	The ID of the user who owns the record.
Total Lifetime Value	The total revenue amount gained from this customer.
Connection	The Salesforce connection to use.

Create Flow

Create a draft Flow in Salesforce.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Flow Name	The name for the Flow. Accepts both display names and API names. Display names are automatically converted to API format, while API names are used as is.
Description	A text description of the object.
Run In Mode	The context user mode the Flow runs as. DefaultMode respects user permissions and sharing rules. SystemModeWithoutSharing grants broad data access but may lead to security warnings.	DefaultMode
Flow Metadata	Additional Flow metadata in JSON format. This will be merged with other inputs.
Connection	The Salesforce connection to use.

Create Lead

Create a Salesforce lead record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Company	The name of the company associated with the record.
Title	The job title or professional title associated with the contact or lead.
Phone	The primary phone number for the object.
Email Address	The email address for the object.
Lead Source	The origin or channel from which the lead was generated (e.g., Web, Phone, Email).
Rating	The rating for the lead.
Website	The website URL associated with the record.
Street Address	The street address of the object.
State	The state of the object's address.
City	The city of the object's address.
Postal Code	The zip code of the object's address.
Number of Employees	The number of employees associated with the object.
Description	A text description of the object.
Annual Revenue	The estimated annual revenue of the account, in the organization's default currency.
Lead Status	The status of the lead. Examples of valid values include: Open, Working, Closed - Converted, Closed - Not Converted.
Connection	The Salesforce connection to use.

Create Metadata

Create new metadata components.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Metadata Type	The type of metadata to act upon.	CustomObject
Metadata	See JSforce Metadata API documentation for related documentation.	[ { "fullName": "TestObject1__c", "label": "Test Object 1", "pluralLabel": "Test Object 1", "nameField": { "type": "Text", "label": "Test Object Name" }, "deploymentStatus": "Deployed", "sharingModel": "ReadWrite" } ]

Create Metadata Fields

Create custom fields from metadata.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Metadata Type	The type of metadata to act upon.	CustomField
Metadata	See JSforce Metadata API documentation for related documentation.	[ { "fullName": "Contact.FieldName1__c", "label": "Field Name 1", "type": "Text", "length": 80, "inlineHelpText": "Text that appears in the ? next to a field." } ]

Create Opportunity

Create a Salesforce opportunity record representing a sale or pending deal.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Next Step	A description of the next action or milestone for the opportunity.
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Amount	The monetary amount associated with the opportunity.
Account ID	The ID of the account to reference.
Stage	The stage the sale is currently in.
Opportunity Type	The category of the opportunity, indicating whether it is for a new or existing customer.
Close Date	The date the sale is expected to close. Format: YYYY-MM-DD.
Lead Source	The origin or channel from which the lead was generated (e.g., Web, Phone, Email).
Probability	The probability of the success of the sale.
Description	A text description of the object.
Name	The name assigned to the Salesforce record.
Connection	The Salesforce connection to use.

Create Outbound Message

Create an Outbound Message in Salesforce.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Outbound Message Name	The name of the Salesforce Outbound Message to create or reference.
Description	A text description of the object.
Endpoint URL	The endpoint URL to send the outbound message / webhook to
Integration User Email	The email of the user under which the payload is sent. If not provided, the current user will be used
Fields	Fields to include in the Outbound Message.
Dynamic Fields	Dynamic Fields, provided by value collection config variable, to include in the Outbound Message
Connection	The Salesforce connection to use.

Create Profile

Create a Salesforce profile.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Name	The name of the profile.
Description	Description of the profile.
Permissions	Key/value object with permission name keys and boolean value indicating if a permission is granted or not. Use 'Describe Permissions' to retrieve the permissions of a Record Type.
User License	Identifier for associated UserLicense.
Connection	The Salesforce connection to use.

Create Record

Create a Salesforce record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Connection	The Salesforce connection to use.

Create User

Create a Salesforce user.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Profile	The name of the Salesforce User Profile that defines the user's permissions and settings.
User Name	The username of the Salesforce user to reference.
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Time Zone	The time zone for the user. Uses IANA format (e.g., America/New_York).
Alias	A short identifier for the Salesforce user, typically used in reports and list views.
Email Address	The email address for the object.
Connection	The Salesforce connection to use.

Create Workflow Rule

Create a Workflow Rule. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Rule Name	The name of the Salesforce Workflow Rule to create or reference.
Trigger Type	Conditions in which the trigger fires. On All Changes: The workflow rule is considered on all changes. On Create Only: Considered on creation. On Create or Meets Rule Criteria: Considered on create and when it is updated to meet any Rule Criteria configured to the workflow rule.	onAllChanges
Active	When true, the workflow rule is active and will fire when its criteria are met.	true
Description	A text description of the object.
Rule Criteria Filter	Filter criteria data structure to use with the rule, use this or Formula. See Salesforce Metadata API - FilterItem for the expected structure.
Formula	Formula to evaluate. Use this input or Filter Criteria
Outbound Message Actions	Full Names of the Outbound Message Actions for this Rule to fire.
Connection	The Salesforce connection to use.

Deactivate Flow

Deactivate a Flow in Salesforce by name.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Flow Name	The name for the Flow. Accepts both display names and API names. Display names are automatically converted to API format, while API names are used as is.
Connection	The Salesforce connection to use.

Delete Account

Delete an existing account record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Bulk Job

Delete a bulk ingest job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.

Delete Bulk Query Job

Delete a bulk query job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Query Job ID	The ID of the query job to delete

Delete Contact

Delete an existing contact record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Customer

Delete an existing customer record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Flow

Delete a Flow from Salesforce by name.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Flow Name	The name for the Flow. Accepts both display names and API names. Display names are automatically converted to API format, while API names are used as is.
Connection	The Salesforce connection to use.

Delete Instanced Flows and Outbound Messages

Delete all instanced flows and outbound messages for a given endpoint URL.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Endpoint URL	The endpoint URL to delete the instanced flows and outbound messages for.
Connection	The Salesforce connection to use.

Delete Lead

Delete a Salesforce lead record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Metadata

Delete one or more metadata components.

Input	Comments	Default
Connection	The Salesforce connection to use.
Metadata Type	The type of metadata to act upon.	CustomObject
Version	The Salesforce API version number to use for requests.	63.0
Object Full Names	The full API names of the Salesforce metadata objects to act on (e.g., TestObject1__c).

Delete Opportunity

Delete an existing opportunity record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Profile

Delete a Salesforce profile.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Record

Delete an existing Salesforce record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Delete Workflow Outbound Message

Delete a Workflow Outbound Message.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Full Name Identifier	The unique full name identifier for Salesforce Metadata objects (e.g., CustomObject API name).
Connection	The Salesforce connection to use.

Delete Workflow Rule

Delete a Workflow Rule. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Full Name Identifier	The unique full name identifier for Salesforce Metadata objects (e.g., CustomObject API name).
Connection	The Salesforce connection to use.

Describe Customer SObject

Describe metadata attributes of a Salesforce Customer object.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.

Describe Object

Describe attributes of a Salesforce record type.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Connection	The Salesforce connection to use.

Describe Permissions

Describe permissions of a Salesforce record type.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Connection	The Salesforce connection to use.

Find Record

Find a single Salesforce record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Connection	The Salesforce connection to use.

Find Records

Find and fetch Salesforce records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

Get Attachment

Get a file attachment from an account, opportunity, or contact.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
File ID	The unique identifier of the file to retrieve.

Get Bulk Job Failed Record Results

Retrieve a list of failed records for a completed insert, delete, update, or upsert bulk job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.

Get Bulk Job Information

Retrieve information about a bulk ingest job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.

Get Bulk Job Successful Record Results

Retrieve the successful record results for a bulk ingest job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.

Get Bulk Query Job Information

Get information about a single bulk query job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Query Job ID	The unique identifier of the bulk query job returned from the Create Bulk Query Job action.

Get Bulk Query Job Results

Retrieve the results for a completed bulk query job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Query Job ID	The unique identifier of the bulk query job returned from the Create Bulk Query Job action.
Locator	A string that identifies a specific set of query results. Providing a value for this parameter returns only that set of results.
Max Records	The maximum number of records to retrieve per set of results for the query. The request is still subject to the size limits.

Get Current User

Retrieve information about the currently authenticated user.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.

Get Customer

Retrieve a customer record by ID.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

Get File

Retrieve a file from Salesforce ContentVersion.

Input	Comments	Default
Content Version ID	The unique identifier of the ContentVersion record for the file to retrieve.
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.

Get Flow

Get details of a specific Flow by name.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Flow Name	The name for the Flow. Accepts both display names and API names. Display names are automatically converted to API format, while API names are used as is.
Connection	The Salesforce connection to use.

Get Object Metadata

Get the metadata of an object by full name.

Input	Comments	Default
Connection	The Salesforce connection to use.
Metadata Type	The type of metadata to act upon.	CustomObject
Version	The Salesforce API version number to use for requests.	63.0
Object Full Name	The full API name of the Salesforce custom object (e.g., Widget__c).

Get Record

Get a single Salesforce record by ID.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Record ID	The unique identifier for a Salesforce record.
Connection	The Salesforce connection to use.

List All Bulk Query Job Information

Retrieve information about all bulk query jobs in the org.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Is PK Chunking Enabled	When true, the request only returns information about jobs where PK Chunking is enabled. This only applies to Bulk API (not Bulk API 2.0) jobs.	false
Job Type	Gets information only about jobs matching the specified job type.
Concurrency Mode	For future use. Gets information only about jobs matching the specified concurrency mode.	parallel
Query Locator	A string that identifies a specific set of query results. Providing a value for this parameter returns only that set of results.

List Bulk Jobs

List all bulk ingest jobs in the org.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Is PK Chunking Enabled	When true, the request only returns information about jobs where PK Chunking is enabled. This only applies to Bulk API (not Bulk API 2.0) jobs.	false
Job Type	Gets information only about jobs matching the specified job type.
Locator	A string that identifies a specific set of query results. Providing a value for this parameter returns only that set of results.

List Composite Resources

Retrieve a list of URIs for available composite resources.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0

List Contacts

List all contact records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

List Customers

List all customer records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

List Flows

List all Flows in the Salesforce org.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.

List Leads

List all lead records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

List Metadata

List all metadata components in Salesforce.

Input	Comments	Default
Connection	The Salesforce connection to use.
Metadata Type	The type of metadata to act upon.	CustomObject
Version	The Salesforce API version number to use for requests.	63.0

List Opportunities

List all opportunity records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

List Outbound Messages

Retrieve all Outbound Messages in the Salesforce org.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.

List Profiles

List all profile records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

List Users

List all user records.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Field Value Types	For each item, provide the key and the type corresponding to the field value entered above. Valid types are Boolean, Number, or String.
Page Size	The maximum number of results to return per page when paginating results.
Page Number	The page number to retrieve when paginating results. Uses 1-based indexing.
Sort Criteria	The criteria by which to sort the records. Use a string to specify the field and order. Prefix with '-' for descending order. For example, '-CreatedDate Name' will sort by 'CreatedDate' in descending order and by 'Name' in ascending order.
Fetch All	When true, automatically fetches all pages of results instead of a single page.	false
Max Records To Fetch	The maximum number of records to fetch when Fetch All is enabled. Defaults to 20,000 records.	20000
Connection	The Salesforce connection to use.

List Workflow Rules

List all Workflow Rules. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.

Query

Run an SOQL query against Salesforce.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
SOQL Query	A Salesforce Object Query Language (SOQL) query to execute against the Salesforce API.
Connection	The Salesforce connection to use.

Raw Request

Send raw HTTP request to Salesforce.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
URL	Input the path only (/chatter/feeds/record/), The base URL is already included (https://<YOUR_INSTANCE_URL_COMING_FROM_CONNECTION>/services/data/v<YOUR_INPUT_VERSION>). For example, to connect to https://instance_name/services/data/v58.0/chatter/feeds/record/, only /chatter/feeds/record/ is entered in this field.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

Remove User Permission Set

Remove a permission set from the specified user.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
User Name	The username of the Salesforce user to reference.
Permission Set	The name of the Salesforce Permission Set to assign to or remove from the user.
Connection	The Salesforce connection to use.

Send Composite Request

Send multiple requests in a single HTTP call.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
All Or None	When true, any error in a subrequest causes the entire composite request to be rolled back. The top-level request returns HTTP 200 and includes responses for each subrequest.	true
Collate Subrequests	When true, the API collates unrelated subrequests to bulkify them for improved performance.	false
Composite Request	The JSON array of subrequests to execute in a single Composite API call. Each entry must include method, url, referenceId, and optionally body.

Send Transactional Email

Send a transactional email message to a single recipient via Salesforce.

Input	Comments	Default
Message Key	The unique key identifying the transactional message template to send.
Definition Key	The unique key of the message template definition used for the transactional send.
Recipient Contact Key	The unique key identifying the recipient contact in Salesforce Marketing Cloud.
Recipient Email	The email address of the recipient for the transactional send.
Recipient Attributes	Key-value pairs to personalize the message.
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0

Subscribe to Record Change

Create a Workflow Rule to subscribe to record changes in Salesforce. Workflow Rules are deprecated by Salesforce; migrate to Flow-based actions.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Outbound Message Name	The name of the Salesforce Outbound Message to create or reference.
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Trigger Event	The event condition that causes this workflow rule to fire.	onAllChanges
Endpoint URL	The endpoint URL to send the outbound message / webhook to
Rule Criteria Filter	Filter criteria data structure to use with the rule, use this or Formula. See Salesforce Metadata API - FilterItem for the expected structure.
Formula	Formula to evaluate. Use this input or Filter Criteria
Integration User Email	The email of the user under which the payload is sent. If not provided, the current user will be used
Description	A text description of the object.
Fields	Fields to include in the Outbound Message.
Dynamic Fields	Dynamic Fields, provided by value collection config variable, to include in the Outbound Message
Connection	The Salesforce connection to use.

Subscribe to Record Changes

Subscribe to Record Changes in Salesforce using an outbound message action.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Prefix	Sets a prefix to the Flow Name and Outbound Messages created. Must start with a letter, can contain letters, numbers, underscores, and be at most 15 characters.
Endpoint URL	The endpoint URL to send the outbound message / webhook to
Trigger Record Type	The Salesforce object API name (e.g., Account, Contact) whose record changes will trigger this flow.
Trigger On	When to trigger the flow (record creation, update, or both).	CreateAndUpdate
Fields	Fields to include in the Outbound Message.
Dynamic Fields	Dynamic Fields, provided by value collection config variable, to include in the Outbound Message
Flow Metadata	Additional Flow metadata in JSON format. This will be merged with other inputs.
Filter Formula	Optional formula to filter which records trigger the flow.
Connection	The Salesforce connection to use.

Update Account

Update an existing account record.

Input	Comments	Default
Record ID	The unique identifier for a Salesforce record.
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Phone	The primary phone number for the object.
Website	The website URL associated with the record.
Account Type	The type of account record.
Industry	The industry of the account record.
Description	A text description of the object.
Number of Employees	The number of employees associated with the object.
Annual Revenue	The estimated annual revenue of the account, in the organization's default currency.
Billing City	The city of the object's billing address.
Billing Postal Code	The zip code of the object's billing address.
Billing State	The state of the object's billing address.
Billing Street Address	The street address of the billing object.
Billing Country	The country of the object's billing address.
Street Address	The street address of the object.
State	The state of the object's address.
Country	The country of the object's address.
Name	The name assigned to the Salesforce record.
City	The city of the object's address.
Postal Code	The zip code of the object's address.
Connection	The Salesforce connection to use.

Update Contact

Update an existing contact record.

Input	Comments	Default
Record ID	The unique identifier for a Salesforce record.
Email Address	The email address for the object.
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Phone	The primary phone number for the object.
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Department	The department name associated with the contact.
Birthdate	The birthdate of the contact. Format: YYYY-MM-DD.
Fax	The fax number associated with the record.
Title	The job title or professional title associated with the contact or lead.
Mobile Phone	The mobile phone number for the object.
Assistant	The name of the contact's assistant.
Assistant's Phone	The phone number of the contact's assistant.
Description	A text description of the object.
Billing City	The city of the object's billing address.
Billing Postal Code	The zip code of the object's billing address.
Billing State	The state of the object's billing address.
Billing Street Address	The street address of the billing object.
Billing Country	The country of the object's billing address.
Street Address	The street address of the object.
State	The state of the object's address.
Country	The country of the object's address.
City	The city of the object's address.
Postal Code	The zip code of the object's address.
Connection	The Salesforce connection to use.

Update Customer

Update an existing customer record.

Input	Comments	Default
Record ID	The unique identifier for a Salesforce record.
Version	The Salesforce API version number to use for requests.	63.0
Name	Name of this customer.
Party ID	The unique identifier of the individual object related to this customer record.
Customer Status Type	The status of the customer account.	Active
Last Reference Date	The timestamp for when the current user last viewed a record related to this record.
Last Viewed Date	The timestamp for when the current user last viewed this record. If this value is null, it's possible that this record was referenced (LastReferencedDate) and not viewed.
Owner ID	The ID of the user who owns the record.
Total Lifetime Value	The total revenue amount gained from this customer.
Connection	The Salesforce connection to use.

Update Flow

Update an existing Flow in Salesforce by name.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Flow Name	The name for the Flow. Accepts both display names and API names. Display names are automatically converted to API format, while API names are used as is.
Description	Updated description for the Flow.
Flow Status	The publication status of the Flow. Active flows execute when triggered; Draft and Obsolete flows do not.
Flow Metadata	Additional Flow metadata in JSON format. This will be merged with other inputs.
Connection	The Salesforce connection to use.

Update Lead

Update a Salesforce lead record.

Input	Comments	Default
Record ID	The unique identifier for a Salesforce record.
Version	The Salesforce API version number to use for requests.	63.0
Company	The name of the company associated with the record.
Email Address	The email address for the object.
Lead Status	The status of the lead. Examples of valid values include: Open, Working, Closed - Converted, Closed - Not Converted.
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Title	The job title or professional title associated with the contact or lead.
Phone	The primary phone number for the object.
Lead Source	The origin or channel from which the lead was generated (e.g., Web, Phone, Email).
Rating	The rating for the lead.
Website	The website URL associated with the record.
Street Address	The street address of the object.
State	The state of the object's address.
City	The city of the object's address.
Postal Code	The zip code of the object's address.
Number of Employees	The number of employees associated with the object.
Description	A text description of the object.
Annual Revenue	The estimated annual revenue of the account, in the organization's default currency.
Connection	The Salesforce connection to use.

Update Metadata

Update one or more metadata components.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Metadata Type	The type of metadata to act upon.	CustomField
Metadata	Check https://jsforce.github.io/document/#update-metadata for related documentation

Update Opportunity

Update an existing opportunity record.

Input	Comments	Default
Record ID	The unique identifier for a Salesforce record.
Next Step	A description of the next action or milestone for the opportunity.
Version	The Salesforce API version number to use for requests.	63.0
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Amount	The monetary amount associated with the opportunity.
Stage	The stage the sale is currently in.
Account ID	The ID of the account to reference.
Opportunity Type	The category of the opportunity, indicating whether it is for a new or existing customer.
Close Date	The date the sale is expected to close. Format: YYYY-MM-DD.
Lead Source	The origin or channel from which the lead was generated (e.g., Web, Phone, Email).
Probability	The probability of the success of the sale.
Description	A text description of the object.
Name	The name assigned to the Salesforce record.
Connection	The Salesforce connection to use.

Update Profile

Update a Salesforce profile.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record ID	The unique identifier for a Salesforce record.
Name	The name of the profile.
Description	Description of the profile.
Permissions	Key/value object with permission name keys and boolean value indicating if a permission is granted or not. Use 'Describe Permissions' to retrieve the permissions of a Record Type.
Connection	The Salesforce connection to use.

Update Record

Update an existing Salesforce record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
Record ID	The unique identifier for a Salesforce record.
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Connection	The Salesforce connection to use.

Update User

Update a Salesforce user.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
User Name	The username of the Salesforce user to reference.
Dynamic Fields	A field for dynamic inputs that can be configured at deploy time with the use of a key value config variable.
Field Values	Key-value pairs mapping Salesforce field API names to the values to set on the record.
Connection	The Salesforce connection to use.

Upload Bulk Job Data

Upload CSV data for a bulk ingest job.

Input	Comments	Default
Connection	The Salesforce connection to use.
Version	The Salesforce API version number to use for requests.	63.0
Bulk Job ID	The unique identifier of the bulk job returned from the Create Bulk Job action.
File	The binary file data to upload as a Salesforce Content Version.

Upload File

Upload a file to Salesforce ContentVersion.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.
File	The binary file data to upload as a Salesforce Content Version.
Path On Client	The complete path of the document. One of the fields that determines the FileType. Specify a complete path including the path extension in order for the document to be visible in the Preview tab.

Upsert Record

Update a Salesforce record if it exists, otherwise create a new Salesforce record.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Record Type	The Salesforce object API name to act on (e.g., Account, Contact, Opportunity).
External ID Field Name	The name of the column that refers to the External ID Field
Records	The JSON array of records to be upserted. Each record must include the external ID field.
Connection	The Salesforce connection to use.

Validate Connection

Validate the provided connection and return whether it is valid.

Input	Comments	Default
Version	The Salesforce API version number to use for requests.	63.0
Connection	The Salesforce connection to use.