Salesforce Integrations

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

Build with this Connector Talk to an integration expert

Embed integrations natively

Publish integrations inside your application so users can install and manage them without leaving…

Reduce developer backlog

Deliver prebuilt integration templates and connector methods that nontechnical teams can assemble and publish…

Operate with governance

Expose connector methods and curated templates to end users while keeping control of authentication…

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

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.

PRODUCT USE CASES

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.

Two-way opportunity sync

When a deal reaches a stage in your SaaS product, create or update the corresponding Opportunity in Salesforce and map status changes back to your product so users see a single picture of pipeline progress.

Lead enrichment and routing

When a new lead is captured in your app, push lead details into Salesforce, run enrichment or scoring steps, then assign to the correct sales owner using Cyclr orchestration.

Keep customer records in sync

Periodically reconcile customer profiles between your app and Salesforce using SOQL queries and bulk operations to reduce duplicate data and keep billing and account details aligned.

ORCHESTRATION

How Salesforce works with Cyclr

Cyclr sits between your SaaS product and Salesforce to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Salesforce
Salesforce processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Salesforce methods you can orchestrate through Cyclr.

Reports8

Get Report Fields

Action

Get fields for a report.

Execute Sync

Action

Run a report immediately with or without changing filters, groupings, or aggregates and return the latest summary data with or without details for your level of access.

List Report Instances

Action

List all report instances.

List Reports

Action

List all reports.

Generate Report Instance

Action

Generate an instance of the specified report which can then be retrieved with the Get Report Instance method.

List New Reports

Action

List reports created since the last run.

Get Report Results

Action

Run a report immediately with or without changing filters, groupings, or aggregates and return the latest summary data with or without details for your level of access.

Get Report Instance (Tabular)

Action

Get a report instance.

Products4

List Updated Products

Action

List all products updated since the last successful run.

List New Products

Action

List all products created since the last successful run.

List Products

Action

List all products.

Get Product

Action

Get a Product.

Opportunity Contact Roles10

List Updated Opportunity Roles

Action

List all opportunity contact roles updated since the last successful run.

Get Primary Opportunity Role

Action

Get the primary contact role for an opportunity.

Update Opportunity Role

Action

Update an opportunity contact role.

List Opportunity Roles

Action

List all opportunity contact roles.

Create Opportunity Role

Action

Create an opportunity contact role.

Add Contact To Opportunity

Action

Add an existing contact to an opportunity.

Get Opportunity Role

Action

Ges an opportunity contact role.

List New Opportunity Roles

Action

List all opportunity contact roles created since the last successful run.

List Roles By Opportunity

Action

List all opportunity contact roles for a specified opportunity.

Delete Opportunity Role

Action

Delete an opportunity contact role.

Opportunity Line Items7

Update Line Item

Action

Update an opportunity line item.

List New Line Items

Action

List all opportunity line items created since the last successful run.

Delete Line Item

Action

Delete an opportunity line item.

List Line Items

Action

List all opportunity line items.

List Updated Line Items

Action

List all opportunity line items updated since the last successful run.

Get Line Item

Action

Get a line item for an opportunity.

Create Line Item

Action

Create an opportunity line item.

Campaigns10

List New Campaigns

Action

List all campaigns created since the last successful run.

Update Campaign

Action

Update a campaign.

Create Campaign

Action

Create a campaign.

Get Campaign

Action

Get a campaign.

Get Campaign By Name

Action

Get a campaign by name.

List Campaigns

Action

List all campaigns.

Delete Campaign

Action

Delete a campaign.

Upsert Campaign

Action

Upserts a campaign.

List Updated Campaigns

Action

Lists all campaigns updated since the last successful run.

If Exists: Campaign

Action

Get a campaign by ID and returns along a true path if it exists.

Accounts14

Get Account

Action

Get an account.

List New Accounts (Incrementally)

Action

List all accounts incrementally created since the last successful run.

List Account Activity History

Action

List all activity history for the specified account.

List Accounts By PersonEmail

Action

List all accounts created since the last successful run by PersonEmail.

List Daily Activity History

Action

List all activity history of the previous date for the specified account.

Create Account

Action

Create an account.

Update Account

Action

Update an account.

Delete Account

Action

Delete an account.

List New Accounts

Action

List all accounts created since the last successful run.

List Accounts

Action

List all accounts.

Upsert Account

Action

Upsert an account.

List Deleted Accounts

Action

List all accounts deleted since the last successful run.

List Updated Accounts

Action

List all accounts created, modified or deleted since the last successful run.

List Accounts By Custom Field

Action

List all accounts by a custom field, where <Field> equals <Criteria>.

Service Appointments7

List New Service Appointments

Action

List all service appointments created since the last successful run.

Update Service Appointment

Action

Update a service appointment.

List Service Appointments

Action

List all service appointments.

List Updated Service Appointments

Action

List all service appointments updated since the last successful run.

Get Service Appointment

Action

Get a service appointment.

Create Service Appointment

Action

Create a service appointment.

Delete Service Appointment

Action

Delete a service appointment.

Attachments8

List Updated Attachments

Action

List all attachments created or modified since the last successful run.

Create Attachment

Action

Create an attachment.

List New Attachments

Action

List all attachments created since the last successful run.

Delete Attachment

Action

Delete an attachment.

Get Attachment As File

Action

Get an attachment as a file.

Update Attachment

Action

Update an attachment.

List Attachments

Action

List all attachments.

Get Attachment

Action

Get an attachment.

Leads12

List Updated Leads (Incrementally)

Action

List all leads created since the last successful run incrementally.

List Updated Leads By Owner ID

Action

List all leads by owner ID updated since the last successful run.

List Deleted Leads

Action

List all leads deleted since the last successful run.

Get Lead

Action

Get a lead.

Create Lead

Action

Create a lead.

Update Lead

Action

Update an existing lead.

Delete Lead

Action

Delete a lead.

List Leads

Action

List all leads.

List Updated Leads

Action

List all leads updated since the last successful run.

List New Leads

Action

List all leads created since the last successful run.

Upsert Lead

Action

Creates a new lead or updates an existing lead based on an external ID.

List Leads By Email

Action

List all leads by email address.

Documents6

Get Content Document Data

Action

Get a content document.

List New Content Documents

Action

List all content documents created since the last successful run.

List Content Documents

Action

List all content documents.

List Updated Content Documents

Action

List all content documents updated since the last successful run.

Get Content Document Data (CSV)

Action

Get a CSV content document.

Get Content Version

Action

Get the content version ID of a document.

Cases26

Get Case

Action

Get a case.

List Cases

Action

List all cases.

Upsert Case

Action

Upsert a case.

Create Case

Action

Create a case.

Update Case

Action

Update a case.

Delete Case

Action

Delete a case.

List New Cases

Action

List cases created since the last successful run.

List Updated Cases

Action

List cases updated since the last successful run.

List Updated Case Feed By Case ID

Action

List all case feeds by case ID updated since the last successful run.

List New Case Comments

Action

List all case comments created since the last successful run.

Create Case Comment

Action

Create a case comment.

List Case Feed

Action

List all case feeds.

List Case History

Action

List all case history.

List Updated Case Comments

Action

List all case comments updated since the last successful run.

List New Case History By Case ID

Action

List all new case history by case ID since the last successful run.

List New Case Feed

Action

List all case feeds created since the last successful run.

List New Case History

Action

List all new case history since the last successful run.

List Case Comments

Action

List all case comments.

List Case Feed By Case ID

Action

List all case feeds by case ID.

List Updated Case Feed

Action

List all case feeds updated since the last successful run.

List Updated Case Comments By Case ID

Action

List all comments by case ID updated since the last successful run.

List New Case Comments By Case ID

Action

List all comments by case ID created since the last successful run.

List New Case Feed By Case ID

Action

List all case feeds by case ID created since the last successful run.

List Case Comments By Case ID

Action

List all comments by case ID.

List Case History By Case ID

Action

List all case history by case ID.

Update Case Comment

Action

Update a case comment.

Campaign Members8

List New Campaign Members

Action

List all campaign members created since the last successful run.

Get Campaign Member

Action

Get a campaign member.

Upsert Campaign Member

Action

Upsert a campaign member.

Create Campaign Member

Action

Create a campaign member.

Delete Campaign Member

Action

Delete a campaign member.

Update Campaign Member

Action

Update a campaign member.

List Campaign Members

Action

List all campaign members.

List Updated Campaign Members

Action

List all campaign members updated since the last successful run.

Bulk Operations11

Create Upsert Job

Action

Create an upsert job

Create Insert Job

Action

Create an insert job.

List Jobs

Action

List all jobs.

Create Update Job

Action

Create an update job.

Upload CSV Data

Action

Upload CSV data for a job.

List Job Failed Results CSV

Action

List all failed records for a completed insert, delete, update, or upsert jobs in a CSV file.

Abort Job

Action

Abort a job.

Close Job

Action

Close a job.

Delete Job

Action

Delete a job.

Create Delete Job

Action

Create a delete job.

Get Job

Action

Get a job.

Opportunities12

List Updated Opportunities

Action

List all opportunities updated since the last successful run.

List Opportunities By Custom Field

Action

List all opportunities by a custom field, where <Field> equals <Criteria>.

Create Opportunity

Action

Create an opportunity.

Update Opportunity

Action

Update an opportunity.

Delete Opportunity

Action

Delete an opportunity.

List New Opportunities

Action

List all opportunities created since the last successful run.

List Opportunities

Action

List all opportunities.

List Opportunity Stages

Action

List all possible stages for an opportunity.

Upsert Opportunity

Action

Upsert an opportunity.

Update Opportunity And List Line Items

Action

Update an opportunity and returns it's line items.

List Opportunity's Activity History

Action

List activity history for an opportunity.

Get Opportunity

Action

Get an opportunity.

User Roles5

Update User Role

Action

Update a user role.

Create User Role

Action

Create a user role.

Get User Role

Action

Get a user role.

List User Roles

Action

List all user roles.

Delete User Role

Action

Delete a user role.

Contacts19

List Updated Contacts (Incrementally)

Action

List all contacts incrementally created, modified or deleted since the last successful run.

Bulk Update Contacts

Action

Update a batch of contacts.

List Contacts By Mobile Number

Action

List all contacts with the specified mobile number.

Upsert Contact

Action

Create a contact or update an existing contact based on an external ID.

Bulk Create Contacts

Action

Create a batch of contacts.

List New Contacts By Owner ID

Action

List all contacts created since the last successful run filtered by owner ID.

List Contacts By Owner ID

Action

List all contacts by owner ID.

Create Contact

Action

Create a contact.

Update Contact

Action

Update a contact.

Delete Contact

Action

Delete a contact.

List New Contacts

Action

List all contacts created since the last successful run.

List Contacts By Email

Action

List all contacts with the specified email address.

List Contacts

Action

List all contacts.

List Updated Contacts

Action

List all contacts created, modified, or deleted since the last successful run.

Get Contact

Action

Get a contact.

Contact Exists For Email

Action

Check if a contacts exist for the specified email.

Contact Exists For ID

Action

Check if a contact exists with the specified ID.

List Contacts By Account ID

Action

List all contacts with the specified account ID.

List Deleted Contacts

Action

List all contacts deleted since the last successful run.

Quotes8

List New Quotes

Action

List all quotes created since the last successful run.

Upsert Quote

Action

Upsert a quote.

List Updated Quotes

Action

List all quotes updated since the last successful run.

List Quotes

Action

List all quotes.

Delete Quote

Action

Delete a quote.

Update Quote

Action

Update a quote.

Create Quote

Action

Create a quote.

Get Quote

Action

Get a quote.

Currency Type1

List Corporate Currencies

Action

List all corporate currencies.

Orders6

Update Order

Action

Update an order.

List Orders

Action

List all orders.

Get Order

Action

Get an order.

List Updated Orders

Action

List all orders updated since the last successful run.

List New Orders

Action

List all orders created since the last successful run.

Create Order

Action

Create an order.

Contracts5

List Contracts

Action

List all contracts.

Get Contract

Action

Get a contract.

Update Contract

Action

Update a specified contract.

List Updated Contracts

Action

List all contracts updated since the last successful run.

List New Contracts

Action

List all contracts created since the last successful run.

Event Relations6

List Events Relations

Action

List all event attendees.

List Undecided Event Relations

Action

List all undecided event attendees.

List Declined Event Relations

Action

List all declined event attendees.

List Accepted Event Relations

Action

List all accepted event attendees.

List Contact/Lead Event Relations

Action

List all event contact and lead attendees.

Create Event Relation

Action

Create an event relation.

Order Items4

List New Order Items

Action

List all order items created since the last successful run.

Get Order Item

Action

Get an order item.

List Updated Order Items

Action

List all order items updated since the last successful run.

List Order Items

Action

List all order items.

Assets6

List Assets

Action

List all assets.

Create Asset

Action

Create an asset.

Delete Asset

Action

Delete an asset.

Upsert Asset

Action

Upsert an asset.

Update Asset

Action

Update an asset.

Get Asset

Action

Get an asset.

Enhanced Objects9

Update Record

Action

Update a record.

Create Multiple Records

Action

Create multiple records.

List Records

Action

List all records.

Update Multiple Records

Action

Update multiple records.

Create Record

Action

Create a record.

Get Record

Action

Get a record.

List New Records

Action

List all records created since the last successful run.

Delete Record

Action

Delete a record.

List Updated Records

Action

List all records updated since the last successful run.

Emails2

Send Simple Email

Action

Send a simple email.

Send Email Alert

Action

Send an email alert.

Webhooks17

Contact Deleted

Webhook

Triggered when a contact is deleted.

Asset Deleted

Webhook

Triggered when an asset is deleted.

Account Deleted

Webhook

Triggered when an account is deleted.

Contact Updated

Webhook

Triggered when a contact is updated.

Lead Updated

Webhook

Triggered when a lead is updated.

Quote Updated

Webhook

Triggered when a quote is updated.

Opportunity Created

Webhook

Triggered when an opportunity is created.

Account Created

Webhook

Triggered when an account is created.

Case Updated

Webhook

Triggered when a case is updated.

Opportunity Updated

Webhook

Triggered when an opportunity is updated.

Quote Created

Webhook

Triggered when a quote is created.

Case Created

Webhook

Triggered when a case is created.

Account Updated

Webhook

Triggered when an account is updated.

Lead Created

Webhook

Triggered when a lead is created.

Contact Created

Webhook

Triggered when a contact is created.

Asset Created

Webhook

Triggered when an asset is created.

Asset Updated

Webhook

Triggered when an asset is updated.

Tasks9

List Task Priorities

Action

List the options for task priorities.

List Updated Tasks

Action

List all tasks updated since the last successful run.

Get Task

Action

Get a task.

Create Task

Action

Create a new task.

Update Task

Action

Update a task.

Delete Task

Action

Delete a task.

List New Tasks

Action

List all tasks created since the last successful run.

List Tasks

Action

List all tasks.

List Task Statuses

Action

List the options for task statuses.

Pricebooks3

List Pricebooks

Action

List all pricebooks.

List Pricebook Entries

Action

List all entries to a specified pricebook.

Get Pricebook Entry

Action

Get a pricebook entry.

Notes7

Get Note

Action

Get a note.

List New Notes

Action

List all notes created since the last successful run.

List Notes

Action

List all notes.

Update Note

Action

Update a note.

Create Note

Action

Create a note.

List Updated Notes

Action

Lists all notes created since the last successful run.

Delete Note

Action

Delete a note.

Webhook Receivers4

Generic Webhook Receiver

Webhook

Generic webhook receiver to recieve webhook requests.

Deleted Webhook Receiver

Webhook

Webhook receiver to recieve deleted webhook requests.

Updated Webhook Receiver

Webhook

Webhook receiver to recieve updated webhook requests.

Created Webhook Receiver

Webhook

Webhook receiver to recieve created webhook requests.

Record Types1

Get Record Type

Action

Gets a record type.

List Login History

Action

List all login sessions.

Work Orders7

Get Work Order

Action

Get a work order.

Delete Work Order

Action

Delete a work order by.

List Work Orders

Action

List all work orders.

Create Work Order

Action

Create a work order.

List Updated Work Orders

Action

List all work orders updated since the last successful run.

Update Work Order

Action

Update a work order.

List New Work Orders

Action

List all work orders created since the last successful run.

Events10

Get Event

Action

Get an event.

Create Event

Action

Create an event.

Update Event

Action

Update an event.

Delete Event

Action

Delete an event.

List New Events

Action

List all events created since the last successful run.

List Events

Action

List all events.

List Updated Events

Action

List all events updated since the last successful run.

List New Event Logs

Action

List all event log files created since the last successful run.

List Event Logs

Action

List all event log files.

Download Event Log

Action

Download an event log in CSV format.

SOQL Query1

Execute SOQL Query

Action

This method allows user the capability to query any data in SalesForce.

Campaign Member Status4

List Campaign Member Statuses

Action

List all campaign member statuses.

Create Campaign Member Status

Action

Create a campaign member status.

Delete Campaign Member Status

Action

Delete a campaign member status.

Update Campaign Member Status

Action

Update a campaign member status.

Enhanced Notes1

Create Enhanced Note

Action

Create an enhanced note.

Metrics2

List Active Feature License Metrics

Action

List the number of active, assigned, and purchased feature licenses in the organization.

List Mobile Security User Metrics

Action

List the metrics for users who have Enhanced Mobile Security policies enforced.

Locations1

Get Location

Action

Get a location.

Groups2

List Group Members

Action

List all group members.

List Groups

Action

List all groups.

Outbound Messages1

Outbound Message Response

WebhookResponse

Send a response to an outbound message from Salesforce. Set Result to "true"/"false" to send a success/failure response back to SF.

Search1

Search

Action

Execute a SOSL search on all requested data.

Divisions1

List Divisions

Action

List all divisions.

Custom Objects37

Get External ID Field 2

Action

Get a record by external ID field.

Get External ID Field 1

Action

Get a record by external ID field.

Get Record By ID 1

Action

Get a record.

Get Record By Custom Condition 3

Action

Get a record by custom condition.

Get Record By ID 2

Action

Get a record.

Get Record By ID 3

Action

Get a record.

List New Records 2

Action

List all records created since last successful run.

Delete Record 1

Action

Delete a record.

Create Multiple Records 2

Action

Create multiple records.

List Object Fields

Action

List all fields for an object.

List Records 1

Action

List all records.

Upsert Record 2

Action

Upsert a record.

Create Record 3

Action

Create a record.

Upsert Record 1

Action

Upsert a record.

Update Record 1

Action

Update a record.

Upsert Record 3

Action

Upsert a record.

List Records Including Deleted

Action

List all records for an object including records that have been deleted.

List Updated Records 2

Action

List records updated since the last successful run.

List Records 2

Action

List all records.

Get Record By Custom Condition 1

Action

Get a record by custom condition.

Describe Object

Action

Completely describes the individual metadata at all levels for the object.

Get External ID Field 3

Action

Get a record by external ID field.

Delete Record 2

Action

Delete a record.

List New Records 3

Action

List all records created since the last successful run.

List Records 3

Action

List all records.

Create Record 2

Action

Create a new record.

Update Record 3

Action

Update a record.

Create Multiple Records 1

Action

Create multiple records.

Create Record 1

Action

Create a record.

Create Multiple Records 3

Action

Create multiple records.

List Objects

Action

List all objects.

List Updated Records 1

Action

List all records updated since the last successful run.

List New Records 1

Action

List all records created since last successful run.

List Updated Records 3

Action

List all records updated since the last successful run.

Update Record 2

Action

Update a record.

Get Record By Custom Condition 2

Action

Get a record by custom condition.

Delete Record 3

Action

Delete a record.

Users15

Get Self

Action

Get the current user's profile information.

Create User

Action

Create a new user.

List User Licenses

Action

List all user licenses.

List Time Zone Options

Action

List all options for the TimeZoneSid.

List Locale Options

Action

List all options for the LocaleSidKey.

List Email Encoding Options

Action

List all options for the EmailEncodingKey.

Delete User

Action

Delete a User.

Get User

Action

Get a user.

Update User

Action

Update a user.

Get User License By Name

Action

Get a user license by name.

Get User By Name

Action

Get a user by full name.

Get Profile ID By Name

Action

Get a profile by name.

List Users

Action

List all users.

List Language Options

Action

Describes the options for the LanguageLocaleKey.

List Profiles

Action

List all profiles.

TECHNICAL DETAILS

Salesforce integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Salesforce integrations in Cyclr.

API and authentication

API host: https://developer.salesforce.com/blogs/2024/04/accessing-object-data-with-salesforce-platform-apis?utm_source=openai
Authentication: OAuth 2.0 (Salesforce Connected App - Authorization Code flow)
Credentials: Required credentials and install-time settings commonly used by the connector: a Salesforce Connected App Client ID and Client Secret, a callback URL configured in…
Method categories: Common method categories you can expect to surface via a Cyclr Salesforce connector include: CRUD on sObjects (create, retrieve, update, delete), SOQL query and…

View vendor API documentation →

Pagination and rate limits

Pagination

When query results exceed a single response page, Salesforce returns a nextRecordsUrl value. Use that URL to request subsequent pages until done is true. The REST API also limits rows per request (practical limits apply…

Rate limits

Salesforce enforces rolling daily API request allocations per org that vary by edition and license count, plus concurrent request protections for long running calls (for example production orgs typically have a 25-concurrent long request limit).…

IMPLEMENTATION

Authentication at a glance

Cyclr’s Salesforce connector uses the OAuth 2.0 authorization code flow with a Salesforce Connected App. You supply a Connected App’s client ID and client secret (or let customers provide their own) and Cyclr handles the authorization and token lifecycle during connector installation. Cyclr documents using…

Authentication method: OAuth 2.0 (Salesforce Connected App - Authorization Code flow)
Credential required: Required credentials and install-time settings commonly used by the connector: a Salesforce Connected App Client ID and Client Secret, a callback URL configured in…

Before you begin:

You must create a Salesforce Connected App and supply its Client ID and Client Secret to Cyclr’s Partner Console or require customers to supply…

View setup guide

COMMON QUESTIONS

Frequently asked questions

Cyclr’s Salesforce connector uses OAuth 2.0 Authorization Code flow with a Salesforce Connected App. You either set a single Connected App client ID and secret in your Cyclr Partner Console for smoother installs, or require each customer to provide their own when installing the connector. Enable refreshtoken/offlineaccess scope for long lived access and consider PKCE for extra security. Salesforce documentation

The connector calls Salesforce’s versioned REST resources under your org instance, typically at /services/data/v43.0/ for API version v43.0. Common categories include sObjects, query and composite endpoints and bulk endpoints for large loads. Salesforce documentation

Salesforce returns a nextRecordsUrl when a query result is paged. Your Cyclr templates should iterate using nextRecordsUrl until the response indicates done to retrieve all records. Also consider using Bulk API for very large data sets. Salesforce documentation

Salesforce enforces rolling daily API request allocations that depend on edition and license counts plus limits on long running concurrent requests (for example production orgs often see a 25 concurrent long-request threshold). Design templates to batch work, use composite calls, and monitor Daily API Request Limit values returned by Salesforce. Salesforce documentation},{

KEEP EXPLORING

Related resources and connectors

Documentation

Salesforce Integrations

Embed integrations natively

Reduce developer backlog

Operate with governance

Embedded experience

Create automations with our Salesforce connector

Top Use Cases for Salesforce Integrations

Two-way opportunity sync

Lead enrichment and routing

Keep customer records in sync

How Salesforce works with Cyclr

Your SaaS product

Cyclr orchestration

Salesforce

Available connector capabilities

Get Report Fields

Execute Sync

List Report Instances

List Reports

Generate Report Instance

List New Reports

Get Report Results

Get Report Instance (Tabular)

List Updated Products

List New Products

List Products

Get Product

List Updated Opportunity Roles

Get Primary Opportunity Role

Update Opportunity Role

List Opportunity Roles

Create Opportunity Role

Add Contact To Opportunity

Get Opportunity Role

List New Opportunity Roles

List Roles By Opportunity

Delete Opportunity Role

Update Line Item

List New Line Items

Delete Line Item

List Line Items

List Updated Line Items

Get Line Item

Create Line Item

List New Campaigns

Update Campaign

Create Campaign

Get Campaign

Get Campaign By Name

List Campaigns

Delete Campaign

Upsert Campaign

List Updated Campaigns

If Exists: Campaign

Get Account

List New Accounts (Incrementally)

List Account Activity History

List Accounts By PersonEmail

List Daily Activity History

Create Account

Update Account

Delete Account

List New Accounts

List Accounts

Upsert Account

List Deleted Accounts

List Updated Accounts

List Accounts By Custom Field

List New Service Appointments

Update Service Appointment

List Service Appointments

List Updated Service Appointments

Get Service Appointment

Create Service Appointment

Delete Service Appointment

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