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Salesforce

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

Connector Methods

Leads
Feature	Description	Type
Get Leads by Email	List leads from this Salesforce account by Email.	Action
Describe Lead	Completely describes the individual metadata at all levels for the Lead object.	Action
List Leads	List leads from this Salesforce account.	Action
Get Lead	Get lead by ID.	Action
Create Lead	Creates a new lead which represents a prospect or potential opportunity.	Action
Update Lead	Updates a lead which represents a prospect or potential opportunity.	Action
Delete Lead	Deletes a lead.	Action
Get Updated Leads	Get user updated leads added to Salesforce since the last time the process was run in this Cycle.	Action
Get New Leads	Get leads added to Salesforce since the last time the process was run in this Cycle.	Action

Contacts
Feature	Description	Type
Get New Contacts	Gets the new contacts added to Salesforce since the last time the process was run in this Cycle.	Action
Get All Contacts	Gets all contacts in Salesforce.	Action
Get Contact(s) By Email	Gets contact(s) by the email.	Action
Create Contact	Creates a new contact.	Action
Update Contact	Updates a contact's details.	Action
Delete Contact	Deletes a contact.	Action
Get Contact ID	This method will retrieve the Salesforce Contact ID with a look up by email address.	Action
Get Updated Contacts	Gets user updated contacts added to Salesforce since the last time the process was run in this Cycle.	Action
Contact Exists for Email Address	Checks whether any Contacts exist for the given email address.	Action
Contact Exists for ID	Checks if a contact exists with a given ID.	Action
Get Contact by ID	Retrieves a contact with the given unique ID value.	Action
Get Contact(s) By Mobile Number	Gets contact(s) by the mobile number.	Action
Upsert Contact	Creates a new contact or updates and existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action

Campaigns
Feature	Description	Type
List Campaigns	Gets a list of campaign IDs and associated descriptions.	Action
Delete Campaign	Deletes a campaign.	Action
Get Updated Campaigns	Gets a list of campaign IDs and associated descriptions which have changed since last run.	Action
Get New Campaigns	Gets a list of campaign IDs and associated descriptions which have been created since last run.	Action
Get Campaign	Gets a campaign by ID.	Action
If Exists: Campaign	Gets a campaign by ID and returns along a true path if it exists.	Action

Campaign Members
Feature	Description	Type
Delete Campaign Member	Deletes a campaign member.	Action
Create Campaign Member	Creates a new campaign member.	Action
Get Campaign Members	Gets a list of campaign members.	Action

Opportunities
Feature	Description	Type
Get New Opportunities	Get the new opportunities added to Salesforce since the last time the process was run in this Cycle.	Action
Create Opportunity	Creates a new opportunity which would be a sale or pending deal.	Action
Update Opportunity	Updates information about an opportunity which would represent a sale or pending deal.	Action
Delete Opportunity	Delete the opportunity.	Action
Get Opportunity Stages	Get the possible stages for an opportunity in Salesforce.	Action
List Opportunities	List the opportunities from this Salesforce account.	Action
Get Updated Opportunities	Get the opportunities updated in Salesforce since the last time the process was run in this Cycle.	Action
Get Opportunity	Get opportunity from this Salesforce account by ID.	Action

Events
Feature	Description	Type
Get New Events	Get the new events added to Salesforce since the last time the process was run in this Cycle.	Action
Create Event	Create a new event.	Action
Update Event	Updates an existing event.	Action
Delete Event	Deletes an event.	Action
List Events	List events from this Salesforce account.	Action
Get Updated Events	Get the updated events in Salesforce since the last time the process was run in this Cycle.	Action
Get Event	Get event from this Salesforce account by ID.	Action

Cases
Feature	Description	Type
Get New Cases	Get the new cases added to Salesforce since the last time the process was run in this Cycle.	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
Get Updated Cases	Get the cases updated in Salesforce since the last time the process was run in this Cycle.	Action
Get Case	Get a case by ID.	Action

Accounts
Feature	Description	Type
Get New Accounts	Get the new accounts added to Salesforce since the last time the process was run in this Cycle.	Action
Get Account	Get the account by ID.	Action
Create Account	Create 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 Accounts	Gets a list of accounts from Salesforce.	Action
Get Updated Accounts	Get the accounts updated in Salesforce since the last time the process was run in this Cycle.	Action
Get Accounts By PersonEmail	Gets a list of accounts from Salesforce by PersonEmail. This call will fail if Person Account types are not setup.	Action
Get Accounts By Custom Field	Gets a list of accounts from Salesforce by a custom field.	Action
Upsert Account	Create a new account or update an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action

Tasks
Feature	Description	Type
Get New Tasks	Gets the new tasks added to Salesforce since the last time the process was run in this Cycle.	Action
Create Task	Creates a new task such as making a phone call or other to-do items.	Action
Update Task	Updates a task.	Action
Delete Task	Deletes a task.	Action
Get Task Statuses	List the options for Task Statuses.	Action
List Tasks	List tasks from this Salesforce account.	Action
Get Task Priorities	List the options for Task Priorities.	Action
Get Updated Tasks	Gets the tasks updated in Salesforce since the last time the process was run in this Cycle.	Action
Get Task	Get task from this Salesforce account by ID.	Action

Campaign Member Status
Feature	Description	Type
Get Campaign Member Statuses	Gets a list of campaign member statuses.	Action
Create Campaign Member Status	Create a campaign member status.	Action
Delete Campaign Member Status	Delete a campaign member status.	Action
Update Campaign Member Status	Update a campaign member status. Only allows for the order of the status to be changed in the picklist.	Action

Opportunity Contact Roles
Feature	Description	Type
Create Opportunity Contact	Adds an existing Salesforce contact to an opportunity.	Action
Get New Opportunity Roles	Gets the new Opportunity Contact Roles added to Salesforce since the last time the process was run.	Action
Get Updated Opportunity Roles	Gets any Opportunity Contact Roles updated in Salesforce since the last time the process was run.	Action
List Opportunity Roles	List Opportunity Contact Roles from this Salesforce account.	Action
Create Opportunity Role	Creates a new Opportunity Contact Role.	Action
Update Opportunity Role	Updates an Opportunity Contact Role.	Action
Delete Opportunity Role	Deletes an Opportunity Contact Role.	Action
Get Opportunity Role	Get opportunity contact roles from Salesforce account by Role ID.	Action
List Roles by Opportunity	List opportunity contact roles for a specified opportunity.	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

Users
Feature	Description	Type
Get User Info	Get the current user's profile information.	Action
Get User by ID	Retrieves a User with the given unique ID value.	Action
List Users	List users from this Salesforce account.	Action

Notes
Feature	Description	Type
Get New Notes	Gets the new notes added to Salesforce since the last time the process was run in this Cycle.	Action
Get Updated Notes	Gets the notes updated in Salesforce since the last time the process was run in this Cycle.	Action
List Notes	List notes from this Salesforce account.	Action
Create Note	Creates a new note.	Action
Update Note	Updates a note.	Action
Delete Note	Deletes a note.	Action
Get Note	Gets note from this Salesforce account by ID.	Action

Attachments
Feature	Description	Type
List Attachments	List attachments from this Salesforce account.	Action
Get New Attachments	Gets the new attachments added to Salesforce since the last time the process was run in this Cycle.	Action
Get Updated Attachments	Gets the attachments updated in Salesforce since the last time the process was run in this Cycle.	Action
Create Attachment	Creates a new attachment.	Action
Update Attachment	Updates an attachment.	Action
Delete Attachment	Deletes a attachment.	Action
Get Attachment	Gets the attachment by ID.	Action

Custom Objects
Feature	Description	Type
Get All Objects	Gets all items in objects within Salesforce.	Action
Get New Objects	Gets the new objects added to Salesforce since the last time the process was run in this workflow.	Action
Get Updated Objects	Gets user updated objected added to Salesforce since the last time the process was run in this workflow.	Action
Create Object	Creates a new object.	Action
Delete Object	Deletes an object.	Action
Update Object	Updates an object.	Action
Describe Object	Completely describes the individual metadata at all levels for the object.	Action
List Object Fields	Lists the object fields.	Action
List Objects in Salesforce Account	Gets all objects within Salesforce.	Action
Get Single Object	Gets a single object from Salesforce. If multiple matching objects are found, only the first is returned.	Action

Opportunity Line Items
Feature	Description	Type
List Line Items	Lists line items for an opportunity.	Action
Delete Line Item	Deletes an opportunity line item.	Action
Create Line Item	Creates a new opportunity line item.	Action
Update Line Item	Updates an opportunity line item.	Action
Get New Line Items	Gets the new opportunity line items added to Salesforce since the last time the process was run in this Cycle.	Action
Get Updated Line Items	Gets the opportunity line items updated in Salesforce since the last time the process was run in this Cycle.	Action
Get Line Item	Get line item for an opportunity by ID.	Action

Pricebooks
Feature	Description	Type
Get Pricebook Entry	Gets the pricebook entry.	Action
List Pricebooks	Gets all the pricebooks.	Action

User Roles
Feature	Description	Type
List User Roles	List User Roles from this Salesforce account.	Action
Get User Role	Retrieves details of a specific User Role.	Action
Create User Role	Create a new User Role.	Action
Delete User Role	Deletes a User Role.	Action
Update User Role	Updates an existing User Role.	Action

Enhanced Notes
Feature	Description	Type
Create Enhanced Note	Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce.	Action

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Integrate Salesforce

Provide your users with in-app integration with Salesforce

Salesforce

Connector Methods

Leads

Contacts

Campaigns

Campaign Members

Opportunities

Events

Cases

Accounts

Tasks

Campaign Member Status

Opportunity Contact Roles

Users

Notes

Attachments

Custom Objects

Opportunity Line Items

Pricebooks

User Roles

Enhanced Notes