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Salesforce

Salesforce CRM automates the sales process with an array of cloud-based tools.

Connector Methods

Contacts

Feature Description Type
Describe Contact Completely describes the individual metadata at all levels for the Contact object. Action
Get New Contacts Gets the new contacts added to Salesforce since the last time the process was run in this Cycle. Action
Get All Contacts Gets all contacts in Salesforce. Action
Get Contact(s) By Email Gets contact(s) by the email. Action
Create Contact Creates a new contact. Action
Update Contact Updates a contact's details. Action
Delete Contact Deletes a contact. Action
Get Contact ID This method will retrieve the Salesforce Contact ID with a look up by email address. Action
Get Updated Contacts Gets user updated contacts added to Salesforce since the last time the process was run in this Cycle. Action
Contact Exists for Email Address Checks whether any Contacts exist for the given email address. Action
Contact Exists for ID Checks if a contact exists with a given ID. Action
Get Contact by ID Retrieves a contact with the given unique ID value. Action
Get Contact(s) By Mobile Number Gets contact(s) by the mobile number. Action

Campaigns

Feature Description Type
Describe Campaign Completely describes the individual metadata at all levels for the Campaign object. Action
Get Campaigns Gets a list of campaign IDs and associated descriptions. Action
Delete Campaign Deletes a campaign. Action

Leads

Feature Description Type
Describe Lead Completely describes the individual metadata at all levels for the Lead object. Action
List Leads List leads from this Salesforce account. Action
Create Lead Creates a new lead which represents a prospect or potential opportunity. Action
Update Lead Updates a lead which represents a prospect or potential opportunity. Action
Delete Lead Deletes a lead. Action
Get Updated Leads Get user updated leads added to Salesforce since the last time the process was run in this Cycle. Action

Campaign Members

Feature Description Type
Delete Campaign Member Deletes a campaign member. Action
Create Campaign Member Creates a new campaign member. Action
Update Campaign Member Updates a campaign member. Action
Get Campaign Members Gets a list of campaign members. Action

Opportunities

Feature Description Type
Get New Opportunities Get the new opportunities added to Salesforce since the last time the process was run in this Cycle. Action
Create Opportunity Creates a new opportunity which would be a sale or pending deal. Action
Update Opportunity Updates information about an opportunity which would represent a sale or pending deal. Action
Delete Opportunity Delete the opportunity. Action
Create Opportunity Contact Adds an existing Salesforce contact to an opportunity. Action
Get Opportunity Stages Get the possible stages for an opportunity in Salesforce. Action
List Opportunities List the opportunities from this Salesforce account. Action
Get Updated Opportunities Get the opportunities updated in Salesforce since the last time the process was run in this Cycle. Action

Events

Feature Description Type
Get New Events Get the new events added to Salesforce since the last time the process was run in this Cycle. Action
Create Event Create a new event. Action
Update Event Updates an existing event. Action
Delete Event Deletes an event. Action
List Events List events from this Salesforce account. Action

Cases

Feature Description Type
Get New Cases Get the new cases added to Salesforce since the last time the process was run in this Cycle. Action
Create Case Creates a new case which represents a customer issue or problem. Action
Update Case Updates a case. Action
Delete Case Deletes a case. Action

Accounts

Feature Description Type
Get New Accounts Get the new accounts added to Salesforce since the last time the process was run in this Cycle. Action
Create Account Create a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action
Update Account Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action
Delete Account Deletes an account. Action
List Accounts Gets a list of accounts from Salesforce. Action
Get Updated Accounts Get the accounts updated in Salesforce since the last time the process was run in this Cycle. Action

Tasks

Feature Description Type
Get New Tasks Gets the new tasks added to Salesforce since the last time the process was run in this Cycle. Action
Create Task Creates a new task such as making a phone call or other to-do items. Action
Update Task Updates a task. Action
Delete Task Deletes a task. Action
Get Task Statuses List the options for Task Statuses. Action
List Tasks List tasks from this Salesforce account. Action
Get Task Priorities List the options for Task Priorities. Action
Get Updated Tasks Gets the tasks updated in Salesforce since the last time the process was run in this Cycle. Action

Campaign Member Status

Feature Description Type
Get Campaign Member Statuses Gets a list of campaign member statuses. Action
Create Campaign Member Status Create a campaign member status. Action
Delete Campaign Member Status Delete a campaign member status. Action
Update Campaign Member Status Update a campaign member status. Only allows for the order of the status to be changed in the picklist. Action

Users

Feature Description Type
Get User Info Get the current user’s profile information. Action

Notes

Feature Description Type
Get New Notes Gets the new notes added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated Notes Gets the notes updated in Salesforce since the last time the process was run in this Cycle. Action
List Notes List notes from this Salesforce account. Action
Create Note Creates a new note. Action
Update Note Updates a note. Action
Delete Note Deletes a note. Action

Opportunity Contact Roles

Feature Description Type
Get New Opportunity Contact Roles Gets the new opportunity contact roles added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated Opportunity Contact Roles Gets the opportunity contact roles updated in Salesforce since the last time the process was run in this Cycle. Action
List Opportunity Contact Roles List opportunity contact roles from this Salesforce account. Action
Create Opportunity Contact Role Creates a new opportunity contact role. Action
Update Opportunity Contact Role Updates an opportunity contact role. Action
Delete Opportunity Contact Role Deletes an opportunity contact role. Action

Attachments

Feature Description Type
List Attachments List attachments from this Salesforce account. Action
Get New Attachments Gets the new attachments added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated Attachments Gets the attachments updated in Salesforce since the last time the process was run in this Cycle. Action
Create Attachment Creates a new attachment. Action
Update Attachment Updates an attachment. Action
Delete Attachment Deletes a attachment. Action

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