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Salesforce

salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Acciones
97
Triggers
7
Autenticación
OAuth gestionado
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (97)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create Salesforce AccountSALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTIONAcción

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

Parámetros de entrada

  • Idstring

    Unique identifier for the account (system-generated and read-only upon creation).

  • Faxstring

    Fax number for the account.

  • Sicstring

    Standard Industrial Classification (SIC) code (max 20 chars). For business accounts only.

  • NamestringObligatorio

    Name of the account (required, max 255 chars). For Person Accounts, this is a concatenated field from the associated contact and not directly modifiable.

  • Sitestring

    Name of the account’s specific location or site (max 80 chars).

  • Typestring

    Type of account, influencing categorization and behavior.

  • Phonestring

    Primary phone number for the account (max 40 chars).

  • Jigsawstring

    Data.com company ID reference (max 20 chars, API v22.0+). For business accounts. Read-only, do not modify.

  • Ratingstring

    Prospect rating (picklist).

  • SLA__cstring

    Custom field for Service Level Agreement (SLA) type/details.

  • OwnerIdstring

    ID of the Salesforce user owning this account. 'Transfer Record' permission may be needed to update if not the API user (API v16.0+).

  • SicDescstring

    Description of line of business based on SIC code (max 80 chars). For business accounts only.

  • Websitestring

    Website URL of the account (max 255 chars).

  • Industrystring

    Primary industry of the account (picklist, max 40 chars).

  • ParentIdstring

    ID of the parent account for subsidiary or hierarchical relationships.

  • PhotoUrlstring

    URL path for the social network profile image (read-only). Blank if Social Accounts and Contacts is not enabled for the user.

  • Active__cstring

    Custom field indicating if the account is active.

  • IsDeletedboolean

    Indicates if the account is in the Recycle Bin (read-only).

  • NaicsCodestring

    NAICS code (6-digit industry classifier, max 8 chars). For business accounts. Requires Data.com Prospector/Clean.

  • NaicsDescstring

    Description of line of business based on NAICS code (max 120 chars). For business accounts. Requires Data.com Prospector/Clean.

  • Ownershipstring

    Ownership structure (picklist).

  • DunsNumberstring

    D-U-N-S number (9-digit identifier, max 9 chars). For business accounts. Requires Data.com Prospector/Clean.

  • Tradestylestring

    Organization's 'Doing Business As' (DBA) name (max 255 chars). For business accounts. Requires Data.com Prospector/Clean.

  • BillingCitystring

    City for the billing address (max 40 chars).

  • CleanStatusstring

    Data quality status compared with Data.com.

  • CreatedByIdstring

    ID of the user who created the account (read-only).

  • CreatedDatestringdate-time

    Date and time of account creation (read-only).

  • Descriptionstring

    Text description of the account (max 32,000 chars).

  • YearStartedstring

    Year the organization was established (max 4 chars). For business accounts. Requires Data.com Prospector/Clean.

  • BillingStatestring

    State or province for the billing address (max 80 chars).

  • ShippingCitystring

    City for the shipping address (max 40 chars).

  • TickerSymbolstring

    Stock market ticker symbol (max 20 chars). For business accounts only.

  • AccountNumberstring

    Account number assigned to this account (max 40 chars).

  • AccountSourcestring

    Origin source of the account record (admin-defined picklist, values max 40 chars).

  • AnnualRevenueinteger

    Estimated annual revenue.

  • BillingStreetstring

    Street address for the billing location.

  • ShippingStatestring

    State or province for the shipping address (max 80 chars).

  • BillingCountrystring

    Country for the billing address (max 80 chars).

  • DandbCompanyIdstring

    Associated Dun & Bradstreet company ID for D&B integration (read-only).

  • LastViewedDatestringdate-time

    Timestamp of when current user last viewed this account record (read-only).

  • MasterRecordIdstring

    ID of the master record if this account was merged (read-only).

  • ShippingStreetstring

    Street address for the shipping location (max 255 chars).

  • SystemModstampstringdate-time

    Timestamp of last modification by user or automated process (read-only).

  • BillingLatitudeinteger

    Latitude for the billing address (-90 to 90, up to 15 decimal places).

  • JigsawCompanyIdstring

    Associated Data.com company ID (read-only).

  • ShippingCountrystring

    Country for the shipping address (max 80 chars).

  • attributes__urlstring

    Internal Salesforce field: Relative API URL for this SObject record. System-set or read-only.

  • BillingLongitudeinteger

    Longitude for the billing address (-180 to 180, up to 15 decimal places).

  • LastActivityDatestringdate

    Most recent due date of an event or closed task associated with the record (read-only).

  • LastModifiedByIdstring

    ID of the user who last modified the account (read-only).

  • LastModifiedDatestringdate-time

    Date and time of last modification (read-only).

  • OperatingHoursIdstring

    ID of associated operating hours. Requires Salesforce Field Service.

  • ShippingLatitudeinteger

    Latitude for the shipping address (-90 to 90, up to 15 decimal places).

  • attributes__typestring

    Internal Salesforce field: Type of the SObject (e.g., 'Account'). System-set or read-only.

  • BillingPostalCodestring

    Postal code for the billing address (max 20 chars).

  • NumberOfEmployeesinteger

    Number of employees (max 8 digits).

  • ShippingLongitudeinteger

    Longitude for the shipping address (-180 to 180, up to 15 decimal places).

  • LastReferencedDatestringdate-time

    Timestamp of when current user last accessed this record or related items (read-only).

  • SLASerialNumber__cstring

    Custom field for SLA serial number.

  • ShippingPostalCodestring

    Postal code for the shipping address (max 20 chars).

  • CustomerPriority__cstring

    Custom field for customer priority (e.g., High, Medium, Low).

  • NumberofLocations__cinteger

    Custom field for the number of physical locations.

  • SLAExpirationDate__cstringdate

    Custom field for SLA expiration date.

  • UpsellOpportunity__cstring

    Custom field indicating upsell opportunity potential.

  • BillingGeocodeAccuracystring

    Accuracy level of the geocode for the billing address.

  • ShippingGeocodeAccuracystring

    Accuracy level of the geocode for the shipping address.

Parámetros de salida

  • dataobjectObligatorio

    Salesforce API response. On success, includes new account 'id' and 'success' status (e.g., {'id': '001xx000003DGgPAAW', 'success': True, 'errors': []}).

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Add contact to campaignSALESFORCE_ADD_CONTACT_TO_CAMPAIGNAcción

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Parámetros de entrada

  • statusstring

    The status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration.

  • contact_idstringObligatorio

    The Salesforce ID of the contact to add to the campaign.

  • campaign_idstringObligatorio

    The Salesforce ID of the campaign to add the contact to.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Add lead to campaignSALESFORCE_ADD_LEAD_TO_CAMPAIGNAcción

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Parámetros de entrada

  • statusstring

    The status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration.

  • lead_idstringObligatorio

    The Salesforce ID of the lead to add to the campaign.

  • campaign_idstringObligatorio

    The Salesforce ID of the campaign to add the lead to.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Add product to opportunitySALESFORCE_ADD_OPPORTUNITY_LINE_ITEMAcción

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Parámetros de entrada

  • discountnumber

    Discount percentage (0-100). Cannot be used with TotalPrice.

  • quantitynumberObligatorio

    The quantity of the product to add.

  • unit_pricenumber

    The sales price per unit. If not specified, uses the standard price from the pricebook entry.

  • descriptionstring

    Optional description for this line item.

  • total_pricenumber

    The total price for this line item. Cannot be used with UnitPrice or Discount.

  • service_datestring

    Service date for the product in YYYY-MM-DD format.

  • opportunity_idstringObligatorio

    The Salesforce ID of the opportunity to add a product to.

  • pricebook_entry_idstringObligatorio

    The ID of the PricebookEntry that contains the product and price information. This links to a specific product in a specific pricebook.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Apply lead assignment rulesSALESFORCE_APPLY_LEAD_ASSIGNMENT_RULESAcción

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Parámetros de entrada

  • lead_idstringObligatorio

    The Salesforce ID of the lead to apply assignment rules to.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Associate contact to accountSALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNTAcción

Associates a contact with an account by updating the contact's accountid field.

Parámetros de entrada

  • account_idstringObligatorio

    The Salesforce ID of the account to associate the contact with.

  • contact_idstringObligatorio

    The Salesforce ID of the contact to associate with an account.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Clone opportunity with productsSALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTSAcción

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

Parámetros de entrada

  • new_namestring

    Name for the cloned opportunity. If not specified, will append 'Clone of' to original name.

  • close_datestring

    Close date for the cloned opportunity in YYYY-MM-DD format. If not specified, uses original close date.

  • stage_namestring

    Stage for the cloned opportunity. If not specified, uses original stage.

  • clone_productsboolean

    Whether to clone the opportunity's products (line items). Set to false to clone only the opportunity.

  • opportunity_idstringObligatorio

    The ID of the opportunity to clone.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Clone recordSALESFORCE_CLONE_RECORDAcción

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

Parámetros de entrada

  • record_idstringObligatorio

    The ID of the record to clone.

  • object_typestringObligatorio

    The Salesforce object type to clone (e.g., Account, Contact, Lead, Opportunity).

  • field_updatesobject

    Optional field updates to apply to the cloned record. Use this to modify specific fields in the clone.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Complete taskSALESFORCE_COMPLETE_TASKAcción

Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.

Parámetros de entrada

  • task_idstringObligatorio

    The Salesforce ID of the task to mark as completed.

  • completion_notesstring

    Optional notes to add about the task completion. Will be appended to existing description.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create accountSALESFORCE_CREATE_ACCOUNTAcción

Creates a new account in salesforce with the specified information.

Parámetros de entrada

  • faxstring

    Fax number.

  • namestringObligatorio

    Account name (required field in Salesforce).

  • typestring

    Type of account.

  • phonestring

    Main phone number.

  • websitestring

    Company website URL.

  • industrystring

    Industry the account belongs to.

  • sic_descstring

    Standard Industrial Classification (SIC) description.

  • parent_idstring

    ID of the parent account if this is a subsidiary.

  • descriptionstring

    Text description of the account.

  • billing_citystring

    Billing address city.

  • billing_statestring

    Billing address state/province.

  • shipping_citystring

    Shipping address city.

  • account_sourcestring

    Source of the account.

  • annual_revenuenumber

    Estimated annual revenue.

  • billing_streetstring

    Billing address street.

  • shipping_statestring

    Shipping address state/province.

  • billing_countrystring

    Billing address country.

  • shipping_streetstring

    Shipping address street.

  • shipping_countrystring

    Shipping address country.

  • billing_postal_codestring

    Billing address postal/zip code.

  • number_of_employeesinteger

    Number of employees.

  • shipping_postal_codestring

    Shipping address postal/zip code.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create campaignSALESFORCE_CREATE_CAMPAIGNAcción

Creates a new campaign in salesforce with the specified information.

Parámetros de entrada

  • namestringObligatorio

    Campaign name (required field in Salesforce).

  • typestring

    Type of campaign.

  • statusstring

    Current status of the campaign.

  • end_datestring

    Campaign end date in YYYY-MM-DD format.

  • is_activeboolean

    Whether the campaign is currently active.

  • parent_idstring

    ID of the parent campaign if this is a child campaign.

  • start_datestring

    Campaign start date in YYYY-MM-DD format.

  • actual_costnumber

    Actual cost spent on the campaign.

  • descriptionstring

    Detailed description of the campaign.

  • number_sentnumber

    Number of individuals targeted by the campaign.

  • budgeted_costnumber

    Budgeted cost for the campaign.

  • expected_revenuenumber

    Expected revenue from the campaign.

  • expected_responsenumber

    Expected response rate as a percentage.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create campaign recordSALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POSTAcción

Deprecated: creates a new campaign record in salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.

Parámetros de entrada

  • Idstring

    Unique identifier for the campaign record, usually system-generated upon creation.

  • NamestringObligatorio

    Required. Name of the campaign (limit 80 characters).

  • Typestring

    Type of campaign (limit 40 characters).

  • Statusstring

    Current status of the campaign (limit 40 characters).

  • EndDatestringdate

    Ending date for the campaign (YYYY-MM-DD); responses received after this date are still counted.

  • OwnerIdstring

    ID of the campaign owner. Defaults to the ID of the user making the API call.

  • IsActiveboolean

    Indicates if the campaign is active. Label: Active.

  • ParentIdstring

    ID of the parent Campaign record for hierarchical grouping.

  • IsDeletedboolean

    Indicates if the campaign record has been deleted.

  • StartDatestringdate

    Starting date for the campaign (YYYY-MM-DD).

  • ActualCostinteger

    Actual cost of the campaign, in the organization's currency.

  • NumberSentinteger

    Total number of individuals targeted (e.g., emails sent). Label: Num Sent.

  • CreatedByIdstring

    Read-only. ID of the user who created this campaign record.

  • CreatedDatestringdate-time

    Read-only. Creation date and time (ISO 8601).

  • Descriptionstring

    Detailed description of the campaign (limit 32KB; first 255 characters displayed in reports).

  • BudgetedCostinteger

    Budgeted cost for this campaign, in the organization's currency.

  • NumberOfLeadsinteger

    Read-only. Total leads associated with this campaign. Label: Leads in Campaign.

  • LastViewedDatestringdate-time

    Read-only. Timestamp of current user's last view of this record/list view (ISO 8601). Null if only accessed (see LastReferencedDate) but not viewed.

  • SystemModstampstringdate-time

    Read-only. Last modification date and time by a user or automated process (ISO 8601).

  • ExpectedRevenueinteger

    Expected revenue from this campaign, in the organization's currency.

  • attributes__urlstring

    Read-only. Relative URL to the campaign record.

  • ExpectedResponseinteger

    Percentage of responses expected from targeted individuals.

  • LastActivityDatestringdate

    Read-only. Most recent activity date (event due date or closed task due date, YYYY-MM-DD).

  • LastModifiedByIdstring

    Read-only. ID of the user who last modified this campaign record.

  • LastModifiedDatestringdate-time

    Read-only. Last modification date and time (ISO 8601).

  • NumberOfContactsinteger

    Read-only. Total contacts associated with this campaign. Label: Total Contacts.

  • attributes__typestring

    sObject type, typically 'Campaign'.

  • NumberOfResponsesinteger

    Read-only. Contacts and unconverted leads with Member Status “Responded”. Label: Responses in Campaign.

  • LastReferencedDatestringdate-time

    Read-only. Timestamp of current user's last access to this record, a related record, or a list view (ISO 8601).

  • NumberOfOpportunitiesinteger

    Read-only. Total opportunities associated with this campaign. Label: Opportunities in Campaign.

  • AmountAllOpportunitiesinteger

    Read-only. Total monetary amount of all opportunities (including closed/won) in this campaign, in organization's currency. Label: Value Opportunities in Campaign.

  • AmountWonOpportunitiesinteger

    Read-only. Total monetary amount of closed/won opportunities in this campaign, in organization's currency. Label: Value Won Opportunities in Campaign.

  • NumberOfConvertedLeadsinteger

    Read-only. Leads converted to an account and contact from this campaign. Label: Converted Leads.

  • NumberOfWonOpportunitiesinteger

    Read-only. Closed or won opportunities from this campaign. Label: Won Opportunities in Campaign.

  • CampaignMemberRecordTypeIdstring

    Record type ID for associated CampaignMember records, determining their fields and layout.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create contactSALESFORCE_CREATE_CONTACTAcción

Creates a new contact in salesforce with the specified information.

Parámetros de entrada

  • emailstring

    Contact's email address.

  • phonestring

    Contact's primary phone number.

  • titlestring

    Contact's job title.

  • birthdatestring

    Contact's birthdate in YYYY-MM-DD format.

  • last_namestringObligatorio

    Contact's last name (required field in Salesforce).

  • account_idstring

    ID of the Account this contact is associated with.

  • departmentstring

    Contact's department.

  • first_namestring

    Contact's first name.

  • descriptionstring

    Additional notes or description about the contact.

  • lead_sourcestring

    Source from which this contact originated.

  • mailing_citystring

    Contact's mailing city.

  • mobile_phonestring

    Contact's mobile phone number.

  • mailing_statestring

    Contact's mailing state/province.

  • mailing_streetstring

    Contact's mailing street address.

  • mailing_countrystring

    Contact's mailing country.

  • mailing_postal_codestring

    Contact's mailing postal/zip code.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create leadSALESFORCE_CREATE_LEADAcción

Creates a new lead in salesforce with the specified information.

Parámetros de entrada

  • citystring

    Lead's city.

  • emailstring

    Lead's email address.

  • phonestring

    Lead's phone number.

  • statestring

    Lead's state/province.

  • titlestring

    Lead's job title.

  • ratingstring

    Lead rating.

  • statusstring

    Lead status.

  • streetstring

    Lead's street address.

  • companystringObligatorio

    Lead's company name (required field in Salesforce).

  • countrystring

    Lead's country.

  • websitestring

    Lead's company website.

  • industrystring

    Lead's industry.

  • last_namestringObligatorio

    Lead's last name (required field in Salesforce).

  • first_namestring

    Lead's first name.

  • descriptionstring

    Additional notes or description about the lead.

  • lead_sourcestring

    Source of the lead.

  • postal_codestring

    Lead's postal/zip code.

  • annual_revenuenumber

    Lead's company annual revenue.

  • number_of_employeesinteger

    Number of employees at lead's company.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create leadSALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPEAcción

Deprecated: creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

Parámetros de entrada

  • Citystring

    City for the address.

  • Emailstring

    Email address.

  • Phonestring

    Primary phone number.

  • Statestring

    State or province for the address.

  • Titlestring

    Title (e.g., CFO, CEO; up to 128 characters).

  • Jigsawstring

    Data.com contact ID (max 20 chars). Indicates Data.com import. Do not modify; for import troubleshooting.

  • Ratingstring

    Rating (e.g., Hot, Warm, Cold).

  • Statusstring

    Current status (e.g., Open, Contacted). Defined in LeadStatus object in Salesforce setup.

  • Streetstring

    Street address.

  • CompanystringObligatorio

    Company name (up to 255 characters). If person accounts are enabled and this is null, lead converts to a person account.

  • Countrystring

    Country for the address.

  • OwnerIdstring

    ID of the owner. Defaults to current user if unspecified.

  • Websitestring

    Website URL.

  • Industrystring

    Primary industry of the lead's company.

  • LastNamestringObligatorio

    Last name of the lead (up to 80 characters).

  • PhotoUrlstring

    Path for social network profile image URL; used with Salesforce instance URL. Empty if Social Accounts/Contacts disabled.

  • FirstNamestring

    First name (up to 40 characters).

  • IsDeletedboolean

    Indicates if the lead is in the Recycle Bin (true) or not (false). Salesforce defaults to false if this field is omitted.

  • LeadSourcestringenum

    Source of the lead.

    WebOtherPhone InquiryPartner ReferralPurchased List
  • PostalCodestring

    Postal or ZIP code for the address.

  • Primary__cstring

    Custom field, possibly indicates if primary contact/lead.

  • SICCode__cstring

    Custom field for Standard Industrial Classification (SIC) code.

  • Salutationstringenum

    Salutation for the lead.

    Mr.Ms.Mrs.Dr.Prof.
  • CleanStatusstring

    Record's clean status compared with Data.com (e.g., Matched, Different, Pending).

  • CreatedByIdstring

    ID of user who created this. System-generated, read-only.

  • CreatedDatestringdate-time

    Creation timestamp. System-generated, read-only.

  • Descriptionstring

    Description (up to 32,000 characters).

  • IsConvertedboolean

    True if converted to Account/Contact/Opportunity; false otherwise. Read-only; set upon conversion.

  • IndividualIdstring

    Associated data privacy record ID. Available if Data Protection/Privacy enabled.

  • AnnualRevenueinteger

    Annual revenue of the lead’s company.

  • ConvertedDatestringdate

    Conversion date. Read-only; set upon conversion.

  • DandbCompanyIdstring

    Associated D&B Company record ID. Available if Data.com used.

  • LastViewedDatestringdate-time

    Timestamp when current user last viewed. Null if only accessed (LastReferencedDate) but not viewed. Read-only.

  • MasterRecordIdstring

    ID of the master record if this lead was deleted due to a merge; null otherwise.

  • SystemModstampstringdate-time

    Timestamp of last modification by user or system. System-generated, read-only.

  • IsUnreadByOwnerboolean

    True if assigned to an owner but not yet viewed by them. Salesforce defaults to true when a lead is created or its owner changes.

  • JigsawContactIdstring

    Jigsaw contact ID. Read-only.

  • attributes__urlstring

    Relative URL of SObject record. Usually metadata, not set by user on creation.

  • EmailBouncedDatestringdate-time

    Date/time of last email bounce (if bounce management active).

  • IsPriorityRecordboolean

    True if this lead is marked as a priority record.

  • LastActivityDatestringdate

    Later of most recent event's Due Date or most recently closed task's Due Date. Read-only.

  • LastModifiedByIdstring

    ID of user who last modified this. System-generated, read-only.

  • LastModifiedDatestringdate-time

    Last modification timestamp. System-generated, read-only.

  • attributes__typestring

    SObject type (typically 'Lead'). Usually metadata, not set by user on creation.

  • CompanyDunsNumberstring

    D-U-N-S number (unique 9-digit business ID; max 9 chars). Available if Data.com Prospector/Clean used.

  • NumberOfEmployeesinteger

    Number of employees at the lead’s company.

  • ConvertedAccountIdstring

    ID of the Account object from conversion. Read-only.

  • ConvertedContactIdstring

    ID of the Contact object from conversion. Read-only.

  • EmailBouncedReasonstring

    Reason for last email bounce (if bounce management active).

  • LastReferencedDatestringdate-time

    Timestamp when current user last accessed this or related record. Read-only.

  • ProductInterest__cstring

    Custom field indicating the product(s) the lead is interested in.

  • CurrentGenerators__cstring

    Custom field for information about current generators or similar equipment/services.

  • NumberofLocations__cinteger

    Custom field for the number of locations the lead's company has.

  • ConvertedOpportunityIdstring

    ID of the Opportunity from conversion. Read-only.

Parámetros de salida

  • dataobjectObligatorio

    Salesforce response, typically including new lead ID and success status, or error details.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create a new contactSALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADERAcción

Deprecated: creates a new contact in salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.

Parámetros de entrada

  • Idstring

    Unique contact identifier, system-generated; omit for new contact creation.

  • Faxstring

    Primary business fax. Label: Business Fax.

  • Namestring

    Read-only: Full name, a concatenation of FirstName, MiddleName, LastName, and Suffix (up to 203 characters).

  • Emailstring

    Email address.

  • Phonestring

    Primary business phone. Label: Business Phone.

  • Titlestring

    Contact's title (e.g., CEO, Vice President).

  • Jigsawstring

    Read-only: Data.com Company ID (max 20 chars), indicates import from Data.com. Label: Data.com Key. Do not modify.

  • OwnerIdstring

    ID of the Salesforce user owning this contact. Defaults to the logged-in user if unspecified.

  • LastNamestringObligatorio

    Required: Contact's last name (up to 80 characters).

  • Level__cstring

    Custom field: Contact's level (e.g., Primary, Secondary). '__c' denotes a custom field.

  • PhotoUrlstring

    Read-only: Path for social profile image URL (redirects). Empty if Social Accounts & Contacts disabled.

  • AccountIdstring

    Parent Account ID; must exist if specified. Caution advised when changing for portal-enabled contacts.

  • Birthdatestringdate

    Birthdate (YYYY-MM-DD). SOQL queries ignore year for date comparisons (e.g., `Birthdate > TODAY`).

  • FirstNamestring

    Contact's first name (up to 40 characters).

  • HomePhonestring

    Home phone.

  • IsDeletedboolean

    Read-only: True if contact is in Recycle Bin. Label: Deleted.

  • OtherCitystring

    Alternate address: City.

  • Departmentstring

    Contact's department.

  • LeadSourcestring

    Lead source for this contact (e.g., Web, Phone Inquiry).

  • OtherPhonestring

    Alternate address phone.

  • OtherStatestring

    Alternate address: State or province.

  • Salutationstring

    Honorific for the contact's name (e.g., Dr., Mr., Mrs.).

  • CleanStatusstring

    Record's clean status compared to Data.com (e.g., 'Matched' may appear as 'In Sync' in UI).

  • CreatedByIdstring

    Read-only: ID of user who created contact.

  • CreatedDatestringdate-time

    Read-only: Timestamp of contact creation.

  • Descriptionstring

    Description (up to 32KB). Label: Contact Description.

  • MailingCitystring

    Mailing address: City.

  • MobilePhonestring

    Mobile phone.

  • OtherStreetstring

    Alternate address: Street.

  • ReportsToIdstring

    ID of manager contact reports to. Not for person accounts (IsPersonAccount true).

  • IndividualIdstring

    ID of associated data privacy record. Available if Data Protection & Privacy enabled.

  • Languages__cstring

    Custom field: Languages spoken by the contact (e.g., English;Spanish). '__c' denotes a custom field.

  • MailingStatestring

    Mailing address: State or province.

  • OtherCountrystring

    Alternate address: Country.

  • AssistantNamestring

    Assistant's name.

  • ContactSourcestring

    Source of contact information, for more granular tracking than LeadSource.

  • MailingStreetstring

    Mailing address: Street.

  • OtherLatitudeinteger

    Alternate address: Latitude (-90 to 90, 15 decimal places). Use with OtherLongitude.

  • AssistantPhonestring

    Assistant's phone.

  • IsEmailBouncedboolean

    True if email bounced; bounce management must be active.

  • LastViewedDatestringdate-time

    Read-only: Timestamp current user last viewed contact. Null if only referenced.

  • MailingCountrystring

    Mailing address: Country.

  • MasterRecordIdstring

    Read-only: ID of the master record post-merge deletion; null otherwise.

  • OtherLongitudeinteger

    Alternate address: Longitude (-180 to 180, 15 decimal places). Use with OtherLatitude.

  • SystemModstampstringdate-time

    Read-only: Timestamp of last system modification (user or automated).

  • JigsawContactIdstring

    Read-only: Jigsaw (Data.com) ID, links to Data.com contact data.

  • MailingLatitudeinteger

    Mailing address: Latitude (-90 to 90, 15 decimal places). Use with MailingLongitude.

  • OtherPostalCodestring

    Alternate address: Postal code.

  • attributes__urlstring

    Relative URL for this SObject record, usually system-generated. Part of 'attributes' metadata.

  • EmailBouncedDatestringdate-time

    Date and time of email bounce, if bounce management is active and an email bounced.

  • IsPriorityRecordboolean

    True if contact is a priority record.

  • LastActivityDatestringdate

    Read-only: Most recent due date of associated event or closed task.

  • LastCUUpdateDatestringdate-time

    Read-only: Timestamp of last update from a contact update request.

  • LastModifiedByIdstring

    Read-only: ID of user who last modified contact.

  • LastModifiedDatestringdate-time

    Read-only: Timestamp of last modification.

  • MailingLongitudeinteger

    Mailing address: Longitude (-180 to 180, 15 decimal places). Use with MailingLatitude.

  • attributes__typestring

    Salesforce SObject type, typically 'Contact'. Part of 'attributes' metadata.

  • LastCURequestDatestringdate-time

    Read-only: Timestamp of last contact update request (e.g., Data.com Clean).

  • MailingPostalCodestring

    Mailing address: Postal code.

  • EmailBouncedReasonstring

    Reason for email bounce, if bounce management is active and an email bounced.

  • LastReferencedDatestringdate-time

    Read-only: Timestamp current user last accessed contact, related record, or its list view.

  • OtherGeocodeAccuracystring

    Alternate address: Geocode accuracy. See Salesforce docs for geolocation compound fields.

  • MailingGeocodeAccuracystring

    Mailing address: Geocode accuracy. See Salesforce docs for geolocation compound fields.

Parámetros de salida

  • dataobjectObligatorio

    Salesforce API response data. On success, typically includes new contact 'id', 'success' flag (true), and empty 'errors' array (e.g., `{'id': '003R00000012345AAA', 'success': True, 'errors': []}`).

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create noteSALESFORCE_CREATE_NOTEAcción

Creates a new note attached to a salesforce record with the specified title and content.

Parámetros de entrada

  • bodystring

    Body/content of the note. Can contain detailed text information.

  • titlestringObligatorio

    Title of the note (required field in Salesforce).

  • owner_idstring

    ID of the user who will own the note. Defaults to the current user if not specified.

  • parent_idstringObligatorio

    ID of the record to attach the note to (required field in Salesforce). Can be any record that supports notes like Account, Contact, Lead, Opportunity, etc.

  • is_privateboolean

    Whether the note should be private (only visible to owner and users with Modify All Data permission).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create a note recordSALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADERAcción

Deprecated: creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.

Parámetros de entrada

  • Idstring

    Unique identifier for the Note object, typically auto-generated and not provided in the request.

  • BodystringObligatorio

    Content or body of the note.

  • TitlestringObligatorio

    Title of the note.

  • OwnerIdstring

    ID of the Salesforce User who will own the note; defaults to the API user.

  • ParentIdstringObligatorio

    ID of the parent Salesforce record (e.g., Account, Contact) to which this note is related; must reference an existing record.

  • IsDeletedboolean

    Indicates if the object is in the Recycle Bin. Label is Deleted.

  • IsPrivateboolean

    If true, restricts note visibility to the owner or users with "Modify All Data" permission. Label is Private.

  • CreatedByIdstring

    ID of the user who created the note (system-generated, read-only on create).

  • CreatedDatestringdate-time

    Timestamp of note creation (system-generated, read-only on create).

  • SystemModstampstringdate-time

    Timestamp of last system change (system-generated).

  • attributes__urlstring

    API URL for the SObject. Corresponds to `attributes.url` in the JSON body (typically read-only).

  • LastModifiedByIdstring

    ID of the user who last modified the note (system-generated).

  • LastModifiedDatestringdate-time

    Timestamp of last modification (system-generated).

  • attributes__typestring

    SObject type, should be 'Note' if provided. Corresponds to `attributes.type` in the JSON body.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create opportunitySALESFORCE_CREATE_OPPORTUNITYAcción

Creates a new opportunity in salesforce with the specified information.

Parámetros de entrada

  • namestringObligatorio

    Opportunity name (required field in Salesforce).

  • typestring

    Type of opportunity.

  • amountnumber

    Estimated total sale amount.

  • next_stepstring

    Description of next step in sales process.

  • account_idstring

    ID of the Account this opportunity is associated with.

  • close_datestringObligatorio

    Expected close date in YYYY-MM-DD format (required field in Salesforce).

  • contact_idstring

    ID of the primary Contact for this opportunity.

  • stage_namestringObligatorio

    Current stage of the opportunity (required field in Salesforce).

  • descriptionstring

    Text description of the opportunity.

  • lead_sourcestring

    Source of the opportunity.

  • probabilitynumber

    Percentage probability of closing (0-100).

  • pricebook2_idstring

    ID of the price book for this opportunity.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create opportunity recordSALESFORCE_CREATE_OPPORTUNITY_RECORDAcción

Deprecated: creates a new opportunity record in salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.g., `accountid`, `campaignid`) are valid and corresponding salesforce features are enabled if used.

Parámetros de entrada

  • Idstring

    System-generated unique identifier. Typically not provided during creation; providing it may be ignored or cause an error.

  • NamestringObligatorio

    Descriptive name for the opportunity. Required. Limit: 120 characters.

  • Typestring

    Opportunity type (e.g., 'New Business', 'Existing Customer'). Values depend on Salesforce configuration.

  • IsWonboolean

    Read-only. Indicates if won, lost, or open. Auto-set by Salesforce based on StageName; cannot be set on creation.

  • Amountinteger

    Estimated total sale amount. If products are involved, this may be auto-calculated, and direct updates might be ignored.

  • Fiscalstring

    Fiscal period ('YYYY Q' format, e.g., '2024 1') based on CloseDate. Used if standard fiscal year settings not enabled. Often auto-derived.

  • OwnerIdstring

    ID of the User owning this opportunity. Defaults to creating user if unspecified (depending on settings). Ensure User ID is valid and active.

  • IsClosedboolean

    Read-only. Indicates if closed or open. Auto-set by Salesforce based on StageName; cannot be set on creation.

  • NextStepstring

    Next actionable step towards closing. Limit: 255 characters.

  • AccountIdstring

    ID of the linked Account. Often crucial for creating a valid opportunity.

  • CloseDatestringObligatoriodate

    Expected close date (YYYY-MM-DD). Required.

  • ContactIdstring

    ID of the primary Contact. Set only during creation. Use OpportunityContactRole object to modify or add other contacts later.

  • IsDeletedboolean

    Indicates if the record is in the Recycle Bin. Generally used for querying, not set during creation.

  • IsPrivateboolean

    If true, this opportunity is private and only visible to the owner and users with appropriate sharing access.

  • PushCountinteger

    Read-only. Used internally by Salesforce for mobile sync updates. Not user-settable.

  • StageNamestringObligatorio

    Current stage (e.g., 'Prospecting', 'Closed Won'). Required. May update ForecastCategoryName, IsClosed, IsWon, and Probability. Query OpportunityStage object or refer to Salesforce setup for valid names.

  • CampaignIdstring

    ID of the influencing Campaign. Ensure Campaign feature is enabled and ID is valid.

  • FiscalYearinteger

    Fiscal year (e.g., 2024) of CloseDate. Often auto-derived from CloseDate based on org's fiscal year settings.

  • LeadSourcestring

    Lead or opportunity source (e.g., 'Web', 'Partner Referral'). Values depend on Salesforce configuration.

  • CreatedByIdstring

    Read-only. ID of the user who created this record. Auto-set by Salesforce.

  • CreatedDatestringdate-time

    Read-only. Creation timestamp. Auto-set by Salesforce.

  • Descriptionstring

    Detailed text description. Limit: 32,000 characters.

  • Probabilityinteger

    Likelihood (percentage, e.g., 75 for 75%) of closing. Often implied by StageName but can be overridden.

  • Pricebook2Idstring

    ID of the associated Price Book (Pricebook2). Generally required if adding products. Ensure products/price books are enabled and ID is valid.

  • FiscalQuarterinteger

    Fiscal quarter (1-4) of CloseDate. Often auto-derived from CloseDate based on org's fiscal year settings.

  • HasOverdueTaskboolean

    Read-only. Indicates if overdue Tasks exist. API v35.0+.

  • LastViewedDatestringdate-time

    Read-only. Timestamp of when current user last viewed this record. Not settable on creation.

  • OrderNumber__cstring

    Custom field: Associated order number.

  • SystemModstampstringdate-time

    Read-only. Last system modification timestamp. Auto-set by Salesforce.

  • ExpectedRevenueinteger

    Read-only. Calculated as Amount * Probability. Cannot be set during creation.

  • HasOpenActivityboolean

    Read-only. Indicates if open activities (Events or Tasks) exist. API v35.0+.

  • attributes__urlstring

    Relative URL for this Opportunity record.

  • ForecastCategorystring

    Forecast category (e.g., 'Pipeline', 'Best Case'). Often implied by StageName. For API v12.0+, typically set via ForecastCategoryName. Values depend on Salesforce configuration.

  • LastActivityDatestringdate

    Read-only. Date of the most recent activity (Event or Task). Not settable on creation.

  • LastModifiedByIdstring

    Read-only. ID of the user who last modified this record. Auto-set by Salesforce.

  • LastModifiedDatestringdate-time

    Read-only. Last modification timestamp. Auto-set by Salesforce.

  • attributes__typestring

    SObject type for this record, typically 'Opportunity'.

  • TrackingNumber__cstring

    Custom field: Associated tracking number.

  • LastReferencedDatestringdate-time

    Read-only. Timestamp of when current user last accessed this record or a related one. Not settable on creation.

  • MainCompetitors__cstring

    Custom field: Identified main competitors.

  • LastStageChangeDatestringdate-time

    Read-only. Timestamp of last StageName change. Auto-set by Salesforce.

  • CurrentGenerators__cstring

    Custom field: Information on current generators.

  • ForecastCategoryNamestring

    Name of the forecast category (e.g., 'Pipeline'). API v12.0+. Often implied by StageName but can be overridden. Typically determines ForecastCategory.

  • HasOpportunityLineItemboolean

    Read-only. Indicates if associated line items (products) exist. System-managed; ignored during creation.

  • TotalOpportunityQuantityinteger

    Total quantity of items (e.g., units, licenses). Used in quantity-based forecasting.

  • LastAmountChangedHistoryIdstring

    Read-only. ID of OpportunityHistory record tracking last Amount change (API v50.0+). Not settable on creation.

  • DeliveryInstallationStatus__cstring

    Custom field: Delivery or installation status.

  • LastCloseDateChangedHistoryIdstring

    Read-only. ID of OpportunityHistory record tracking last CloseDate change (API v50.0+). Not settable on creation.

Parámetros de salida

  • dataobjectObligatorio

    Salesforce response. On success, typically includes the new Opportunity 'id' and a 'success' flag.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create taskSALESFORCE_CREATE_TASKAcción

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Parámetros de entrada

  • statusstring

    Status of the task.

  • who_idstring

    ID of the Contact or Lead this task is associated with.

  • subjectstringObligatorio

    Subject/title of the task.

  • what_idstring

    ID of the related record (Account, Opportunity, Case, etc.) this task is associated with.

  • owner_idstring

    ID of the user who owns the task. Defaults to current user if not specified.

  • prioritystring

    Priority level of the task.

  • descriptionstring

    Detailed description or notes for the task.

  • activity_datestring

    Due date for the task in YYYY-MM-DD format.

  • is_reminder_setboolean

    Whether to set a reminder for this task.

  • reminder_date_timestring

    Date and time for the reminder in ISO format (YYYY-MM-DDTHH:MM:SS). Required if is_reminder_set is true.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete accountSALESFORCE_DELETE_ACCOUNTAcción

Permanently deletes an account from salesforce. this action cannot be undone.

Parámetros de entrada

  • account_idstringObligatorio

    The Salesforce ID of the account to delete.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete a lead object by its idSALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_IDAcción

Deprecated: permanently deletes an existing lead object from salesforce using its unique id.

Parámetros de entrada

  • idstringObligatorio

    The unique 15-character or 18-character ID of the Lead object to be deleted. Lead object IDs typically start with the prefix '00Q'. This is a required path parameter.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete campaignSALESFORCE_DELETE_CAMPAIGNAcción

Permanently deletes a campaign from salesforce. this action cannot be undone.

Parámetros de entrada

  • campaign_idstringObligatorio

    The Salesforce ID of the campaign to delete.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete contactSALESFORCE_DELETE_CONTACTAcción

Permanently deletes a contact from salesforce. this action cannot be undone.

Parámetros de entrada

  • contact_idstringObligatorio

    The Salesforce ID of the contact to delete.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete leadSALESFORCE_DELETE_LEADAcción

Permanently deletes a lead from salesforce. this action cannot be undone.

Parámetros de entrada

  • lead_idstringObligatorio

    The Salesforce ID of the lead to delete.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete noteSALESFORCE_DELETE_NOTEAcción

Permanently deletes a note from salesforce. this action cannot be undone.

Parámetros de entrada

  • note_idstringObligatorio

    The Salesforce ID of the note to delete.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete opportunitySALESFORCE_DELETE_OPPORTUNITYAcción

Permanently deletes an opportunity from salesforce. this action cannot be undone.

Parámetros de entrada

  • opportunity_idstringObligatorio

    The Salesforce ID of the opportunity to delete.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Execute SOQL querySALESFORCE_EXECUTE_SOQL_QUERYAcción

Deprecated: executes the provided soql query against salesforce; the query must begin with 'select'.

Parámetros de entrada

  • soql_querystringObligatorio

    The SOQL (Salesforce Object Query Language) query to execute. Example: 'SELECT Id, Name, Email FROM Contact WHERE Name LIKE '%John%' LIMIT 10'. Make sure to follow SOQL syntax and escape single quotes properly.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary representing the raw SOQL query results from Salesforce. This typically includes a list of records (under a key like 'records') and the total number of records. The exact structure and fields depend on the executed SOQL query.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Fetch account by ID with querySALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERYAcción

Deprecated: use this action to retrieve a salesforce account by its unique id, which must be a valid and existing salesforce account id; you can optionally specify a comma-delimited list of fields to return.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier (ID) of the Salesforce Account to retrieve.

  • fieldsstring

    Optional comma-delimited list of Account field names to retrieve (e.g., 'Name,BillingCity,Industry'). If unspecified, null, or empty, all accessible Account fields are returned.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Fetch modified or unmodified sobjectsSALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTSAcción

Deprecated: fetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.

Parámetros de entrada

  • If-Modified-Sincestring

    Fetch sObjects modified after this RFC3339 datetime string.

  • If-Unmodified-Sincestring

    Fetch sObjects unmodified since this RFC3339 datetime string.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get accountSALESFORCE_GET_ACCOUNTAcción

Retrieves a specific account by id from salesforce, returning all available fields.

Parámetros de entrada

  • account_idstringObligatorio

    The Salesforce ID of the account to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get campaignSALESFORCE_GET_CAMPAIGNAcción

Retrieves a specific campaign by id from salesforce, returning all available fields.

Parámetros de entrada

  • campaign_idstringObligatorio

    The Salesforce ID of the campaign to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get contactSALESFORCE_GET_CONTACTAcción

Retrieves a specific contact by id from salesforce, returning all available fields.

Parámetros de entrada

  • contact_idstringObligatorio

    The Salesforce ID of the contact to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get dashboardSALESFORCE_GET_DASHBOARDAcción

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Parámetros de entrada

  • dashboard_idstringObligatorio

    The Salesforce ID of the dashboard to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get leadSALESFORCE_GET_LEADAcción

Retrieves a specific lead by id from salesforce, returning all available fields.

Parámetros de entrada

  • lead_idstringObligatorio

    The Salesforce ID of the lead to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get noteSALESFORCE_GET_NOTEAcción

Retrieves a specific note by id from salesforce, returning all available fields.

Parámetros de entrada

  • note_idstringObligatorio

    The Salesforce ID of the note to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve Note with conditionsSALESFORCE_GET_NOTE_BY_ID_WITH_FIELDSAcción

Deprecated: retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier (ID) of the Note object to retrieve.

  • fieldsstring

    Comma-delimited API names of fields for the Note object (e.g., 'Title,Body'). If omitted, all accessible fields are retrieved.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary containing the fields and values of the retrieved Note object. The structure of this dictionary depends on the 'fields' requested or the default fields for the Note sObject.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get opportunitySALESFORCE_GET_OPPORTUNITYAcción

Retrieves a specific opportunity by id from salesforce, returning all available fields.

Parámetros de entrada

  • opportunity_idstringObligatorio

    The Salesforce ID of the opportunity to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get report metadataSALESFORCE_GET_REPORTAcción

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.

Parámetros de entrada

  • report_idstringObligatorio

    The Salesforce ID of the report to retrieve metadata for.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get report instance resultsSALESFORCE_GET_REPORT_INSTANCEAcción

Gets the results of a report instance created by running a report. check status to see if report has completed.

Parámetros de entrada

  • report_idstringObligatorio

    The Salesforce ID of the report.

  • instance_idstringObligatorio

    The report instance ID returned from running a report.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get user infoSALESFORCE_GET_USER_INFOAcción

Retrieves information about the current user or a specific user in salesforce.

Parámetros de entrada

  • user_idstring

    The Salesforce User ID to retrieve information for. If not provided, returns current user info.

  • include_permissionsboolean

    Whether to include user permissions in the response (requires additional API call).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List accountsSALESFORCE_LIST_ACCOUNTSAcción

Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Parámetros de entrada

  • querystring

    SOQL query to fetch accounts. Use standard SOQL syntax to filter, sort, and limit results.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List campaignsSALESFORCE_LIST_CAMPAIGNSAcción

Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Parámetros de entrada

  • querystring

    SOQL query to fetch campaigns. Use standard SOQL syntax to filter, sort, and limit results.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List contactsSALESFORCE_LIST_CONTACTSAcción

Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Parámetros de entrada

  • querystring

    SOQL query to fetch contacts. Use standard SOQL syntax to filter, sort, and limit results.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List dashboardsSALESFORCE_LIST_DASHBOARDSAcción

Lists all dashboards available in salesforce with basic metadata including name, id, and urls.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List email templatesSALESFORCE_LIST_EMAIL_TEMPLATESAcción

Lists available email templates in salesforce with filtering and search capabilities.

Parámetros de entrada

  • limitinteger

    Maximum number of templates to return.

  • order_bystring

    Field to sort results by.

  • folder_namestring

    Filter by folder name to get templates from a specific folder.

  • search_termstring

    Search term to filter templates by name. Uses LIKE operator for partial matches.

  • include_bodyboolean

    Whether to include the template body content in results. Note: This may increase response size significantly.

  • template_typestring

    Filter by template type. Common values: text, custom, html, visualforce.

  • is_active_onlyboolean

    Whether to return only active templates. Set to false to include inactive templates.

  • order_directionstring

    Sort direction: ASC for ascending, DESC for descending.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List leadsSALESFORCE_LIST_LEADSAcción

Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Parámetros de entrada

  • querystring

    SOQL query to fetch leads. Use standard SOQL syntax to filter, sort, and limit results.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List notesSALESFORCE_LIST_NOTESAcción

Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Parámetros de entrada

  • querystring

    SOQL query to fetch notes. Use standard SOQL syntax to filter, sort, and limit results.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List opportunitiesSALESFORCE_LIST_OPPORTUNITIESAcción

Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Parámetros de entrada

  • querystring

    SOQL query to fetch opportunities. Use standard SOQL syntax to filter, sort, and limit results.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List reportsSALESFORCE_LIST_REPORTSAcción

Lists all reports available in salesforce with basic metadata including name, id, and urls.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Log callSALESFORCE_LOG_CALLAcción

Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.

Parámetros de entrada

  • who_idstring

    ID of the Contact or Lead associated with the call.

  • subjectstring

    Subject line for the call log. Defaults to 'Call'.

  • what_idstring

    ID of the related record (Account, Opportunity, Case, etc.) associated with the call.

  • commentsstring

    Detailed notes or description of what was discussed during the call.

  • call_datestring

    Date of the call in YYYY-MM-DD format. Defaults to today if not specified.

  • call_typestring

    Type of call made.

  • call_dispositionstring

    Outcome or result of the call.

  • call_duration_secondsinteger

    Duration of the call in seconds.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Log email activitySALESFORCE_LOG_EMAIL_ACTIVITYAcción

Creates an emailmessage record to log email activity in salesforce, associating it with related records.

Parámetros de entrada

  • statusstring

    Status of the email. 0=New, 1=Read, 2=Replied, 3=Sent, 4=Forwarded, 5=Draft

  • subjectstringObligatorio

    Subject line of the email.

  • html_bodystring

    HTML body of the email. If provided, takes precedence over text_body for display.

  • parent_idstring

    ID of the parent record, typically a Case for case-related emails.

  • text_bodystring

    Plain text body of the email.

  • cc_addressstring

    CC email addresses (comma-separated if multiple).

  • to_addressstringObligatorio

    Email addresses of the recipients (comma-separated if multiple).

  • bcc_addressstring

    BCC email addresses (comma-separated if multiple).

  • is_incomingboolean

    Whether this is an incoming email (true) or outgoing email (false).

  • from_addressstringObligatorio

    Email address of the sender.

  • message_datestring

    Date/time the email was sent in ISO format. Defaults to current time if not provided.

  • related_to_idstringObligatorio

    ID of the record to associate this email with (Account, Opportunity, Case, etc.).

  • is_client_managedboolean

    Whether the email is client-managed (not sent through Salesforce).

  • is_externally_visibleboolean

    Whether the email is visible in customer portals/communities.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Mass transfer ownershipSALESFORCE_MASS_TRANSFER_OWNERSHIPAcción

Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.

Parámetros de entrada

  • record_idsstring[]Obligatorio

    List of record IDs to transfer ownership.

  • object_typestringObligatorio

    The Salesforce object type for the records to transfer (e.g., Account, Contact, Lead, Opportunity).

  • new_owner_idstringObligatorio

    The user ID of the new owner to transfer records to.

  • send_notification_emailboolean

    Whether to send email notification to the new owner about the transfer.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Query contacts by nameSALESFORCE_QUERY_CONTACTS_BY_NAMEAcción

Deprecated: finds salesforce contact records by name using a case-insensitive search.

Parámetros de entrada

  • limitinteger

    Maximum number of contact records to return.

  • fieldsstring

    Comma-separated list of Salesforce Contact object field API names to retrieve. Common field API names include: Id, Name, FirstName, LastName, Email, Phone, MobilePhone, Title, AccountId.

  • contact_namestringObligatorio

    The name or partial name to search for within the 'Name' field of Salesforce Contact records. Supports partial matches (e.g., 'John' will find 'John Smith', 'John Doe', etc.).

Parámetros de salida

  • dataobjectObligatorio

    The raw JSON response from the Salesforce SOQL query. This dictionary typically includes a 'records' key with a list of contacts, 'totalSize' indicating the total number of matching records, and 'done' status indicating if all records have been retrieved.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Query reportSALESFORCE_QUERY_REPORTAcción

Deprecated: executes a salesforce report synchronously by its `id` and `reporttype`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.

Parámetros de entrada

  • idstringObligatorio

    The unique identifier (ID) of the report to query.

  • namestring

    The display name of the report. This is typically used for display purposes and may not be unique.

  • chartobject[]

    Configuration for the chart to be displayed with the report, if any.

  • scopestring

    Defines the scope of the data on which you run the report. For example, you can run the report against all opportunities, opportunities you own, or opportunities your team owns. Valid values depend on the report type.

  • sortByobject[]

    A list of dictionaries specifying the columns and direction for sorting the report data. Each dictionary should define 'column' (API name) and 'sortOrder' ('asc' or 'desc').

  • bucketsobject[]

    A list of bucket field definitions to apply to the report.

  • topRowsobject

    Limits report output to a specified number of top or bottom rows.

  • currencystringenum

    Supported currency codes for reports.

    USDEURGBPCADAUDJPYCHFCNYINRBRLMXNSGD+2
  • divisionstring

    Determines the division of records to include in the report (e.g., West Coast, East Coast). Available only if your organization uses divisions to segment data and you have the 'Affected by Divisions' permission. If you do not have this permission, reports include records in all divisions.

  • folderIdstring

    The ID of the folder where the report is stored. Necessary if identifying the report by `developerName` within a specific folder.

  • aggregatesstring[]

    List of aggregate field identifiers to include in the report (e.g., sum of Amount as 's!Amount', average of Amount as 'a!Amount').

  • reportTypeobjectObligatorio

    Specifies the type of the report, including its unique API name (`type`) and display name (`label`). This defines the objects and fields available for reporting.

  • crossFiltersobject[]

    A list of cross-object filters to apply to the report.

  • reportFormatstringObligatorioenum

    The desired format for the report output. Determines the structure of the data returned.

    TABULARSUMMARYMATRIXMULTI_BLOCK
  • detailColumnsstring[]

    A list of API names of the columns to include in the detail section of the report.

  • developerNamestring

    The unique API developer name of the report being queried. This is often used to identify a saved report definition.

  • groupingsDownobject[]

    A list of field groupings to be applied down rows (for summary or matrix reports).

  • hasDetailRowsboolean

    If true, the report output will include individual record rows (detail rows). If false, only summary data is returned.

  • reportFiltersobject[]

    A list of filter conditions to apply to the report data. Each filter specifies a column, operator, and value.

  • showSubtotalsboolean

    If true, the report output will include subtotals for groupings.

  • hasRecordCountboolean

    If true, the report will display the total number of records.

  • showGrandTotalboolean

    If true, the report output will include a grand total summary.

  • groupingsAcrossobject[]

    A list of field groupings to be applied across columns (for matrix reports).

  • standardFiltersobject[]

    A list of standard filters to apply, typically specific to the `reportType`. Each filter is a dictionary with 'name' and 'value' string pairs.

  • standardDateFilterobject

    A filter based on a standard or custom date range for a specific date field.

  • customDetailFormulaobject[]

    A list of row-level (custom detail) formula definitions for the report.

  • presentationOptionsobject

    Presentation settings for the report.

  • reportBooleanFilterstring

    A string defining the logical relationship between multiple `reportFilters`. Uses 1-based indexing for filters (e.g., '(1 AND 2) OR 3').

  • customSummaryFormulaobject[]

    A list of custom summary formula definitions for the report.

  • historicalSnapshotDatesstring[]

    A list of dates for which historical trending data should be retrieved. Dates should be in YYYY-MM-DD format.

  • userOrHierarchyFilterIdstring

    The ID of a user or role used to filter the report based on role hierarchy (e.g., 'My Team's Opportunities').

  • allowedInCustomDetailFormulaboolean

    Indicates if fields used in the report are allowed in custom detail formulas.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary containing the queried report data, structured according to the report format and requested details.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove account by unique identifierSALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIERAcción

Deprecated: deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).

Parámetros de entrada

  • idstringObligatorio

    Unique Salesforce Account ID (typically 15 or 18 characters).

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove a specific contact by idSALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_IDAcción

Deprecated: permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.

Parámetros de entrada

  • idstringObligatorio

    The unique identifier (ID) of the Contact object to be deleted. This is a required path parameter. Salesforce IDs are typically 15-character case-sensitive or 18-character case-insensitive.

Parámetros de salida

  • dataobject

    Contains error details if the operation fails; typically empty on successful deletion (HTTP 204).

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove campaign object by idSALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_IDAcción

Deprecated: permanently deletes a specific campaign sobject in salesforce using its unique id.

Parámetros de entrada

  • idstringObligatorio

    The unique Salesforce identifier (typically 18-character) of the Campaign SObject to be deleted.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary that may contain information related to the operation. For a successful deletion (indicated by an HTTP 204 No Content response), this field is usually empty or not applicable. In the event of an error, this field may contain details about the error.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove from campaignSALESFORCE_REMOVE_FROM_CAMPAIGNAcción

Removes a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.

Parámetros de entrada

  • member_idstring

    The Salesforce ID of the lead or contact to remove from the campaign. Either member_id or campaign_member_id must be provided.

  • campaign_idstringObligatorio

    The Salesforce ID of the campaign to remove the member from.

  • campaign_member_idstring

    The specific CampaignMember record ID to delete. Either member_id or campaign_member_id must be provided.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove note object by idSALESFORCE_REMOVE_NOTE_OBJECT_BY_IDAcción

Deprecated: permanently deletes an existing salesforce note object identified by its unique id.

Parámetros de entrada

  • idstringObligatorio

    The unique 15-character or 18-character Salesforce ID of the Note object to be deleted.

Parámetros de salida

  • dataobjectObligatorio

    Typically empty for a successful deletion (which returns an HTTP 204 No Content status). In other cases, such as errors, this field might contain details related to the outcome of the operation.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove opportunity by idSALESFORCE_REMOVE_OPPORTUNITY_BY_IDAcción

Deprecated: permanently deletes an existing salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the Salesforce Opportunity to be deleted, e.g., '001R0000005hDFYIA2'.

Parámetros de salida

  • dataobjectObligatorio

    Dictionary that may contain data, especially in error cases; successful deletions (HTTP 204) typically have an empty body.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve account data and error responsesSALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSESAcción

Deprecated: retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    SObject metadata for the Account object, including attributes like name, label, key prefix, and related resource URLs.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve campaign data with error handlingSALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLINGAcción

Deprecated: retrieves comprehensive information and metadata for the salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary containing detailed information and metadata for the Salesforce Campaign sObject. This includes object attributes (e.g., `queryable`, `searchable`), URLs for related operations (e.g., creating records, describing layouts, accessing specific records), and a list of recently viewed campaign records.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve contact object metadataSALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSESAcción

Deprecated: retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the salesforce contact sobject; this action does not retrieve individual contact records.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve lead by idSALESFORCE_RETRIEVE_LEAD_BY_IDAcción

Deprecated: retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier (ID) of the Salesforce Lead to retrieve.

  • fieldsstring

    Comma-delimited list of Salesforce Lead field API names to return (e.g., Name,Email,Company). If omitted, all accessible fields are returned.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary containing the retrieved fields and their values for the specified Lead. The keys are the field API names, and the values are their corresponding data.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve lead data with various responsesSALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSESAcción

Deprecated: retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Raw JSON response from the Salesforce API, typically containing Lead sObject details or a list of Lead records. The structure varies based on the API response.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve note object informationSALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATIONAcción

Deprecated: retrieves comprehensive metadata for the salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Detailed metadata for the Salesforce 'Note' SObject, including its fields, properties, and supported operations.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve opportunities dataSALESFORCE_RETRIEVE_OPPORTUNITIES_DATAAcción

Deprecated: retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary representing the retrieved Salesforce Opportunity data. This typically includes a list of opportunity records, where each record is a dictionary of fields such as 'Id', 'Name', 'Amount', 'StageName', 'CloseDate', 'AccountId', and other standard or custom fields associated with Opportunity objects.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve opportunity by id with optional fieldsSALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDSAcción

Deprecated: retrieves a salesforce opportunity by its id; the opportunity id must exist.

Parámetros de entrada

  • idstringObligatorio

    The unique Salesforce ID of the Opportunity record to retrieve. This is a required path parameter.

  • fieldsstring

    An optional, comma-delimited list of API names of the Opportunity fields to retrieve. If not specified, all accessible fields for the Opportunity object will be returned. This parameter is used as a query parameter in the GET request.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary containing the retrieved Opportunity data. Keys are the API names of the fields, and values are their corresponding values.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve specific campaign object detailsSALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILSAcción

Deprecated: retrieves details for a specific salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist.

Parámetros de entrada

  • idstringObligatorio

    The unique identifier (ID) of the Salesforce Campaign object to retrieve. Example: '001R0000005hDFYIA2'.

  • fieldsstring

    Optional comma-delimited list of field API names for the Campaign object whose values you want to retrieve (e.g., 'name,description,numberofemployees,industry'). Field names are case-sensitive and should match Salesforce API names. If unspecified, all accessible fields are returned.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary where keys are the field API names and values are their corresponding values for the retrieved Campaign object. The fields returned depend on the `fields` parameter in the request; if `fields` was not provided, all accessible fields are included.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve specific contact by idSALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_IDAcción

Deprecated: retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.

Parámetros de entrada

  • idstringObligatorio

    The unique Salesforce ID of the Contact record to retrieve.

  • fieldsstring

    Comma-delimited string of Contact field API names to retrieve. If omitted, a default set of fields is returned.

Parámetros de salida

  • dataobjectObligatorio

    A dictionary representing the Contact object, where keys are field API names (e.g., 'Id', 'Name', 'Email') and values are their corresponding data.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Run reportSALESFORCE_RUN_REPORTAcción

Runs a report and returns the results. creates a report instance that can be checked for completion.

Parámetros de entrada

  • report_idstringObligatorio

    The Salesforce ID of the report to run.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Run SOQL querySALESFORCE_RUN_SOQL_QUERYAcción

Executes a soql query against salesforce data. returns records matching the query with pagination support.

Parámetros de entrada

  • querystringObligatorio

    SOQL query to execute. Use standard SOQL syntax.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search accountsSALESFORCE_SEARCH_ACCOUNTSAcción

Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.

Parámetros de entrada

  • namestring

    Search by account name. Supports partial matches.

  • typestring

    Search by account type.

  • limitinteger

    Maximum number of accounts to return.

  • phonestring

    Search by phone number. Supports partial matches.

  • fieldsstring

    Comma-separated list of Account fields to retrieve.

  • websitestring

    Search by website. Supports partial matches.

  • industrystring

    Search by industry.

  • billing_citystring

    Search by billing city. Supports partial matches.

  • billing_statestring

    Search by billing state/province. Supports partial matches.

  • billing_countrystring

    Search by billing country. Supports partial matches.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search campaignsSALESFORCE_SEARCH_CAMPAIGNSAcción

Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.

Parámetros de entrada

  • namestring

    Search by campaign name. Supports partial matches.

  • typestring

    Search by campaign type.

  • limitinteger

    Maximum number of campaigns to return.

  • fieldsstring

    Comma-separated list of Campaign fields to retrieve.

  • statusstring

    Search by campaign status.

  • is_activeboolean

    Filter by active status. True for active campaigns, False for inactive.

  • start_date_tostring

    Search campaigns starting before this date (YYYY-MM-DD).

  • start_date_fromstring

    Search campaigns starting from this date (YYYY-MM-DD).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search contactsSALESFORCE_SEARCH_CONTACTSAcción

Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.

Parámetros de entrada

  • namestring

    Search by contact name (first name, last name, or full name). Supports partial matches.

  • emailstring

    Search by email address. Supports partial matches.

  • limitinteger

    Maximum number of contacts to return.

  • phonestring

    Search by phone number. Supports partial matches.

  • titlestring

    Search by job title. Supports partial matches.

  • fieldsstring

    Comma-separated list of Contact fields to retrieve.

  • account_namestring

    Search by associated account name. Supports partial matches.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search leadsSALESFORCE_SEARCH_LEADSAcción

Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.

Parámetros de entrada

  • namestring

    Search by lead name (first name, last name, or full name). Supports partial matches.

  • emailstring

    Search by email address. Supports partial matches.

  • limitinteger

    Maximum number of leads to return.

  • phonestring

    Search by phone number. Supports partial matches.

  • titlestring

    Search by job title. Supports partial matches.

  • fieldsstring

    Comma-separated list of Lead fields to retrieve.

  • statusstring

    Search by lead status.

  • companystring

    Search by company name. Supports partial matches.

  • lead_sourcestring

    Search by lead source.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search notesSALESFORCE_SEARCH_NOTESAcción

Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.

Parámetros de entrada

  • bodystring

    Search within note body content. Supports partial matches.

  • limitinteger

    Maximum number of notes to return.

  • titlestring

    Search by note title. Supports partial matches.

  • fieldsstring

    Comma-separated list of Note fields to retrieve.

  • is_privateboolean

    Filter by private status. True for private notes, False for public notes.

  • owner_namestring

    Search by note owner name. Supports partial matches.

  • parent_namestring

    Search by parent record name (Account, Contact, etc.). Supports partial matches.

  • created_date_tostring

    Search notes created before this date (YYYY-MM-DD).

  • created_date_fromstring

    Search notes created from this date (YYYY-MM-DD).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search opportunitiesSALESFORCE_SEARCH_OPPORTUNITIESAcción

Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.

Parámetros de entrada

  • namestring

    Search by opportunity name. Supports partial matches.

  • limitinteger

    Maximum number of opportunities to return.

  • fieldsstring

    Comma-separated list of Opportunity fields to retrieve.

  • is_wonboolean

    Filter by won status. True for won opportunities, False for lost (only applies to closed opportunities).

  • is_closedboolean

    Filter by closed status. True for closed opportunities, False for open.

  • amount_maxnumber

    Maximum opportunity amount.

  • amount_minnumber

    Minimum opportunity amount.

  • stage_namestring

    Search by opportunity stage.

  • lead_sourcestring

    Search by lead source.

  • account_namestring

    Search by associated account name. Supports partial matches.

  • close_date_tostring

    Search opportunities with close date before this date. MUST use YYYY-MM-DD format only. Natural language phrases like 'this quarter' or 'end of year' will cause SOQL syntax errors.

  • close_date_fromstring

    Search opportunities with close date from this date. MUST use YYYY-MM-DD format only. Natural language phrases like 'this quarter' or 'next month' will cause SOQL syntax errors.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search tasksSALESFORCE_SEARCH_TASKSAcción

Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.

Parámetros de entrada

  • limitinteger

    Maximum number of tasks to return.

  • fieldsstring

    Comma-separated list of Task fields to retrieve.

  • statusstring

    Search by task status.

  • subjectstring

    Search by task subject. Supports partial matches.

  • prioritystring

    Search by task priority.

  • is_closedboolean

    Filter by closed status. True for completed tasks, False for open tasks.

  • account_namestring

    Search by related account name. Supports partial matches.

  • contact_namestring

    Search by related contact name. Supports partial matches.

  • activity_date_tostring

    Search tasks with activity date before this date (YYYY-MM-DD).

  • assigned_to_namestring

    Search by assigned user name. Supports partial matches.

  • activity_date_fromstring

    Search tasks with activity date from this date (YYYY-MM-DD).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Send emailSALESFORCE_SEND_EMAILAcción

Sends an email through salesforce with options for recipients, attachments, and activity logging.

Parámetros de entrada

  • bodystringObligatorio

    Body content of the email.

  • is_htmlboolean

    Whether the email body is HTML formatted.

  • subjectstringObligatorio

    Subject line of the email.

  • log_emailboolean

    Whether to log the email on the recipient's activity timeline.

  • sender_typestring

    Type of sender. Valid values: CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.

  • cc_addressesstring

    CC email addresses. Can be a comma-delimited string or a list.

  • recipient_idstring

    ID of a lead, contact, or person account to send the email to. Used for logging and merge fields.

  • to_addressesstringObligatorio

    Email addresses of recipients. Can be a comma-delimited string or a list.

  • bcc_addressesstring

    BCC email addresses. Can be a comma-delimited string or a list.

  • attachment_idsstring

    IDs of files to attach. Can be a comma-delimited string or a list.

  • sender_addressstring

    Organization-wide email address. Required only when sender_type is OrgWideEmailAddress.

  • related_record_idstring

    ID of a related record (e.g., Account, Opportunity, Case) for logging and merge fields.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Send email from templateSALESFORCE_SEND_EMAIL_FROM_TEMPLATEAcción

Sends an email using a predefined salesforce email template with merge field support.

Parámetros de entrada

  • log_emailboolean

    Whether to log the email on the recipient's activity timeline. Defaults to true for template emails.

  • sender_typestring

    Type of sender. Valid values: CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.

  • template_idstringObligatorio

    ID of the email template to use.

  • cc_addressesstring

    CC email addresses. Can be a comma-delimited string or a list.

  • recipient_idstringObligatorio

    ID of the lead, contact, or person account to send the email to. Required when using templates.

  • bcc_addressesstring

    BCC email addresses. Can be a comma-delimited string or a list.

  • attachment_idsstring

    IDs of files to attach. Can be a comma-delimited string or a list.

  • sender_addressstring

    Organization-wide email address. Required only when sender_type is OrgWideEmailAddress.

  • related_record_idstring

    ID of a related record (e.g., Case, Opportunity) to populate merge fields from a different object.

  • add_threading_tokensboolean

    Whether to add threading tokens for email-to-case or custom threading. Useful for case-related emails.

  • additional_to_addressesstring

    Additional email addresses to send to (besides the recipient). Can be a comma-delimited string or a list.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Send mass emailSALESFORCE_SEND_MASS_EMAILAcción

Sends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.

Parámetros de entrada

  • bodystring

    Body content of the email. Required if template_id is not provided.

  • is_htmlboolean

    Whether the email body is HTML formatted. Only applies when not using a template.

  • subjectstring

    Subject line of the email. Required if template_id is not provided.

  • batch_sizeinteger

    Number of recipients to process in each batch. Maximum is 150.

  • log_emailsboolean

    Whether to log the emails on each recipient's activity timeline.

  • sender_typestring

    Type of sender. Valid values: CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.

  • template_idstring

    ID of the email template to use. If not specified, subject and body must be provided.

  • recipient_idsstring[]Obligatorio

    List of IDs for leads, contacts, or person accounts to send emails to. Maximum 150 recipients per call.

  • sender_addressstring

    Organization-wide email address. Required only when sender_type is OrgWideEmailAddress.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update accountSALESFORCE_UPDATE_ACCOUNTAcción

Updates an existing account in salesforce with the specified changes. only provided fields will be updated.

Parámetros de entrada

  • faxstring

    Updated fax number. Leave empty to keep unchanged.

  • namestring

    Updated account name. Leave empty to keep unchanged.

  • typestring

    Updated account type. Leave empty to keep unchanged.

  • phonestring

    Updated phone number. Leave empty to keep unchanged.

  • websitestring

    Updated website URL. Leave empty to keep unchanged.

  • industrystring

    Updated industry. Leave empty to keep unchanged.

  • sic_descstring

    Updated SIC description. Leave empty to keep unchanged.

  • parent_idstring

    Updated parent account ID. Leave empty to keep unchanged.

  • account_idstringObligatorio

    The Salesforce ID of the account to update.

  • descriptionstring

    Updated description. Leave empty to keep unchanged.

  • billing_citystring

    Updated billing city. Leave empty to keep unchanged.

  • billing_statestring

    Updated billing state. Leave empty to keep unchanged.

  • shipping_citystring

    Updated shipping city. Leave empty to keep unchanged.

  • account_sourcestring

    Updated account source. Leave empty to keep unchanged.

  • annual_revenuenumber

    Updated annual revenue. Leave empty to keep unchanged.

  • billing_streetstring

    Updated billing street. Leave empty to keep unchanged.

  • shipping_statestring

    Updated shipping state. Leave empty to keep unchanged.

  • billing_countrystring

    Updated billing country. Leave empty to keep unchanged.

  • shipping_streetstring

    Updated shipping street. Leave empty to keep unchanged.

  • shipping_countrystring

    Updated shipping country. Leave empty to keep unchanged.

  • billing_postal_codestring

    Updated billing postal code. Leave empty to keep unchanged.

  • number_of_employeesinteger

    Updated number of employees. Leave empty to keep unchanged.

  • shipping_postal_codestring

    Updated shipping postal code. Leave empty to keep unchanged.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update account by idSALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_IDAcción

Deprecated: updates specified fields of an existing salesforce account object identified by its unique id; field names are case-sensitive and read-only fields are ignored.

Parámetros de entrada

  • Idstring

    Salesforce Account ID. Generally read-only for updates as the record is identified by the `id` path parameter; if provided, it might be ignored or must match.

  • idstringObligatorio

    Unique identifier (ID) of the Account object to be updated (e.g., '001R0000005hDFYIA2').

  • Faxstring

    Fax number (max 40 chars).

  • Sicstring

    SIC code for business accounts (max 20 chars).

  • Namestring

    Name of the account (max 255 chars). For Person Accounts, this is a concatenated field (FirstName, MiddleName, LastName, Suffix) and not directly modifiable here.

  • Sitestring

    Account site/location name (e.g., Headquarters, max 80 chars).

  • Typestring

    Type of account (picklist).

  • Phonestring

    Primary phone number (max 40 chars).

  • Jigsawstring

    Data.com (Jigsaw) company ID reference (max 20 chars). Typically managed by Data.com integration.

  • Ratingstring

    Account prospect rating (picklist).

  • SLA__cstring

    Custom field: Service Level Agreement (SLA) information.

  • OwnerIdstring

    ID of the user owning this account. Defaults to current user on creation. Requires permission to change.

  • SicDescstring

    SIC code description for business accounts (max 80 chars).

  • Websitestring

    Account website (fully qualified URL, max 255 chars).

  • Industrystring

    Primary industry (picklist, max 40 chars).

  • ParentIdstring

    ID of the parent account, if any.

  • PhotoUrlstring

    Path for social network profile image URL. Typically read-only.

  • Active__cstring

    Custom field: Indicates if the account is active.

  • IsDeletedboolean

    Indicates if the object is in the Recycle Bin. Typically read-only for updates.

  • NaicsCodestring

    NAICS code for business accounts (6 digits, max 8 chars total). Typically requires Data.com.

  • NaicsDescstring

    NAICS code description for business accounts (max 120 chars). Typically requires Data.com.

  • Ownershipstring

    Ownership type (picklist).

  • DunsNumberstring

    D-U-N-S number for business accounts (9 digits). Typically requires Data.com.

  • Tradestylestring

    Tradestyle or 'DBA' name for business accounts (max 255 chars). Typically requires Data.com.

  • BillingCitystring

    Billing city (max 40 chars).

  • CleanStatusstring

    Data quality status compared with Data.com (e.g., Matched, Pending). Typically managed by Data.com Clean.

  • CreatedByIdstring

    ID of the user who created the account (read-only).

  • CreatedDatestringdate-time

    Creation date and time (read-only).

  • Descriptionstring

    Text description (max 32,000 chars; 255 in reports).

  • YearStartedstring

    Year organization was established for business accounts (4 chars). Typically requires Data.com.

  • BillingStatestring

    Billing state/province (max 80 chars).

  • ShippingCitystring

    Shipping city (max 40 chars).

  • TickerSymbolstring

    Stock market symbol for business accounts (max 20 chars).

  • AccountNumberstring

    Account number (not the system ID, max 40 chars).

  • AccountSourcestring

    Source of the account record (picklist, max 40 chars).

  • AnnualRevenueinteger

    Estimated annual revenue.

  • BillingStreetstring

    Billing street address.

  • ShippingStatestring

    Shipping state/province (max 80 chars).

  • BillingCountrystring

    Billing country (max 80 chars).

  • DandbCompanyIdstring

    D&B Company ID for Dun & Bradstreet integration (typically read-only).

  • LastViewedDatestringdate-time

    Timestamp of last view by current user (read-only).

  • MasterRecordIdstring

    ID of the master record if this account was merged and deleted; null otherwise. Typically read-only.

  • ShippingStreetstring

    Shipping street address (max 255 chars).

  • SystemModstampstringdate-time

    System modification timestamp (read-only).

  • BillingLatitudeinteger

    Latitude for billing address (-90 to 90, up to 15 decimal places). Part of BillingAddress compound field.

  • JigsawCompanyIdstring

    Jigsaw company ID (read-only, for Data.com integration).

  • ShippingCountrystring

    Shipping country (max 80 chars).

  • attributes__urlstring

    URL for the Salesforce SObject. Read-only, ignored in updates.

  • BillingLongitudeinteger

    Longitude for billing address (-180 to 180, up to 15 decimal places). Part of BillingAddress compound field.

  • LastActivityDatestringdate

    Most recent activity date (read-only).

  • LastModifiedByIdstring

    ID of the user who last modified the account (read-only).

  • LastModifiedDatestringdate-time

    Last modification date and time (read-only).

  • OperatingHoursIdstring

    ID of operating hours associated with the account. Requires Field Service to be enabled.

  • ShippingLatitudeinteger

    Latitude for shipping address (-90 to 90, up to 15 decimal places). Part of ShippingAddress compound field.

  • attributes__typestring

    Salesforce SObject type (e.g., 'Account'). Read-only, ignored in updates.

  • BillingPostalCodestring

    Billing postal code (max 20 chars).

  • NumberOfEmployeesinteger

    Number of employees (max 8 digits).

  • ShippingLongitudeinteger

    Longitude for shipping address (-180 to 180, up to 15 decimal places). Part of ShippingAddress compound field.

  • LastReferencedDatestringdate-time

    Timestamp of last access by current user (read-only).

  • SLASerialNumber__cstring

    Custom field: SLA serial number.

  • ShippingPostalCodestring

    Shipping postal code (max 20 chars).

  • CustomerPriority__cstring

    Custom field: Customer priority.

  • NumberofLocations__cinteger

    Custom field: Number of locations for the account.

  • SLAExpirationDate__cstringdate

    Custom field: SLA expiration date.

  • UpsellOpportunity__cstring

    Custom field: Potential upsell opportunities.

  • BillingGeocodeAccuracystring

    Geocode accuracy for billing address. Part of BillingAddress compound field.

  • ShippingGeocodeAccuracystring

    Geocode accuracy for shipping address. Part of ShippingAddress compound field.

Parámetros de salida

  • dataobject

    Response data from Salesforce. Empty for successful HTTP 204 updates; may contain error details otherwise.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update campaignSALESFORCE_UPDATE_CAMPAIGNAcción

Updates an existing campaign in salesforce with the specified changes. only provided fields will be updated.

Parámetros de entrada

  • namestring

    Updated campaign name. Leave empty to keep unchanged.

  • typestring

    Updated campaign type. Leave empty to keep unchanged.

  • statusstring

    Updated campaign status. Leave empty to keep unchanged.

  • end_datestring

    Updated end date in YYYY-MM-DD format. Leave empty to keep unchanged.

  • is_activeboolean

    Updated active status. Leave as None to keep unchanged.

  • parent_idstring

    Updated parent campaign ID. Leave empty to keep unchanged.

  • start_datestring

    Updated start date in YYYY-MM-DD format. Leave empty to keep unchanged.

  • actual_costnumber

    Updated actual cost. Leave as -1 to keep unchanged.

  • campaign_idstringObligatorio

    The Salesforce ID of the campaign to update.

  • descriptionstring

    Updated description. Leave empty to keep unchanged.

  • number_sentnumber

    Updated number sent. Leave as -1 to keep unchanged.

  • budgeted_costnumber

    Updated budgeted cost. Leave as -1 to keep unchanged.

  • expected_revenuenumber

    Updated expected revenue. Leave as -1 to keep unchanged.

  • expected_responsenumber

    Updated expected response rate. Leave as -1 to keep unchanged.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Campaign By IDSALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSONAcción

Deprecated: updates specific fields of an existing campaign in salesforce, identified by its unique `id`, which must already exist.

Parámetros de entrada

  • Idstring

    Read-only. Campaign ID.

  • idstringObligatorio

    Unique identifier of the Campaign to update (e.g., 001R0000005hDFYIA2).

  • Namestring

    Name of the campaign (max 80 characters).

  • Typestring

    Type of campaign (limit 40 characters).

  • Statusstring

    Status of the campaign (limit 40 characters).

  • EndDatestringdate

    Campaign end date (YYYY-MM-DD); responses received after this date are still counted.

  • OwnerIdstring

    ID of the campaign owner; defaults to the API caller if not specified.

  • IsActiveboolean

    Indicates if the campaign is active. Label: Active.

  • ParentIdstring

    ID of the parent Campaign if part of a hierarchy.

  • IsDeletedboolean

    Read-only. Indicates if the record has been deleted.

  • StartDatestringdate

    Campaign start date (YYYY-MM-DD).

  • ActualCostinteger

    Actual cost of the campaign.

  • NumberSentinteger

    Number of individuals targeted (e.g., emails sent). Label: Num Sent.

  • CreatedByIdstring

    Read-only. ID of the creator.

  • CreatedDatestringdate-time

    Read-only. Creation date and time.

  • Descriptionstring

    Campaign description (limit 32KB; first 255 chars displayed in reports).

  • BudgetedCostinteger

    Budgeted cost for the campaign.

  • NumberOfLeadsinteger

    Read-only. Total leads in the campaign. Label: Leads in Campaign.

  • LastViewedDatestringdate-time

    Read-only. Timestamp of the current user's last view.

  • SystemModstampstringdate-time

    Read-only. Timestamp of the last system modification.

  • ExpectedRevenueinteger

    Expected revenue from the campaign.

  • attributes__urlstring

    Read-only. API URL for this Campaign object.

  • ExpectedResponseinteger

    Expected response rate percentage (e.g., 10 for 10%).

  • LastActivityDatestringdate

    Read-only. Date of the last activity (event or closed task).

  • LastModifiedByIdstring

    Read-only. ID of the last modifier.

  • LastModifiedDatestringdate-time

    Read-only. Last modification date and time.

  • NumberOfContactsinteger

    Read-only. Total contacts in the campaign. Label: Total Contacts.

  • attributes__typestring

    Read-only. Salesforce object type, typically 'Campaign'.

  • NumberOfResponsesinteger

    Read-only. Number of 'Responded' members. Label: Responses in Campaign.

  • LastReferencedDatestringdate-time

    Read-only. Timestamp of the current user's last reference.

  • NumberOfOpportunitiesinteger

    Read-only. Total opportunities in the campaign. Label: Opportunities in Campaign.

  • AmountAllOpportunitiesinteger

    Read-only. Total value of all opportunities. Label: Value Opportunities in Campaign.

  • AmountWonOpportunitiesinteger

    Read-only. Total value of won opportunities. Label: Value Won Opportunities in Campaign.

  • NumberOfConvertedLeadsinteger

    Read-only. Number of converted leads. Label: Converted Leads.

  • NumberOfWonOpportunitiesinteger

    Read-only. Number of won opportunities. Label: Won Opportunities in Campaign.

  • CampaignMemberRecordTypeIdstring

    Record type ID for CampaignMember records, used to differentiate member types.

Parámetros de salida

  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update contactSALESFORCE_UPDATE_CONTACTAcción

Updates an existing contact in salesforce with the specified changes. only provided fields will be updated.

Parámetros de entrada

  • emailstring

    Updated email address. Leave empty to keep unchanged.

  • phonestring

    Updated primary phone number. Leave empty to keep unchanged.

  • titlestring

    Updated job title. Leave empty to keep unchanged.

  • birthdatestring

    Updated birthdate in YYYY-MM-DD format. Leave empty to keep unchanged.

  • last_namestring

    Updated last name. Leave empty to keep unchanged.

  • account_idstring

    Updated Account ID association. Leave empty to keep unchanged.

  • contact_idstringObligatorio

    The Salesforce ID of the contact to update.

  • departmentstring

    Updated department. Leave empty to keep unchanged.

  • first_namestring

    Updated first name. Leave empty to keep unchanged.

  • descriptionstring

    Updated description/notes. Leave empty to keep unchanged.

  • mailing_citystring

    Updated mailing city. Leave empty to keep unchanged.

  • mobile_phonestring

    Updated mobile phone number. Leave empty to keep unchanged.

  • mailing_statestring

    Updated mailing state/province. Leave empty to keep unchanged.

  • mailing_streetstring

    Updated mailing street address. Leave empty to keep unchanged.

  • mailing_countrystring

    Updated mailing country. Leave empty to keep unchanged.

  • mailing_postal_codestring

    Updated mailing postal/zip code. Leave empty to keep unchanged.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update contact by idSALESFORCE_UPDATE_CONTACT_BY_IDAcción

Deprecated: updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.

Parámetros de entrada

  • Idstring

    Salesforce Contact ID. Typically not required in the request body if the Contact ID is in the URL path; if provided, it must match the path ID.

  • idstringObligatorio

    Unique Salesforce ID of the Contact to update (e.g., '001R0000005hDFYIA2'). This is a required path parameter.

  • Faxstring

    Business fax number. Label: 'Business Fax'.

  • Namestring

    Full name (read-only). Concatenation of FirstName, MiddleName, LastName, Suffix.

  • Emailstring

    Email address.

  • Phonestring

    Primary business phone. Label: 'Business Phone'.

  • Titlestring

    Job title (e.g., CEO, Vice President).

  • Jigsawstring

    Data.com (Salesforce D&B) company ID. Max 20 chars. Do not modify; used for import troubleshooting.

  • OwnerIdstring

    Salesforce User ID of the contact owner.

  • LastNamestring

    Contact's last name, up to 80 characters.

  • Level__cstring

    Custom field 'Level__c': Categorizes contact importance/engagement (e.g., Primary).

  • PhotoUrlstring

    Relative path to profile photo (read-only). Combine with instance URL for full path. Empty if Social Accounts/Contacts is disabled.

  • AccountIdstring

    Parent Account ID. When changing accounts for portal-enabled contacts, update up to 50 contacts at once, preferably after business hours.

  • Birthdatestringdate

    Birthdate (YYYY-MM-DD). Year is ignored in report/SOQL filters.

  • FirstNamestring

    Contact's first name, up to 40 characters.

  • HomePhonestring

    Home telephone number.

  • IsDeletedboolean

    Indicates if the contact is in the Recycle Bin. Label: 'Deleted'.

  • OtherCitystring

    Alternative address: city.

  • Departmentstring

    Department.

  • LeadSourcestring

    Lead source (e.g., Web, Partner Referral).

  • OtherPhonestring

    Alternative address: phone number.

  • OtherStatestring

    Alternative address: state/province.

  • Salutationstring

    Honorific for greetings (e.g., Mr., Ms., Dr.).

  • CleanStatusstring

    Data quality status compared to Data.com (e.g., 'Matched', 'Pending').

  • CreatedByIdstring

    ID of the user who created the contact (read-only).

  • CreatedDatestringdate-time

    Creation date/time (read-only).

  • Descriptionstring

    Description (up to 32KB). Label: 'Contact Description'.

  • MailingCitystring

    Mailing address: city.

  • MobilePhonestring

    Mobile phone number.

  • OtherStreetstring

    Alternative address: street.

  • ReportsToIdstring

    Manager's Contact ID. Not available if IsPersonAccount is true.

  • IndividualIdstring

    Associated data privacy record ID. Available if Data Protection and Privacy is enabled.

  • Languages__cstring

    Custom field 'Languages__c': Languages spoken by the contact (e.g., English;Spanish).

  • MailingStatestring

    Mailing address: state/province.

  • OtherCountrystring

    Alternative address: country.

  • AssistantNamestring

    Assistant's name.

  • ContactSourcestring

    Source of contact information (e.g., external system).

  • MailingStreetstring

    Mailing address: street.

  • OtherLatitudeinteger

    Alternative address: latitude (–90 to 90, up to 15 decimal places). Use with OtherLongitude.

  • AssistantPhonestring

    Assistant's telephone number.

  • IsEmailBouncedboolean

    Indicates if an email to the contact has bounced, if bounce management is active.

  • LastViewedDatestringdate-time

    Timestamp of when current user last viewed this contact; null if only referenced (read-only).

  • MailingCountrystring

    Mailing address: country.

  • MasterRecordIdstring

    ID of the master record if this contact was merged and deleted; null otherwise.

  • OtherLongitudeinteger

    Alternative address: longitude (–180 to 180, up to 15 decimal places). Use with OtherLatitude.

  • SystemModstampstringdate-time

    Last system modification date/time (read-only).

  • JigsawContactIdstring

    Data.com contact ID (read-only). Used for internal sync; do not modify.

  • MailingLatitudeinteger

    Mailing address: latitude (–90 to 90, up to 15 decimal places). Use with MailingLongitude.

  • OtherPostalCodestring

    Alternative address: postal code.

  • attributes__urlstring

    Relative API URL for this SObject. Typically read-only, not for update requests.

  • EmailBouncedDatestringdate-time

    Date/time of email bounce, if bounce management is active.

  • IsPriorityRecordboolean

    Indicates if this is a priority contact.

  • LastActivityDatestringdate

    Date of the most recent activity or closed task (read-only).

  • LastCUUpdateDatestringdate-time

    Timestamp of the last contact update for data privacy (read-only).

  • LastModifiedByIdstring

    ID of the user who last modified the contact (read-only).

  • LastModifiedDatestringdate-time

    Last modification date/time (read-only).

  • MailingLongitudeinteger

    Mailing address: longitude (–180 to 180, up to 15 decimal places). Use with MailingLatitude.

  • attributes__typestring

    Salesforce SObject type (e.g., 'Contact'). Typically read-only, not for update requests.

  • LastCURequestDatestringdate-time

    Timestamp of the last contact update request for data privacy (read-only).

  • MailingPostalCodestring

    Mailing address: postal code.

  • EmailBouncedReasonstring

    Reason for email bounce, if bounce management is active.

  • LastReferencedDatestringdate-time

    Timestamp of when current user last accessed this contact or related records (read-only).

  • OtherGeocodeAccuracystring

    Alternative address: geocode accuracy.

  • MailingGeocodeAccuracystring

    Mailing address: geocode accuracy.

Parámetros de salida

  • dataobjectObligatorio

    Response data. Salesforce typically returns 204 No Content on successful Contact PATCH, so this may be empty or a proxy success confirmation.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update leadSALESFORCE_UPDATE_LEADAcción

Updates an existing lead in salesforce with the specified changes. only provided fields will be updated.

Parámetros de entrada

  • citystring

    Updated city. Leave empty to keep unchanged.

  • emailstring

    Updated email address. Leave empty to keep unchanged.

  • phonestring

    Updated phone number. Leave empty to keep unchanged.

  • statestring

    Updated state/province. Leave empty to keep unchanged.

  • titlestring

    Updated job title. Leave empty to keep unchanged.

  • ratingstring

    Updated rating. Leave empty to keep unchanged.

  • statusstring

    Updated status. Leave empty to keep unchanged.

  • streetstring

    Updated street address. Leave empty to keep unchanged.

  • companystring

    Updated company name. Leave empty to keep unchanged.

  • countrystring

    Updated country. Leave empty to keep unchanged.

  • lead_idstringObligatorio

    The Salesforce ID of the lead to update.

  • websitestring

    Updated website. Leave empty to keep unchanged.

  • industrystring

    Updated industry. Leave empty to keep unchanged.

  • last_namestring

    Updated last name. Leave empty to keep unchanged.

  • first_namestring

    Updated first name. Leave empty to keep unchanged.

  • descriptionstring

    Updated description. Leave empty to keep unchanged.

  • lead_sourcestring

    Updated lead source. Leave empty to keep unchanged.

  • postal_codestring

    Updated postal/zip code. Leave empty to keep unchanged.

  • annual_revenuenumber

    Updated annual revenue. Leave as -1 to keep unchanged.

  • number_of_employeesinteger

    Updated number of employees. Leave as -1 to keep unchanged.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update lead by ID with JSON payloadSALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOADAcción

Deprecated: updates specified fields of an existing lead in salesforce via its unique id (path parameter), returning http 204 on success or error details on failure; request body must contain at least one field to update.

Parámetros de entrada

  • Idstring

    Salesforce ID of the Lead. If included in the request body, it must match the `id` in the URL path; generally not needed in the body for updates.

  • idstringObligatorio

    Unique Salesforce ID of the Lead to update (e.g., 001R0000005hDFYIA2); this is a required path parameter.

  • Faxstring

    Fax number.

  • Citystring

    City for the lead's address.

  • Namestring

    Read-only full name of the lead (concatenation of FirstName, MiddleName, LastName, Suffix; max 203 characters).

  • Emailstring

    Email address.

  • Phonestring

    Primary phone number.

  • Statestring

    State or province (e.g., CA, California).

  • Titlestring

    Lead's job title.

  • Jigsawstring

    Data.com (Jigsaw) contact ID reference (max 20 chars). Indicates Data.com import. Do not modify. Label: Data.com Key.

  • Ratingstring

    Lead rating (e.g., potential or priority).

  • Statusstring

    Current status (e.g., Open, Contacted); defined in LeadStatus picklist.

  • Streetstring

    Street address (e.g., 123 Main St).

  • Companystring

    Required. Company the lead works for. If person accounts are enabled and Company is null, the lead converts to a person account.

  • Countrystring

    Country for the lead's address.

  • OwnerIdstring

    Salesforce User ID of the lead owner.

  • Websitestring

    Website URL.

  • Industrystring

    Primary industry of the lead's company.

  • LastNamestring

    Lead's last name (up to 80 characters).

  • Latitudenumber

    WGS84 latitude in decimal degrees (-90.0 to 90.0, up to 15 decimal places).

  • PhotoUrlstring

    Relative URL path to the lead's photo; combine with Salesforce instance URL for full image URL. Empty if Social Accounts and Contacts is disabled.

  • FirstNamestring

    Lead's first name (up to 40 characters).

  • IsDeletedboolean

    Specifies if the Lead is in the Recycle Bin. Label: Deleted.

  • Longitudenumber

    WGS84 longitude in decimal degrees (-180.0 to 180.0, up to 15 decimal places).

  • LeadSourcestringenum

    Source of the lead.

    WebOtherPhone InquiryPartner ReferralPurchased List
  • PostalCodestring

    Postal code (e.g., ZIP code). Label: Zip/Postal Code.

  • Primary__cstring

    Custom field, often indicating primary contact status.

  • SICCode__cstring

    Custom field for Standard Industrial Classification (SIC) code.

  • Salutationstringenum

    Lead's salutation.

    Mr.Ms.Mrs.Dr.Prof.
  • CleanStatusstring

    Data cleanliness status compared with Data.com (e.g., Matched/In Sync, Acknowledged/Reviewed).

  • CreatedByIdstring

    Read-only ID of the user who created the lead.

  • CreatedDatestringdate-time

    Read-only creation timestamp (ISO 8601).

  • Descriptionstring

    Free-text description or notes (up to 32,000 characters).

  • IsConvertedboolean

    Read-only flag indicating if the lead has been converted. Label: Converted.

  • MobilePhonestring

    Mobile phone number.

  • IndividualIdstring

    ID of the associated Individual (data privacy) record. Available if Data Protection and Privacy is enabled.

  • AnnualRevenuenumber

    Annual revenue of the lead's company.

  • ConvertedDatestringdate

    Read-only date of lead conversion (YYYY-MM-DD).

  • DandbCompanyIdstring

    Typically read-only D&B Company ID used by Data.com.

  • LastViewedDatestringdate-time

    Read-only timestamp of when the current user last viewed this lead (ISO 8601).

  • MasterRecordIdstring

    ID of the master Lead record if this Lead was merged and deleted; `null` otherwise.

  • SystemModstampstringdate-time

    Read-only timestamp of last system modification (ISO 8601).

  • GeocodeAccuracystring

    Accuracy level of the geocoded address, specific to Salesforce's geocoding service.

  • IsUnreadByOwnerboolean

    Specifies if the lead is unread by its owner. Label: Unread By Owner.

  • JigsawContactIdstring

    Typically read-only Data.com (Jigsaw) contact ID for integration.

  • attributes__urlstring

    API URL for this Lead record. Generally not set by user for simple updates.

  • EmailBouncedDatestringdate-time

    Date and time of email bounce (ISO 8601), if bounce management is active.

  • IsPriorityRecordboolean

    Indicates if this is a priority record; meaning varies by Salesforce customization.

  • LastActivityDatestringdate

    Read-only most recent activity date (YYYY-MM-DD).

  • LastModifiedByIdstring

    Read-only ID of the user who last modified the lead.

  • LastModifiedDatestringdate-time

    Read-only last modification timestamp (ISO 8601).

  • attributes__typestring

    Salesforce sObject type (e.g., 'Lead'). Generally not set by user for simple updates.

  • CompanyDunsNumberstring

    Company D-U-N-S number (max 9 chars). Requires Data.com Prospector/Clean.

  • NumberOfEmployeesinteger

    Number of employees at the lead's company. Label: Employees.

  • ConvertedAccountIdstring

    Read-only Salesforce ID of the Account created from this lead.

  • ConvertedContactIdstring

    Read-only Salesforce ID of the Contact created from this lead.

  • EmailBouncedReasonstring

    Reason for email bounce, if bounce management is active.

  • LastReferencedDatestringdate-time

    Read-only timestamp of when the current user last accessed this lead or related record (ISO 8601).

  • ProductInterest__cstring

    Custom field for lead's product interest.

  • CurrentGenerators__cstring

    Custom field, possibly detailing current solutions or 'generators' used.

  • NumberofLocations__cinteger

    Custom field for the number of locations of the lead's company.

  • ConvertedOpportunityIdstring

    Read-only Salesforce ID of the Opportunity created from this lead.

Parámetros de salida

  • dataobjectObligatorio

    Response data from Salesforce API. Empty for successful HTTP 204 updates; populated for errors or other success codes returning content.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update noteSALESFORCE_UPDATE_NOTEAcción

Updates an existing note in salesforce with the specified changes. only provided fields will be updated.

Parámetros de entrada

  • bodystring

    Updated body/content of the note. Leave empty to keep unchanged.

  • titlestring

    Updated title of the note. Leave empty to keep unchanged.

  • note_idstringObligatorio

    The Salesforce ID of the note to update.

  • owner_idstring

    Updated owner ID. Leave empty to keep unchanged.

  • is_privateboolean

    Updated privacy setting. Leave empty to keep unchanged.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update opportunitySALESFORCE_UPDATE_OPPORTUNITYAcción

Updates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.

Parámetros de entrada

  • namestring

    Updated opportunity name. Leave empty to keep unchanged.

  • typestring

    Updated opportunity type. Leave empty to keep unchanged.

  • amountnumber

    Updated amount. Leave as -1 to keep unchanged.

  • next_stepstring

    Updated next step. Leave empty to keep unchanged.

  • account_idstring

    Updated Account ID. Leave empty to keep unchanged.

  • close_datestring

    Updated close date in YYYY-MM-DD format. Leave empty to keep unchanged.

  • contact_idstring

    Updated primary Contact ID. Leave empty to keep unchanged.

  • stage_namestring

    Updated stage. Leave empty to keep unchanged.

  • descriptionstring

    Updated description. Leave empty to keep unchanged.

  • lead_sourcestring

    Updated lead source. Leave empty to keep unchanged.

  • probabilitynumber

    Updated probability percentage. Leave as -1 to keep unchanged.

  • opportunity_idstringObligatorio

    The Salesforce ID of the opportunity to update.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update opportunity by idSALESFORCE_UPDATE_OPPORTUNITY_BY_IDAcción

Deprecated: updates specified fields of an existing salesforce opportunity by its id; the opportunity must exist, and some fields (like name, stagename, closedate) may have specific salesforce validation rules if being modified, while read-only fields update indirectly based on other changes.

Parámetros de entrada

  • Idstring

    Salesforce ID of the Opportunity; should match the 'id' in the URL path if provided.

  • idstringObligatorio

    Unique Salesforce ID of the Opportunity to update (e.g., 006P0000004iVBDIA2).

  • Namestring

    Name for this opportunity. Max 120 characters.

  • Typestring

    Type of opportunity (e.g., 'New Business', 'Existing Customer'). Label: Opportunity Type.

  • IsWonboolean

    Read-only. Indicates if won. Controlled by StageName. Label: Won.

  • Amountinteger

    Estimated total sale amount. If the opportunity has products, this amount is the sum of the related products and direct updates to this field are ignored.

  • Fiscalstring

    If fiscal years are not enabled: name of the fiscal quarter/period for CloseDate (Format: "YYYY Q", e.g., "2023 1").

  • OwnerIdstring

    ID of the User owner. Updating may change previous owner's record access. Requires 'Transfer Record' permission (API v16.0+).

  • IsClosedboolean

    Read-only. Indicates if closed. Controlled by StageName. Label: Closed.

  • NextStepstring

    Next task in closing the opportunity. Max 255 characters.

  • AccountIdstring

    ID of the associated Account, which must exist in Salesforce.

  • CloseDatestringdate

    Expected close date in YYYY-MM-DD format.

  • ContactIdstring

    Read-only. ID of primary Contact, derived from OpportunityContactRole. Set at creation via IsPrimary flag on OpportunityContactRole (API v46.0+).

  • IsDeletedboolean

    Indicates if the object is in the Recycle Bin. Label: Deleted.

  • IsPrivateboolean

    If true, the opportunity is private, visible only to the owner and administrators.

  • PushCountinteger

    Number of times this record has been synchronized with a mobile device. Used by Salesforce mobile applications.

  • StageNamestring

    Current stage (e.g., 'Prospecting'). Updating automatically updates ForecastCategoryName, IsClosed, IsWon, and Probability. Query OpportunityStage object for available names.

  • CampaignIdstring

    ID of a related Campaign. Requires Campaigns feature enabled and read access to the Campaign object.

  • FiscalYearinteger

    Fiscal year of the CloseDate (e.g., 2024), based on organization's fiscal year settings.

  • LeadSourcestring

    Source of this opportunity (e.g., 'Advertisement', 'Trade Show').

  • CreatedByIdstring

    Read-only. ID of the user who created this record.

  • CreatedDatestringdate-time

    Read-only. Creation timestamp (ISO 8601 UTC).

  • Descriptionstring

    Text description of the opportunity. Max 32,000 characters.

  • Probabilityinteger

    Estimated confidence percentage (0-100) in closing. Usually implied by StageName, but can be overridden. Round decimal probabilities to whole numbers.

  • Pricebook2Idstring

    ID of the associated Pricebook2. Required to add line items if products are enabled. Cannot update if line items exist.

  • FiscalQuarterinteger

    Fiscal quarter (1-4) of the CloseDate, based on organization's fiscal year settings.

  • HasOverdueTaskboolean

    Read-only. True if opportunity has an overdue task (API v35.0+).

  • LastViewedDatestringdate-time

    Read-only. Timestamp current user last viewed this record (ISO 8601 UTC). Null if only referenced (LastReferencedDate).

  • OrderNumber__cstring

    Order number associated with the opportunity.

  • SystemModstampstringdate-time

    Read-only. Last system modification timestamp (ISO 8601 UTC), by user or automation.

  • ExpectedRevenueinteger

    Read-only. Calculated as Amount * Probability. Updated by changes to Amount or Probability.

  • HasOpenActivityboolean

    Read-only. True if opportunity has an open event or task (API v35.0+).

  • attributes__urlstring

    Relative URL of the SObject record in Salesforce. Generally Salesforce-provided.

  • ForecastCategorystring

    Forecast category (e.g., 'Pipeline', 'BestCase'). Implied by StageName but can be overridden. In API v12.0+, value is set via ForecastCategoryName.

  • LastActivityDatestringdate

    Read-only. Due date of most recent event or last closed task (YYYY-MM-DD).

  • LastModifiedByIdstring

    Read-only. ID of the user who last modified this record.

  • LastModifiedDatestringdate-time

    Read-only. Last modification timestamp (ISO 8601 UTC).

  • attributes__typestring

    Type of the Salesforce SObject (e.g., 'Opportunity'). Generally Salesforce-provided.

  • TrackingNumber__cstring

    Tracking number related to the opportunity.

  • LastReferencedDatestringdate-time

    Read-only. Timestamp current user last accessed this record or a related record (ISO 8601 UTC).

  • MainCompetitors__cstring

    Main competitors for this opportunity.

  • LastStageChangeDatestringdate-time

    Read-only. Timestamp of last stage change (ISO 8601 UTC).

  • CurrentGenerators__cstring

    Information about current generators related to the opportunity.

  • ForecastCategoryNamestring

    API v12.0+. Name of the forecast category (e.g., 'Pipeline'). Implied by StageName but can be overridden.

  • HasOpportunityLineItemboolean

    Read-only. True if opportunity has line items (Products). Requires assigned Pricebook to add line items.

  • TotalOpportunityQuantityinteger

    Number of items in this opportunity. Used in quantity-based forecasting.

  • LastAmountChangedHistoryIdstring

    Read-only. ID of OpportunityHistory record for last Amount update (API v50.0+).

  • DeliveryInstallationStatus__cstring

    Delivery and installation status of the opportunity.

  • LastCloseDateChangedHistoryIdstring

    Read-only. ID of OpportunityHistory record for last CloseDate update (API v50.0+).

Parámetros de salida

  • dataobjectObligatorio

    An empty dictionary, as a successful update returns HTTP 204 No Content.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update specific note by idSALESFORCE_UPDATE_SPECIFIC_NOTE_BY_IDAcción

Deprecated: use `update specific note by id` instead. updates specified fields of an existing salesforce note sobject identified by its id; the note must already exist.

Parámetros de entrada

  • Idstring

    Salesforce ID of the Note. Generally not modified as the record ID is specified in the URL path (`id`). If included, it should match the `id` in the path.

  • idstringObligatorio

    The 18-character Salesforce ID of the Note SObject to be updated. This is a required path parameter. (Note: actual Note IDs typically start with `002`).

  • Bodystring

    Content or body of the Note. Limited to 32 KB.

  • Titlestring

    Title of the Note.

  • OwnerIdstring

    The 18-character Salesforce ID of the User who owns the Note. Updating this changes Note ownership.

  • ParentIdstring

    ID of the parent SObject (e.g., Account, Contact, Opportunity) to which this Note is related; can be updated. Salesforce Note objects often require a `ParentId`.

  • IsDeletedboolean

    Indicates whether the Note has been moved to the Recycle Bin (`true`) or not (`false`). Set to `true` to soft-delete. Label: `Deleted`.

  • IsPrivateboolean

    Controls Note visibility. If `true`, Note is private (accessible only by owner or users with 'Modify All Data'). If `false` (default), visibility based on sharing rules. Note: users without 'Modify All Data' setting this `true` on a non-owned note might lose access. Label: `Private`.

  • CreatedByIdstring

    Salesforce ID of the User who created the Note (Salesforce field `CreatedById`). System-generated, read-only, and not updatable.

  • CreatedDatestringdate-time

    Timestamp of Note creation (Salesforce field `CreatedDate`). System-generated, read-only, and not updatable through this action.

  • SystemModstampstringdate-time

    Timestamp of Note record's last modification by user or system (Salesforce field `SystemModstamp`). System-generated, read-only, not updatable.

  • attributes__urlstring

    Relative URL for the SObject record. System-managed metadata, not part of an update request.

  • LastModifiedByIdstring

    Salesforce ID of the User who last modified the Note (Salesforce field `LastModifiedById`). System-generated, read-only, and not updatable.

  • LastModifiedDatestringdate-time

    Timestamp of Note's last modification (Salesforce field `LastModifiedDate`). System-generated, read-only, and not updatable.

  • attributes__typestring

    Type of the SObject, typically 'Note'. System-managed metadata, not part of an update request.

Parámetros de salida

  • dataobjectObligatorio

    Response data. For a successful update (204 No Content), this is typically not populated.

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update taskSALESFORCE_UPDATE_TASKAcción

Updates an existing task in salesforce with new information. only provided fields will be updated.

Parámetros de entrada

  • statusstring

    Updated status. Leave empty to keep unchanged.

  • who_idstring

    Updated Contact or Lead ID. Leave empty to keep unchanged.

  • subjectstring

    Updated subject/title of the task. Leave empty to keep unchanged.

  • task_idstringObligatorio

    The Salesforce ID of the task to update.

  • what_idstring

    Updated related record ID. Leave empty to keep unchanged.

  • prioritystring

    Updated priority level. Leave empty to keep unchanged.

  • descriptionstring

    Updated description or notes. Leave empty to keep unchanged.

  • activity_datestring

    Updated due date in YYYY-MM-DD format. Leave empty to keep unchanged.

  • is_reminder_setboolean

    Whether to set/unset a reminder. Leave empty to keep unchanged.

  • reminder_date_timestring

    Updated reminder date/time in ISO format. Leave empty to keep unchanged.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Triggers (7)

Los triggers son eventos externos que pueden iniciar un flujo en tus agentes (ej: nuevo email, mensaje recibido, registro creado).

Account Created or UpdatedSALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGERTrigger

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

Configuración

  • additional_filterstring

    Optional additional SOQL filter to AND with LastModifiedDate condition. Example: Industry = 'Technology'

  • fieldsstring[]

    Optional list of Account fields to include in the payload. If not provided, a set of common key fields is returned.

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

  • max_recordsinteger

    Maximum number of accounts to check in each poll (1-1000)

Payload del evento

  • accountobjectObligatorio

    The Account record

  • event_typestring

    Type of Salesforce Account event

Instrucciones

This trigger monitors Salesforce Accounts and fires when an Account is created or updated. You can optionally supply an additional SOQL filter (e.g., Industry = 'Technology'). On the very first run, the trigger initializes without emitting historical records.

Contact UpdatedSALESFORCE_CONTACT_UPDATED_TRIGGERTrigger

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

Configuración

  • fields_to_watchstring[]

    List of Contact fields to monitor for changes. Only changes in these fields will be emitted in the payload.

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

  • max_batch_sizeinteger

    Maximum number of updated contacts to fetch per poll (LIMIT).

Payload del evento

  • changed_fieldsobjectObligatorio

    Mapping of field name to {old, new} values

  • contact_idstringObligatorio

    The ID of the updated contact

  • event_typestring

    Type of event

  • last_modified_datestring

    LastModifiedDate timestamp of the record

  • system_modstampstring

    SystemModstamp timestamp of the record

Instrucciones

Monitors Salesforce Contacts and fires when an existing record is modified. Configure optional fields_to_watch to control which fields are diffed. On the first run (when last_synced_at == 0), the trigger initializes state without emitting any events.

Record Updated (Generic SObject)SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGERTrigger

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

Configuración

  • fields_to_monitorstring[]

    List of field API names to include in the payload when a record is updated. If omitted, only metadata like Id, SystemModstamp, and LastModifiedDate will be returned.

  • filterstring

    Optional SOQL filter expression to further restrict which records to monitor. Example: OwnerId = '005XXXXXXXXXXXX' AND IsDeleted = false

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

  • max_resultsinteger

    Maximum number of records to fetch per poll (1-2000).

  • sobject_namestringObligatorio

    The API name of the Salesforce SObject to monitor (e.g., Account, Contact, Lead)

Payload del evento

  • event_typestring

    Type of event emitted for the generic SObject update

  • idstringObligatorio

    The record ID

  • last_modified_datestring

    LastModifiedDate value of the record at the time of update

  • monitored_valuesobject

    A dictionary of monitored field values at the time of the update

  • sobjectstringObligatorio

    The SObject type that was updated

  • system_modstampstring

    SystemModstamp value of the record at the time of update

Instrucciones

This trigger monitors any Salesforce SObject for updates using SystemModstamp. Configure it with: - sobject_name: The target SObject API name (e.g., Account, Contact, Lead). - fields_to_monitor: Optional list of field API names to include in the payload. - filter: Optional additional SOQL filter (e.g., OwnerId = '005...' AND IsDeleted = false). On first run (when last_synced_at = 0), the trigger initializes and returns no events. Subsequent polls return records updated after the last sync time.

New Contact TriggerSALESFORCE_NEW_CONTACT_TRIGGERTrigger

Triggers when a new Contact is Created in Salesforce.

Configuración

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

Payload del evento

  • contactobjectObligatorio

    The Salesforce contact that was created

  • event_typestring

    Type of Salesforce contact event

New Lead TriggerSALESFORCE_NEW_LEAD_TRIGGERTrigger

Triggers when a new Lead is created in Salesforce.

Configuración

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

Payload del evento

  • event_typestring

    Type of Salesforce lead event

  • leadobjectObligatorio

    The Salesforce lead that was created

New or Updated OpportunitySALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGERTrigger

Triggers when a Salesforce Opportunity is created or updated.

Configuración

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

  • max_resultsinteger

    Maximum number of records to fetch per poll (1-2000).

  • stage_namestring

    Optional StageName to filter opportunities by. When provided, only opportunities with this StageName will be returned.

Payload del evento

  • event_typestring

    Type of Salesforce opportunity event

  • opportunityobjectObligatorio

    The Salesforce Opportunity that was created or updated

Instrucciones

This trigger polls Salesforce Opportunities and fires when new opportunities are created or existing ones are updated. Optionally filter by a specific StageName. Configure max_results to control page size. On first run (when last_synced_at is 0), the trigger initializes sync and returns no events to avoid backfilling old records.

Task Created or CompletedSALESFORCE_TASK_CREATED_OR_COMPLETED_TRIGGERTrigger

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

Configuración

  • intervalnumber

    Periodic Interval to Check for Updates & Send a Trigger in Minutes

  • limitinteger

    Maximum number of tasks to retrieve per poll

  • statusstring

    Filter tasks by exact Status (e.g., 'Not Started', 'In Progress', 'Completed')

  • subjectstring

    Filter tasks where Subject contains this text (partial match)

Payload del evento

  • event_typestringObligatorio

    Type of event: 'task_created' or 'task_completed'

  • taskobjectObligatorio

    The Salesforce task involved in the event

Instrucciones

This trigger monitors Salesforce Tasks and fires when: - A new Task record is created - A Task's status changes to Completed (or IsClosed becomes true) Optional filters: - status: Only include tasks with this Status - subject: Only include tasks whose Subject contains this text Note: On the very first run, the trigger initializes sync state and returns no events.