Salesforce

Salesforce CRM — query, create, update, and delete records across all standard and custom objects via the Salesforce REST API.

Overview

Property	Value
Type	http
Authentication	oauth2
Category	CRM & Sales

Configuration

Field	Type	Required	Description
instance_url	string	Yes	Salesforce instance URL (e.g. https://yourorg.my.salesforce.com)
client_id	string	Yes	Connected App consumer key
client_secret	string	Yes	Connected App consumer secret
refresh_token	string	Yes	OAuth2 refresh token

Available actions

SOQL Query

Execute a SOQL query to retrieve records from Salesforce.

Endpoint	GET /services/data/v61.0/query
Method	GET

Get Record

Retrieve a single record by object type and record ID.

Endpoint	GET /services/data/v61.0/sobjects/{objectType}/{recordId}
Method	GET

Create Record

Create a new record of any Salesforce object type.

Endpoint	POST /services/data/v61.0/sobjects/{objectType}
Method	POST

Update Record

Update fields on an existing Salesforce record.

Endpoint	PATCH /services/data/v61.0/sobjects/{objectType}/{recordId}
Method	PATCH

Delete Record

Delete a Salesforce record by object type and record ID.

Endpoint	DELETE /services/data/v61.0/sobjects/{objectType}/{recordId}
Method	DELETE

Describe Object

Retrieve metadata (fields, relationships, record types) for a Salesforce object type.

Endpoint	GET /services/data/v61.0/sobjects/{objectType}/describe
Method	GET

SOSL Search

Execute a SOSL search across multiple Salesforce objects.

Endpoint	GET /services/data/v61.0/search
Method	GET

List Objects

List all available Salesforce object types in the org.

Endpoint	GET /services/data/v61.0/sobjects
Method	GET

Create Lead

Create a new Lead record in Salesforce with common lead fields.

Endpoint	POST /services/data/v61.0/sobjects/Lead
Method	POST

Create Opportunity

Create a new Opportunity record in Salesforce with common deal fields.

Endpoint	POST /services/data/v61.0/sobjects/Opportunity
Method	POST

Example flow

name: new-signup-to-salesforce-lead
trigger:
  type: webhook

steps:
  - name: create-lead
    connector: salesforce
    action: create-lead
    input:
      FirstName: "{{ trigger.body.first_name }}"
      LastName: "{{ trigger.body.last_name }}"
      Email: "{{ trigger.body.email }}"
      Company: "{{ trigger.body.company }}"
      LeadSource: "Website Signup"

  - name: verify-lead
    connector: salesforce
    action: query
    input:
      q: "SELECT Id, Name, Email FROM Lead WHERE Email = '{{ trigger.body.email }}' LIMIT 1"

  - name: notify-sales
    connector: slack
    action: post-message
    input:
      channel: "#new-leads"
      text: "New lead created: {{ steps.create-lead.output.id }} — {{ trigger.body.first_name }} {{ trigger.body.last_name }} ({{ trigger.body.company }})"