Integrate Salesforce

Salesforce Connector Methods

Leads

Feature	Description	Type
List Leads By Email	Lists leads with the specified email address.	Action
Delete Lead	Deletes a lead.	Action
Update Lead	Updates an existing lead.	Action
Create Lead	Creates a new lead.	Action
List Leads	Lists all leads.	Action
List New Leads	Lists leads created since the last run.	Action
List Updated Leads	Lists leads created or modified 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
Get Lead	Gets a lead by ID.	Action

Events

Feature	Description	Type
Update Event	Updates an existing event.	Action
Delete Event	Deletes an event.	Action
List Updated Events	Lists events created or modified since the last run.	Action
Create Event	Creates a new event.	Action
List Events	Lists events from this Salesforce account.	Action
List New Events	Lists events created since the last run.	Action
Get Event	Gets an event by ID.	Action

Campaign Members

Feature	Description	Type
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
Get Campaign Member	Gets a campaign member by ID.	Action
Update Campaign Member	Updates a campaign member.	Action
List Campaign Members	Lists campaign members.	Action
Delete Campaign Member	Deletes a campaign member.	Action
Create Campaign Member	Creates a new campaign member.	Action

Cases

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

Opportunity Contact Roles

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

Campaigns

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

Custom Objects

Feature	Description	Type
List Updated Records 1	Retrieves the specified object's records updated since the last time this action was executed.	Action
List Updated Records 3	Retrieves the specified object's records updated since the last time this action was executed.	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
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
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
Delete Record 3	Deletes the specified record from the specified object.	Action
List New Records 1	Retrieves the specified object's records created 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
List Objects	Retrieves all objects within your Salesforce account.	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 External ID Field 1	Retrieves the field set as the External ID for the specified object, if an External ID has been configured.	Action
List Records 2	Retrieves all records from the specified object.	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
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
List Updated Records 2	Retrieves the specified object's records updated since the last time this action was executed.	Action
List Object Fields	Retrieves all field names for the specified object.	Action
Delete Record 2	Deletes the specified record from the specified object.	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
List New Records 2	Retrieves the specified object's records created since the last time this action was executed.	Action
List New Records 3	Retrieves the specified object's records created since the last time this action was executed.	Action
List Records 1	Retrieves all records from the specified object.	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
Describe Object	Completely describes the individual metadata at all levels for the object.	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
Delete Record 1	Deletes the specified record from the specified object.	Action
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
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
Update Record 3	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
List Records 3	Retrieves all records from the specified object.	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 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 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
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
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

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

Notes

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

Reports

Feature	Description	Type
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
List Reports	Retrieves all reports.	Action
Generate Report Instance	Generates an instance of the specified report which can then be retrieved with the Get Report Instance method.	Action
List Report Instances	Retrieves all instances of the specified report.	Action

Products

Feature	Description	Type
List Updated Products	Returns a list of Products that have been updated since the last run.	Action
Get Product	Gets a Product.	Action
List Products	Returns a list of Products.	Action
List New Products	Lists the Products created since the last run.	Action

Accounts

Feature	Description	Type
Get Account	Gets an account by ID.	Action
List Accounts By Custom Field	Lists accounts by a custom field, where equals .	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 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
List Updated Accounts	Lists accounts created or modified since the last run.	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	Lists accounts from Salesforce.	Action
List New Accounts	Lists accounts created since the last run.	Action

Tasks

Feature	Description	Type
Get Task	Gets a task by ID.	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
Update Task	Updates a task.	Action
Delete Task	Deletes a task.	Action
Create Task	Creates a new task.	Action
List Tasks	Lists all tasks.	Action
List New Tasks	Lists tasks created since the last run.	Action

Contacts

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

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
Create Line Item	Creates a new opportunity line item.	Action
Get Line Item	Get line item for an opportunity by ID.	Action
List Updated Line Items	Lists opportunity line items created or modified since the last run.	Action
Delete Line Item	Deletes an opportunity line item.	Action
List Line Items	Lists opportunity line items.	Action

Opportunities

Feature	Description	Type
Delete Opportunity	Deletes an opportunity.	Action
Update Opportunity	Updates information about an opportunity which would represent a sale or pending deal.	Action
Get Opportunity	Gets an opportunity by ID.	Action
Create Opportunity	Creates an opportunity.	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
List Opportunity Stages	Lists the possible stages for an opportunity in Salesforce.	Action
List New Opportunities	Lists the opportunities created since the last run.	Action
List Updated Opportunities	Lists the opportunities created or modified since the last run.	Action
List Opportunities	Lists all opportunities.	Action

Users

Feature	Description	Type
List Users	Lists all users.	Action
Get Self	Gets the current user's profile information.	Action
Get User	Gets a user by ID.	Action
Get User By Name	Gets a user by FullName.	Action

Attachments

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

Bulk Operations

Feature	Description	Type
Abort Job	Aborts a job. If you abort a job, the job does not get queued or processed.	Action
List Jobs	Retrieves all jobs in the organization.	Action
Delete Job	Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.	Action
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
Get Job	Retrieves detailed information about a job.	Action
Upload CSV Data	Uploads data for a job using CSV data you provide.	Action

Record Types

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

Assets

Feature	Description	Type
List Assets	List assets from Salesforce.	Action

Campaign Member Status

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

Event Relations

Feature	Description	Type
List Events Relations	Lists event attendees.	Action
List Undecided Event Relations	Lists undecided 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
Create Event Relation	Create a new event relation	Action

Login History

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

User Roles

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

Documents

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

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

Groups

Feature	Description	Type
List Groups	List groups from Salesforce.	Action

Enhanced Notes

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

Locations

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

Currency Type

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

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