Transform your API from backend to frontend, from developer focused to business user focused.
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
What is Salesforce?
Salesforce CRM automates the sales process with an array of cloud-based tools.
Create 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
Documents ↓
Get Content Document Data (CSV)
Return the contents of a CSV content document.
Action
Get Content Version
Retrieve the content version ID of a given content document.
Action
List Updated Content Documents
Retrieve a list of all content documents created or updated since the last run.
Action
List New Content Documents
Retrieve a list of all content documents created since the last run.
Action
List Content Documents
Retrieve a list of all content documents.
Action
Get Content Document Data
Return the contents of a content document.
Action
Campaigns ↓
List New Campaigns
Lists campaigns created since the last run.
Action
Update Campaign
Updates a campaign.
Action
Create Campaign
Creates a campaign.
Action
Get Campaign
Gets a campaign by ID.
Action
Get Campaign By Name
Gets a campaign by name.
Action
List Campaigns
Lists campaigns.
Action
Delete Campaign
Deletes a campaign.
Action
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
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
User Roles ↓
Create User Role
Creates a new user role.
Action
Update User Role
Updates an existing user role.
Action
Get User Role
Gets a user role by ID.
Action
List User Roles
Lists all user roles.
Action
Delete User Role
Deletes a user role.
Action
SOQL Query ↓
Execute SOQL Query
This method allows user the capability to query any data in SalesForce.
Action
Service Appointments ↓
List New Service Appointments
List all service appointments created since the last cycle.
Action
Update Service Appointment
Update a specified service appointment.
Action
List Service Appointments
List all service appointments.
Action
Get Service Appointment
Get a service appointment by ID.
Action
Create Service Appointment
Create a service appointment.
Action
Delete Service Appointment
Delete a service appointment by ID.
Action
List Updated Service Appointments
List all service appointments updated since the last cycle.
Action
Quotes ↓
Update Quote
Updates a quote.
Action
List New Quotes
Lists quotes created since the last run.
Action
Upsert Quote
Creates a new quote or updates an existing quote based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
Action
List Updated Quotes
Lists quotes updated since the last run.
Action
Delete Quote
Deletes a quote.
Action
Create Quote
Creates a quote.
Action
Get Quote
Gets a quote by ID.
Action
List Quotes
Lists quotes from Salesforce.
Action
Webhooks ↓
Account Updated
Triggered when an account is updated.
Webhook
Lead Created
Triggered when a lead is created.
Webhook
Contact Created
Triggered when a contact is created.
Webhook
Case Created
Triggered when a case is created.
Webhook
Quote Created
Triggered when a quote is created.
Webhook
Contact Updated
Triggered when a contact is updated.
Webhook
Lead Updated
Triggered when a lead is updated.
Webhook
Quote Updated
Triggered when a quote is updated.
Webhook
Account Deleted
Triggered when an account is deleted.
Webhook
Opportunity Created
Triggered when an opportunity is created.
Webhook
Case Updated
Triggered when a case is updated.
Webhook
Opportunity Updated
Triggered when an opportunity is updated.
Webhook
Account Created
Triggered when an account is created.
Webhook
Contact Deleted
Triggered when a contact is deleted.
Webhook
Create Webhook - Case
Action
Lead Updated (legacy)
Triggered when a lead is updated.
Webhook
Lead Created (legacy)
Triggered when a lead is created.
Webhook
Contact Updated (legacy)
Triggered when a contact is updated.
Webhook
Opportunity Created (legacy)
Triggered when an opportunity is created.
Webhook
Opportunity Updated (legacy)
Triggered when an opportunity is updated.
Webhook
Create Webhook - Lead
Action
Create Webhook - Opportunity
Action
Create Webhook - Contact
Action
Delete Webhook
Action
Create Webhook - Account
Action
Create Webhook - Quote
Action
Create Webhook - Quote (Tooling API Test)
Action
Contact Created (legacy)
Triggered when a contact is created.
Webhook
Contracts ↓
List Contracts
List all contracts.
Action
Get Contract
Get a contract by ID.
Action
Update Contract
Update a specified contract.
Action
List Updated Contracts
List all contracts modified since the last cycle.
Action
List New Contracts
List all contracts created since the last cycle.
Action
Attachments ↓
Get Attachment
Gets an attachment by ID.
Action
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
Get Attachment As File
Gets an attachment as a file by ID.
Action
Update Attachment
Updates an attachment.
Action
List Attachments
Lists attachments from this Salesforce account.
Action
Assets ↓
Update Asset
Updates a specified 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.
Action
Get Asset
Gets an asset by ID.
Action
Upsert Asset
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
Action
Delete Asset
Deletes a specified asset.
Action
Create Asset
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.
Action
List Assets
List assets from Salesforce.
Action
Pricebooks ↓
List Pricebooks
Lists all pricebooks.
Action
List Pricebook Entries
Lists entries to a specified pricebook.
Action
Get Pricebook Entry
Gets a pricebook entry.
Action
Currency Type ↓
List Corporate Currencies
Lists the currencies used by an organization for which the multicurrency feature is enabled.
Action
Notes ↓
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
Update Note
Updates a note.
Action
List Updated Notes
Lists notes created or modified since the last run.
Action
Delete Note
Deletes a note.
Action
Create Note
Creates a new note.
Action
Reports ↓
Get Report Fields
Retrieves all fields/columns from the specified report.
Action
Execute Sync
Runs a report immediately with or without changing filters, groupings, or aggregates and returns the latest summary data with or without details for your level of access.
Action
List Report Instances
Retrieves all instances of the specified 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
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
Opportunities ↓
List Updated Opportunities
Lists the opportunities created or modified since the last run.
Action
List Opportunities By Custom Field
Lists all opportunities by a custom field, where equals .
Action
Create Opportunity
Creates an opportunity.
Action
Update Opportunity
Updates information about an opportunity which would represent a sale or pending deal.
Action
Delete Opportunity
Deletes an opportunity.
Action
List New Opportunities
Lists the opportunities created since the last run.
Action
List Opportunities
Lists all opportunities.
Action
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
List Opportunity's Activity History
Retrieves activity history for the specified opportunity.
Action
Get Opportunity
Gets an opportunity by ID.
Action
Event Relations ↓
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
List Events Relations
Lists event attendees.
Action
Order Items ↓
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
Enhanced Objects ↓
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
Update Multiple Records
Updates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
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
Events ↓
List Updated Events
Lists events created or modified since the last run.
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
Create Event
Creates a new event.
Action
Update Event
Updates an existing event.
Action
Delete Event
Deletes an event.
Action
Download Event Log
Downloads an event log in CSV format.
Action
List Event Logs
Lists event log files from this Salesforce account.
Action
List New Event Logs
Lists new event log files from this Salesforce account, created after the last successful cycle run.
Action
Divisions ↓
List Divisions
Lists divisions from Salesforce.
Action
Metrics ↓
List Active Feature License Metrics
Lists the number of active, assigned, and purchased feature licenses in the organization.
Action
List Mobile Security User Metrics
Lists the metrics for users who have Enhanced Mobile Security policies enforced.
Action
Campaign Members ↓
List New Campaign Members
Lists campaign members that have been created since the last successful run.
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
Update Campaign Member
Updates a campaign member.
Action
List Campaign Members
Lists campaign members.
Action
List Updated Campaign Members
Lists campaign members that have been updated since the last successful run.
Action
Delete Campaign Member
Deletes a campaign member.
Action
Campaign Member Status ↓
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
Opportunity Line Items ↓
Create Line Item
Creates a new opportunity line item.
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
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
Products ↓
List New Products
Lists the Products created since the last run.
Action
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
Email ↓
Send Simple Email
Send a simple email.
Action
Emails ↓
Send Email Alert
Send email alert.
Action
Search ↓
Search
Execute a SOSL search on all requested data.
Action
Tasks ↓
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
Contacts ↓
List Deleted Contacts
Lists contacts deleted since the last run.
Action
Get Contact(s) By Account ID
Gets the contact(s) with the specified account ID.
Action
Contact Exists For ID
Checks if a contact exists with the specified ID.
Action
Bulk Update Contacts
Updates a batch of contacts.
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
Bulk Create Contacts
Creates a batch of new contacts.
Action
List New Contacts by Owner ID
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).
Action
List Contacts By Owner ID
Lists all contacts by owner ID.
Action
Create Contact
Creates a new contact.
Action
Update Contact
Updates a contact's details.
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
Get Contact ID
Gets the Contact ID associated with the specified email address.
Action
List Updated Contacts (Incrementally)
Lists contacts incrementally created, modified or deleted since the last run.
Action
Enhanced Notes ↓
Create Enhanced Note
Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce.
Action
Locations ↓
Get Location
Gets a location by ID.
Action
Work Orders ↓
Get Work Order
Get a work order by ID.
Action
Delete Work Order
Delete a work order by ID.
Action
List Work Orders
List all work orders.
Action
Create Work Order
Create a work order.
Action
List Updated Work Orders
List all work orders updated since the last cycle.
Action
Update Work Order
Update a work order.
Action
List New Work Orders
List all work orders created since the last cycle.
Action
Bulk Operations ↓
Create Upsert Job
Creates an upsert job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
Action
Create Insert Job
Creates an insert 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
Create Update Job
Creates an update job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
Action
Upload CSV Data
Uploads data for a job using CSV data you provide.
Action
Get Job Failed Results
Retrieves a list of failed records for a completed insert, delete, update, or upsert job.
Action
Abort Job
Aborts a job. If you abort a job, the job does not get queued or processed.
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
Delete Job
Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
Action
Create Delete Job
Creates a delete 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
Login History ↓
List Login History
Lists all login sessions.
Action
Cases ↓
Get Case
Gets a case by ID.
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
Update Case
Updates a case.
Action
Delete Case
Deletes a case.
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 Case Feed
Lists the feed of all cases.
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 New Case History
Lists the history of all cases since the last run.
Action
List Case History By Case ID
Lists the history of the specified case.
Action
List New Case Comments
Lists the comments of all cases created since the last run.
Action
Create Case Comment
Creates a new case comment.
Action
List Updated Case Comments
Lists the comments of all cases updated since the last run.
Action
List Case Comments
Lists the comments of all cases.
Action
List Updated Case Comments By Case ID
Lists the comments of the specified case updated 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 Case Comments By Case ID
Lists the comments of the specified case.
Action
Update Case Comment
Updates a case comment.
Action
List Updated Case Feed By Case ID
Lists the feed of the specified case updated since the last run.
Action
List New Case Feed
Lists the feed of all cases created since the last run.
Action
List Case Feed By Case ID
Lists the feed of the specified case.
Action
List Updated Case Feed
Lists the feed of all cases updated since the last run.
Action
List New Case Feed By Case ID
Lists the feed of the specified case created since the last run.
Action
Outbound Messages ↓
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 ↓
List Group Members
Lists group members from Salesforce.
Action
List Groups
List groups from Salesforce.
Action
Leads ↓
List Updated Leads (Incrementally)
Lists leads incrementally created, modified or deleted since the last run.
Action
List Updated Leads By Owner ID
Lists leads created, modified or deleted since the last run for a specific owner account.
Action
List Deleted Leads
Lists leads deleted since the last run.
Action
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, modified or deleted 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
Record Types ↓
Get Record Type
Gets an record type by ID.
Action
Accounts ↓
List Updated Accounts
Lists accounts created, modified or deleted since the last run.
Action
List Accounts By Custom Field
Lists accounts by a custom field, where equals .
Action
List Deleted Accounts
Lists accounts deleted since the last run.
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
Lists accounts from Salesforce.
Action
List New Accounts
Lists accounts created since the last run.
Action
Delete Account
Deletes an account.
Action
Update Account
Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
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 Daily Activity History
Retrieves activity history of the previous date 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
List Account's Activity History
Retrieves activity history for the specified account.
Action
List New Accounts (Incrementally)
Lists accounts incrementally created since the last run.
Action
Get Account
Gets an account by ID.
Action
Opportunity Contact Roles ↓
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
Create Opportunity Role
Creates a new opportunity contact role.
Action
Delete Opportunity Role
Deletes an 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
List Updated Opportunity Roles
Lists opportunity contact roles created or modified since the last run.
Action
Update Opportunity Role
Updates an opportunity contact role.
Action
List Roles By Opportunity
Lists opportunity contact roles for a specified opportunity.
Action
Orders ↓
Create Order
Add a new order
Action
List New Orders
Lists orders created since the last run.
Action
List Updated Orders
Lists orders created or modified since the last run.
Action
Get Order
Gets an order by ID.
Action
List Orders
Lists orders from Salesforce.
Action
Update Order
Update an existing order.
Action
Users ↓
Get Self
Gets the current user's profile information.
Action
Create User
Creates a new user.
Action
Delete User
Deletes a User.
Action
Get User
Gets a user by ID.
Action
Update User
Update a user.
Action
Get User By Name
Gets a user by FullName.
Action
List Users
Lists all users.
Action
List Language Options
Describes the options for the LanguageLocaleKey.
Action
List Email Encoding Options
Describes the options for the EmailEncodingKey.
Action
List Time Zone Options
Describes the options for the TimeZoneSid.
Action
List Locale Options
Describes the options for the LocaleSidKey.
Action
Get Profile ID By Name
Gets a profile by name.
Action
List Profiles
Lists all profiles.
Action
List User Licenses
Lists the currently defined user licenses in your organization.
Action
Get User License By Name
Get the details of the User License specified by name.
Action
Custom Objects ↓
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
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
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
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/connector-guides/salesforce. Custom request fields must be manually added for the properties of the record.
Action
List Records 2
Retrieves all records from the specified object.
Action
Delete Record 2
Deletes the specified record from the specified object.
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
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 1
Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
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
List New Records 2
Retrieves the specified object's records created since the last time this action was executed.
Action
Delete Record 1
Deletes the specified record from the specified object.
Action
List Records 1
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
Update Record 1
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
List Records (inc. Deleted)
Retrieves all records from the specified object, including records that have been deleted.
Action
Describe Object
Completely describes the individual metadata at all levels for the object.
Action
List Objects
Retrieves all objects within your Salesforce account.
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/connector-guides/salesforce. Custom request fields must be manually added for the properties of the record.
Action
List Updated Records 3
Retrieves the specified object's records updated since the last time this action was executed.
Action
Delete Record 3
Deletes the specified record from the specified object.
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
List Records 3
Retrieves all records from the specified object.
Action
List New Records 3
Retrieves the specified object's records created since the last time this action was executed.
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
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/connector-guides/salesforce. Custom request fields must be manually added for the properties of the record.
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
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
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
List New Records 1
Retrieves the specified object's records created since the last time this action was executed.
Action
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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.
Marketing
- Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
- Sync contact details between your CRM and marketing tools to keep things up to date
- Trigger messaging to users when a deal reaches a particular stage
Sales
- Add new landing page form submissions to CRM as leads
- Create new CRM entries when new contracts have been signed by leads
Collaboration
- Upload new CRM opportunity files to collaboration folders
Marketing
- Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
- Sync contact details between your CRM and marketing tools to keep things up to date
- Trigger messaging to users when a deal reaches a particular stage
Sales
- Add new landing page form submissions to CRM as leads
- Create new CRM entries when new contracts have been signed by leads
Collaboration
- Upload new CRM opportunity files to collaboration folders
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.
Related Resources
Salesforce Connector Documentation
Read ArticleThe Challenges of Integrating with Salesforce
Read ArticleCRM Integrations you should be using
Read ArticleReady to start your integration journey?
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