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Salesforce connector

Salesforce

Salesforce CRM automates the sales process with an array of cloud-based tools.

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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