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Deliver integrations natively from within your own application and add value to your end-users.
Salesforce Integrations
Build & publish in-app integrations with our Salesforce connector
Salesforce CRM automates the sales process with an array of cloud-based tools.
Book a demo to learn more about integrating with SalesforceCreate automations with our Salesforce connector
Provide your SaaS application customers with more and without the developer backlog. Cyclr can integrate your SaaS with Salesforce, and hundreds of others so your customers can integrate with software they already own.
Why integrate with Salesforce
Integrate with Salesforce and grow your SaaS application for your customers. Using Cyclr you can create automated workflows that suit your customers needs. Whether they are to help business growth, sell smarter, close more deals or provide expert support. Connect your SaaS to Salesforce, the leading CRM system to give your end-users powerful integration opportunities.
Available Methods and Endpoints
Bulk Operations ↓
Delete Job
Action
Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
Create Insert Job
Action
Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
List Jobs
Action
Retrieves all jobs in the organization.
Upload CSV Data
Action
Uploads data for a job using CSV data you provide.
Abort Job
Action
Aborts a job. If you abort a job, the job does not get queued or processed.
Close Job
Action
Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
Get Job
Action
Retrieves detailed information about a job.
Campaigns ↓
List Updated Campaigns
Action
Lists campaigns created or modified since the last run.
If Exists: Campaign
Action
Gets a campaign by ID and returns along a true path if it exists.
Delete Campaign
Action
Deletes a campaign.
Upsert Campaign
Action
Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
List Campaigns
Action
Lists campaigns.
Get Campaign By Name
Action
Gets a campaign by name.
Create Campaign
Action
Creates a campaign.
Get Campaign
Action
Gets a campaign by ID.
List New Campaigns
Action
Lists campaigns created since the last run.
Update Campaign
Action
Updates a campaign.
Search ↓
Search
Action
Execute a SOSL search on all requested data.
Events ↓
Update Event
Action
Updates an existing event.
Get Event
Action
Gets an event by ID.
Create Event
Action
Creates a new event.
Delete Event
Action
Deletes an event.
List New Events
Action
Lists events created since the last run.
List Events
Action
Lists events from this Salesforce account.
List Updated Events
Action
Lists events created or modified since the last run.
Accounts ↓
Get Account
Action
Gets an account by ID.
List Account's Activity History
Action
Retrieves activity history for the specified account.
List Accounts By PersonEmail
Action
Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
List Daily Activity History
Action
Retrieves activity history of the previous date for the specified account.
Update Account
Action
Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
Create Account
Action
Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
Delete Account
Action
Deletes an account.
List New Accounts
Action
Lists accounts created since the last run.
List Accounts
Action
Lists accounts from Salesforce.
Upsert Account
Action
Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
List Updated Accounts
Action
Lists accounts created or modified since the last run.
List Accounts By Custom Field
Action
Lists accounts by a custom field, where equals .
Campaign Member Status ↓
Delete Campaign Member Status
Action
Deletes a campaign member status.
List Campaign Member Statuses
Action
Lists campaign member statuses.
Create Campaign Member Status
Action
Creates a campaign member status.
Update Campaign Member Status
Action
Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
Campaign Members ↓
Upsert Campaign Member
Action
Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Create Campaign Member
Action
Creates a new campaign member.
Delete Campaign Member
Action
Deletes a campaign member.
List Campaign Members
Action
Lists campaign members.
Get Campaign Member
Action
Gets a campaign member by ID.
Update Campaign Member
Action
Updates a campaign member.
Reports ↓
Get Report Fields
Action
Retrieves all fields/columns from the specified report.
List Report Instances
Action
Retrieves all instances of the specified report.
List Reports
Action
Retrieves all reports.
Generate Report Instance
Action
Generates an instance of the specified report which can then be retrieved with the Get Report Instance method.
Get Report Instance (Tabular)
Action
Retrieves the specified report instance. Response fields must be added as custom fields with the Field Location []. (example: [].CreatedDate). Use Get Report Fields to find all available fields for the report.
Cases ↓
Get Case
Action
Gets a case by ID.
List Cases
Action
Lists all cases.
Upsert Case
Action
Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Create Case
Action
Creates a new case which represents a customer issue or problem.
Update Case
Action
Updates a case.
Delete Case
Action
Deletes a case.
List New Cases
Action
Lists cases created since the last run.
List Updated Cases
Action
Lists cases created or modified since the last run.
List Updated Case Feed By Case ID
Action
Lists the feed of the specified case updated since the last run.
List New Case Comments By Case ID
Action
Lists the comments of the specified case created since the last run.
List Updated Case Comments By Case ID
Action
Lists the comments of the specified case updated since the last run.
List Case Comments
Action
Lists the comments of all cases.
List Updated Case Comments
Action
Lists the comments of all cases updated since the last run.
List New Case Comments
Action
Lists the comments of all cases created since the last run.
List Case Feed
Action
Lists the feed of all cases.
List New Case Feed
Action
Lists the feed of all cases created since the last run.
List Case Comments By Case ID
Action
Lists the comments of the specified case.
List Case Feed By Case ID
Action
Lists the feed of the specified case.
List Case History By Case ID
Action
Lists the history of the specified case.
List New Case History
Action
Lists the history of all cases since the last run.
List New Case History By Case ID
Action
Lists the history of the specified case since the last run.
List Case History
Action
Lists the history of all cases.
List New Case Feed By Case ID
Action
Lists the feed of the specified case created since the last run.
List Updated Case Feed
Action
Lists the feed of all cases updated since the last run.
Currency Type ↓
List Corporate Currencies
Action
Lists the currencies used by an organization for which the multicurrency feature is enabled.
Orders ↓
Update Order
Action
Update an existing order.
List Orders
Action
Lists orders from Salesforce.
Get Order
Action
Gets an order by ID.
List Updated Orders
Action
Lists orders created or modified since the last run.
List New Orders
Action
Lists orders created since the last run.
Create Order
Action
Add a new order
Opportunities ↓
List Updated Opportunities
Action
Lists the opportunities created or modified since the last run.
Create Opportunity
Action
Creates an opportunity.
Update Opportunity
Action
Updates information about an opportunity which would represent a sale or pending deal.
Delete Opportunity
Action
Deletes an opportunity.
List New Opportunities
Action
Lists the opportunities created since the last run.
List Opportunities
Action
Lists all opportunities.
Upsert Opportunity
Action
Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Update Opportunity And List Line Items
Action
Composite request. Updates an opportunity and returns it's line items.
List Opportunity's Activity History
Action
Retrieves activity history for the specified opportunity.
Get Opportunity
Action
Gets an opportunity by ID.
List Opportunity Stages
Action
Lists the possible stages for an opportunity in Salesforce.
Notes ↓
Get Note
Action
Gets a note by ID.
List New Notes
Action
Lists notes created since the last run.
List Notes
Action
Lists notes from this Salesforce account.
Update Note
Action
Updates a note.
Create Note
Action
Creates a new note.
List Updated Notes
Action
Lists notes created or modified since the last run.
Delete Note
Action
Deletes a note.
Attachments ↓
List Updated Attachments
Action
Lists attachments created or modified since the last run.
Create Attachment
Action
Creates a new attachment.
List New Attachments
Action
Lists attachments created since the last run.
Delete Attachment
Action
Deletes an attachment.
Update Attachment
Action
Updates an attachment.
List Attachments
Action
Lists attachments from this Salesforce account.
Get Attachment
Action
Gets an attachment by ID.
Products ↓
List Updated Products
Action
Returns a list of Products that have been updated since the last run.
List New Products
Action
Lists the Products created since the last run.
List Products
Action
Returns a list of Products.
Get Product
Action
Gets a Product.
User Roles ↓
Delete User Role
Action
Deletes a user role.
Get User Role
Action
Gets a user role by ID.
List User Roles
Action
Lists all user roles.
Create User Role
Action
Creates a new user role.
Update User Role
Action
Updates an existing user role.
Pricebooks ↓
List Pricebook Entries
Action
Lists entries to a specified pricebook.
List Pricebooks
Action
Lists all pricebooks.
Get Pricebook Entry
Action
Gets a pricebook entry.
Event Relations ↓
Create Event Relation
Action
Create a new event relation
List Contact\Lead Event Relations
Action
Lists event contact and lead attendees.
List Accepted Event Relations
Action
Lists accepted event attendees.
List Declined Event Relations
Action
Lists declined event attendees.
List Undecided Event Relations
Action
Lists undecided event attendees.
List Events Relations
Action
Lists event attendees.
Contacts ↓
Contact Exists For ID
Action
Checks if a contact exists with the specified ID.
Get Contact
Action
Gets the contact with the specified ID.
List Updated Contacts
Action
Lists contacts created, modified or deleted since the last run.
List Contacts
Action
Lists all contacts.
Get Contact(s) By Email
Action
Gets the contact(s) with the specified email address.
List New Contacts
Action
Lists contacts created since the last run.
Delete Contact
Action
Deletes a contact.
Get Contact ID
Action
Gets the Contact ID associated with the specified email address.
Update Contact
Action
Updates a contact's details.
Contact Exists For Email Address
Action
Checks whether any contacts exist for the specified email address.
Create Contact
Action
Creates a new contact.
List Contacts By Owner ID
Action
Lists all contacts by owner ID.
Bulk Create Contacts
Action
Creates a batch of new contacts.
List New Contacts by Owner ID
Action
Lists contacts created since the last run filtered by Owner ID. (Do not use Additional Custom Conditions as they are solved in script for this method).
Upsert Contact
Action
Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup.
Get Contact(s) By Mobile Number
Action
Gets the contact(s) with the specified mobile number.
Bulk Update Contacts
Action
Updates a batch of contacts.
Locations ↓
Get Location
Action
Gets a location by ID.
Groups ↓
List Groups
Action
List groups from Salesforce.
List Group Members
Action
Lists group members from Salesforce.
Opportunity Contact Roles ↓
List Opportunity Roles
Action
Lists opportunity contact roles.
Update Opportunity Role
Action
Updates an opportunity contact role.
Get Primary Opportunity Role
Action
Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
List Updated Opportunity Roles
Action
Lists opportunity contact roles created or modified since the last run.
Add Contact To Opportunity
Action
Adds an existing contact to an opportunity.
Get Opportunity Role
Action
Gets an opportunity contact role by ID.
Create Opportunity Role
Action
Creates a new opportunity contact role.
List Roles By Opportunity
Action
Lists opportunity contact roles for a specified opportunity.
List New Opportunity Roles
Action
Lists opportunity contact roles created since the last run.
Delete Opportunity Role
Action
Deletes an opportunity contact role.
Enhanced Objects ↓
List Updated Records
Action
Retrieves all records updated since the last successful run date.
Delete Record
Action
Deletes the specified record from the specified object.
Get Record By ID
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
Create Record
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Update Multiple Records
Action
Updates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
List Records
Action
Retrieves all records from the specified object.
Create Multiple Records
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
Update Record
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
List New Records
Action
Retrieves all records created since the last successful run date.
Record Types ↓
Get Record Type
Action
Gets an record type by ID.
Assets ↓
Upsert Asset
Action
Creates a new asset or updates an existing asset based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Create Asset
Action
Creates a new asset. An asset represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased.
List Assets
Action
List assets from Salesforce.
Webhooks ↓
Contact Created
Webhook
Triggered when a contact is created.
Lead Created
Webhook
Triggered when a lead is created.
Opportunity Updated
Webhook
Triggered when an opportunity is updated.
Opportunity Created
Webhook
Triggered when an opportunity is created.
Lead Updated
Webhook
Triggered when a lead is updated.
Contact Updated
Webhook
Triggered when a contact is updated.
Contact Created (legacy)
Webhook
Triggered when a contact is created.
Lead Updated (legacy)
Webhook
Triggered when a lead is updated.
Lead Created (legacy)
Webhook
Triggered when a lead is created.
Contact Updated (legacy)
Webhook
Triggered when a contact is updated.
Opportunity Created (legacy)
Webhook
Triggered when an opportunity is created.
Opportunity Updated (legacy)
Webhook
Triggered when an opportunity is updated.
Metrics ↓
List Mobile Security User Metrics
Action
Lists the metrics for users who have Enhanced Mobile Security policies enforced.
List Active Feature License Metrics
Action
Lists the number of active, assigned, and purchased feature licenses in the organization.
Tasks ↓
List Task Statuses
Action
Lists the options for task statuses.
List Tasks
Action
Lists all tasks.
List New Tasks
Action
Lists tasks created since the last run.
Delete Task
Action
Deletes a task.
Update Task
Action
Updates a task.
Create Task
Action
Creates a new task.
List Updated Tasks
Action
Lists tasks created or modified since the last run.
List Task Priorities
Action
Lists the options for task priorities.
Get Task
Action
Gets a task by ID.
SOQL Query ↓
Execute SOQL Query
Action
This method allows user the capability to query any data in SalesForce.
Order Items ↓
List Order Items
Action
Lists order items from Salesforce.
List Updated Order Items
Action
Lists order items created or modified since the last run.
Get Order Item
Action
Gets an order item by ID.
List New Order Items
Action
Lists order items created since the last run.
Enhanced Notes ↓
Create Enhanced Note
Action
Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce.
Login History ↓
List Login History
Action
Lists all login sessions.
Opportunity Line Items ↓
Create Line Item
Action
Creates a new opportunity line item.
Get Line Item
Action
Get line item for an opportunity by ID.
List Updated Line Items
Action
Lists opportunity line items created or modified since the last run.
Delete Line Item
Action
Deletes an opportunity line item.
List New Line Items
Action
Lists opportunity line items created since the last run.
Update Line Item
Action
Updates an opportunity line item.
List Line Items
Action
Lists opportunity line items.
Leads ↓
Upsert Lead
Action
Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
List Leads By Email
Action
Lists leads with the specified email address.
List New Leads
Action
Lists leads created since the last run.
List Updated Leads
Action
Lists leads created or modified since the last run.
List Leads
Action
Lists all leads.
Delete Lead
Action
Deletes a lead.
List Updated Leads By Owner ID
Action
Lists leads created or modified since the last run for a specific owner account.
Get Lead
Action
Gets a lead by ID.
Create Lead
Action
Creates a new lead.
Update Lead
Action
Updates an existing lead.
Documents ↓
Get Content Version
Action
Retrieve the content version ID of a given content document.
Get Content Document Data (CSV)
Action
Return the contents of a CSV content document.
List Content Documents
Action
Retrieve a list of all content documents.
Outbound Messages ↓
Outbound Message Response
WebhookResponse
Send a response to an outbound message from Salesforce. Set Result to "true"/"false" to send a success/failure response back to SF.
Divisions ↓
List Divisions
Action
Lists divisions from Salesforce.
Custom Objects ↓
Get Record By ID 1
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
Get External ID Field 1
Action
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
List Objects
Action
Retrieves all objects within your Salesforce account.
Delete Record 1
Action
Deletes the specified record from the specified object.
List Records 1
Action
Retrieves all records from the specified object.
Upsert Record 1
Action
Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
Update Record 1
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
Delete Record 3
Action
Deletes the specified record from the specified object.
List Updated Records 3
Action
Retrieves the specified object's records updated since the last time this action was executed.
Create Multiple Records 3
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
Update Record 3
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
List Records 3
Action
Retrieves all records from the specified object.
List New Records 3
Action
Retrieves the specified object's records created since the last time this action was executed.
Get External ID Field 3
Action
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
Upsert Record 3
Action
Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
Get Record By ID 3
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
Get Record By Custom Condition 3
Action
Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
List New Records 1
Action
Retrieves the specified object's records created since the last time this action was executed.
List Updated Records 1
Action
Retrieves the specified object's records updated since the last time this action was executed.
Create Record 1
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Create Multiple Records 1
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
Get Record By Custom Condition 1
Action
Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
Create Record 3
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Describe Object
Action
Completely describes the individual metadata at all levels for the object.
Get Record By Custom Condition 2
Action
Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
List Object Fields
Action
Retrieves all field names for the specified object.
Get Record By ID 2
Action
Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
Get External ID Field 2
Action
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
Update Record 2
Action
Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
Create Record 2
Action
Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
Delete Record 2
Action
Deletes the specified record from the specified object.
List Updated Records 2
Action
Retrieves the specified object's records updated since the last time this action was executed.
Upsert Record 2
Action
Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
Create Multiple Records 2
Action
Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
List Records 2
Action
Retrieves all records from the specified object.
List New Records 2
Action
Retrieves the specified object's records created since the last time this action was executed.
Users ↓
Get Profile ID By Name
Action
Gets a profile by name.
List Profiles
Action
Lists all profiles.
List Time Zone Options
Action
Describes the options for the TimeZoneSid.
List Locale Options
Action
Describes the options for the LocaleSidKey.
List Email Encoding Options
Action
Describes the options for the EmailEncodingKey.
List Language Options
Action
Describes the options for the LanguageLocaleKey.
List User Licenses
Action
Lists the currently defined user licenses in your organization.
Get User License By Name
Action
Get the details of the User License specified by name.
Get Self
Action
Gets the current user's profile information.
Create User
Action
Creates a new user.
Delete User
Action
Deletes a User.
Get User
Action
Gets a user by ID.
Update User
Action
Update a user.
List Users
Action
Lists all users.
Get User By Name
Action
Gets a user by FullName.
Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!
Related Connectors
Top Use Cases for Salesforce Integrations
Stop sending your customers off your SaaS to third-party integrators. Build powerful automated workflows with Cyclr, an invisible layer in your SaaS. Using Cyclr’s low code integration builder you can connect, and create simple or complex workflows for your users. As well as direct deployment into your SaaS with Cyclr’s white-labelled embedded marketplace. Keeping your customers in your SaaS.
CRMs
- Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
- Automate tasks for your sales team to keep deals moving.
- Automatically fill in company data on your deals using external data.
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Ready to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
