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

Custom Objects
Feature	Description	Type
List Object Fields	Lists the object fields.	Action
List Objects in Salesforce Account	Gets all objects within Salesforce.	Action

Accounts
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

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
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

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
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

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
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

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

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

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

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

Users
Feature	Description	Type
Get User Info	Get the current userâ€™s profile information.	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

Opportunity Contact Roles
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

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

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Integrate Salesforce Sandbox

Provide your users with in-app integration with Salesforce Sandbox

Salesforce Sandbox

Connector Methods

Custom Objects

Accounts

Contacts

Campaigns

Leads

Campaign Members

Opportunities

Events

Cases

Tasks

Campaign Member Status

Users

Notes

Opportunity Contact Roles

Attachments