Integrate Salesforce Sandbox
Provide your users with in-app integration with Salesforce Sandbox
Salesforce Sandbox
Salesforce CRM automates the sales process with an array of cloud-based tools.
Connector Methods
| Feature | Description | Type |
|---|---|---|
| List Object Fields | Lists the object fields. | Action |
| List Objects in Salesforce Account | Gets all objects within Salesforce. | Action |
| Feature | Description | Type |
|---|---|---|
| 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 |
| Get New Accounts | Get the new accounts added to Salesforce since the last time the process was run in this Cycle. | 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 Account | Get the account by ID. | Action |
| Feature | Description | Type |
|---|---|---|
| Describe Contact | Completely describes the individual metadata at all levels for the Contact object. | Action |
| 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 |
| Feature | Description | Type |
|---|---|---|
| Describe Campaign | Completely describes the individual metadata at all levels for the Campaign object. | Action |
| Get Campaigns | Gets a list of campaign IDs and associated descriptions. | Action |
| Delete Campaign | Deletes a campaign. | Action |
| Feature | Description | Type |
|---|---|---|
| Describe Lead | Completely describes the individual metadata at all levels for the Lead object. | Action |
| List Leads | List leads from this Salesforce account. | 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 Lead | Get lead by ID | Action |
| Get Leads by Email | List leads from this Salesforce account by Email. | Action |
| 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 |
| 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 |
| Create Opportunity Contact | Adds an existing Salesforce contact to an 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Feature | Description | Type |
|---|---|---|
| Get User Info | Get the current user’s profile information. | Action |
| 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 |
| Feature | Description | Type |
|---|---|---|
| Get New Opportunity Contact Roles | Gets the new opportunity contact roles added to Salesforce since the last time the process was run in this Cycle. | Action |
| Get Updated Opportunity Contact Roles | Gets the opportunity contact roles updated in Salesforce since the last time the process was run in this Cycle. | Action |
| List Opportunity Contact Roles | List opportunity contact roles from this Salesforce account. | Action |
| Create Opportunity Contact Role | Creates a new opportunity contact role. | Action |
| Update Opportunity Contact Role | Updates an opportunity contact role. | Action |
| Delete Opportunity Contact Role | Deletes an opportunity contact role. | Action |
| 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 |
Looking for extra funtionality in this connector? We build our connectors to our customer's requirements, so if you need an extension get in touch.
With Cyclr you also get
200+ APIs
Connect to us and you unlock integration with our vast library of integrations -- instantly.
Always up-to-date
Our API connectors are tested automatically every day, we are constantly updating & adding new ones.
No code
Use our drag and drop builder to create template integrations for your users in minutes.
Native integration
Your users access all integrations right inside your app, no more plugins or third-party apps.