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Salesforce

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

Connector Methods

Leads

FeatureDescriptionType
Get Leads by EmailList leads from this Salesforce account by Email. Action
Describe LeadCompletely describes the individual metadata at all levels for the Lead object. Action
List LeadsList leads from this Salesforce account. Action
Get LeadGet lead by ID. Action
Create LeadCreates a new lead which represents a prospect or potential opportunity. Action
Update LeadUpdates a lead which represents a prospect or potential opportunity. Action
Delete LeadDeletes a lead. Action
Get Updated LeadsGet user updated leads added to Salesforce since the last time the process was run in this Cycle. Action
Get New LeadsGet leads added to Salesforce since the last time the process was run in this Cycle. Action

Contacts

FeatureDescriptionType
Describe ContactCompletely describes the individual metadata at all levels for the Contact object. Action
Get New ContactsGets the new contacts added to Salesforce since the last time the process was run in this Cycle. Action
Get All ContactsGets all contacts in Salesforce. Action
Get Contact(s) By EmailGets contact(s) by the email. Action
Create ContactCreates a new contact. Action
Update ContactUpdates a contact's details. Action
Delete ContactDeletes a contact. Action
Get Contact IDThis method will retrieve the Salesforce Contact ID with a look up by email address. Action
Get Updated ContactsGets user updated contacts added to Salesforce since the last time the process was run in this Cycle. Action
Contact Exists for Email AddressChecks whether any Contacts exist for the given email address. Action
Contact Exists for IDChecks if a contact exists with a given ID. Action
Get Contact by IDRetrieves a contact with the given unique ID value. Action
Get Contact(s) By Mobile NumberGets contact(s) by the mobile number. Action

Campaigns

FeatureDescriptionType
Describe CampaignCompletely describes the individual metadata at all levels for the Campaign object. Action
Get CampaignsGets a list of campaign IDs and associated descriptions. Action
Delete CampaignDeletes a campaign. Action
Get Updated CampaignsGets a list of campaign IDs and associated descriptions which have changed since last run. Action
Get New CampaignsGets a list of campaign IDs and associated descriptions which have been created since last run. Action
Get CampaignGets a campaign by ID. Action

Campaign Members

FeatureDescriptionType
Delete Campaign MemberDeletes a campaign member. Action
Create Campaign MemberCreates a new campaign member. Action
Get Campaign MembersGets a list of campaign members. Action

Opportunities

FeatureDescriptionType
Get New OpportunitiesGet the new opportunities added to Salesforce since the last time the process was run in this Cycle. Action
Create OpportunityCreates a new opportunity which would be a sale or pending deal. Action
Update OpportunityUpdates information about an opportunity which would represent a sale or pending deal. Action
Delete OpportunityDelete the opportunity. Action
Create Opportunity ContactAdds an existing Salesforce contact to an opportunity. Action
Get Opportunity StagesGet the possible stages for an opportunity in Salesforce. Action
List OpportunitiesList the opportunities from this Salesforce account. Action
Get Updated OpportunitiesGet the opportunities updated in Salesforce since the last time the process was run in this Cycle. Action
Get OpportunityGet opportunity from this Salesforce account by ID. Action

Events

FeatureDescriptionType
Get New EventsGet the new events added to Salesforce since the last time the process was run in this Cycle. Action
Create EventCreate a new event. Action
Update EventUpdates an existing event. Action
Delete EventDeletes an event. Action
List EventsList events from this Salesforce account. Action
Get Updated EventsGet the updated events in Salesforce since the last time the process was run in this Cycle. Action
Get EventGet event from this Salesforce account by ID. Action

Cases

FeatureDescriptionType
Get New CasesGet the new cases added to Salesforce since the last time the process was run in this Cycle. Action
Create CaseCreates a new case which represents a customer issue or problem. Action
Update CaseUpdates a case. Action
Delete CaseDeletes a case. Action
Get Updated CasesGet the cases updated in Salesforce since the last time the process was run in this Cycle. Action
Get CaseGet a case by ID. Action

Accounts

FeatureDescriptionType
Get New AccountsGet the new accounts added to Salesforce since the last time the process was run in this Cycle. Action
Get AccountGet the account by ID. Action
Create AccountCreate a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action
Update AccountUpdates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action
Delete AccountDeletes an account. Action
List AccountsGets a list of accounts from Salesforce. Action
Get Updated AccountsGet the accounts updated in Salesforce since the last time the process was run in this Cycle. Action
Get Accounts By PersonEmailGets a list of accounts from Salesforce by PersonEmail. This call will fail if Person Account types are not setup. Action
Get Accounts By Custom FieldGets a list of accounts from Salesforce by a custom field. Action

Tasks

FeatureDescriptionType
Get New TasksGets the new tasks added to Salesforce since the last time the process was run in this Cycle. Action
Create TaskCreates a new task such as making a phone call or other to-do items. Action
Update TaskUpdates a task. Action
Delete TaskDeletes a task. Action
Get Task StatusesList the options for Task Statuses. Action
List TasksList tasks from this Salesforce account. Action
Get Task PrioritiesList the options for Task Priorities. Action
Get Updated TasksGets the tasks updated in Salesforce since the last time the process was run in this Cycle. Action
Get TaskGet task from this Salesforce account by ID. Action

Campaign Member Status

FeatureDescriptionType
Get Campaign Member StatusesGets a list of campaign member statuses. Action
Create Campaign Member StatusCreate a campaign member status. Action
Delete Campaign Member StatusDelete a campaign member status. Action
Update Campaign Member StatusUpdate a campaign member status. Only allows for the order of the status to be changed in the picklist. Action

Users

FeatureDescriptionType
Get User InfoGet the current user's profile information. Action

Notes

FeatureDescriptionType
Get New NotesGets the new notes added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated NotesGets the notes updated in Salesforce since the last time the process was run in this Cycle. Action
List NotesList notes from this Salesforce account. Action
Create NoteCreates a new note. Action
Update NoteUpdates a note. Action
Delete NoteDeletes a note. Action
Get NoteGets note from this Salesforce account by ID. Action

Opportunity Contact Roles

FeatureDescriptionType
Get New Opportunity Contact RolesGets the new opportunity contact roles added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated Opportunity Contact RolesGets the opportunity contact roles updated in Salesforce since the last time the process was run in this Cycle. Action
List Opportunity Contact RolesList opportunity contact roles from this Salesforce account. Action
Create Opportunity Contact RoleCreates a new opportunity contact role. Action
Update Opportunity Contact RoleUpdates an opportunity contact role. Action
Delete Opportunity Contact RoleDeletes an opportunity contact role. Action
Get Opportunity Contact RoleGet opportunity contact roles from Salesforce account by ID. Action

Attachments

FeatureDescriptionType
List AttachmentsList attachments from this Salesforce account. Action
Get New AttachmentsGets the new attachments added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated AttachmentsGets the attachments updated in Salesforce since the last time the process was run in this Cycle. Action
Create AttachmentCreates a new attachment. Action
Update AttachmentUpdates an attachment. Action
Delete AttachmentDeletes a attachment. Action
Get AttachmentGets the attachment by ID. 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
Create ObjectCreates a new object. Action
Delete ObjectDeletes an object. Action
Update ObjectUpdates an object. Action
Describe ObjectCompletely describes the individual metadata at all levels for the object. Action
List Object FieldsLists the object fields. Action
List Objects in Salesforce AccountGets all objects within Salesforce. Action

Opportunity Line Items

FeatureDescriptionType
List Opportunity Line ItemsLists line items for an opportunity. Action
Delete Opportunity Line ItemDeletes an opportunity line item. Action
Create Opportunity Line ItemCreates a new opportunity line item. Action
Update Opportunity Line ItemUpdates an opportunity line item. Action
Get New Opportunity Line ItemsGets the new opportunity line items added to Salesforce since the last time the process was run in this Cycle. Action
Get Updated Opportunity Line ItemsGets the opportunity line items updated in Salesforce since the last time the process was run in this Cycle. Action
Get Opportunity Line ItemGet line item for an opportunity by ID. Action

Pricebooks

FeatureDescriptionType
Get Pricebook EntryGets the pricebook entry. Action
List PricebooksGets all the pricebooks. Action

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