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Salesforce
Salesforce CRM automates the sales process with an array of cloud-based tools.
Connector Methods
| Feature | Description | Type |
|---|---|---|
| Get Leads by Email | List leads from this Salesforce account by Email. | Action |
| Describe Lead | Completely describes the individual metadata at all levels for the Lead object. | Action |
| List Leads | List leads from this Salesforce account. | Action |
| Get Lead | Get lead by ID. | 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 |
| Get New Leads | Get leads added to Salesforce since the last time the process was run in this Cycle. | Action |
| 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 |
| 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 |
| Get Updated Campaigns | Gets a list of campaign IDs and associated descriptions which have changed since last run. | Action |
| Get New Campaigns | Gets a list of campaign IDs and associated descriptions which have been created since last run. | Action |
| Get Campaign | Gets a campaign by ID. | Action |
| Feature | Description | Type |
|---|---|---|
| Delete Campaign Member | Deletes a campaign member. | Action |
| Create Campaign Member | Creates a new campaign member. | Action |
| Get Campaign Members | Gets a list of campaign members. | Action |
| 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 |
| Get Opportunity | Get opportunity from this Salesforce account by ID. | Action |
| 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 |
| Get Updated Events | Get the updated events in Salesforce since the last time the process was run in this Cycle. | Action |
| Get Event | Get event from this Salesforce account by ID. | Action |
| 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 |
| Get Updated Cases | Get the cases updated in Salesforce since the last time the process was run in this Cycle. | Action |
| Get Case | Get a case by ID. | Action |
| 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 |
| Get Account | Get the account by ID. | 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 |
| Get Accounts By PersonEmail | Gets a list of accounts from Salesforce by PersonEmail. This call will fail if Person Account types are not setup. | Action |
| Get Accounts By Custom Field | Gets a list of accounts from Salesforce by a custom field. | Action |
| 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 |
| Get Task | Get task from this Salesforce account by ID. | Action |
| 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 |
| Feature | Description | Type |
|---|---|---|
| Get User Info | Get the current user's profile information. | Action |
| 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 |
| Get Note | Gets note from this Salesforce account by ID. | Action |
| 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 |
| Get Opportunity Contact Role | Get opportunity contact roles from Salesforce account by ID. | Action |
| 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 |
| Get Attachment | Gets the attachment by ID. | Action |
| Feature | Description | Type |
|---|---|---|
| Get All Objects | Gets all items in objects within Salesforce. | Action |
| Get New Objects | Gets the new objects added to Salesforce since the last time the process was run in this workflow. | Action |
| Get Updated Objects | Gets user updated objected added to Salesforce since the last time the process was run in this workflow. | Action |
| Create Object | Creates a new object. | Action |
| Delete Object | Deletes an object. | Action |
| Update Object | Updates an object. | Action |
| Describe Object | Completely describes the individual metadata at all levels for the object. | Action |
| List Object Fields | Lists the object fields. | Action |
| List Objects in Salesforce Account | Gets all objects within Salesforce. | Action |
| Feature | Description | Type |
|---|---|---|
| List Opportunity Line Items | Lists line items for an opportunity. | Action |
| Delete Opportunity Line Item | Deletes an opportunity line item. | Action |
| Create Opportunity Line Item | Creates a new opportunity line item. | Action |
| Update Opportunity Line Item | Updates an opportunity line item. | Action |
| Get New Opportunity Line Items | Gets the new opportunity line items added to Salesforce since the last time the process was run in this Cycle. | Action |
| Get Updated Opportunity Line Items | Gets the opportunity line items updated in Salesforce since the last time the process was run in this Cycle. | Action |
| Get Opportunity Line Item | Get line item for an opportunity by ID. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Pricebook Entry | Gets the pricebook entry. | Action |
| List Pricebooks | Gets all the pricebooks. | Action |
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