Salesforce

Description: Manage operations in Salesforce. Authentication:

Available Actions: Examples:

Example 1: Salesforce - SOQL Query Run a SOQL query using OAuth token or apiKey override.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-001"
}

Example 2: Salesforce - SOQL Query (Paginated) Run a SOQL query and auto-follow nextRecordsUrl up to pageLimit.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-paginated-001"
}

Example 3: Salesforce - SOQL QueryAll Run a SOQL query using /queryAll to include archived/deleted as applicable.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-all-001"
}

Example 4: Salesforce - SOSL Search Run a SOSL FIND query across objects.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-sosl-001"
}

Example 5: Salesforce - Find Contact by Email Helper to search Contact by exact email.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-contact-001"
}

Example 6: Salesforce - Find Account by Name Helper to search Account by name (LIKE %name%).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-account-001"
}

Example 7: Salesforce - Search Tasks (SOSL) Search tasks by text using SOSL.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-search-tasks-001"
}

Example 8: Salesforce - Get Tasks List tasks by filters (WhoId/WhatId/Status/SubjectLike).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-tasks-001"
}

Example 9: Salesforce - Get Notes List Notes for a given ParentId.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-notes-001"
}

Example 10: Salesforce - Find Events Find Events by WhoId/WhatId/SubjectLike/time window.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-events-001"
}

Example 11: Salesforce - Find Cases Find Cases by AccountId/ContactId/Status/SubjectLike.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-cases-001"
}

Example 12: Salesforce - Create Case Create a Case record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-case-001"
}

Example 13: Salesforce - Update Case Update a Case record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-case-001"
}

Example 14: Salesforce - Create Event Create an Event (calendar activity).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-event-001"
}

Example 15: Salesforce - Get sObject Retrieve a record by sObject API name and Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-sobject-001"
}

Example 16: Salesforce - Delete sObject Delete a record by sObject API name and Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-delete-sobject-001"
}

Example 17: Salesforce - Upsert sObject by External ID PATCH via externalIdField/externalIdValue.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-upsert-sobject-001"
}

Example 18: Salesforce - Upsert Lead by Email Create or update a Lead by email with explicit required fields.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-upsert-lead-001"
}

Example 19: Salesforce - Create Opportunity Create an Opportunity and optionally associate a primary Contact.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-opp-001"
}

Example 20: Salesforce - Create Contact Create a Contact record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-contact-001"
}

Example 21: Salesforce - Update Contact Update an existing Contact.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-contact-001"
}

Example 22: Salesforce - Create Account Create an Account record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-account-001"
}

Example 23: Salesforce - Update Account Update an Account record by Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-account-001"
}

Example 24: Salesforce - Associate Opportunity with Contact Create an OpportunityContactRole (primary by default).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-assoc-opp-contact-001"
}

Example 25: Salesforce - Create Task Create a Task record related to another record (e.g., Contact).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-task-001"
}

Example 26: Salesforce - Create Note Create a Note associated to a parent record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-note-001"
}

Example 27: Salesforce - Create sObject Generic sObject create for flexibility.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-sobject-001"
}

Example 28: Salesforce - Update sObject Generic sObject update by API name and Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-sobject-001"
}

Third-Party Documentation: