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Salesforce

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

Connector Methods

Leads

FeatureDescriptionType
List Leads By EmailLists leads with the specified email address. Action
Get LeadGets a lead by ID. Action
Update LeadUpdates an existing lead. Action
Delete LeadDeletes a lead. Action
List LeadsLists all leads. Action
List Updated LeadsLists leads updated since the last run. Action
List New LeadsLists leads created since the last run. Action
Create LeadCreates a new lead. Action

Contacts

FeatureDescriptionType
List ContactsLists all contacts. Action
Get Contact(s) By EmailGets the contact(s) with the specified email address. Action
Update ContactUpdates a contact's details. Action
Delete ContactDeletes a contact. Action
Get Contact IDGets the Contact ID associated with the specified email address. Action
Contact Exists For Email AddressChecks whether any contacts exist for the specified email address. Action
Contact Exists For IDChecks if a contact exists with the specified ID. Action
Get Contact By IDGets the contact with the specified ID. Action
Get Contact(s) By Mobile NumberGets the contact(s) with the specified mobile number. Action
Upsert ContactCreates 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
List New ContactsLists contacts created since the last run. Action
List Updated ContactsLists contacts updated since the last run. Action
Create ContactCreates a new contact. Action

Campaigns

FeatureDescriptionType
List CampaignsLists campaigns. Action
Get CampaignGets a campaign by ID. Action
If Exists: CampaignGets a campaign by ID and returns along a true path if it exists. Action
List Updated CampaignsLists campaigns updated since the last run. Action
List New CampaignsLists campaigns created since the last run. Action
Delete CampaignDeletes a campaign. Action
Update CampaignUpdates a campaign. Action
Create CampaignCreates a campaign. Action

Opportunities

FeatureDescriptionType
Update OpportunityUpdates information about an opportunity which would represent a sale or pending deal. Action
Delete OpportunityDeletes an opportunity. Action
Get OpportunityGets an opportunity by ID. Action
List New OpportunitiesLists the opportunities created since the last run. Action
List Opportunity StagesLists the possible stages for an opportunity in Salesforce. Action
List OpportunitiesLists all opportunities. Action
List Updated OpportunitiesLists the opportunities updated since the last run. Action
Create OpportunityCreates an opportunity. Action

Events

FeatureDescriptionType
Update EventUpdates an existing event. Action
Delete EventDeletes an event. Action
Get EventGets an event by ID. Action
List New EventsLists events created since the last run. Action
List EventsLists events from this Salesforce account. Action
List Updated EventsLists events updated since the last run. Action
Create EventCreates a new event. Action

Cases

FeatureDescriptionType
Update CaseUpdates a case. Action
Delete CaseDeletes a case. Action
Get CaseGets a case by ID. Action
List New CasesLists cases created since the last run. Action
List Updated CasesLists cases updated since the last run. Action
List CasesLists all cases. Action
Create CaseCreates a new case which represents a customer issue or problem. Action

Accounts

FeatureDescriptionType
Get AccountGets an account by ID. Action
Update AccountUpdates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action
List Accounts By PersonEmailLists accounts by PersonEmail. This call will fail if Person Account types are not setup. Action
List Accounts By Custom FieldLists accounts by a custom field, where equals . Action
Upsert AccountCreates 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
Delete AccountDeletes an account. Action
List New AccountsLists accounts created since the last run. Action
List AccountsLists accounts from Salesforce. Action
List Updated AccountsLists accounts updated since the last run. Action
Create AccountCreates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action

Tasks

FeatureDescriptionType
Update TaskUpdates a task. Action
Delete TaskDeletes a task. Action
Get TaskGets a task by ID. Action
List New TasksLists tasks created since the last run. Action
List TasksLists all tasks. Action
List Updated TasksLists tasks updated since the last run. Action
List Task StatusesLists the options for task statuses. Action
List Task PrioritiesLists the options for task priorities. Action
Create TaskCreates a new task. Action

Campaign Members

FeatureDescriptionType
List Campaign MembersLists campaign members. Action
Delete Campaign MemberDeletes a campaign member. Action
Create Campaign MemberCreates a new campaign member. Action

Campaign Member Status

FeatureDescriptionType
List Campaign Member StatusesLists campaign member statuses. Action
Update Campaign Member StatusUpdates a campaign member status. Only allows for the order of the status to be changed in the picklist. Action
Delete Campaign Member StatusDeletes a campaign member status. Action
Create Campaign Member StatusCreates a campaign member status. Action

Notes

FeatureDescriptionType
Update NoteUpdates a note. Action
Delete NoteDeletes a note. Action
Get NoteGets a note by ID. Action
List New NotesLists notes created since the last run. Action
List Updated NotesLists notes updated since the last run. Action
List NotesLists notes from this Salesforce account. Action
Create NoteCreates a new note. Action

Opportunity Contact Roles

FeatureDescriptionType
Update Opportunity RoleUpdates an opportunity contact role. Action
Delete Opportunity RoleDeletes an opportunity contact role. Action
Get Opportunity RoleGets an opportunity contact role by ID. Action
List Roles By OpportunityLists opportunity contact roles for a specified opportunity. Action
Get Primary Opportunity RoleGets 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 New Opportunity RolesLists opportunity contact roles created since the last run. Action
List Updated Opportunity RolesLists opportunity contact roles updated since the last run. Action
List Opportunity RolesLists opportunity contact roles. Action
Add Contact To OpportunityAdds an existing contact to an opportunity. Action
Create Opportunity RoleCreates a new opportunity contact role. Action

Attachments

FeatureDescriptionType
Update AttachmentUpdates an attachment. Action
Get AttachmentGets an attachment by ID. Action
Delete AttachmentDeletes an attachment. Action
List AttachmentsLists attachments from this Salesforce account. Action
List New AttachmentsLists attachments created since the last run. Action
List Updated AttachmentsLists attachments updated since the last run. Action
Create AttachmentCreates a new attachment. Action

Custom Objects

FeatureDescriptionType
Get All ObjectsGets all items in objects within Salesforce. Action
Get New ObjectsGets the new objects added to Salesforce since the last time the process was run in this workflow. Action
Get Updated ObjectsGets user updated objected added to Salesforce since the last time the process was run in this workflow. Action
Update ObjectUpdates an object. Action
List Object FieldsLists the object fields. Action
Get Single ObjectGets a single object from Salesforce, where equals . If multiple matching objects are found, only the first is returned. Action
Create ObjectCreates a new object. Action
Delete ObjectDeletes an object. Action
Describe ObjectCompletely describes the individual metadata at all levels for the object. Action
List Objects in Salesforce AccountGets all objects within Salesforce. Action

Opportunity Line Items

FeatureDescriptionType
List Line ItemsLists opportunity line items. Action
Delete Line ItemDeletes an opportunity line item. Action
Update Line ItemUpdates an opportunity line item. Action
List New Line ItemsLists opportunity line items created since the last run. Action
List Updated Line ItemsLists opportunity line items updated since the last run. Action
Get Line ItemGet line item for an opportunity by ID. Action
Create Line ItemCreates a new opportunity line item. Action

Pricebooks

FeatureDescriptionType
Get Pricebook EntryGets a pricebook entry. Action
List PricebooksLists all pricebooks. Action
List Pricebook EntriesLists entries to a specified pricebook. Action

Users

FeatureDescriptionType
Get UserGets a user by ID. Action
List UsersLists all users. Action
Get SelfGets the current user's profile information. Action

User Roles

FeatureDescriptionType
Get User RoleGets a user role by ID. Action
Delete User RoleDeletes a user role. Action
Update User RoleUpdates an existing user role. Action
List User RolesLists all user roles. Action
Create User RoleCreates a new user role. Action

Enhanced Notes

FeatureDescriptionType
Create Enhanced NoteCreates an "enhanced" note as displayed by the "Notes" Related List in Salesforce. Action
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