Integrate Salesforce

Salesforce Connector Methods

Reports

Feature	Description	Type
Generate Report Instance	Generates an instance of the specified report which can then be retrieved with the Get Report Instance method.	Action
List Reports	Retrieves all reports.	Action
List Report Instances	Retrieves all instances of the specified report.	Action
Get Report Fields	Retrieves all fields/columns from the specified report.	Action
Get Report Instance (Tabular)	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.	Action

Contacts

Feature	Description	Type
Get Contact(s) By Mobile Number	Gets the contact(s) with the specified mobile number.	Action
Contact Exists For ID	Checks if a contact exists with the specified ID.	Action
Create Contact	Creates a new contact.	Action
Update Contact	Updates a contact's details.	Action
Get Contact ID	Gets the Contact ID associated with the specified email address.	Action
Delete Contact	Deletes a contact.	Action
List New Contacts	Lists contacts created since the last run.	Action
Get Contact(s) By Email	Gets the contact(s) with the specified email address.	Action
List Contacts	Lists all contacts.	Action
List Updated Contacts	Lists contacts created, modified or deleted since the last run.	Action
Get Contact	Gets the contact with the specified ID.	Action
Contact Exists For Email Address	Checks whether any contacts exist for the specified email address.	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

Notes

Feature	Description	Type
Get Note	Gets a note by ID.	Action
List New Notes	Lists notes created since the last run.	Action
List Notes	Lists notes from this Salesforce account.	Action
Create Note	Creates a new note.	Action
List Updated Notes	Lists notes created or modified since the last run.	Action
Delete Note	Deletes a note.	Action
Update Note	Updates a note.	Action

Bulk Operations

Feature	Description	Type
Close Job	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.	Action
Create Insert Job	Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.	Action
List Jobs	Retrieves all jobs in the organization.	Action
Upload CSV Data	Uploads data for a job using CSV data you provide.	Action
Abort Job	Aborts a job. If you abort a job, the job does not get queued or processed.	Action
Delete Job	Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.	Action
Get Job	Retrieves detailed information about a job.	Action

Login History

Feature	Description	Type
List Login History	Lists all login sessions.	Action

Tasks

Feature	Description	Type
List Task Priorities	Lists the options for task priorities.	Action
List Updated Tasks	Lists tasks created or modified since the last run.	Action
Get Task	Gets a task by ID.	Action
Create Task	Creates a new task.	Action
Update Task	Updates a task.	Action
Delete Task	Deletes a task.	Action
List New Tasks	Lists tasks created since the last run.	Action
List Tasks	Lists all tasks.	Action
List Task Statuses	Lists the options for task statuses.	Action

Enhanced Notes

Feature	Description	Type
Create Enhanced Note	Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce.	Action

Attachments

Feature	Description	Type
List Updated Attachments	Lists attachments created or modified since the last run.	Action
Create Attachment	Creates a new attachment.	Action
List New Attachments	Lists attachments created since the last run.	Action
Delete Attachment	Deletes an attachment.	Action
Update Attachment	Updates an attachment.	Action
List Attachments	Lists attachments from this Salesforce account.	Action
Get Attachment	Gets an attachment by ID.	Action

Opportunities

Feature	Description	Type
List Opportunity Stages	Lists the possible stages for an opportunity in Salesforce.	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
Update Opportunity And List Line Items	Composite request. Updates an opportunity and returns it's line items.	Action
Get Opportunity	Gets an opportunity by ID.	Action
List Opportunities	Lists all opportunities.	Action
List New Opportunities	Lists the opportunities created since the last run.	Action
Delete Opportunity	Deletes an opportunity.	Action
Update Opportunity	Updates information about an opportunity which would represent a sale or pending deal.	Action
List Updated Opportunities	Lists the opportunities created or modified since the last run.	Action
Create Opportunity	Creates an opportunity.	Action

Event Relations

Feature	Description	Type
List Events Relations	Lists event attendees.	Action
List Undecided Event Relations	Lists undecided event attendees.	Action
List Declined Event Relations	Lists declined event attendees.	Action
List Accepted Event Relations	Lists accepted event attendees.	Action
List Contact\Lead Event Relations	Lists event contact and lead attendees.	Action
Create Event Relation	Create a new event relation	Action

Order Items

Feature	Description	Type
List New Order Items	Lists order items created since the last run.	Action
Get Order Item	Gets an order item by ID.	Action
List Updated Order Items	Lists order items created or modified since the last run.	Action
List Order Items	Lists order items from Salesforce.	Action

SOQL Query

Feature	Description	Type
Execute SOQL Query	This method allows user the capability to query any data in SalesForce.	Action

Campaign Members

Feature	Description	Type
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
Delete Campaign Member	Deletes a campaign member.	Action
Update Campaign Member	Updates a campaign member.	Action
List Campaign Members	Lists campaign members.	Action

Documents

Feature	Description	Type
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
Get Content Version	Retrieve the content version ID of a given content document.	Action

Products

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

Opportunity Contact Roles

Feature	Description	Type
Add Contact To Opportunity	Adds an existing contact to an opportunity.	Action
Get Opportunity Role	Gets an opportunity contact role by ID.	Action
List New Opportunity Roles	Lists opportunity contact roles created since the last run.	Action
List Roles By Opportunity	Lists opportunity contact roles for a specified opportunity.	Action
Delete Opportunity Role	Deletes an opportunity contact role.	Action
Create Opportunity Role	Creates a new opportunity contact role.	Action
List Opportunity Roles	Lists opportunity contact roles.	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
Update Opportunity Role	Updates an opportunity contact role.	Action
List Updated Opportunity Roles	Lists opportunity contact roles created or modified since the last run.	Action

Locations

Feature	Description	Type
Get Location	Gets a location by ID.	Action

Groups

Feature	Description	Type
List Group Members	Lists group members from Salesforce.	Action
List Groups	List groups from Salesforce.	Action

Events

Feature	Description	Type
Create Event	Creates a new event.	Action
Update Event	Updates an existing event.	Action
Delete Event	Deletes an event.	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
Get Event	Gets an event by ID.	Action

Enhanced Objects

Feature	Description	Type
Update Record	Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.	Action
Create Multiple Records	Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).	Action
List Records	Retrieves all records from the specified object.	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
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 New Records	Retrieves all records created since the last successful run date.	Action
Delete Record	Deletes the specified record from the specified object.	Action
List Updated Records	Retrieves all records updated since the last successful run date.	Action

Leads

Feature	Description	Type
Get Lead	Gets a lead by ID.	Action
Create Lead	Creates a new lead.	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
List Leads By Email	Lists leads with the specified email address.	Action

Outbound Messages

Feature	Description	Type
Outbound Message Response	Send a response to an outbound message from Salesforce. Set Result to "true"/"false" to send a success/failure response back to SF.	WebhookResponse

Campaign Member Status

Feature	Description	Type
List Campaign Member Statuses	Lists campaign member statuses.	Action
Delete Campaign Member Status	Deletes a campaign member status.	Action
Create Campaign Member Status	Creates a campaign member status.	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

User Roles

Feature	Description	Type
Update User Role	Updates an existing user role.	Action
Create User Role	Creates a new user role.	Action
List User Roles	Lists all user roles.	Action
Delete User Role	Deletes a user role.	Action
Get User Role	Gets a user role by ID.	Action

Orders

Feature	Description	Type
List Orders	Lists orders from Salesforce.	Action
Get Order	Gets an order by ID.	Action
List Updated Orders	Lists orders created or modified since the last run.	Action
List New Orders	Lists orders created since the last run.	Action

Opportunity Line Items

Feature	Description	Type
Update Line Item	Updates an opportunity line item.	Action
List New Line Items	Lists opportunity line items created since the last run.	Action
Delete Line Item	Deletes an opportunity line item.	Action
List Line Items	Lists opportunity line items.	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

Currency Type

Feature	Description	Type
List Corporate Currencies	Lists the currencies used by an organization for which the multicurrency feature is enabled.	Action

Divisions

Feature	Description	Type
List Divisions	Lists divisions from Salesforce.	Action

Accounts

Feature	Description	Type
Get Account	Gets an account by ID.	Action
List Account's Activity History	Retrieves activity history for the specified account.	Action
List Accounts By PersonEmail	Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.	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
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 New Accounts	Lists accounts created since the last run.	Action
List Accounts	Lists accounts from Salesforce.	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
List Updated Accounts	Lists accounts created or modified since the last run.	Action
List Accounts By Custom Field	Lists accounts by a custom field, where equals .	Action

Assets

Feature	Description	Type
List Assets	List assets from Salesforce.	Action

Campaigns

Feature	Description	Type
List Updated Campaigns	Lists campaigns created or modified since the last run.	Action
If Exists: Campaign	Gets a campaign by ID and returns along a true path if it exists.	Action
Update Campaign	Updates a campaign.	Action
List New Campaigns	Lists campaigns created since the last run.	Action
Get Campaign	Gets a campaign by ID.	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
Delete Campaign	Deletes a campaign.	Action
List Campaigns	Lists campaigns.	Action
Get Campaign By Name	Gets a campaign by name.	Action

Cases

Feature	Description	Type
List Updated Cases	Lists cases created or modified since the last run.	Action
List New Cases	Lists cases created since the last run.	Action
Delete Case	Deletes a case.	Action
Update Case	Updates a case.	Action
Create Case	Creates a new case which represents a customer issue or problem.	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
List Cases	Lists all cases.	Action
Get Case	Gets a case by ID.	Action
List New Case Feed By Case ID	Lists the feed of the specified case created since the last run.	Action
List Updated Case Feed	Lists the feed of all cases updated since the last run.	Action
List Case Feed By Case ID	Lists the feed of the specified case.	Action
List New Case Feed	Lists the feed of all cases created since the last run.	Action
List Case Feed	Lists the feed of all cases.	Action
List Updated Case Feed By Case ID	Lists the feed of the specified case updated since the last run.	Action
List Case History By Case ID	Lists the history of the specified case.	Action
List New Case History	Lists the history of all cases since the last run.	Action
List New Case History By Case ID	Lists the history of the specified case since the last run.	Action
List Case History	Lists the history of all cases.	Action
List Case Comments By Case ID	Lists the comments of the specified case.	Action
List New Case Comments By Case ID	Lists the comments of the specified case created since the last run.	Action
List Updated Case Comments By Case ID	Lists the comments of the specified case updated since the last run.	Action
List Case Comments	Lists the comments of all cases.	Action
List Updated Case Comments	Lists the comments of all cases updated since the last run.	Action
List New Case Comments	Lists the comments of all cases created since the last run.	Action

Metrics

Feature	Description	Type
List Mobile Security User Metrics	Lists the metrics for users who have Enhanced Mobile Security policies enforced.	Action
List Active Feature License Metrics	Lists the number of active, assigned, and purchased feature licenses in the organization.	Action

Record Types

Feature	Description	Type
Get Record Type	Gets an record type by ID.	Action

Pricebooks

Feature	Description	Type
Get Pricebook Entry	Gets a pricebook entry.	Action
List Pricebook Entries	Lists entries to a specified pricebook.	Action
List Pricebooks	Lists all pricebooks.	Action

Users

Feature	Description	Type
List Language Options	Describes the options for the LanguageLocaleKey.	Action
Create User	Creates a new user.	Action
Get User By Name	Gets a user by FullName.	Action
List Users	Lists all users.	Action
Get Self	Gets the current user's profile information.	Action
List Profiles	Lists all profiles.	Action
Get Profile ID By Name	Gets a profile by name.	Action
Get User License By Name	Get the details of the User License specified by name.	Action
List User Licenses	Lists the currently defined user licenses in your organization.	Action
List Time Zone Options	Describes the options for the TimeZoneSid.	Action
List Locale Options	Describes the options for the LocaleSidKey.	Action
List Email Encoding Options	Describes the options for the EmailEncodingKey.	Action
Get User	Gets a user by ID.	Action
Update User	Update a user.	Action

Custom Objects

Feature	Description	Type
Create Record 3	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
Get Record By ID 3	Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.	Action
Get Record By Custom Condition 3	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
Get Record By Custom Condition 2	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
Update Record 2	Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.	Action
Create Record 2	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 2	Deletes the specified record from the specified object.	Action
List Records 2	Retrieves all records from the specified object.	Action
List Updated Records 2	Retrieves the specified object's records updated since the last time this action was executed.	Action
Upsert Record 2	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
Upsert Record 3	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
List New Records 2	Retrieves the specified object's records created since the last time this action was executed.	Action
Get External ID Field 2	Retrieves the field set as the External ID for the specified object, if an External ID has been configured.	Action
List New Records 1	Retrieves the specified object's records created since the last time this action was executed.	Action
List Updated Records 1	Retrieves the specified object's records updated since the last time this action was executed.	Action
Create Record 1	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
Create Multiple Records 1	Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).	Action
Get Record By Custom Condition 1	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
Update Record 1	Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.	Action
Upsert Record 1	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
List Records 1	Retrieves all records from the specified object.	Action
Delete Record 1	Deletes the specified record from the specified object.	Action
Get Record By ID 2	Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.	Action
Get External ID Field 3	Retrieves the field set as the External ID for the specified object, if an External ID has been configured.	Action
List New Records 3	Retrieves the specified object's records created since the last time this action was executed.	Action
List Records 3	Retrieves all records from the specified object.	Action
List Objects	Retrieves all objects within your Salesforce account.	Action
Describe Object	Completely describes the individual metadata at all levels for the object.	Action
List Object Fields	Retrieves all field names for the specified object.	Action
Delete Record 3	Deletes the specified record from the specified object.	Action
List Updated Records 3	Retrieves the specified object's records updated since the last time this action was executed.	Action
Create Multiple Records 3	Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).	Action
Update Record 3	Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.	Action
Get Record By ID 1	Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.	Action
Get External ID Field 1	Retrieves the field set as the External ID for the specified object, if an External ID has been configured.	Action
Create Multiple Records 2	Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).	Action

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