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Salesforce

Salesforce is a cloud-based software company. It provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

!!! note "Credentials" You can find authentication information for this node here.

Basic Operations​

  • Account
    • Add note to an account
    • Create an account
    • Create a new account, or update the current one if it already exists (upsert)
    • Get an account
    • Get all accounts
    • Returns an overview of account's metadata.
    • Delete an account
    • Update an account
  • Attachment
    • Create a attachment
    • Delete a attachment
    • Get a attachment
    • Get all attachments
    • Returns an overview of attachment's metadata.
    • Update a attachment
  • Case
    • Add a comment to a case
    • Create a case
    • Get a case
    • Get all cases
    • Returns an overview of case's metadata
    • Delete a case
    • Update a case
  • Contact
    • Add lead to a campaign
    • Add note to a contact
    • Create a contact
    • Create a new contact, or update the current one if it already exists (upsert)
    • Delete a contact
    • Get a contact
    • Returns an overview of contact's metadata
    • Get all contacts
    • Update a contact
  • Custom Object
    • Create a custom object record
    • Create a new record, or update the current one if it already exists (upsert)
    • Get a custom object record
    • Get all custom object records
    • Delete a custom object record
    • Update a custom object record
  • Document
    • Upload a document
  • Flow
    • Get all flows
    • Invoke a flow
  • Lead
    • Add lead to a campaign
    • Add note to a lead
    • Create a lead
    • Create a new lead, or update the current one if it already exists (upsert)
    • Delete a lead
    • Get a lead
    • Get all leads
    • Returns an overview of Lead's metadata
    • Update a lead
  • Opportunity
    • Add note to an opportunity
    • Create an opportunity
    • Create a new opportunity, or update the current one if it already exists (upsert)
    • Delete an opportunity
    • Get an opportunity
    • Get all opportunities
    • Returns an overview of opportunity's metadata
    • Update an opportunity
  • Search
    • Execute a SOQL query that returns all the results in a single response
  • Task
    • Create a task
    • Delete a task
    • Get a task
    • Get all tasks
    • Returns an overview of task's metadata
    • Update a task
  • User
    • Get a user
    • Get all users

Example Usage​

1. Start node​

The start node exists by default when you create a new workflow.

2. Salesforce node (create: lead)​

  1. First of all, you'll have to enter credentials for the Salesforce node. You can find out how to do that here.
  2. Enter the name of the company in the Company field.
  3. Enter the last name of the contact person in the Last Name field.
  4. Click on Execute Node to run the node.

3. Salesforce1 node (update: lead)​

  1. Select the credentials that you entered in the previous node.
  2. Select 'Update' from the Operation dropdown list.
  3. Click on the gears icon next to the Lead ID field and click on Add Expression.
  4. Select the following in the Variable Selector section: Nodes > Salesforce > Output Data > JSON > id. You can also add the following expression: {{$node["Salesforce"].json["id"]}}
  5. Click on the Add Field button and select 'City' from the dropdown list.
  6. Enter a city name in the City field.
  7. Click on Execute Node to run the node.

4. Salesforce2 node (addNote: lead)​

  1. Select the credentials that you entered in the previous node.
  2. Select Add Note from the Operation dropdown list.
  3. Click on the gears icon next to the Lead ID field and click on Add Expression.
  4. Select the following in the Variable Selector section: Nodes > Salesforce > Output Data > JSON > id. You can also add the following expression: {{$node["Salesforce"].json["id"]}}
  5. Enter the note in the Title field.
  6. Click on Execute Node to run the node.