Salesforce

Use Salesforce through a saved Integration hub connection. The catalog includes 5 actions, listed below.

What you can do

Use Salesforce through a saved Integration hub connection. The catalog includes 5 actions, listed below.

ERP, CRM and HR

Authentication: OAuth 2.0 (authorize the provider or enter the details requested by the connection form)

Actions

Action	Description
Create record create_record	Creates a new record in the specified Salesforce object (e.g., Account, Contact, Lead).
Delete record delete_record	Deletes a record from Salesforce using its Object type and Record ID.
Query records query_records	Executes a SOQL query to retrieve Salesforce records.
Update record update_record	Updates an existing Salesforce record by specifying the object type and record ID with new field values.
Upsert record upsert_record	Creates or updates a record in Salesforce based on an external ID field (upsert operation).

How to connect

Open Integration hub, choose Salesforce, and create a named connection. If the connection opens the provider’s consent page, sign in and authorize access. If it opens a connection form, fill the requested OAuth details and save. The provider configuration determines which route is used.

For the shared connection process, follow Connect an app.

Use it in a workflow

Add an Integration step. Choose the app, saved connection and action, then map the action inputs from your record or workflow data.

The action list comes from the integration catalog. The connection form supplies the provider-specific input fields.