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

Contacts

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

Campaigns

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

Leads

Feature Description Type
Describe Lead Completely describes the individual metadata at all levels for the Lead object. Action
Get New Leads Get the new leads added to Salesforce since the last time the process was run in this Cycle. 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

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

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

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

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
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

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

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