Salesforce Connector

Query, create, update or delete Salesforce records

Connections

Salesforce Basic Connection

Authenticate requests to Salesforce using basic auth.

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

For example, if your Salesforce password is p@$sw0rD and the security token that Salesforce provides is ExAmPlE0000000000ExAmPlE, then you should enter p@$sw0rDExAmPlE0000000000ExAmPlE as your password. You can manage security tokens by clicking your profile picture on the top-right of Salesforce, select My Settings, and then open Personal -> Reset My Security Token.

Input	Comments	Default
Username	The username of the Salesforce account
Password	The password of the Salesforce account
Login URL	Your SalesForce Login URL - required for Basic Auth

Salesforce OAuth 2.0

Authenticate requests to Salesforce using values obtained from the developer console.

If you select OAuth 2.0, you will need to create and configure a Connected App within Salesforce.

When you create your "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 your integrations the same permissions that the user authenticating through OAuth has, select Full access (full). Also select Perform requests at any time. Select Require Secret for Web Server Flow and Require Secret for Refresh Token Flow:

Once the app has been created, you will be provided with a Consumer Key and Consumer Secret. Take note of these keys:

If you need to return to this screen, click PLATFORM TOOLS -> Apps -> App Manager, click the dropdown menu to the right of your app and select Edit. From there you can manage callback URLs. Click Save and then Manage Consumer Details to view the consumer key and secret again.

Now, configure OAuth 2.0 settings.

Add a Salesforce action to your integration. This will automatically create a connection config variable for Salesforce. Enter the Consumer Key and Consumer Secret that you noted previously.

You should now be able to authenticate a user through Salesforce using OAuth 2.0.

Connecting to a Salesforce Sandbox Account

If you would like to connect to a Salesforce sandbox organization for testing purposes, edit your connection's Authorize URL, Token URL and Revoke URLs to read test.salesforce.com instead of login.salesforce.com. Be sure to change these values back when your 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
Consumer Secret

Triggers

Flow Outbound Message Webhook

Trigger for handling Flow-based outbound message webhooks from Salesforce. Creates a complete record-triggered Flow with outbound message action and webhook receiver.

Input	Comments	Default
Version	Salesforce API Version Number.	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 Record Type that will trigger this integration 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

New and Updated Records

Checks for new and updated records in Salesforce.

Input	Comments	Default
Connection
Show New Records	Show new records.	true
Show Updated Records	Show updated records.	true
Version	Salesforce API Version Number.	63.0
Record Type	The type of 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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Max Records To Fetch	You can set the maximum number of records the trigger will fetch. By default, it will fetch up to 20,000 records.	20000

Webhook

Trigger for handling webhook requests from the Salesforce platform. Returns the expected response to Salesforce and converts the XML payload to an object for more convenient use in the rest of the flow.

Workflow Outbound Message Webhook (Deprecated)

Trigger for handling workflow rule triggers from the Salesforce platform. Creates a Workflow Outbound Message and a Workflow Rule. Salesforce is ending support for Workflow Rules December 25th, 2025. It is recommended to migrate to actions and triggers going forward.

Input	Comments	Default
Connection
Record Type	The type of Salesforce Record.
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	Provide a string value for the description of the object.
Fields	Fields to include in the Outbound Message.
Version	Salesforce API Version Number.	63.0

Actions

Abort a Bulk Job

Aborts a Job

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.

Abort a Bulk Query Job

Aborts a query job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	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	Salesforce API Version Number.	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

Add Attachment

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

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
File Name	The name of the file you wish to upload
File Contents	Reference a file from a previous step, or enter plain text here.

Add User Permission Set

Adds a Permission Set to the specified User

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
User Name	Provide a User Name
Permission Set	Provide the name of the Permission Set
Connection

Bulk Insert Records

Creates new Salesforce Records

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
External ID Field Name	The name of the column that refers to the External ID Field
File	The file to be uploaded
Connection

Bulk Upsert Records

Updates Salesforce Records if they exists, otherwise creates new Salesforce Records

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
External ID Field Name	The name of the column that refers to the External ID Field
File	The file to be uploaded
Connection

Complete Upload Bulk Job

Notifies Salesforce servers that the upload of job data is complete and is ready for processing. You can’t add any more job data.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.

Composite Requests

Send multiple requests in a single HTTP call

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
All Or None	Specifies what to do when an error occurs while processing a subrequest. If the value is true, the entire composite request is rolled back. The top-level request returns HTTP 200 and includes responses for each subrequest.	true
Collate Subrequests	Controls whether the API collates unrelated subrequests to bulkify them (true) or not (false).	false
Composite Request	Collection of subrequests to execute.

Create a Bulk Job

Creates a job representing a bulk operation and its associated data that is sent to Salesforce for asynchronous processing.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Object	The object type for the data being processed. Use only a single object type per job.
Operation	The operation to execute	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 delimiter to use for the columns	COMMA
Line Ending	The line ending to use for the file	LF

Create Account

Create a Salesforce Account Record

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Phone	The primary phone number for the object
Website	Provide a valid URL for the website of the object
Account Type	The type of account record
Industry	The type of account record
Description	Provide a string value for the description of the object.
Number of Employees	The number of employees associated with the object.
Annual Revenue	The estimated annual revenue 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 state 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 of the object
City	The city of the object's address
Postal Code	The zip code of the object's address
Connection

Create Bulk Query Job

Creates a query job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Operation	The operation to execute	query
Query	The query to execute
Column Delimiter	The delimiter to use for the columns	COMMA
Line Ending	The line ending to use for the file	LF

Create Contact

Create a Salesforce contact

Input	Comments	Default
Email Address	The email address for the object
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
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	Provide a string value that represents the name of the contact's department
Birthdate	Provide a string value that represents the birthdate
Fax	Provide a string value for the fax number
Title	The title of the object
Mobile Phone	The mobile phone number for the object
Assistant	Provide a string value that represents the name of the contact's assistant
Assistant's Phone	Provide a string value that represents the phone number of the contact's assistant
Description	Provide a string value for the 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 state 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

Create Customer

Create a Salesforce customer

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Name	Name of this customer.
Party Id	Represents 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

Create Flow

Create a draft flow in Salesforce

Input	Comments	Default
Version	Salesforce API Version Number.	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	Provide a string value for the 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

Create Lead

Create a Salesforce Lead Record

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
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
Title	The title of the object
Phone	The primary phone number for the object
Email Address	The email address for the object
Lead Source	Provide a value for the source of the lead.
Rating	The rating for the lead.
Website	Provide a valid URL for the website of the object
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	Provide a string value for the description of the object.
Annual Revenue	The estimated annual revenue of the object
Lead Status	The status of the lead. Examples of valid values include: Open, Working, Closed - Converted, Closed - Not Converted
Connection

Create Metadata

Create new metadata components.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Metadata Type	The type of metadata to act upon.	CustomObject
Metadata	See https://jsforce.github.io/document/#create-metadata 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
Version	Salesforce API Version Number.	63.0
Metadata Type	The type of metadata to act upon.	CustomField
Metadata	See https://jsforce.github.io/document/#create-metadata 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, which is a sale or pending deal

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Next Step	Provide a string value for the next step of the sale.
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	Name of a record's fields and their corresponding values
Amount	Provide a number that represents the opportunity amount.
AccountId	The Id of the account to reference
Stage	The stage the sale is currently in.
Opportunity Type	Provide a value for what stage the sales process is in.
Close Date	The date the sale will close.
Lead Source	Provide a value for the source of the lead.
Probability	The probability of the success of the sale
Description	Provide a string value for the description of the object.
Name	The name of the object
Connection

Create Outbound Message

Create a new Outbound Message.

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Outbound Message Name	Name of the Outbound Message
Description	Provide a string value for the 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

Create Profile

Create a Salesforce Profile

Input	Comments	Default
Version	Salesforce API Version Number.	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

Create Record

Create a Salesforce Record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of 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	Name of a record's fields and their corresponding values
Connection

Create User

Create a Salesforce User

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Profile	Provide the name of the User Profile
User Name	Provide a User Name
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Time Zone	Time Zone in the format of 'America/New_York'
Alias	Provide an Alias for the User
Email Address	The email address for the object
Connection

Create Workflow Rule (Deprecated)

Create a Workflow Rule. Workflow Rules are being deprecated by Salesforce. Please migrate to using Flow based actions

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Rule Name	Name of the Workflow Rule
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	Determines if this Rule is active	true
Description	Provide a string value for the description of the object.
Rule Criteria Filter	Filter criteria data structure to use with the rule, use this or Formula. See https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm#filteritem
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

Deactivate Flow

Deactivate a Flow in Salesforce by name

Input	Comments	Default
Version	Salesforce API Version Number.	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

Delete a Bulk Job

Deletes a job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.

Delete A Bulk Query Job

Deletes a query job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Query Job Id	The ID of the query job to delete

Delete Account

Delete an existing account record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Field Values	Name of a record's fields and their corresponding values
Record ID	The ID of a Salesforce Record
Connection

Delete Contact

Delete an existing contact record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
Connection

Delete Customer

Delete an existing customer record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
Connection

Delete Flow

Delete a Flow from Salesforce by name

Input	Comments	Default
Version	Salesforce API Version Number.	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

Delete Instanced Flows and Outbound Messages

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

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Endpoint URL	The endpoint URL to delete the instanced flows and outbound messages for.
Connection

Delete Lead

Delete a Salesforce Lead Record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
Connection

Delete Metadata

Delete one or more metadata components.

Input	Comments	Default
Connection
Metadata Type	The type of metadata to act upon.	CustomObject
Version	Salesforce API Version Number.	63.0
Object Full Names	The full names of the objects to delete

Delete Opportunity

Delete an existing opportunity record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
Connection

Delete Profile

Delete a Salesforce Profile

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
Connection

Delete Record

Delete an existing Salesforce Record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Record ID	The ID of a Salesforce Record
Connection

Delete Workflow Outbound Message

Delete a Workflow Outbound Message

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Full Name Identifier	Unique identifier for Metadata objects
Connection

Delete Workflow Rule (Deprecated)

Delete a Workflow Rule. Workflow Rules are being deprecated by Salesforce. Please migrate to using Flow based actions.

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Full Name Identifier	Unique identifier for Metadata objects
Connection

Describe Customer SObject

Metadata description API for Salesforce object.

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection

Describe Object

Describe attributes of a Salesforce Record Type

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Connection

Describe Permissions

Describe permissions of a Salesforce Record Type

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Connection

Find Record

Find a single Salesforce Record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of 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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Connection

Find Records

Find and fetch Salesforce Records

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of 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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

Get Attachment

Get a file attachment from an account, opportunity or contact

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
File Id	The id of the file you wish to retrieve

Get Bulk Job Failed Record Results

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

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.

Get Bulk Job Info

Retrieves detailed information about a job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.

Get Bulk Job Successful Record Results

Retrieves the successful record results for a job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.

Get Current User

Return information about the current session's user

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection

Get Customer

Gets an existing customer record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of a Salesforce Record
Connection

Get File

Retrieves a file from Salesforce ContentVersion

Input	Comments	Default
Content Version Id	The ID of the ContentVersion of the file to retrieve
Version	Salesforce API Version Number.	63.0
Connection

Get Flow

Get details of a specific Flow by name

Input	Comments	Default
Version	Salesforce API Version Number.	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

Get Information About a Bulk Query Job

Gets information about one query job.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Query Job Id	The ID of the query job

Get Information About All Query Jobs

Gets information about all query jobs in the org.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Is PK Chunking Enabled	If set to 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.

Get Record

Get a single Salesforce Record by Id

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Record ID	The ID of a Salesforce Record
Connection

Get Results for a Bulk Query Job

Gets the results for a query job. The job must be in a Job Complete state

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Query Job Id	The ID of the query job
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.

List Bulk Jobs

Retrieves all jobs in the org.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Is PK Chunking Enabled	If set to 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

Gets a list of URIs for other composite resources.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0

List Contacts

List all contacts records

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

List Customers

List all customer records

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

List Flows

List all Flows in the Salesforce org

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection

List Leads

List all lead records

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

List Metadata

Get all metadata components.

Input	Comments	Default
Connection
Metadata Type	The type of metadata to act upon.	CustomObject
Version	Salesforce API Version Number.	63.0

List Opportunities

List all opportunity records

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

List Outbound Messages

Retrieve all Outbound Messages.

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection

List Profiles

List all profile records

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

List Users

List all user records

Input	Comments	Default
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Field Value Types	For each item, provide the key and the type corresponding to the field Value you entered above. You can assign a value a type of Boolean, Number, or String.
Page Size	Provide an integer value for the maximum results returned per page when paginating results.
Page Number	Provide an integer value for which page to return when paginating results.
Sort Criteria	The criteria by which you wish 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	Fetch all records.	false
Max Records To Fetch	If Fetch All is enabled, you can specify the maximum records to fetch, by default it will fetch up to 20,000 records.	20000
Connection

List Workflow Rules (Deprecated)

List all Workflow Rules. Workflow Rules are being deprecated by Salesforce. Please migrate to using Flow based actions

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection

Raw Request

Send raw HTTP request to Salesforce

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	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
Debug Request	Enabling this flag will log out the current request.	false
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

Read Metadata of Object

Get the metadata of an object by full name

Input	Comments	Default
Connection
Metadata Type	The type of metadata to act upon.	CustomObject
Version	Salesforce API Version Number.	63.0
Object Full Name

Remove User Permission Set

Removes a Permission Set from the specified User

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
User Name	Provide a User Name
Permission Set	Provide the name of the Permission Set
Connection

Salesforce Query

Run an SOQL Query Against SalesForce

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
SOQL Query	A SalesForce Object Query Language (SOQL) query
Connection

Send Transactional Email

Sends a message to a single recipient via Salesforce

Input	Comments	Default
Message Key	The key of the message template
Definition Key	The key of the message template definition
Recipient Contact Key	The key of the recipient contact
Recipient Email	The email of the recipient
Recipient Attributes	Key-value pairs to personalize the message
Connection
Version	Salesforce API Version Number.	63.0

Create a Workflow Rule to subscribe to Record Changes in Salesforce. Workflow Rules are being deprecated by Salesforce. Please migrate to using Flow based actions

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Outbound Message Name	Name of the Outbound Message
Record Type	The type of Salesforce Record.
Trigger Event		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 https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm#filteritem
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	Provide a string value for the 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

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

Input	Comments	Default
Version	Salesforce API Version Number.	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 Record Type that will trigger this integration 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

Update Account

Update an existing account record

Input	Comments	Default
Record ID	The ID of a Salesforce Record
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Phone	The primary phone number for the object
Website	Provide a valid URL for the website of the object
Account Type	The type of account record
Industry	The type of account record
Description	Provide a string value for the description of the object.
Number of Employees	The number of employees associated with the object.
Annual Revenue	The estimated annual revenue 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 state 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 of the object
City	The city of the object's address
Postal Code	The zip code of the object's address
Connection

Update Contact

Update an existing contact record

Input	Comments	Default
Record ID	The ID of a Salesforce Record
Email Address	The email address for the object
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
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	Provide a string value that represents the name of the contact's department
Birthdate	Provide a string value that represents the birthdate
Fax	Provide a string value for the fax number
Title	The title of the object
Mobile Phone	The mobile phone number for the object
Assistant	Provide a string value that represents the name of the contact's assistant
Assistant's Phone	Provide a string value that represents the phone number of the contact's assistant
Description	Provide a string value for the 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 state 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

Update Customer

Update an existing customer record

Input	Comments	Default
Record ID	The ID of a Salesforce Record
Version	Salesforce API Version Number.	63.0
Name	Name of this customer.
Party Id	Represents 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

Update Flow

Update an existing Flow in Salesforce by name

Input	Comments	Default
Version	Salesforce API Version Number.	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 status of the Flow.
Flow Metadata	Additional Flow metadata in JSON format. This will be merged with other inputs.
Connection

Update Lead

Update a Salesforce Lead Record

Input	Comments	Default
Record ID	The ID of a Salesforce Record
Version	Salesforce API Version Number.	63.0
Company	The name of the company
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	Name of a record's fields and their corresponding values
First Name	The first name of the contact at the company
Last Name	The last name of the contact at the company
Title	The title of the object
Phone	The primary phone number for the object
Lead Source	Provide a value for the source of the lead.
Rating	The rating for the lead.
Website	Provide a valid URL for the website of the object
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	Provide a string value for the description of the object.
Annual Revenue	The estimated annual revenue of the object
Connection

Update Metadata

Update one or more metadata components.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	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 ID of a Salesforce Record
Next Step	Provide a string value for the next step of the sale.
Version	Salesforce API Version Number.	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	Name of a record's fields and their corresponding values
Amount	Provide a number that represents the opportunity amount.
Stage	The stage the sale is currently in.
AccountId	The Id of the account to reference
Opportunity Type	Provide a value for what stage the sales process is in.
Close Date	The date the sale will close.
Lead Source	Provide a value for the source of the lead.
Probability	The probability of the success of the sale
Description	Provide a string value for the description of the object.
Name	The name of the object
Connection

Update Profile

Update a Salesforce Profile

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record ID	The ID of 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

Update Record

Updates an existing Salesforce Record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
Record ID	The ID of 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	Name of a record's fields and their corresponding values
Connection

Update User

Update a Salesforce User

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
User Name	Provide a User Name
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	Name of a record's fields and their corresponding values
Connection

Upload Bulk Job Data

Uploads data for a job using CSV data you provide.

Input	Comments	Default
Connection
Version	Salesforce API Version Number.	63.0
Bulk Job Id	The ID of the Bulk Job. This is the ID returned from the Create Bulk Job action.
File	The file to be uploaded

Upload File

Uploads a file to Salesforce ContentVersion

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection
File	The file to be uploaded
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

Updates a Salesforce Record if it exists, otherwise creates a new Salesforce Record

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Record Type	The type of Salesforce Record.
External ID Field Name	The name of the column that refers to the External ID Field
Records	The records to be upserted
Connection

Validate Connection

Returns a boolean value that specifies whether the provided Connection is valid

Input	Comments	Default
Version	Salesforce API Version Number.	63.0
Connection

Connections​

Salesforce Basic Connection​

Salesforce OAuth 2.0​

Triggers​

Flow Outbound Message Webhook​

New and Updated Records​

Webhook​

Workflow Outbound Message Webhook (Deprecated)​

Actions​

Abort a Bulk Job​

Abort a Bulk Query Job​

Activate Flow​

Add Attachment​

Add User Permission Set​

Bulk Insert Records​

Bulk Upsert Records​

Complete Upload Bulk Job​

Composite Requests​

Create a Bulk Job​

Create Account​

Create Bulk Query Job​

Create Contact​

Create Customer​

Create Flow​

Create Lead​

Create Metadata​

Create Metadata Fields​

Create Opportunity​

Create Outbound Message​

Create Profile​

Create Record​

Create User​

Create Workflow Rule (Deprecated)​

Deactivate Flow​

Delete a Bulk Job​

Delete A Bulk Query Job​

Delete Account​

Delete Contact​

Delete Customer​

Delete Flow​

Delete Instanced Flows and Outbound Messages​

Delete Lead​

Delete Metadata​

Delete Opportunity​

Delete Profile​

Delete Record​

Delete Workflow Outbound Message​

Delete Workflow Rule (Deprecated)​

Describe Customer SObject​

Describe Object​

Describe Permissions​

Find Record​

Find Records​

Get Attachment​

Get Bulk Job Failed Record Results​

Get Bulk Job Info​

Get Bulk Job Successful Record Results​

Get Current User​

Get Customer​

Get File​

Get Flow​

Get Information About a Bulk Query Job​

Get Information About All Query Jobs​

Get Record​

Get Results for a Bulk Query Job​

List Bulk Jobs​

List Composite Resources​

List Contacts​

List Customers​

List Flows​

List Leads​

List Metadata​

List Opportunities​

List Outbound Messages​

List Profiles​

List Users​

List Workflow Rules (Deprecated)​

Raw Request​

Read Metadata of Object​

Remove User Permission Set​