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Salesforce
Salesforce CRM automates the sales process with an array of cloud-based tools.
Salesforce Connector Methods
Feature | Description | Type |
---|---|---|
List Leads By Email | Lists leads with the specified email address. | Action |
Get Lead | Gets a lead by ID. | Action |
Update Lead | Updates an existing lead. | Action |
Delete Lead | Deletes a lead. | Action |
List Leads | Lists all leads. | Action |
List Updated Leads | Lists leads created or modified since the last run. | Action |
List New Leads | Lists leads created since the last run. | Action |
Upsert Lead | 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 | Action |
Create Lead | Creates a new lead. | Action |
Feature | Description | Type |
---|---|---|
List Contacts | Lists all contacts. | Action |
Get Contact(s) By Email | Gets the contact(s) with the specified email address. | Action |
Update Contact | Updates a contact's details. | Action |
Delete Contact | Deletes a contact. | Action |
Get Contact ID | Gets the Contact ID associated with the specified email address. | Action |
Contact Exists For Email Address | Checks whether any contacts exist for the specified email address. | Action |
Contact Exists For ID | Checks if a contact exists with the specified ID. | Action |
Get Contact By ID | Gets the contact with the specified ID. | Action |
Get Contact(s) By Mobile Number | Gets the contact(s) with the specified mobile number. | Action |
Upsert Contact | 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 | Action |
List New Contacts | Lists contacts created since the last run. | Action |
List Updated Contacts | Lists contacts created or modified since the last run. | Action |
Create Contact | Creates a new contact. | Action |
Feature | Description | Type |
---|---|---|
List Campaigns | Lists campaigns. | Action |
Get Campaign | Gets a campaign by ID. | Action |
If Exists: Campaign | Gets a campaign by ID and returns along a true path if it exists. | Action |
List Updated Campaigns | Lists campaigns created or modified since the last run. | Action |
List New Campaigns | Lists campaigns created since the last run. | Action |
Delete Campaign | Deletes a campaign. | Action |
Update Campaign | Updates a campaign. | Action |
Get Campaign By Name | Gets a campaign by name. | Action |
Upsert Campaign | 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 | Action |
Create Campaign | Creates a campaign. | Action |
Feature | Description | Type |
---|---|---|
Update Opportunity | Updates information about an opportunity which would represent a sale or pending deal. | Action |
Delete Opportunity | Deletes an opportunity. | Action |
Get Opportunity | Gets an opportunity by ID. | Action |
List New Opportunities | Lists the opportunities created since the last run. | Action |
List Opportunity Stages | Lists the possible stages for an opportunity in Salesforce. | Action |
List Opportunities | Lists all opportunities. | Action |
List Updated Opportunities | Lists the opportunities created or modified since the last run. | Action |
Upsert Opportunity | 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 | Action |
Create Opportunity | Creates an opportunity. | Action |
Feature | Description | Type |
---|---|---|
Update Event | Updates an existing event. | Action |
Delete Event | Deletes an event. | Action |
Get Event | Gets an event by ID. | Action |
List New Events | Lists events created since the last run. | Action |
List Events | Lists events from this Salesforce account. | Action |
List Updated Events | Lists events created or modified since the last run. | Action |
Create Event | Creates a new event. | Action |
Feature | Description | Type |
---|---|---|
Update Case | Updates a case. | Action |
Delete Case | Deletes a case. | Action |
Get Case | Gets a case by ID. | Action |
List New Cases | Lists cases created since the last run. | Action |
List Updated Cases | Lists cases created or modified since the last run. | Action |
List Cases | Lists all cases. | Action |
Upsert Case | 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 | Action |
Create Case | Creates a new case which represents a customer issue or problem. | Action |
Feature | Description | Type |
---|---|---|
Get Account | Gets an account by ID. | Action |
Update Account | Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. | Action |
List Accounts By PersonEmail | Lists accounts by PersonEmail. This call will fail if Person Account types are not setup. | Action |
List Accounts By Custom Field | Lists accounts by a custom field, where |
Action |
Upsert Account | 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 | Action |
Delete Account | Deletes an account. | Action |
List New Accounts | Lists accounts created since the last run. | Action |
List Accounts | Lists accounts from Salesforce. | Action |
List Updated Accounts | Lists accounts created or modified since the last run. | Action |
Create Account | Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners. | Action |
Feature | Description | Type |
---|---|---|
Update Task | Updates a task. | Action |
Delete Task | Deletes a task. | Action |
Get Task | Gets a task by ID. | Action |
List New Tasks | Lists tasks created since the last run. | Action |
List Tasks | Lists all tasks. | Action |
List Updated Tasks | Lists tasks created or modified since the last run. | Action |
List Task Statuses | Lists the options for task statuses. | Action |
List Task Priorities | Lists the options for task priorities. | Action |
Create Task | Creates a new task. | Action |
Feature | Description | Type |
---|---|---|
List Campaign Members | Lists campaign members. | Action |
Delete Campaign Member | Deletes a campaign member. | Action |
Update Campaign Member | Updates a campaign member. | Action |
Get Campaign Member | Gets a campaign member by ID. | Action |
Upsert Campaign Member | 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 | Action |
Create Campaign Member | Creates a new campaign member. | Action |
Feature | Description | Type |
---|---|---|
List Campaign Member Statuses | Lists campaign member statuses. | Action |
Update Campaign Member Status | Updates a campaign member status. Only allows for the order of the status to be changed in the picklist. | Action |
Delete Campaign Member Status | Deletes a campaign member status. | Action |
Create Campaign Member Status | Creates a campaign member status. | Action |
Feature | Description | Type |
---|---|---|
Update Note | Updates a note. | Action |
Delete Note | Deletes a note. | Action |
Get Note | Gets a note by ID. | Action |
List New Notes | Lists notes created since the last run. | Action |
List Updated Notes | Lists notes created or modified since the last run. | Action |
List Notes | Lists notes from this Salesforce account. | Action |
Create Note | Creates a new note. | Action |
Feature | Description | Type |
---|---|---|
Update Opportunity Role | Updates an opportunity contact role. | Action |
Delete Opportunity Role | Deletes an opportunity contact role. | Action |
Get Opportunity Role | Gets an opportunity contact role by ID. | Action |
List Roles By Opportunity | Lists opportunity contact roles for a specified opportunity. | Action |
Get Primary Opportunity Role | Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found. | Action |
List New Opportunity Roles | Lists opportunity contact roles created since the last run. | Action |
List Updated Opportunity Roles | Lists opportunity contact roles created or modified since the last run. | Action |
List Opportunity Roles | Lists opportunity contact roles. | Action |
Add Contact To Opportunity | Adds an existing contact to an opportunity. | Action |
Create Opportunity Role | Creates a new opportunity contact role. | Action |
Feature | Description | Type |
---|---|---|
Update Attachment | Updates an attachment. | Action |
Get Attachment | Gets an attachment by ID. | Action |
Delete Attachment | Deletes an attachment. | Action |
List Attachments | Lists attachments from this Salesforce account. | Action |
List New Attachments | Lists attachments created since the last run. | Action |
List Updated Attachments | Lists attachments created or modified since the last run. | Action |
Create Attachment | Creates a new attachment. | Action |
Feature | Description | Type |
---|---|---|
List Records | Retrieves all records from the specified object. | Action |
List New Records | Retrieves the specified object's records created since the last time this action was executed. | Action |
List Updated Records | Retrieves the specified object's records updated since the last time this action was executed. | Action |
Update Record | Updates the specified record in the specified object. Custom request fields must be added for the properties of the record. | Action |
List Object Fields | Retrieves all field names for the specified object. | Action |
Get Record By Custom Condition | Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned. | Action |
Upsert Record | 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. | Action |
Create Record | 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. | Action |
Delete Record | Deletes the specified record from the specified object. | Action |
Describe Object | Completely describes the individual metadata at all levels for the object. | Action |
Get External ID Field | Retrieves the field set as the External ID for the specified object, if an External ID has been configured. | Action |
Get Record By ID | Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID. | Action |
List Objects | Retrieves all objects within your Salesforce account. | Action |
Feature | Description | Type |
---|---|---|
List Line Items | Lists opportunity line items. | Action |
Delete Line Item | Deletes an opportunity line item. | Action |
Update Line Item | Updates an opportunity line item. | Action |
List New Line Items | Lists opportunity line items created since the last run. | Action |
List Updated Line Items | Lists opportunity line items created or modified since the last run. | Action |
Get Line Item | Get line item for an opportunity by ID. | Action |
Create Line Item | Creates a new opportunity line item. | Action |
Feature | Description | Type |
---|---|---|
Get Pricebook Entry | Gets a pricebook entry. | Action |
List Pricebooks | Lists all pricebooks. | Action |
List Pricebook Entries | Lists entries to a specified pricebook. | Action |
Feature | Description | Type |
---|---|---|
Get User | Gets a user by ID. | Action |
List Users | Lists all users. | Action |
Get Self | Gets the current user's profile information. | Action |
Feature | Description | Type |
---|---|---|
Get User Role | Gets a user role by ID. | Action |
Delete User Role | Deletes a user role. | Action |
Update User Role | Updates an existing user role. | Action |
List User Roles | Lists all user roles. | Action |
Create User Role | Creates a new user role. | Action |
Feature | Description | Type |
---|---|---|
Create Enhanced Note | Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce. | Action |
Feature | Description | Type |
---|---|---|
Get Content Version | Retrieve the content version ID of a given content document. | Action |
Get Content Document Data (CSV) | Return the contents of a CSV content document. | Action |
List Content Documents | Retrieve a list of all content documents. | Action |
Feature | Description | Type |
---|---|---|
List Assets | List assets from Salesforce. | Action |
Feature | Description | Type |
---|---|---|
List Groups | List groups from Salesforce. | Action |
Feature | Description | Type |
---|---|---|
Get Location | Gets a location by ID. | Action |
Feature | Description | Type |
---|---|---|
List Products | Returns a list of Products. | Action |
Get Product | Gets a Product. | Action |
List Updated Products | Returns a list of Products that have been updated since the last run. | Action |
List New Products | Lists the Products created since the last run. | Action |
Feature | Description | Type |
---|---|---|
List Events Relations | Lists event attendees. | Action |
List Contact\Lead Event Relations | Lists event contact and lead attendees. | Action |
List Accepted Event Relations | Lists accepted event attendees. | Action |
List Declined Event Relations | Lists declined event attendees. | Action |
List Undecided Event Relations | Lists undecided event attendees. | Action |
Create Event Relation | Create a new event relation | Action |
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