Salesforce
salesforceSalesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
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_OPTIONAcciónDeprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTIONAcciónDeprecated: 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
IdstringUnique identifier for the account (system-generated and read-only upon creation).
FaxstringFax number for the account.
SicstringStandard Industrial Classification (SIC) code (max 20 chars). For business accounts only.
NamestringObligatorioName of the account (required, max 255 chars). For Person Accounts, this is a concatenated field from the associated contact and not directly modifiable.
SitestringName of the account’s specific location or site (max 80 chars).
TypestringType of account, influencing categorization and behavior.
PhonestringPrimary phone number for the account (max 40 chars).
JigsawstringData.com company ID reference (max 20 chars, API v22.0+). For business accounts. Read-only, do not modify.
RatingstringProspect rating (picklist).
SLA__cstringCustom field for Service Level Agreement (SLA) type/details.
OwnerIdstringID of the Salesforce user owning this account. 'Transfer Record' permission may be needed to update if not the API user (API v16.0+).
SicDescstringDescription of line of business based on SIC code (max 80 chars). For business accounts only.
WebsitestringWebsite URL of the account (max 255 chars).
IndustrystringPrimary industry of the account (picklist, max 40 chars).
ParentIdstringID of the parent account for subsidiary or hierarchical relationships.
PhotoUrlstringURL path for the social network profile image (read-only). Blank if Social Accounts and Contacts is not enabled for the user.
Active__cstringCustom field indicating if the account is active.
IsDeletedbooleanIndicates if the account is in the Recycle Bin (read-only).
NaicsCodestringNAICS code (6-digit industry classifier, max 8 chars). For business accounts. Requires Data.com Prospector/Clean.
NaicsDescstringDescription of line of business based on NAICS code (max 120 chars). For business accounts. Requires Data.com Prospector/Clean.
OwnershipstringOwnership structure (picklist).
DunsNumberstringD-U-N-S number (9-digit identifier, max 9 chars). For business accounts. Requires Data.com Prospector/Clean.
TradestylestringOrganization's 'Doing Business As' (DBA) name (max 255 chars). For business accounts. Requires Data.com Prospector/Clean.
BillingCitystringCity for the billing address (max 40 chars).
CleanStatusstringData quality status compared with Data.com.
CreatedByIdstringID of the user who created the account (read-only).
CreatedDatestringdate-timeDate and time of account creation (read-only).
DescriptionstringText description of the account (max 32,000 chars).
YearStartedstringYear the organization was established (max 4 chars). For business accounts. Requires Data.com Prospector/Clean.
BillingStatestringState or province for the billing address (max 80 chars).
ShippingCitystringCity for the shipping address (max 40 chars).
TickerSymbolstringStock market ticker symbol (max 20 chars). For business accounts only.
AccountNumberstringAccount number assigned to this account (max 40 chars).
AccountSourcestringOrigin source of the account record (admin-defined picklist, values max 40 chars).
AnnualRevenueintegerEstimated annual revenue.
BillingStreetstringStreet address for the billing location.
ShippingStatestringState or province for the shipping address (max 80 chars).
BillingCountrystringCountry for the billing address (max 80 chars).
DandbCompanyIdstringAssociated Dun & Bradstreet company ID for D&B integration (read-only).
LastViewedDatestringdate-timeTimestamp of when current user last viewed this account record (read-only).
MasterRecordIdstringID of the master record if this account was merged (read-only).
ShippingStreetstringStreet address for the shipping location (max 255 chars).
SystemModstampstringdate-timeTimestamp of last modification by user or automated process (read-only).
BillingLatitudeintegerLatitude for the billing address (-90 to 90, up to 15 decimal places).
JigsawCompanyIdstringAssociated Data.com company ID (read-only).
ShippingCountrystringCountry for the shipping address (max 80 chars).
attributes__urlstringInternal Salesforce field: Relative API URL for this SObject record. System-set or read-only.
BillingLongitudeintegerLongitude for the billing address (-180 to 180, up to 15 decimal places).
LastActivityDatestringdateMost recent due date of an event or closed task associated with the record (read-only).
LastModifiedByIdstringID of the user who last modified the account (read-only).
LastModifiedDatestringdate-timeDate and time of last modification (read-only).
OperatingHoursIdstringID of associated operating hours. Requires Salesforce Field Service.
ShippingLatitudeintegerLatitude for the shipping address (-90 to 90, up to 15 decimal places).
attributes__typestringInternal Salesforce field: Type of the SObject (e.g., 'Account'). System-set or read-only.
BillingPostalCodestringPostal code for the billing address (max 20 chars).
NumberOfEmployeesintegerNumber of employees (max 8 digits).
ShippingLongitudeintegerLongitude for the shipping address (-180 to 180, up to 15 decimal places).
LastReferencedDatestringdate-timeTimestamp of when current user last accessed this record or related items (read-only).
SLASerialNumber__cstringCustom field for SLA serial number.
ShippingPostalCodestringPostal code for the shipping address (max 20 chars).
CustomerPriority__cstringCustom field for customer priority (e.g., High, Medium, Low).
NumberofLocations__cintegerCustom field for the number of physical locations.
SLAExpirationDate__cstringdateCustom field for SLA expiration date.
UpsellOpportunity__cstringCustom field indicating upsell opportunity potential.
BillingGeocodeAccuracystringAccuracy level of the geocode for the billing address.
ShippingGeocodeAccuracystringAccuracy level of the geocode for the shipping address.
Parámetros de salida
dataobjectObligatorioSalesforce API response. On success, includes new account 'id' and 'success' status (e.g., {'id': '001xx000003DGgPAAW', 'success': True, 'errors': []}).
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Add contact to campaignSALESFORCE_ADD_CONTACT_TO_CAMPAIGNAcciónAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
SALESFORCE_ADD_CONTACT_TO_CAMPAIGNAcciónAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Parámetros de entrada
statusstringThe status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration.
contact_idstringObligatorioThe Salesforce ID of the contact to add to the campaign.
campaign_idstringObligatorioThe Salesforce ID of the campaign to add the contact to.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Add lead to campaignSALESFORCE_ADD_LEAD_TO_CAMPAIGNAcciónAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
SALESFORCE_ADD_LEAD_TO_CAMPAIGNAcciónAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Parámetros de entrada
statusstringThe status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration.
lead_idstringObligatorioThe Salesforce ID of the lead to add to the campaign.
campaign_idstringObligatorioThe Salesforce ID of the campaign to add the lead to.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Add product to opportunitySALESFORCE_ADD_OPPORTUNITY_LINE_ITEMAcciónAdds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEMAcciónAdds 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
discountnumberDiscount percentage (0-100). Cannot be used with TotalPrice.
quantitynumberObligatorioThe quantity of the product to add.
unit_pricenumberThe sales price per unit. If not specified, uses the standard price from the pricebook entry.
descriptionstringOptional description for this line item.
total_pricenumberThe total price for this line item. Cannot be used with UnitPrice or Discount.
service_datestringService date for the product in YYYY-MM-DD format.
opportunity_idstringObligatorioThe Salesforce ID of the opportunity to add a product to.
pricebook_entry_idstringObligatorioThe ID of the PricebookEntry that contains the product and price information. This links to a specific product in a specific pricebook.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Apply lead assignment rulesSALESFORCE_APPLY_LEAD_ASSIGNMENT_RULESAcciónApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULESAcciónApplies 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_idstringObligatorioThe Salesforce ID of the lead to apply assignment rules to.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Associate contact to accountSALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNTAcciónAssociates a contact with an account by updating the contact's accountid field.
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNTAcciónAssociates a contact with an account by updating the contact's accountid field.
Parámetros de entrada
account_idstringObligatorioThe Salesforce ID of the account to associate the contact with.
contact_idstringObligatorioThe Salesforce ID of the contact to associate with an account.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Clone opportunity with productsSALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTSAcciónClones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTSAcciónClones 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_namestringName for the cloned opportunity. If not specified, will append 'Clone of' to original name.
close_datestringClose date for the cloned opportunity in YYYY-MM-DD format. If not specified, uses original close date.
stage_namestringStage for the cloned opportunity. If not specified, uses original stage.
clone_productsbooleanWhether to clone the opportunity's products (line items). Set to false to clone only the opportunity.
opportunity_idstringObligatorioThe ID of the opportunity to clone.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Clone recordSALESFORCE_CLONE_RECORDAcciónCreates 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.
SALESFORCE_CLONE_RECORDAcciónCreates 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_idstringObligatorioThe ID of the record to clone.
object_typestringObligatorioThe Salesforce object type to clone (e.g., Account, Contact, Lead, Opportunity).
field_updatesobjectOptional field updates to apply to the cloned record. Use this to modify specific fields in the clone.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Complete taskSALESFORCE_COMPLETE_TASKAcciónMarks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
SALESFORCE_COMPLETE_TASKAcciónMarks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Parámetros de entrada
task_idstringObligatorioThe Salesforce ID of the task to mark as completed.
completion_notesstringOptional notes to add about the task completion. Will be appended to existing description.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create accountSALESFORCE_CREATE_ACCOUNTAcciónCreates a new account in salesforce with the specified information.
SALESFORCE_CREATE_ACCOUNTAcciónCreates a new account in salesforce with the specified information.
Parámetros de entrada
faxstringFax number.
namestringObligatorioAccount name (required field in Salesforce).
typestringType of account.
phonestringMain phone number.
websitestringCompany website URL.
industrystringIndustry the account belongs to.
sic_descstringStandard Industrial Classification (SIC) description.
parent_idstringID of the parent account if this is a subsidiary.
descriptionstringText description of the account.
billing_citystringBilling address city.
billing_statestringBilling address state/province.
shipping_citystringShipping address city.
account_sourcestringSource of the account.
annual_revenuenumberEstimated annual revenue.
billing_streetstringBilling address street.
shipping_statestringShipping address state/province.
billing_countrystringBilling address country.
shipping_streetstringShipping address street.
shipping_countrystringShipping address country.
billing_postal_codestringBilling address postal/zip code.
number_of_employeesintegerNumber of employees.
shipping_postal_codestringShipping address postal/zip code.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create campaignSALESFORCE_CREATE_CAMPAIGNAcciónCreates a new campaign in salesforce with the specified information.
SALESFORCE_CREATE_CAMPAIGNAcciónCreates a new campaign in salesforce with the specified information.
Parámetros de entrada
namestringObligatorioCampaign name (required field in Salesforce).
typestringType of campaign.
statusstringCurrent status of the campaign.
end_datestringCampaign end date in YYYY-MM-DD format.
is_activebooleanWhether the campaign is currently active.
parent_idstringID of the parent campaign if this is a child campaign.
start_datestringCampaign start date in YYYY-MM-DD format.
actual_costnumberActual cost spent on the campaign.
descriptionstringDetailed description of the campaign.
number_sentnumberNumber of individuals targeted by the campaign.
budgeted_costnumberBudgeted cost for the campaign.
expected_revenuenumberExpected revenue from the campaign.
expected_responsenumberExpected response rate as a percentage.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create campaign recordSALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POSTAcciónDeprecated: 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.
SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POSTAcciónDeprecated: 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
IdstringUnique identifier for the campaign record, usually system-generated upon creation.
NamestringObligatorioRequired. Name of the campaign (limit 80 characters).
TypestringType of campaign (limit 40 characters).
StatusstringCurrent status of the campaign (limit 40 characters).
EndDatestringdateEnding date for the campaign (YYYY-MM-DD); responses received after this date are still counted.
OwnerIdstringID of the campaign owner. Defaults to the ID of the user making the API call.
IsActivebooleanIndicates if the campaign is active. Label: Active.
ParentIdstringID of the parent Campaign record for hierarchical grouping.
IsDeletedbooleanIndicates if the campaign record has been deleted.
StartDatestringdateStarting date for the campaign (YYYY-MM-DD).
ActualCostintegerActual cost of the campaign, in the organization's currency.
NumberSentintegerTotal number of individuals targeted (e.g., emails sent). Label: Num Sent.
CreatedByIdstringRead-only. ID of the user who created this campaign record.
CreatedDatestringdate-timeRead-only. Creation date and time (ISO 8601).
DescriptionstringDetailed description of the campaign (limit 32KB; first 255 characters displayed in reports).
BudgetedCostintegerBudgeted cost for this campaign, in the organization's currency.
NumberOfLeadsintegerRead-only. Total leads associated with this campaign. Label: Leads in Campaign.
LastViewedDatestringdate-timeRead-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-timeRead-only. Last modification date and time by a user or automated process (ISO 8601).
ExpectedRevenueintegerExpected revenue from this campaign, in the organization's currency.
attributes__urlstringRead-only. Relative URL to the campaign record.
ExpectedResponseintegerPercentage of responses expected from targeted individuals.
LastActivityDatestringdateRead-only. Most recent activity date (event due date or closed task due date, YYYY-MM-DD).
LastModifiedByIdstringRead-only. ID of the user who last modified this campaign record.
LastModifiedDatestringdate-timeRead-only. Last modification date and time (ISO 8601).
NumberOfContactsintegerRead-only. Total contacts associated with this campaign. Label: Total Contacts.
attributes__typestringsObject type, typically 'Campaign'.
NumberOfResponsesintegerRead-only. Contacts and unconverted leads with Member Status “Responded”. Label: Responses in Campaign.
LastReferencedDatestringdate-timeRead-only. Timestamp of current user's last access to this record, a related record, or a list view (ISO 8601).
NumberOfOpportunitiesintegerRead-only. Total opportunities associated with this campaign. Label: Opportunities in Campaign.
AmountAllOpportunitiesintegerRead-only. Total monetary amount of all opportunities (including closed/won) in this campaign, in organization's currency. Label: Value Opportunities in Campaign.
AmountWonOpportunitiesintegerRead-only. Total monetary amount of closed/won opportunities in this campaign, in organization's currency. Label: Value Won Opportunities in Campaign.
NumberOfConvertedLeadsintegerRead-only. Leads converted to an account and contact from this campaign. Label: Converted Leads.
NumberOfWonOpportunitiesintegerRead-only. Closed or won opportunities from this campaign. Label: Won Opportunities in Campaign.
CampaignMemberRecordTypeIdstringRecord type ID for associated CampaignMember records, determining their fields and layout.
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create contactSALESFORCE_CREATE_CONTACTAcciónCreates a new contact in salesforce with the specified information.
SALESFORCE_CREATE_CONTACTAcciónCreates a new contact in salesforce with the specified information.
Parámetros de entrada
emailstringContact's email address.
phonestringContact's primary phone number.
titlestringContact's job title.
birthdatestringContact's birthdate in YYYY-MM-DD format.
last_namestringObligatorioContact's last name (required field in Salesforce).
account_idstringID of the Account this contact is associated with.
departmentstringContact's department.
first_namestringContact's first name.
descriptionstringAdditional notes or description about the contact.
lead_sourcestringSource from which this contact originated.
mailing_citystringContact's mailing city.
mobile_phonestringContact's mobile phone number.
mailing_statestringContact's mailing state/province.
mailing_streetstringContact's mailing street address.
mailing_countrystringContact's mailing country.
mailing_postal_codestringContact's mailing postal/zip code.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create leadSALESFORCE_CREATE_LEADAcciónCreates a new lead in salesforce with the specified information.
SALESFORCE_CREATE_LEADAcciónCreates a new lead in salesforce with the specified information.
Parámetros de entrada
citystringLead's city.
emailstringLead's email address.
phonestringLead's phone number.
statestringLead's state/province.
titlestringLead's job title.
ratingstringLead rating.
statusstringLead status.
streetstringLead's street address.
companystringObligatorioLead's company name (required field in Salesforce).
countrystringLead's country.
websitestringLead's company website.
industrystringLead's industry.
last_namestringObligatorioLead's last name (required field in Salesforce).
first_namestringLead's first name.
descriptionstringAdditional notes or description about the lead.
lead_sourcestringSource of the lead.
postal_codestringLead's postal/zip code.
annual_revenuenumberLead's company annual revenue.
number_of_employeesintegerNumber of employees at lead's company.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create leadSALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPEAcciónDeprecated: creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.
SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPEAcciónDeprecated: creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.
Parámetros de entrada
CitystringCity for the address.
EmailstringEmail address.
PhonestringPrimary phone number.
StatestringState or province for the address.
TitlestringTitle (e.g., CFO, CEO; up to 128 characters).
JigsawstringData.com contact ID (max 20 chars). Indicates Data.com import. Do not modify; for import troubleshooting.
RatingstringRating (e.g., Hot, Warm, Cold).
StatusstringCurrent status (e.g., Open, Contacted). Defined in LeadStatus object in Salesforce setup.
StreetstringStreet address.
CompanystringObligatorioCompany name (up to 255 characters). If person accounts are enabled and this is null, lead converts to a person account.
CountrystringCountry for the address.
OwnerIdstringID of the owner. Defaults to current user if unspecified.
WebsitestringWebsite URL.
IndustrystringPrimary industry of the lead's company.
LastNamestringObligatorioLast name of the lead (up to 80 characters).
PhotoUrlstringPath for social network profile image URL; used with Salesforce instance URL. Empty if Social Accounts/Contacts disabled.
FirstNamestringFirst name (up to 40 characters).
IsDeletedbooleanIndicates if the lead is in the Recycle Bin (true) or not (false). Salesforce defaults to false if this field is omitted.
LeadSourcestringenumSource of the lead.
WebOtherPhone InquiryPartner ReferralPurchased ListPostalCodestringPostal or ZIP code for the address.
Primary__cstringCustom field, possibly indicates if primary contact/lead.
SICCode__cstringCustom field for Standard Industrial Classification (SIC) code.
SalutationstringenumSalutation for the lead.
Mr.Ms.Mrs.Dr.Prof.CleanStatusstringRecord's clean status compared with Data.com (e.g., Matched, Different, Pending).
CreatedByIdstringID of user who created this. System-generated, read-only.
CreatedDatestringdate-timeCreation timestamp. System-generated, read-only.
DescriptionstringDescription (up to 32,000 characters).
IsConvertedbooleanTrue if converted to Account/Contact/Opportunity; false otherwise. Read-only; set upon conversion.
IndividualIdstringAssociated data privacy record ID. Available if Data Protection/Privacy enabled.
AnnualRevenueintegerAnnual revenue of the lead’s company.
ConvertedDatestringdateConversion date. Read-only; set upon conversion.
DandbCompanyIdstringAssociated D&B Company record ID. Available if Data.com used.
LastViewedDatestringdate-timeTimestamp when current user last viewed. Null if only accessed (LastReferencedDate) but not viewed. Read-only.
MasterRecordIdstringID of the master record if this lead was deleted due to a merge; null otherwise.
SystemModstampstringdate-timeTimestamp of last modification by user or system. System-generated, read-only.
IsUnreadByOwnerbooleanTrue if assigned to an owner but not yet viewed by them. Salesforce defaults to true when a lead is created or its owner changes.
JigsawContactIdstringJigsaw contact ID. Read-only.
attributes__urlstringRelative URL of SObject record. Usually metadata, not set by user on creation.
EmailBouncedDatestringdate-timeDate/time of last email bounce (if bounce management active).
IsPriorityRecordbooleanTrue if this lead is marked as a priority record.
LastActivityDatestringdateLater of most recent event's Due Date or most recently closed task's Due Date. Read-only.
LastModifiedByIdstringID of user who last modified this. System-generated, read-only.
LastModifiedDatestringdate-timeLast modification timestamp. System-generated, read-only.
attributes__typestringSObject type (typically 'Lead'). Usually metadata, not set by user on creation.
CompanyDunsNumberstringD-U-N-S number (unique 9-digit business ID; max 9 chars). Available if Data.com Prospector/Clean used.
NumberOfEmployeesintegerNumber of employees at the lead’s company.
ConvertedAccountIdstringID of the Account object from conversion. Read-only.
ConvertedContactIdstringID of the Contact object from conversion. Read-only.
EmailBouncedReasonstringReason for last email bounce (if bounce management active).
LastReferencedDatestringdate-timeTimestamp when current user last accessed this or related record. Read-only.
ProductInterest__cstringCustom field indicating the product(s) the lead is interested in.
CurrentGenerators__cstringCustom field for information about current generators or similar equipment/services.
NumberofLocations__cintegerCustom field for the number of locations the lead's company has.
ConvertedOpportunityIdstringID of the Opportunity from conversion. Read-only.
Parámetros de salida
dataobjectObligatorioSalesforce response, typically including new lead ID and success status, or error details.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create a new contactSALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADERAcciónDeprecated: 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.
SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADERAcciónDeprecated: 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
IdstringUnique contact identifier, system-generated; omit for new contact creation.
FaxstringPrimary business fax. Label: Business Fax.
NamestringRead-only: Full name, a concatenation of FirstName, MiddleName, LastName, and Suffix (up to 203 characters).
EmailstringEmail address.
PhonestringPrimary business phone. Label: Business Phone.
TitlestringContact's title (e.g., CEO, Vice President).
JigsawstringRead-only: Data.com Company ID (max 20 chars), indicates import from Data.com. Label: Data.com Key. Do not modify.
OwnerIdstringID of the Salesforce user owning this contact. Defaults to the logged-in user if unspecified.
LastNamestringObligatorioRequired: Contact's last name (up to 80 characters).
Level__cstringCustom field: Contact's level (e.g., Primary, Secondary). '__c' denotes a custom field.
PhotoUrlstringRead-only: Path for social profile image URL (redirects). Empty if Social Accounts & Contacts disabled.
AccountIdstringParent Account ID; must exist if specified. Caution advised when changing for portal-enabled contacts.
BirthdatestringdateBirthdate (YYYY-MM-DD). SOQL queries ignore year for date comparisons (e.g., `Birthdate > TODAY`).
FirstNamestringContact's first name (up to 40 characters).
HomePhonestringHome phone.
IsDeletedbooleanRead-only: True if contact is in Recycle Bin. Label: Deleted.
OtherCitystringAlternate address: City.
DepartmentstringContact's department.
LeadSourcestringLead source for this contact (e.g., Web, Phone Inquiry).
OtherPhonestringAlternate address phone.
OtherStatestringAlternate address: State or province.
SalutationstringHonorific for the contact's name (e.g., Dr., Mr., Mrs.).
CleanStatusstringRecord's clean status compared to Data.com (e.g., 'Matched' may appear as 'In Sync' in UI).
CreatedByIdstringRead-only: ID of user who created contact.
CreatedDatestringdate-timeRead-only: Timestamp of contact creation.
DescriptionstringDescription (up to 32KB). Label: Contact Description.
MailingCitystringMailing address: City.
MobilePhonestringMobile phone.
OtherStreetstringAlternate address: Street.
ReportsToIdstringID of manager contact reports to. Not for person accounts (IsPersonAccount true).
IndividualIdstringID of associated data privacy record. Available if Data Protection & Privacy enabled.
Languages__cstringCustom field: Languages spoken by the contact (e.g., English;Spanish). '__c' denotes a custom field.
MailingStatestringMailing address: State or province.
OtherCountrystringAlternate address: Country.
AssistantNamestringAssistant's name.
ContactSourcestringSource of contact information, for more granular tracking than LeadSource.
MailingStreetstringMailing address: Street.
OtherLatitudeintegerAlternate address: Latitude (-90 to 90, 15 decimal places). Use with OtherLongitude.
AssistantPhonestringAssistant's phone.
IsEmailBouncedbooleanTrue if email bounced; bounce management must be active.
LastViewedDatestringdate-timeRead-only: Timestamp current user last viewed contact. Null if only referenced.
MailingCountrystringMailing address: Country.
MasterRecordIdstringRead-only: ID of the master record post-merge deletion; null otherwise.
OtherLongitudeintegerAlternate address: Longitude (-180 to 180, 15 decimal places). Use with OtherLatitude.
SystemModstampstringdate-timeRead-only: Timestamp of last system modification (user or automated).
JigsawContactIdstringRead-only: Jigsaw (Data.com) ID, links to Data.com contact data.
MailingLatitudeintegerMailing address: Latitude (-90 to 90, 15 decimal places). Use with MailingLongitude.
OtherPostalCodestringAlternate address: Postal code.
attributes__urlstringRelative URL for this SObject record, usually system-generated. Part of 'attributes' metadata.
EmailBouncedDatestringdate-timeDate and time of email bounce, if bounce management is active and an email bounced.
IsPriorityRecordbooleanTrue if contact is a priority record.
LastActivityDatestringdateRead-only: Most recent due date of associated event or closed task.
LastCUUpdateDatestringdate-timeRead-only: Timestamp of last update from a contact update request.
LastModifiedByIdstringRead-only: ID of user who last modified contact.
LastModifiedDatestringdate-timeRead-only: Timestamp of last modification.
MailingLongitudeintegerMailing address: Longitude (-180 to 180, 15 decimal places). Use with MailingLatitude.
attributes__typestringSalesforce SObject type, typically 'Contact'. Part of 'attributes' metadata.
LastCURequestDatestringdate-timeRead-only: Timestamp of last contact update request (e.g., Data.com Clean).
MailingPostalCodestringMailing address: Postal code.
EmailBouncedReasonstringReason for email bounce, if bounce management is active and an email bounced.
LastReferencedDatestringdate-timeRead-only: Timestamp current user last accessed contact, related record, or its list view.
OtherGeocodeAccuracystringAlternate address: Geocode accuracy. See Salesforce docs for geolocation compound fields.
MailingGeocodeAccuracystringMailing address: Geocode accuracy. See Salesforce docs for geolocation compound fields.
Parámetros de salida
dataobjectObligatorioSalesforce API response data. On success, typically includes new contact 'id', 'success' flag (true), and empty 'errors' array (e.g., `{'id': '003R00000012345AAA', 'success': True, 'errors': []}`).
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create noteSALESFORCE_CREATE_NOTEAcciónCreates a new note attached to a salesforce record with the specified title and content.
SALESFORCE_CREATE_NOTEAcciónCreates a new note attached to a salesforce record with the specified title and content.
Parámetros de entrada
bodystringBody/content of the note. Can contain detailed text information.
titlestringObligatorioTitle of the note (required field in Salesforce).
owner_idstringID of the user who will own the note. Defaults to the current user if not specified.
parent_idstringObligatorioID 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_privatebooleanWhether the note should be private (only visible to owner and users with Modify All Data permission).
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create a note recordSALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADERAcciónDeprecated: creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.
SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADERAcciónDeprecated: 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
IdstringUnique identifier for the Note object, typically auto-generated and not provided in the request.
BodystringObligatorioContent or body of the note.
TitlestringObligatorioTitle of the note.
OwnerIdstringID of the Salesforce User who will own the note; defaults to the API user.
ParentIdstringObligatorioID of the parent Salesforce record (e.g., Account, Contact) to which this note is related; must reference an existing record.
IsDeletedbooleanIndicates if the object is in the Recycle Bin. Label is Deleted.
IsPrivatebooleanIf true, restricts note visibility to the owner or users with "Modify All Data" permission. Label is Private.
CreatedByIdstringID of the user who created the note (system-generated, read-only on create).
CreatedDatestringdate-timeTimestamp of note creation (system-generated, read-only on create).
SystemModstampstringdate-timeTimestamp of last system change (system-generated).
attributes__urlstringAPI URL for the SObject. Corresponds to `attributes.url` in the JSON body (typically read-only).
LastModifiedByIdstringID of the user who last modified the note (system-generated).
LastModifiedDatestringdate-timeTimestamp of last modification (system-generated).
attributes__typestringSObject type, should be 'Note' if provided. Corresponds to `attributes.type` in the JSON body.
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create opportunitySALESFORCE_CREATE_OPPORTUNITYAcciónCreates a new opportunity in salesforce with the specified information.
SALESFORCE_CREATE_OPPORTUNITYAcciónCreates a new opportunity in salesforce with the specified information.
Parámetros de entrada
namestringObligatorioOpportunity name (required field in Salesforce).
typestringType of opportunity.
amountnumberEstimated total sale amount.
next_stepstringDescription of next step in sales process.
account_idstringID of the Account this opportunity is associated with.
close_datestringObligatorioExpected close date in YYYY-MM-DD format (required field in Salesforce).
contact_idstringID of the primary Contact for this opportunity.
stage_namestringObligatorioCurrent stage of the opportunity (required field in Salesforce).
descriptionstringText description of the opportunity.
lead_sourcestringSource of the opportunity.
probabilitynumberPercentage probability of closing (0-100).
pricebook2_idstringID of the price book for this opportunity.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create opportunity recordSALESFORCE_CREATE_OPPORTUNITY_RECORDAcciónDeprecated: 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.
SALESFORCE_CREATE_OPPORTUNITY_RECORDAcciónDeprecated: 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
IdstringSystem-generated unique identifier. Typically not provided during creation; providing it may be ignored or cause an error.
NamestringObligatorioDescriptive name for the opportunity. Required. Limit: 120 characters.
TypestringOpportunity type (e.g., 'New Business', 'Existing Customer'). Values depend on Salesforce configuration.
IsWonbooleanRead-only. Indicates if won, lost, or open. Auto-set by Salesforce based on StageName; cannot be set on creation.
AmountintegerEstimated total sale amount. If products are involved, this may be auto-calculated, and direct updates might be ignored.
FiscalstringFiscal period ('YYYY Q' format, e.g., '2024 1') based on CloseDate. Used if standard fiscal year settings not enabled. Often auto-derived.
OwnerIdstringID of the User owning this opportunity. Defaults to creating user if unspecified (depending on settings). Ensure User ID is valid and active.
IsClosedbooleanRead-only. Indicates if closed or open. Auto-set by Salesforce based on StageName; cannot be set on creation.
NextStepstringNext actionable step towards closing. Limit: 255 characters.
AccountIdstringID of the linked Account. Often crucial for creating a valid opportunity.
CloseDatestringObligatoriodateExpected close date (YYYY-MM-DD). Required.
ContactIdstringID of the primary Contact. Set only during creation. Use OpportunityContactRole object to modify or add other contacts later.
IsDeletedbooleanIndicates if the record is in the Recycle Bin. Generally used for querying, not set during creation.
IsPrivatebooleanIf true, this opportunity is private and only visible to the owner and users with appropriate sharing access.
PushCountintegerRead-only. Used internally by Salesforce for mobile sync updates. Not user-settable.
StageNamestringObligatorioCurrent 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.
CampaignIdstringID of the influencing Campaign. Ensure Campaign feature is enabled and ID is valid.
FiscalYearintegerFiscal year (e.g., 2024) of CloseDate. Often auto-derived from CloseDate based on org's fiscal year settings.
LeadSourcestringLead or opportunity source (e.g., 'Web', 'Partner Referral'). Values depend on Salesforce configuration.
CreatedByIdstringRead-only. ID of the user who created this record. Auto-set by Salesforce.
CreatedDatestringdate-timeRead-only. Creation timestamp. Auto-set by Salesforce.
DescriptionstringDetailed text description. Limit: 32,000 characters.
ProbabilityintegerLikelihood (percentage, e.g., 75 for 75%) of closing. Often implied by StageName but can be overridden.
Pricebook2IdstringID of the associated Price Book (Pricebook2). Generally required if adding products. Ensure products/price books are enabled and ID is valid.
FiscalQuarterintegerFiscal quarter (1-4) of CloseDate. Often auto-derived from CloseDate based on org's fiscal year settings.
HasOverdueTaskbooleanRead-only. Indicates if overdue Tasks exist. API v35.0+.
LastViewedDatestringdate-timeRead-only. Timestamp of when current user last viewed this record. Not settable on creation.
OrderNumber__cstringCustom field: Associated order number.
SystemModstampstringdate-timeRead-only. Last system modification timestamp. Auto-set by Salesforce.
ExpectedRevenueintegerRead-only. Calculated as Amount * Probability. Cannot be set during creation.
HasOpenActivitybooleanRead-only. Indicates if open activities (Events or Tasks) exist. API v35.0+.
attributes__urlstringRelative URL for this Opportunity record.
ForecastCategorystringForecast category (e.g., 'Pipeline', 'Best Case'). Often implied by StageName. For API v12.0+, typically set via ForecastCategoryName. Values depend on Salesforce configuration.
LastActivityDatestringdateRead-only. Date of the most recent activity (Event or Task). Not settable on creation.
LastModifiedByIdstringRead-only. ID of the user who last modified this record. Auto-set by Salesforce.
LastModifiedDatestringdate-timeRead-only. Last modification timestamp. Auto-set by Salesforce.
attributes__typestringSObject type for this record, typically 'Opportunity'.
TrackingNumber__cstringCustom field: Associated tracking number.
LastReferencedDatestringdate-timeRead-only. Timestamp of when current user last accessed this record or a related one. Not settable on creation.
MainCompetitors__cstringCustom field: Identified main competitors.
LastStageChangeDatestringdate-timeRead-only. Timestamp of last StageName change. Auto-set by Salesforce.
CurrentGenerators__cstringCustom field: Information on current generators.
ForecastCategoryNamestringName of the forecast category (e.g., 'Pipeline'). API v12.0+. Often implied by StageName but can be overridden. Typically determines ForecastCategory.
HasOpportunityLineItembooleanRead-only. Indicates if associated line items (products) exist. System-managed; ignored during creation.
TotalOpportunityQuantityintegerTotal quantity of items (e.g., units, licenses). Used in quantity-based forecasting.
LastAmountChangedHistoryIdstringRead-only. ID of OpportunityHistory record tracking last Amount change (API v50.0+). Not settable on creation.
DeliveryInstallationStatus__cstringCustom field: Delivery or installation status.
LastCloseDateChangedHistoryIdstringRead-only. ID of OpportunityHistory record tracking last CloseDate change (API v50.0+). Not settable on creation.
Parámetros de salida
dataobjectObligatorioSalesforce response. On success, typically includes the new Opportunity 'id' and a 'success' flag.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create taskSALESFORCE_CREATE_TASKAcciónCreates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
SALESFORCE_CREATE_TASKAcciónCreates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Parámetros de entrada
statusstringStatus of the task.
who_idstringID of the Contact or Lead this task is associated with.
subjectstringObligatorioSubject/title of the task.
what_idstringID of the related record (Account, Opportunity, Case, etc.) this task is associated with.
owner_idstringID of the user who owns the task. Defaults to current user if not specified.
prioritystringPriority level of the task.
descriptionstringDetailed description or notes for the task.
activity_datestringDue date for the task in YYYY-MM-DD format.
is_reminder_setbooleanWhether to set a reminder for this task.
reminder_date_timestringDate and time for the reminder in ISO format (YYYY-MM-DDTHH:MM:SS). Required if is_reminder_set is true.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete accountSALESFORCE_DELETE_ACCOUNTAcciónPermanently deletes an account from salesforce. this action cannot be undone.
SALESFORCE_DELETE_ACCOUNTAcciónPermanently deletes an account from salesforce. this action cannot be undone.
Parámetros de entrada
account_idstringObligatorioThe Salesforce ID of the account to delete.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete a lead object by its idSALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_IDAcciónDeprecated: permanently deletes an existing lead object from salesforce using its unique id.
SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_IDAcciónDeprecated: permanently deletes an existing lead object from salesforce using its unique id.
Parámetros de entrada
idstringObligatorioThe 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
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete campaignSALESFORCE_DELETE_CAMPAIGNAcciónPermanently deletes a campaign from salesforce. this action cannot be undone.
SALESFORCE_DELETE_CAMPAIGNAcciónPermanently deletes a campaign from salesforce. this action cannot be undone.
Parámetros de entrada
campaign_idstringObligatorioThe Salesforce ID of the campaign to delete.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete contactSALESFORCE_DELETE_CONTACTAcciónPermanently deletes a contact from salesforce. this action cannot be undone.
SALESFORCE_DELETE_CONTACTAcciónPermanently deletes a contact from salesforce. this action cannot be undone.
Parámetros de entrada
contact_idstringObligatorioThe Salesforce ID of the contact to delete.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete leadSALESFORCE_DELETE_LEADAcciónPermanently deletes a lead from salesforce. this action cannot be undone.
SALESFORCE_DELETE_LEADAcciónPermanently deletes a lead from salesforce. this action cannot be undone.
Parámetros de entrada
lead_idstringObligatorioThe Salesforce ID of the lead to delete.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete noteSALESFORCE_DELETE_NOTEAcciónPermanently deletes a note from salesforce. this action cannot be undone.
SALESFORCE_DELETE_NOTEAcciónPermanently deletes a note from salesforce. this action cannot be undone.
Parámetros de entrada
note_idstringObligatorioThe Salesforce ID of the note to delete.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete opportunitySALESFORCE_DELETE_OPPORTUNITYAcciónPermanently deletes an opportunity from salesforce. this action cannot be undone.
SALESFORCE_DELETE_OPPORTUNITYAcciónPermanently deletes an opportunity from salesforce. this action cannot be undone.
Parámetros de entrada
opportunity_idstringObligatorioThe Salesforce ID of the opportunity to delete.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Execute SOQL querySALESFORCE_EXECUTE_SOQL_QUERYAcciónDeprecated: executes the provided soql query against salesforce; the query must begin with 'select'.
SALESFORCE_EXECUTE_SOQL_QUERYAcciónDeprecated: executes the provided soql query against salesforce; the query must begin with 'select'.
Parámetros de entrada
soql_querystringObligatorioThe 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
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Fetch account by ID with querySALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERYAcciónDeprecated: 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.
SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERYAcciónDeprecated: 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
idstringObligatorioUnique identifier (ID) of the Salesforce Account to retrieve.
fieldsstringOptional 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
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Fetch modified or unmodified sobjectsSALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTSAcciónDeprecated: 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.
SALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTSAcciónDeprecated: 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-SincestringFetch sObjects modified after this RFC3339 datetime string.
If-Unmodified-SincestringFetch sObjects unmodified since this RFC3339 datetime string.
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get accountSALESFORCE_GET_ACCOUNTAcciónRetrieves a specific account by id from salesforce, returning all available fields.
SALESFORCE_GET_ACCOUNTAcciónRetrieves a specific account by id from salesforce, returning all available fields.
Parámetros de entrada
account_idstringObligatorioThe Salesforce ID of the account to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get campaignSALESFORCE_GET_CAMPAIGNAcciónRetrieves a specific campaign by id from salesforce, returning all available fields.
SALESFORCE_GET_CAMPAIGNAcciónRetrieves a specific campaign by id from salesforce, returning all available fields.
Parámetros de entrada
campaign_idstringObligatorioThe Salesforce ID of the campaign to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get contactSALESFORCE_GET_CONTACTAcciónRetrieves a specific contact by id from salesforce, returning all available fields.
SALESFORCE_GET_CONTACTAcciónRetrieves a specific contact by id from salesforce, returning all available fields.
Parámetros de entrada
contact_idstringObligatorioThe Salesforce ID of the contact to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get dashboardSALESFORCE_GET_DASHBOARDAcciónGets detailed metadata for a specific dashboard including its components, layout, and filters.
SALESFORCE_GET_DASHBOARDAcciónGets detailed metadata for a specific dashboard including its components, layout, and filters.
Parámetros de entrada
dashboard_idstringObligatorioThe Salesforce ID of the dashboard to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get leadSALESFORCE_GET_LEADAcciónRetrieves a specific lead by id from salesforce, returning all available fields.
SALESFORCE_GET_LEADAcciónRetrieves a specific lead by id from salesforce, returning all available fields.
Parámetros de entrada
lead_idstringObligatorioThe Salesforce ID of the lead to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get noteSALESFORCE_GET_NOTEAcciónRetrieves a specific note by id from salesforce, returning all available fields.
SALESFORCE_GET_NOTEAcciónRetrieves a specific note by id from salesforce, returning all available fields.
Parámetros de entrada
note_idstringObligatorioThe Salesforce ID of the note to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve Note with conditionsSALESFORCE_GET_NOTE_BY_ID_WITH_FIELDSAcciónDeprecated: retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.
SALESFORCE_GET_NOTE_BY_ID_WITH_FIELDSAcciónDeprecated: retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.
Parámetros de entrada
idstringObligatorioUnique identifier (ID) of the Note object to retrieve.
fieldsstringComma-delimited API names of fields for the Note object (e.g., 'Title,Body'). If omitted, all accessible fields are retrieved.
Parámetros de salida
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get opportunitySALESFORCE_GET_OPPORTUNITYAcciónRetrieves a specific opportunity by id from salesforce, returning all available fields.
SALESFORCE_GET_OPPORTUNITYAcciónRetrieves a specific opportunity by id from salesforce, returning all available fields.
Parámetros de entrada
opportunity_idstringObligatorioThe Salesforce ID of the opportunity to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get report metadataSALESFORCE_GET_REPORTAcciónGets detailed metadata for a specific report including its structure, columns, filters, and groupings.
SALESFORCE_GET_REPORTAcciónGets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Parámetros de entrada
report_idstringObligatorioThe Salesforce ID of the report to retrieve metadata for.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get report instance resultsSALESFORCE_GET_REPORT_INSTANCEAcciónGets the results of a report instance created by running a report. check status to see if report has completed.
SALESFORCE_GET_REPORT_INSTANCEAcciónGets the results of a report instance created by running a report. check status to see if report has completed.
Parámetros de entrada
report_idstringObligatorioThe Salesforce ID of the report.
instance_idstringObligatorioThe report instance ID returned from running a report.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get user infoSALESFORCE_GET_USER_INFOAcciónRetrieves information about the current user or a specific user in salesforce.
SALESFORCE_GET_USER_INFOAcciónRetrieves information about the current user or a specific user in salesforce.
Parámetros de entrada
user_idstringThe Salesforce User ID to retrieve information for. If not provided, returns current user info.
include_permissionsbooleanWhether to include user permissions in the response (requires additional API call).
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List accountsSALESFORCE_LIST_ACCOUNTSAcciónLists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_ACCOUNTSAcciónLists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Parámetros de entrada
querystringSOQL query to fetch accounts. Use standard SOQL syntax to filter, sort, and limit results.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List campaignsSALESFORCE_LIST_CAMPAIGNSAcciónLists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CAMPAIGNSAcciónLists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Parámetros de entrada
querystringSOQL query to fetch campaigns. Use standard SOQL syntax to filter, sort, and limit results.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List contactsSALESFORCE_LIST_CONTACTSAcciónLists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CONTACTSAcciónLists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Parámetros de entrada
querystringSOQL query to fetch contacts. Use standard SOQL syntax to filter, sort, and limit results.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List dashboardsSALESFORCE_LIST_DASHBOARDSAcciónLists all dashboards available in salesforce with basic metadata including name, id, and urls.
SALESFORCE_LIST_DASHBOARDSAcciónLists all dashboards available in salesforce with basic metadata including name, id, and urls.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List email templatesSALESFORCE_LIST_EMAIL_TEMPLATESAcciónLists available email templates in salesforce with filtering and search capabilities.
SALESFORCE_LIST_EMAIL_TEMPLATESAcciónLists available email templates in salesforce with filtering and search capabilities.
Parámetros de entrada
limitintegerMaximum number of templates to return.
order_bystringField to sort results by.
folder_namestringFilter by folder name to get templates from a specific folder.
search_termstringSearch term to filter templates by name. Uses LIKE operator for partial matches.
include_bodybooleanWhether to include the template body content in results. Note: This may increase response size significantly.
template_typestringFilter by template type. Common values: text, custom, html, visualforce.
is_active_onlybooleanWhether to return only active templates. Set to false to include inactive templates.
order_directionstringSort direction: ASC for ascending, DESC for descending.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List leadsSALESFORCE_LIST_LEADSAcciónLists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_LEADSAcciónLists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Parámetros de entrada
querystringSOQL query to fetch leads. Use standard SOQL syntax to filter, sort, and limit results.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List notesSALESFORCE_LIST_NOTESAcciónLists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_NOTESAcciónLists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Parámetros de entrada
querystringSOQL query to fetch notes. Use standard SOQL syntax to filter, sort, and limit results.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List opportunitiesSALESFORCE_LIST_OPPORTUNITIESAcciónLists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_OPPORTUNITIESAcciónLists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Parámetros de entrada
querystringSOQL query to fetch opportunities. Use standard SOQL syntax to filter, sort, and limit results.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List reportsSALESFORCE_LIST_REPORTSAcciónLists all reports available in salesforce with basic metadata including name, id, and urls.
SALESFORCE_LIST_REPORTSAcciónLists all reports available in salesforce with basic metadata including name, id, and urls.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Log callSALESFORCE_LOG_CALLAcciónLogs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
SALESFORCE_LOG_CALLAcciónLogs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
Parámetros de entrada
who_idstringID of the Contact or Lead associated with the call.
subjectstringSubject line for the call log. Defaults to 'Call'.
what_idstringID of the related record (Account, Opportunity, Case, etc.) associated with the call.
commentsstringDetailed notes or description of what was discussed during the call.
call_datestringDate of the call in YYYY-MM-DD format. Defaults to today if not specified.
call_typestringType of call made.
call_dispositionstringOutcome or result of the call.
call_duration_secondsintegerDuration of the call in seconds.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Log email activitySALESFORCE_LOG_EMAIL_ACTIVITYAcciónCreates an emailmessage record to log email activity in salesforce, associating it with related records.
SALESFORCE_LOG_EMAIL_ACTIVITYAcciónCreates an emailmessage record to log email activity in salesforce, associating it with related records.
Parámetros de entrada
statusstringStatus of the email. 0=New, 1=Read, 2=Replied, 3=Sent, 4=Forwarded, 5=Draft
subjectstringObligatorioSubject line of the email.
html_bodystringHTML body of the email. If provided, takes precedence over text_body for display.
parent_idstringID of the parent record, typically a Case for case-related emails.
text_bodystringPlain text body of the email.
cc_addressstringCC email addresses (comma-separated if multiple).
to_addressstringObligatorioEmail addresses of the recipients (comma-separated if multiple).
bcc_addressstringBCC email addresses (comma-separated if multiple).
is_incomingbooleanWhether this is an incoming email (true) or outgoing email (false).
from_addressstringObligatorioEmail address of the sender.
message_datestringDate/time the email was sent in ISO format. Defaults to current time if not provided.
related_to_idstringObligatorioID of the record to associate this email with (Account, Opportunity, Case, etc.).
is_client_managedbooleanWhether the email is client-managed (not sent through Salesforce).
is_externally_visiblebooleanWhether the email is visible in customer portals/communities.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Mass transfer ownershipSALESFORCE_MASS_TRANSFER_OWNERSHIPAcciónTransfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
SALESFORCE_MASS_TRANSFER_OWNERSHIPAcciónTransfers 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[]ObligatorioList of record IDs to transfer ownership.
object_typestringObligatorioThe Salesforce object type for the records to transfer (e.g., Account, Contact, Lead, Opportunity).
new_owner_idstringObligatorioThe user ID of the new owner to transfer records to.
send_notification_emailbooleanWhether to send email notification to the new owner about the transfer.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Query contacts by nameSALESFORCE_QUERY_CONTACTS_BY_NAMEAcciónDeprecated: finds salesforce contact records by name using a case-insensitive search.
SALESFORCE_QUERY_CONTACTS_BY_NAMEAcciónDeprecated: finds salesforce contact records by name using a case-insensitive search.
Parámetros de entrada
limitintegerMaximum number of contact records to return.
fieldsstringComma-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_namestringObligatorioThe 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
dataobjectObligatorioThe 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Query reportSALESFORCE_QUERY_REPORTAcciónDeprecated: 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.
SALESFORCE_QUERY_REPORTAcciónDeprecated: 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
idstringObligatorioThe unique identifier (ID) of the report to query.
namestringThe 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.
scopestringDefines 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.
topRowsobjectLimits report output to a specified number of top or bottom rows.
currencystringenumSupported currency codes for reports.
USDEURGBPCADAUDJPYCHFCNYINRBRLMXNSGD+2divisionstringDetermines 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.
folderIdstringThe 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').
reportTypeobjectObligatorioSpecifies 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.
reportFormatstringObligatorioenumThe desired format for the report output. Determines the structure of the data returned.
TABULARSUMMARYMATRIXMULTI_BLOCKdetailColumnsstring[]A list of API names of the columns to include in the detail section of the report.
developerNamestringThe 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).
hasDetailRowsbooleanIf 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.
showSubtotalsbooleanIf true, the report output will include subtotals for groupings.
hasRecordCountbooleanIf true, the report will display the total number of records.
showGrandTotalbooleanIf 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.
standardDateFilterobjectA 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.
presentationOptionsobjectPresentation settings for the report.
reportBooleanFilterstringA 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.
userOrHierarchyFilterIdstringThe ID of a user or role used to filter the report based on role hierarchy (e.g., 'My Team's Opportunities').
allowedInCustomDetailFormulabooleanIndicates if fields used in the report are allowed in custom detail formulas.
Parámetros de salida
dataobjectObligatorioA dictionary containing the queried report data, structured according to the report format and requested details.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Remove account by unique identifierSALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIERAcciónDeprecated: deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).
SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIERAcciónDeprecated: deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).
Parámetros de entrada
idstringObligatorioUnique Salesforce Account ID (typically 15 or 18 characters).
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Remove a specific contact by idSALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_IDAcciónDeprecated: permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.
SALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_IDAcciónDeprecated: permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.
Parámetros de entrada
idstringObligatorioThe 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
dataobjectContains error details if the operation fails; typically empty on successful deletion (HTTP 204).
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Remove campaign object by idSALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_IDAcciónDeprecated: permanently deletes a specific campaign sobject in salesforce using its unique id.
SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_IDAcciónDeprecated: permanently deletes a specific campaign sobject in salesforce using its unique id.
Parámetros de entrada
idstringObligatorioThe unique Salesforce identifier (typically 18-character) of the Campaign SObject to be deleted.
Parámetros de salida
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Remove from campaignSALESFORCE_REMOVE_FROM_CAMPAIGNAcciónRemoves 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.
SALESFORCE_REMOVE_FROM_CAMPAIGNAcciónRemoves 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_idstringThe Salesforce ID of the lead or contact to remove from the campaign. Either member_id or campaign_member_id must be provided.
campaign_idstringObligatorioThe Salesforce ID of the campaign to remove the member from.
campaign_member_idstringThe specific CampaignMember record ID to delete. Either member_id or campaign_member_id must be provided.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Remove note object by idSALESFORCE_REMOVE_NOTE_OBJECT_BY_IDAcciónDeprecated: permanently deletes an existing salesforce note object identified by its unique id.
SALESFORCE_REMOVE_NOTE_OBJECT_BY_IDAcciónDeprecated: permanently deletes an existing salesforce note object identified by its unique id.
Parámetros de entrada
idstringObligatorioThe unique 15-character or 18-character Salesforce ID of the Note object to be deleted.
Parámetros de salida
dataobjectObligatorioTypically 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Remove opportunity by idSALESFORCE_REMOVE_OPPORTUNITY_BY_IDAcciónDeprecated: permanently deletes an existing salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs.
SALESFORCE_REMOVE_OPPORTUNITY_BY_IDAcciónDeprecated: permanently deletes an existing salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs.
Parámetros de entrada
idstringObligatorioUnique identifier of the Salesforce Opportunity to be deleted, e.g., '001R0000005hDFYIA2'.
Parámetros de salida
dataobjectObligatorioDictionary that may contain data, especially in error cases; successful deletions (HTTP 204) typically have an empty body.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve account data and error responsesSALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSESAcciónDeprecated: retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.
SALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSESAcciónDeprecated: 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
dataobjectObligatorioSObject metadata for the Account object, including attributes like name, label, key prefix, and related resource URLs.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve campaign data with error handlingSALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLINGAcciónDeprecated: retrieves comprehensive information and metadata for the salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling.
SALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLINGAcciónDeprecated: 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
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve contact object metadataSALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSESAcciónDeprecated: retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the salesforce contact sobject; this action does not retrieve individual contact records.
SALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSESAcciónDeprecated: 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
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve lead by idSALESFORCE_RETRIEVE_LEAD_BY_IDAcciónDeprecated: retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.
SALESFORCE_RETRIEVE_LEAD_BY_IDAcciónDeprecated: retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.
Parámetros de entrada
idstringObligatorioUnique identifier (ID) of the Salesforce Lead to retrieve.
fieldsstringComma-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
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve lead data with various responsesSALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSESAcciónDeprecated: retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.
SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSESAcciónDeprecated: retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioRaw 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve note object informationSALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATIONAcciónDeprecated: retrieves comprehensive metadata for the salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities.
SALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATIONAcciónDeprecated: 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
dataobjectObligatorioDetailed metadata for the Salesforce 'Note' SObject, including its fields, properties, and supported operations.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve opportunities dataSALESFORCE_RETRIEVE_OPPORTUNITIES_DATAAcciónDeprecated: retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATAAcciónDeprecated: retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve opportunity by id with optional fieldsSALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDSAcciónDeprecated: retrieves a salesforce opportunity by its id; the opportunity id must exist.
SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDSAcciónDeprecated: retrieves a salesforce opportunity by its id; the opportunity id must exist.
Parámetros de entrada
idstringObligatorioThe unique Salesforce ID of the Opportunity record to retrieve. This is a required path parameter.
fieldsstringAn 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
dataobjectObligatorioA dictionary containing the retrieved Opportunity data. Keys are the API names of the fields, and values are their corresponding values.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve specific campaign object detailsSALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILSAcciónDeprecated: retrieves details for a specific salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist.
SALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILSAcciónDeprecated: retrieves details for a specific salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist.
Parámetros de entrada
idstringObligatorioThe unique identifier (ID) of the Salesforce Campaign object to retrieve. Example: '001R0000005hDFYIA2'.
fieldsstringOptional 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
dataobjectObligatorioA 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.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Retrieve specific contact by idSALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_IDAcciónDeprecated: retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.
SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_IDAcciónDeprecated: retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.
Parámetros de entrada
idstringObligatorioThe unique Salesforce ID of the Contact record to retrieve.
fieldsstringComma-delimited string of Contact field API names to retrieve. If omitted, a default set of fields is returned.
Parámetros de salida
dataobjectObligatorioA dictionary representing the Contact object, where keys are field API names (e.g., 'Id', 'Name', 'Email') and values are their corresponding data.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Run reportSALESFORCE_RUN_REPORTAcciónRuns a report and returns the results. creates a report instance that can be checked for completion.
SALESFORCE_RUN_REPORTAcciónRuns a report and returns the results. creates a report instance that can be checked for completion.
Parámetros de entrada
report_idstringObligatorioThe Salesforce ID of the report to run.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Run SOQL querySALESFORCE_RUN_SOQL_QUERYAcciónExecutes a soql query against salesforce data. returns records matching the query with pagination support.
SALESFORCE_RUN_SOQL_QUERYAcciónExecutes a soql query against salesforce data. returns records matching the query with pagination support.
Parámetros de entrada
querystringObligatorioSOQL query to execute. Use standard SOQL syntax.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search accountsSALESFORCE_SEARCH_ACCOUNTSAcciónSearch for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
SALESFORCE_SEARCH_ACCOUNTSAcciónSearch for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
Parámetros de entrada
namestringSearch by account name. Supports partial matches.
typestringSearch by account type.
limitintegerMaximum number of accounts to return.
phonestringSearch by phone number. Supports partial matches.
fieldsstringComma-separated list of Account fields to retrieve.
websitestringSearch by website. Supports partial matches.
industrystringSearch by industry.
billing_citystringSearch by billing city. Supports partial matches.
billing_statestringSearch by billing state/province. Supports partial matches.
billing_countrystringSearch by billing country. Supports partial matches.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search campaignsSALESFORCE_SEARCH_CAMPAIGNSAcciónSearch for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
SALESFORCE_SEARCH_CAMPAIGNSAcciónSearch for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Parámetros de entrada
namestringSearch by campaign name. Supports partial matches.
typestringSearch by campaign type.
limitintegerMaximum number of campaigns to return.
fieldsstringComma-separated list of Campaign fields to retrieve.
statusstringSearch by campaign status.
is_activebooleanFilter by active status. True for active campaigns, False for inactive.
start_date_tostringSearch campaigns starting before this date (YYYY-MM-DD).
start_date_fromstringSearch campaigns starting from this date (YYYY-MM-DD).
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search contactsSALESFORCE_SEARCH_CONTACTSAcciónSearch for salesforce contacts using multiple criteria like name, email, phone, account, or title.
SALESFORCE_SEARCH_CONTACTSAcciónSearch for salesforce contacts using multiple criteria like name, email, phone, account, or title.
Parámetros de entrada
namestringSearch by contact name (first name, last name, or full name). Supports partial matches.
emailstringSearch by email address. Supports partial matches.
limitintegerMaximum number of contacts to return.
phonestringSearch by phone number. Supports partial matches.
titlestringSearch by job title. Supports partial matches.
fieldsstringComma-separated list of Contact fields to retrieve.
account_namestringSearch by associated account name. Supports partial matches.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search leadsSALESFORCE_SEARCH_LEADSAcciónSearch for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
SALESFORCE_SEARCH_LEADSAcciónSearch for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
Parámetros de entrada
namestringSearch by lead name (first name, last name, or full name). Supports partial matches.
emailstringSearch by email address. Supports partial matches.
limitintegerMaximum number of leads to return.
phonestringSearch by phone number. Supports partial matches.
titlestringSearch by job title. Supports partial matches.
fieldsstringComma-separated list of Lead fields to retrieve.
statusstringSearch by lead status.
companystringSearch by company name. Supports partial matches.
lead_sourcestringSearch by lead source.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search notesSALESFORCE_SEARCH_NOTESAcciónSearch for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
SALESFORCE_SEARCH_NOTESAcciónSearch for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Parámetros de entrada
bodystringSearch within note body content. Supports partial matches.
limitintegerMaximum number of notes to return.
titlestringSearch by note title. Supports partial matches.
fieldsstringComma-separated list of Note fields to retrieve.
is_privatebooleanFilter by private status. True for private notes, False for public notes.
owner_namestringSearch by note owner name. Supports partial matches.
parent_namestringSearch by parent record name (Account, Contact, etc.). Supports partial matches.
created_date_tostringSearch notes created before this date (YYYY-MM-DD).
created_date_fromstringSearch notes created from this date (YYYY-MM-DD).
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search opportunitiesSALESFORCE_SEARCH_OPPORTUNITIESAcciónSearch for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
SALESFORCE_SEARCH_OPPORTUNITIESAcciónSearch for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Parámetros de entrada
namestringSearch by opportunity name. Supports partial matches.
limitintegerMaximum number of opportunities to return.
fieldsstringComma-separated list of Opportunity fields to retrieve.
is_wonbooleanFilter by won status. True for won opportunities, False for lost (only applies to closed opportunities).
is_closedbooleanFilter by closed status. True for closed opportunities, False for open.
amount_maxnumberMaximum opportunity amount.
amount_minnumberMinimum opportunity amount.
stage_namestringSearch by opportunity stage.
lead_sourcestringSearch by lead source.
account_namestringSearch by associated account name. Supports partial matches.
close_date_tostringSearch 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_fromstringSearch 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Search tasksSALESFORCE_SEARCH_TASKSAcciónSearch for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
SALESFORCE_SEARCH_TASKSAcciónSearch for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
Parámetros de entrada
limitintegerMaximum number of tasks to return.
fieldsstringComma-separated list of Task fields to retrieve.
statusstringSearch by task status.
subjectstringSearch by task subject. Supports partial matches.
prioritystringSearch by task priority.
is_closedbooleanFilter by closed status. True for completed tasks, False for open tasks.
account_namestringSearch by related account name. Supports partial matches.
contact_namestringSearch by related contact name. Supports partial matches.
activity_date_tostringSearch tasks with activity date before this date (YYYY-MM-DD).
assigned_to_namestringSearch by assigned user name. Supports partial matches.
activity_date_fromstringSearch tasks with activity date from this date (YYYY-MM-DD).
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Send emailSALESFORCE_SEND_EMAILAcciónSends an email through salesforce with options for recipients, attachments, and activity logging.
SALESFORCE_SEND_EMAILAcciónSends an email through salesforce with options for recipients, attachments, and activity logging.
Parámetros de entrada
bodystringObligatorioBody content of the email.
is_htmlbooleanWhether the email body is HTML formatted.
subjectstringObligatorioSubject line of the email.
log_emailbooleanWhether to log the email on the recipient's activity timeline.
sender_typestringType of sender. Valid values: CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.
cc_addressesstringCC email addresses. Can be a comma-delimited string or a list.
recipient_idstringID of a lead, contact, or person account to send the email to. Used for logging and merge fields.
to_addressesstringObligatorioEmail addresses of recipients. Can be a comma-delimited string or a list.
bcc_addressesstringBCC email addresses. Can be a comma-delimited string or a list.
attachment_idsstringIDs of files to attach. Can be a comma-delimited string or a list.
sender_addressstringOrganization-wide email address. Required only when sender_type is OrgWideEmailAddress.
related_record_idstringID of a related record (e.g., Account, Opportunity, Case) for logging and merge fields.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Send email from templateSALESFORCE_SEND_EMAIL_FROM_TEMPLATEAcciónSends an email using a predefined salesforce email template with merge field support.
SALESFORCE_SEND_EMAIL_FROM_TEMPLATEAcciónSends an email using a predefined salesforce email template with merge field support.
Parámetros de entrada
log_emailbooleanWhether to log the email on the recipient's activity timeline. Defaults to true for template emails.
sender_typestringType of sender. Valid values: CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.
template_idstringObligatorioID of the email template to use.
cc_addressesstringCC email addresses. Can be a comma-delimited string or a list.
recipient_idstringObligatorioID of the lead, contact, or person account to send the email to. Required when using templates.
bcc_addressesstringBCC email addresses. Can be a comma-delimited string or a list.
attachment_idsstringIDs of files to attach. Can be a comma-delimited string or a list.
sender_addressstringOrganization-wide email address. Required only when sender_type is OrgWideEmailAddress.
related_record_idstringID of a related record (e.g., Case, Opportunity) to populate merge fields from a different object.
add_threading_tokensbooleanWhether to add threading tokens for email-to-case or custom threading. Useful for case-related emails.
additional_to_addressesstringAdditional email addresses to send to (besides the recipient). Can be a comma-delimited string or a list.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Send mass emailSALESFORCE_SEND_MASS_EMAILAcciónSends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.
SALESFORCE_SEND_MASS_EMAILAcciónSends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.
Parámetros de entrada
bodystringBody content of the email. Required if template_id is not provided.
is_htmlbooleanWhether the email body is HTML formatted. Only applies when not using a template.
subjectstringSubject line of the email. Required if template_id is not provided.
batch_sizeintegerNumber of recipients to process in each batch. Maximum is 150.
log_emailsbooleanWhether to log the emails on each recipient's activity timeline.
sender_typestringType of sender. Valid values: CurrentUser, DefaultWorkflowUser, OrgWideEmailAddress.
template_idstringID of the email template to use. If not specified, subject and body must be provided.
recipient_idsstring[]ObligatorioList of IDs for leads, contacts, or person accounts to send emails to. Maximum 150 recipients per call.
sender_addressstringOrganization-wide email address. Required only when sender_type is OrgWideEmailAddress.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update accountSALESFORCE_UPDATE_ACCOUNTAcciónUpdates an existing account in salesforce with the specified changes. only provided fields will be updated.
SALESFORCE_UPDATE_ACCOUNTAcciónUpdates an existing account in salesforce with the specified changes. only provided fields will be updated.
Parámetros de entrada
faxstringUpdated fax number. Leave empty to keep unchanged.
namestringUpdated account name. Leave empty to keep unchanged.
typestringUpdated account type. Leave empty to keep unchanged.
phonestringUpdated phone number. Leave empty to keep unchanged.
websitestringUpdated website URL. Leave empty to keep unchanged.
industrystringUpdated industry. Leave empty to keep unchanged.
sic_descstringUpdated SIC description. Leave empty to keep unchanged.
parent_idstringUpdated parent account ID. Leave empty to keep unchanged.
account_idstringObligatorioThe Salesforce ID of the account to update.
descriptionstringUpdated description. Leave empty to keep unchanged.
billing_citystringUpdated billing city. Leave empty to keep unchanged.
billing_statestringUpdated billing state. Leave empty to keep unchanged.
shipping_citystringUpdated shipping city. Leave empty to keep unchanged.
account_sourcestringUpdated account source. Leave empty to keep unchanged.
annual_revenuenumberUpdated annual revenue. Leave empty to keep unchanged.
billing_streetstringUpdated billing street. Leave empty to keep unchanged.
shipping_statestringUpdated shipping state. Leave empty to keep unchanged.
billing_countrystringUpdated billing country. Leave empty to keep unchanged.
shipping_streetstringUpdated shipping street. Leave empty to keep unchanged.
shipping_countrystringUpdated shipping country. Leave empty to keep unchanged.
billing_postal_codestringUpdated billing postal code. Leave empty to keep unchanged.
number_of_employeesintegerUpdated number of employees. Leave empty to keep unchanged.
shipping_postal_codestringUpdated shipping postal code. Leave empty to keep unchanged.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update account by idSALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_IDAcciónDeprecated: 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.
SALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_IDAcciónDeprecated: 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
IdstringSalesforce 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.
idstringObligatorioUnique identifier (ID) of the Account object to be updated (e.g., '001R0000005hDFYIA2').
FaxstringFax number (max 40 chars).
SicstringSIC code for business accounts (max 20 chars).
NamestringName of the account (max 255 chars). For Person Accounts, this is a concatenated field (FirstName, MiddleName, LastName, Suffix) and not directly modifiable here.
SitestringAccount site/location name (e.g., Headquarters, max 80 chars).
TypestringType of account (picklist).
PhonestringPrimary phone number (max 40 chars).
JigsawstringData.com (Jigsaw) company ID reference (max 20 chars). Typically managed by Data.com integration.
RatingstringAccount prospect rating (picklist).
SLA__cstringCustom field: Service Level Agreement (SLA) information.
OwnerIdstringID of the user owning this account. Defaults to current user on creation. Requires permission to change.
SicDescstringSIC code description for business accounts (max 80 chars).
WebsitestringAccount website (fully qualified URL, max 255 chars).
IndustrystringPrimary industry (picklist, max 40 chars).
ParentIdstringID of the parent account, if any.
PhotoUrlstringPath for social network profile image URL. Typically read-only.
Active__cstringCustom field: Indicates if the account is active.
IsDeletedbooleanIndicates if the object is in the Recycle Bin. Typically read-only for updates.
NaicsCodestringNAICS code for business accounts (6 digits, max 8 chars total). Typically requires Data.com.
NaicsDescstringNAICS code description for business accounts (max 120 chars). Typically requires Data.com.
OwnershipstringOwnership type (picklist).
DunsNumberstringD-U-N-S number for business accounts (9 digits). Typically requires Data.com.
TradestylestringTradestyle or 'DBA' name for business accounts (max 255 chars). Typically requires Data.com.
BillingCitystringBilling city (max 40 chars).
CleanStatusstringData quality status compared with Data.com (e.g., Matched, Pending). Typically managed by Data.com Clean.
CreatedByIdstringID of the user who created the account (read-only).
CreatedDatestringdate-timeCreation date and time (read-only).
DescriptionstringText description (max 32,000 chars; 255 in reports).
YearStartedstringYear organization was established for business accounts (4 chars). Typically requires Data.com.
BillingStatestringBilling state/province (max 80 chars).
ShippingCitystringShipping city (max 40 chars).
TickerSymbolstringStock market symbol for business accounts (max 20 chars).
AccountNumberstringAccount number (not the system ID, max 40 chars).
AccountSourcestringSource of the account record (picklist, max 40 chars).
AnnualRevenueintegerEstimated annual revenue.
BillingStreetstringBilling street address.
ShippingStatestringShipping state/province (max 80 chars).
BillingCountrystringBilling country (max 80 chars).
DandbCompanyIdstringD&B Company ID for Dun & Bradstreet integration (typically read-only).
LastViewedDatestringdate-timeTimestamp of last view by current user (read-only).
MasterRecordIdstringID of the master record if this account was merged and deleted; null otherwise. Typically read-only.
ShippingStreetstringShipping street address (max 255 chars).
SystemModstampstringdate-timeSystem modification timestamp (read-only).
BillingLatitudeintegerLatitude for billing address (-90 to 90, up to 15 decimal places). Part of BillingAddress compound field.
JigsawCompanyIdstringJigsaw company ID (read-only, for Data.com integration).
ShippingCountrystringShipping country (max 80 chars).
attributes__urlstringURL for the Salesforce SObject. Read-only, ignored in updates.
BillingLongitudeintegerLongitude for billing address (-180 to 180, up to 15 decimal places). Part of BillingAddress compound field.
LastActivityDatestringdateMost recent activity date (read-only).
LastModifiedByIdstringID of the user who last modified the account (read-only).
LastModifiedDatestringdate-timeLast modification date and time (read-only).
OperatingHoursIdstringID of operating hours associated with the account. Requires Field Service to be enabled.
ShippingLatitudeintegerLatitude for shipping address (-90 to 90, up to 15 decimal places). Part of ShippingAddress compound field.
attributes__typestringSalesforce SObject type (e.g., 'Account'). Read-only, ignored in updates.
BillingPostalCodestringBilling postal code (max 20 chars).
NumberOfEmployeesintegerNumber of employees (max 8 digits).
ShippingLongitudeintegerLongitude for shipping address (-180 to 180, up to 15 decimal places). Part of ShippingAddress compound field.
LastReferencedDatestringdate-timeTimestamp of last access by current user (read-only).
SLASerialNumber__cstringCustom field: SLA serial number.
ShippingPostalCodestringShipping postal code (max 20 chars).
CustomerPriority__cstringCustom field: Customer priority.
NumberofLocations__cintegerCustom field: Number of locations for the account.
SLAExpirationDate__cstringdateCustom field: SLA expiration date.
UpsellOpportunity__cstringCustom field: Potential upsell opportunities.
BillingGeocodeAccuracystringGeocode accuracy for billing address. Part of BillingAddress compound field.
ShippingGeocodeAccuracystringGeocode accuracy for shipping address. Part of ShippingAddress compound field.
Parámetros de salida
dataobjectResponse data from Salesforce. Empty for successful HTTP 204 updates; may contain error details otherwise.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update campaignSALESFORCE_UPDATE_CAMPAIGNAcciónUpdates an existing campaign in salesforce with the specified changes. only provided fields will be updated.
SALESFORCE_UPDATE_CAMPAIGNAcciónUpdates an existing campaign in salesforce with the specified changes. only provided fields will be updated.
Parámetros de entrada
namestringUpdated campaign name. Leave empty to keep unchanged.
typestringUpdated campaign type. Leave empty to keep unchanged.
statusstringUpdated campaign status. Leave empty to keep unchanged.
end_datestringUpdated end date in YYYY-MM-DD format. Leave empty to keep unchanged.
is_activebooleanUpdated active status. Leave as None to keep unchanged.
parent_idstringUpdated parent campaign ID. Leave empty to keep unchanged.
start_datestringUpdated start date in YYYY-MM-DD format. Leave empty to keep unchanged.
actual_costnumberUpdated actual cost. Leave as -1 to keep unchanged.
campaign_idstringObligatorioThe Salesforce ID of the campaign to update.
descriptionstringUpdated description. Leave empty to keep unchanged.
number_sentnumberUpdated number sent. Leave as -1 to keep unchanged.
budgeted_costnumberUpdated budgeted cost. Leave as -1 to keep unchanged.
expected_revenuenumberUpdated expected revenue. Leave as -1 to keep unchanged.
expected_responsenumberUpdated expected response rate. Leave as -1 to keep unchanged.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update Campaign By IDSALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSONAcciónDeprecated: updates specific fields of an existing campaign in salesforce, identified by its unique `id`, which must already exist.
SALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSONAcciónDeprecated: updates specific fields of an existing campaign in salesforce, identified by its unique `id`, which must already exist.
Parámetros de entrada
IdstringRead-only. Campaign ID.
idstringObligatorioUnique identifier of the Campaign to update (e.g., 001R0000005hDFYIA2).
NamestringName of the campaign (max 80 characters).
TypestringType of campaign (limit 40 characters).
StatusstringStatus of the campaign (limit 40 characters).
EndDatestringdateCampaign end date (YYYY-MM-DD); responses received after this date are still counted.
OwnerIdstringID of the campaign owner; defaults to the API caller if not specified.
IsActivebooleanIndicates if the campaign is active. Label: Active.
ParentIdstringID of the parent Campaign if part of a hierarchy.
IsDeletedbooleanRead-only. Indicates if the record has been deleted.
StartDatestringdateCampaign start date (YYYY-MM-DD).
ActualCostintegerActual cost of the campaign.
NumberSentintegerNumber of individuals targeted (e.g., emails sent). Label: Num Sent.
CreatedByIdstringRead-only. ID of the creator.
CreatedDatestringdate-timeRead-only. Creation date and time.
DescriptionstringCampaign description (limit 32KB; first 255 chars displayed in reports).
BudgetedCostintegerBudgeted cost for the campaign.
NumberOfLeadsintegerRead-only. Total leads in the campaign. Label: Leads in Campaign.
LastViewedDatestringdate-timeRead-only. Timestamp of the current user's last view.
SystemModstampstringdate-timeRead-only. Timestamp of the last system modification.
ExpectedRevenueintegerExpected revenue from the campaign.
attributes__urlstringRead-only. API URL for this Campaign object.
ExpectedResponseintegerExpected response rate percentage (e.g., 10 for 10%).
LastActivityDatestringdateRead-only. Date of the last activity (event or closed task).
LastModifiedByIdstringRead-only. ID of the last modifier.
LastModifiedDatestringdate-timeRead-only. Last modification date and time.
NumberOfContactsintegerRead-only. Total contacts in the campaign. Label: Total Contacts.
attributes__typestringRead-only. Salesforce object type, typically 'Campaign'.
NumberOfResponsesintegerRead-only. Number of 'Responded' members. Label: Responses in Campaign.
LastReferencedDatestringdate-timeRead-only. Timestamp of the current user's last reference.
NumberOfOpportunitiesintegerRead-only. Total opportunities in the campaign. Label: Opportunities in Campaign.
AmountAllOpportunitiesintegerRead-only. Total value of all opportunities. Label: Value Opportunities in Campaign.
AmountWonOpportunitiesintegerRead-only. Total value of won opportunities. Label: Value Won Opportunities in Campaign.
NumberOfConvertedLeadsintegerRead-only. Number of converted leads. Label: Converted Leads.
NumberOfWonOpportunitiesintegerRead-only. Number of won opportunities. Label: Won Opportunities in Campaign.
CampaignMemberRecordTypeIdstringRecord type ID for CampaignMember records, used to differentiate member types.
Parámetros de salida
dataobjectObligatorioerrorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update contactSALESFORCE_UPDATE_CONTACTAcciónUpdates an existing contact in salesforce with the specified changes. only provided fields will be updated.
SALESFORCE_UPDATE_CONTACTAcciónUpdates an existing contact in salesforce with the specified changes. only provided fields will be updated.
Parámetros de entrada
emailstringUpdated email address. Leave empty to keep unchanged.
phonestringUpdated primary phone number. Leave empty to keep unchanged.
titlestringUpdated job title. Leave empty to keep unchanged.
birthdatestringUpdated birthdate in YYYY-MM-DD format. Leave empty to keep unchanged.
last_namestringUpdated last name. Leave empty to keep unchanged.
account_idstringUpdated Account ID association. Leave empty to keep unchanged.
contact_idstringObligatorioThe Salesforce ID of the contact to update.
departmentstringUpdated department. Leave empty to keep unchanged.
first_namestringUpdated first name. Leave empty to keep unchanged.
descriptionstringUpdated description/notes. Leave empty to keep unchanged.
mailing_citystringUpdated mailing city. Leave empty to keep unchanged.
mobile_phonestringUpdated mobile phone number. Leave empty to keep unchanged.
mailing_statestringUpdated mailing state/province. Leave empty to keep unchanged.
mailing_streetstringUpdated mailing street address. Leave empty to keep unchanged.
mailing_countrystringUpdated mailing country. Leave empty to keep unchanged.
mailing_postal_codestringUpdated mailing postal/zip code. Leave empty to keep unchanged.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update contact by idSALESFORCE_UPDATE_CONTACT_BY_IDAcciónDeprecated: updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.
SALESFORCE_UPDATE_CONTACT_BY_IDAcciónDeprecated: updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.
Parámetros de entrada
IdstringSalesforce 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.
idstringObligatorioUnique Salesforce ID of the Contact to update (e.g., '001R0000005hDFYIA2'). This is a required path parameter.
FaxstringBusiness fax number. Label: 'Business Fax'.
NamestringFull name (read-only). Concatenation of FirstName, MiddleName, LastName, Suffix.
EmailstringEmail address.
PhonestringPrimary business phone. Label: 'Business Phone'.
TitlestringJob title (e.g., CEO, Vice President).
JigsawstringData.com (Salesforce D&B) company ID. Max 20 chars. Do not modify; used for import troubleshooting.
OwnerIdstringSalesforce User ID of the contact owner.
LastNamestringContact's last name, up to 80 characters.
Level__cstringCustom field 'Level__c': Categorizes contact importance/engagement (e.g., Primary).
PhotoUrlstringRelative path to profile photo (read-only). Combine with instance URL for full path. Empty if Social Accounts/Contacts is disabled.
AccountIdstringParent Account ID. When changing accounts for portal-enabled contacts, update up to 50 contacts at once, preferably after business hours.
BirthdatestringdateBirthdate (YYYY-MM-DD). Year is ignored in report/SOQL filters.
FirstNamestringContact's first name, up to 40 characters.
HomePhonestringHome telephone number.
IsDeletedbooleanIndicates if the contact is in the Recycle Bin. Label: 'Deleted'.
OtherCitystringAlternative address: city.
DepartmentstringDepartment.
LeadSourcestringLead source (e.g., Web, Partner Referral).
OtherPhonestringAlternative address: phone number.
OtherStatestringAlternative address: state/province.
SalutationstringHonorific for greetings (e.g., Mr., Ms., Dr.).
CleanStatusstringData quality status compared to Data.com (e.g., 'Matched', 'Pending').
CreatedByIdstringID of the user who created the contact (read-only).
CreatedDatestringdate-timeCreation date/time (read-only).
DescriptionstringDescription (up to 32KB). Label: 'Contact Description'.
MailingCitystringMailing address: city.
MobilePhonestringMobile phone number.
OtherStreetstringAlternative address: street.
ReportsToIdstringManager's Contact ID. Not available if IsPersonAccount is true.
IndividualIdstringAssociated data privacy record ID. Available if Data Protection and Privacy is enabled.
Languages__cstringCustom field 'Languages__c': Languages spoken by the contact (e.g., English;Spanish).
MailingStatestringMailing address: state/province.
OtherCountrystringAlternative address: country.
AssistantNamestringAssistant's name.
ContactSourcestringSource of contact information (e.g., external system).
MailingStreetstringMailing address: street.
OtherLatitudeintegerAlternative address: latitude (–90 to 90, up to 15 decimal places). Use with OtherLongitude.
AssistantPhonestringAssistant's telephone number.
IsEmailBouncedbooleanIndicates if an email to the contact has bounced, if bounce management is active.
LastViewedDatestringdate-timeTimestamp of when current user last viewed this contact; null if only referenced (read-only).
MailingCountrystringMailing address: country.
MasterRecordIdstringID of the master record if this contact was merged and deleted; null otherwise.
OtherLongitudeintegerAlternative address: longitude (–180 to 180, up to 15 decimal places). Use with OtherLatitude.
SystemModstampstringdate-timeLast system modification date/time (read-only).
JigsawContactIdstringData.com contact ID (read-only). Used for internal sync; do not modify.
MailingLatitudeintegerMailing address: latitude (–90 to 90, up to 15 decimal places). Use with MailingLongitude.
OtherPostalCodestringAlternative address: postal code.
attributes__urlstringRelative API URL for this SObject. Typically read-only, not for update requests.
EmailBouncedDatestringdate-timeDate/time of email bounce, if bounce management is active.
IsPriorityRecordbooleanIndicates if this is a priority contact.
LastActivityDatestringdateDate of the most recent activity or closed task (read-only).
LastCUUpdateDatestringdate-timeTimestamp of the last contact update for data privacy (read-only).
LastModifiedByIdstringID of the user who last modified the contact (read-only).
LastModifiedDatestringdate-timeLast modification date/time (read-only).
MailingLongitudeintegerMailing address: longitude (–180 to 180, up to 15 decimal places). Use with MailingLatitude.
attributes__typestringSalesforce SObject type (e.g., 'Contact'). Typically read-only, not for update requests.
LastCURequestDatestringdate-timeTimestamp of the last contact update request for data privacy (read-only).
MailingPostalCodestringMailing address: postal code.
EmailBouncedReasonstringReason for email bounce, if bounce management is active.
LastReferencedDatestringdate-timeTimestamp of when current user last accessed this contact or related records (read-only).
OtherGeocodeAccuracystringAlternative address: geocode accuracy.
MailingGeocodeAccuracystringMailing address: geocode accuracy.
Parámetros de salida
dataobjectObligatorioResponse data. Salesforce typically returns 204 No Content on successful Contact PATCH, so this may be empty or a proxy success confirmation.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update leadSALESFORCE_UPDATE_LEADAcciónUpdates an existing lead in salesforce with the specified changes. only provided fields will be updated.
SALESFORCE_UPDATE_LEADAcciónUpdates an existing lead in salesforce with the specified changes. only provided fields will be updated.
Parámetros de entrada
citystringUpdated city. Leave empty to keep unchanged.
emailstringUpdated email address. Leave empty to keep unchanged.
phonestringUpdated phone number. Leave empty to keep unchanged.
statestringUpdated state/province. Leave empty to keep unchanged.
titlestringUpdated job title. Leave empty to keep unchanged.
ratingstringUpdated rating. Leave empty to keep unchanged.
statusstringUpdated status. Leave empty to keep unchanged.
streetstringUpdated street address. Leave empty to keep unchanged.
companystringUpdated company name. Leave empty to keep unchanged.
countrystringUpdated country. Leave empty to keep unchanged.
lead_idstringObligatorioThe Salesforce ID of the lead to update.
websitestringUpdated website. Leave empty to keep unchanged.
industrystringUpdated industry. Leave empty to keep unchanged.
last_namestringUpdated last name. Leave empty to keep unchanged.
first_namestringUpdated first name. Leave empty to keep unchanged.
descriptionstringUpdated description. Leave empty to keep unchanged.
lead_sourcestringUpdated lead source. Leave empty to keep unchanged.
postal_codestringUpdated postal/zip code. Leave empty to keep unchanged.
annual_revenuenumberUpdated annual revenue. Leave as -1 to keep unchanged.
number_of_employeesintegerUpdated number of employees. Leave as -1 to keep unchanged.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update lead by ID with JSON payloadSALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOADAcciónDeprecated: 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.
SALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOADAcciónDeprecated: 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
IdstringSalesforce 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.
idstringObligatorioUnique Salesforce ID of the Lead to update (e.g., 001R0000005hDFYIA2); this is a required path parameter.
FaxstringFax number.
CitystringCity for the lead's address.
NamestringRead-only full name of the lead (concatenation of FirstName, MiddleName, LastName, Suffix; max 203 characters).
EmailstringEmail address.
PhonestringPrimary phone number.
StatestringState or province (e.g., CA, California).
TitlestringLead's job title.
JigsawstringData.com (Jigsaw) contact ID reference (max 20 chars). Indicates Data.com import. Do not modify. Label: Data.com Key.
RatingstringLead rating (e.g., potential or priority).
StatusstringCurrent status (e.g., Open, Contacted); defined in LeadStatus picklist.
StreetstringStreet address (e.g., 123 Main St).
CompanystringRequired. Company the lead works for. If person accounts are enabled and Company is null, the lead converts to a person account.
CountrystringCountry for the lead's address.
OwnerIdstringSalesforce User ID of the lead owner.
WebsitestringWebsite URL.
IndustrystringPrimary industry of the lead's company.
LastNamestringLead's last name (up to 80 characters).
LatitudenumberWGS84 latitude in decimal degrees (-90.0 to 90.0, up to 15 decimal places).
PhotoUrlstringRelative URL path to the lead's photo; combine with Salesforce instance URL for full image URL. Empty if Social Accounts and Contacts is disabled.
FirstNamestringLead's first name (up to 40 characters).
IsDeletedbooleanSpecifies if the Lead is in the Recycle Bin. Label: Deleted.
LongitudenumberWGS84 longitude in decimal degrees (-180.0 to 180.0, up to 15 decimal places).
LeadSourcestringenumSource of the lead.
WebOtherPhone InquiryPartner ReferralPurchased ListPostalCodestringPostal code (e.g., ZIP code). Label: Zip/Postal Code.
Primary__cstringCustom field, often indicating primary contact status.
SICCode__cstringCustom field for Standard Industrial Classification (SIC) code.
SalutationstringenumLead's salutation.
Mr.Ms.Mrs.Dr.Prof.CleanStatusstringData cleanliness status compared with Data.com (e.g., Matched/In Sync, Acknowledged/Reviewed).
CreatedByIdstringRead-only ID of the user who created the lead.
CreatedDatestringdate-timeRead-only creation timestamp (ISO 8601).
DescriptionstringFree-text description or notes (up to 32,000 characters).
IsConvertedbooleanRead-only flag indicating if the lead has been converted. Label: Converted.
MobilePhonestringMobile phone number.
IndividualIdstringID of the associated Individual (data privacy) record. Available if Data Protection and Privacy is enabled.
AnnualRevenuenumberAnnual revenue of the lead's company.
ConvertedDatestringdateRead-only date of lead conversion (YYYY-MM-DD).
DandbCompanyIdstringTypically read-only D&B Company ID used by Data.com.
LastViewedDatestringdate-timeRead-only timestamp of when the current user last viewed this lead (ISO 8601).
MasterRecordIdstringID of the master Lead record if this Lead was merged and deleted; `null` otherwise.
SystemModstampstringdate-timeRead-only timestamp of last system modification (ISO 8601).
GeocodeAccuracystringAccuracy level of the geocoded address, specific to Salesforce's geocoding service.
IsUnreadByOwnerbooleanSpecifies if the lead is unread by its owner. Label: Unread By Owner.
JigsawContactIdstringTypically read-only Data.com (Jigsaw) contact ID for integration.
attributes__urlstringAPI URL for this Lead record. Generally not set by user for simple updates.
EmailBouncedDatestringdate-timeDate and time of email bounce (ISO 8601), if bounce management is active.
IsPriorityRecordbooleanIndicates if this is a priority record; meaning varies by Salesforce customization.
LastActivityDatestringdateRead-only most recent activity date (YYYY-MM-DD).
LastModifiedByIdstringRead-only ID of the user who last modified the lead.
LastModifiedDatestringdate-timeRead-only last modification timestamp (ISO 8601).
attributes__typestringSalesforce sObject type (e.g., 'Lead'). Generally not set by user for simple updates.
CompanyDunsNumberstringCompany D-U-N-S number (max 9 chars). Requires Data.com Prospector/Clean.
NumberOfEmployeesintegerNumber of employees at the lead's company. Label: Employees.
ConvertedAccountIdstringRead-only Salesforce ID of the Account created from this lead.
ConvertedContactIdstringRead-only Salesforce ID of the Contact created from this lead.
EmailBouncedReasonstringReason for email bounce, if bounce management is active.
LastReferencedDatestringdate-timeRead-only timestamp of when the current user last accessed this lead or related record (ISO 8601).
ProductInterest__cstringCustom field for lead's product interest.
CurrentGenerators__cstringCustom field, possibly detailing current solutions or 'generators' used.
NumberofLocations__cintegerCustom field for the number of locations of the lead's company.
ConvertedOpportunityIdstringRead-only Salesforce ID of the Opportunity created from this lead.
Parámetros de salida
dataobjectObligatorioResponse data from Salesforce API. Empty for successful HTTP 204 updates; populated for errors or other success codes returning content.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update noteSALESFORCE_UPDATE_NOTEAcciónUpdates an existing note in salesforce with the specified changes. only provided fields will be updated.
SALESFORCE_UPDATE_NOTEAcciónUpdates an existing note in salesforce with the specified changes. only provided fields will be updated.
Parámetros de entrada
bodystringUpdated body/content of the note. Leave empty to keep unchanged.
titlestringUpdated title of the note. Leave empty to keep unchanged.
note_idstringObligatorioThe Salesforce ID of the note to update.
owner_idstringUpdated owner ID. Leave empty to keep unchanged.
is_privatebooleanUpdated privacy setting. Leave empty to keep unchanged.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update opportunitySALESFORCE_UPDATE_OPPORTUNITYAcciónUpdates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.
SALESFORCE_UPDATE_OPPORTUNITYAcciónUpdates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.
Parámetros de entrada
namestringUpdated opportunity name. Leave empty to keep unchanged.
typestringUpdated opportunity type. Leave empty to keep unchanged.
amountnumberUpdated amount. Leave as -1 to keep unchanged.
next_stepstringUpdated next step. Leave empty to keep unchanged.
account_idstringUpdated Account ID. Leave empty to keep unchanged.
close_datestringUpdated close date in YYYY-MM-DD format. Leave empty to keep unchanged.
contact_idstringUpdated primary Contact ID. Leave empty to keep unchanged.
stage_namestringUpdated stage. Leave empty to keep unchanged.
descriptionstringUpdated description. Leave empty to keep unchanged.
lead_sourcestringUpdated lead source. Leave empty to keep unchanged.
probabilitynumberUpdated probability percentage. Leave as -1 to keep unchanged.
opportunity_idstringObligatorioThe Salesforce ID of the opportunity to update.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update opportunity by idSALESFORCE_UPDATE_OPPORTUNITY_BY_IDAcciónDeprecated: 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.
SALESFORCE_UPDATE_OPPORTUNITY_BY_IDAcciónDeprecated: 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
IdstringSalesforce ID of the Opportunity; should match the 'id' in the URL path if provided.
idstringObligatorioUnique Salesforce ID of the Opportunity to update (e.g., 006P0000004iVBDIA2).
NamestringName for this opportunity. Max 120 characters.
TypestringType of opportunity (e.g., 'New Business', 'Existing Customer'). Label: Opportunity Type.
IsWonbooleanRead-only. Indicates if won. Controlled by StageName. Label: Won.
AmountintegerEstimated 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.
FiscalstringIf fiscal years are not enabled: name of the fiscal quarter/period for CloseDate (Format: "YYYY Q", e.g., "2023 1").
OwnerIdstringID of the User owner. Updating may change previous owner's record access. Requires 'Transfer Record' permission (API v16.0+).
IsClosedbooleanRead-only. Indicates if closed. Controlled by StageName. Label: Closed.
NextStepstringNext task in closing the opportunity. Max 255 characters.
AccountIdstringID of the associated Account, which must exist in Salesforce.
CloseDatestringdateExpected close date in YYYY-MM-DD format.
ContactIdstringRead-only. ID of primary Contact, derived from OpportunityContactRole. Set at creation via IsPrimary flag on OpportunityContactRole (API v46.0+).
IsDeletedbooleanIndicates if the object is in the Recycle Bin. Label: Deleted.
IsPrivatebooleanIf true, the opportunity is private, visible only to the owner and administrators.
PushCountintegerNumber of times this record has been synchronized with a mobile device. Used by Salesforce mobile applications.
StageNamestringCurrent stage (e.g., 'Prospecting'). Updating automatically updates ForecastCategoryName, IsClosed, IsWon, and Probability. Query OpportunityStage object for available names.
CampaignIdstringID of a related Campaign. Requires Campaigns feature enabled and read access to the Campaign object.
FiscalYearintegerFiscal year of the CloseDate (e.g., 2024), based on organization's fiscal year settings.
LeadSourcestringSource of this opportunity (e.g., 'Advertisement', 'Trade Show').
CreatedByIdstringRead-only. ID of the user who created this record.
CreatedDatestringdate-timeRead-only. Creation timestamp (ISO 8601 UTC).
DescriptionstringText description of the opportunity. Max 32,000 characters.
ProbabilityintegerEstimated confidence percentage (0-100) in closing. Usually implied by StageName, but can be overridden. Round decimal probabilities to whole numbers.
Pricebook2IdstringID of the associated Pricebook2. Required to add line items if products are enabled. Cannot update if line items exist.
FiscalQuarterintegerFiscal quarter (1-4) of the CloseDate, based on organization's fiscal year settings.
HasOverdueTaskbooleanRead-only. True if opportunity has an overdue task (API v35.0+).
LastViewedDatestringdate-timeRead-only. Timestamp current user last viewed this record (ISO 8601 UTC). Null if only referenced (LastReferencedDate).
OrderNumber__cstringOrder number associated with the opportunity.
SystemModstampstringdate-timeRead-only. Last system modification timestamp (ISO 8601 UTC), by user or automation.
ExpectedRevenueintegerRead-only. Calculated as Amount * Probability. Updated by changes to Amount or Probability.
HasOpenActivitybooleanRead-only. True if opportunity has an open event or task (API v35.0+).
attributes__urlstringRelative URL of the SObject record in Salesforce. Generally Salesforce-provided.
ForecastCategorystringForecast category (e.g., 'Pipeline', 'BestCase'). Implied by StageName but can be overridden. In API v12.0+, value is set via ForecastCategoryName.
LastActivityDatestringdateRead-only. Due date of most recent event or last closed task (YYYY-MM-DD).
LastModifiedByIdstringRead-only. ID of the user who last modified this record.
LastModifiedDatestringdate-timeRead-only. Last modification timestamp (ISO 8601 UTC).
attributes__typestringType of the Salesforce SObject (e.g., 'Opportunity'). Generally Salesforce-provided.
TrackingNumber__cstringTracking number related to the opportunity.
LastReferencedDatestringdate-timeRead-only. Timestamp current user last accessed this record or a related record (ISO 8601 UTC).
MainCompetitors__cstringMain competitors for this opportunity.
LastStageChangeDatestringdate-timeRead-only. Timestamp of last stage change (ISO 8601 UTC).
CurrentGenerators__cstringInformation about current generators related to the opportunity.
ForecastCategoryNamestringAPI v12.0+. Name of the forecast category (e.g., 'Pipeline'). Implied by StageName but can be overridden.
HasOpportunityLineItembooleanRead-only. True if opportunity has line items (Products). Requires assigned Pricebook to add line items.
TotalOpportunityQuantityintegerNumber of items in this opportunity. Used in quantity-based forecasting.
LastAmountChangedHistoryIdstringRead-only. ID of OpportunityHistory record for last Amount update (API v50.0+).
DeliveryInstallationStatus__cstringDelivery and installation status of the opportunity.
LastCloseDateChangedHistoryIdstringRead-only. ID of OpportunityHistory record for last CloseDate update (API v50.0+).
Parámetros de salida
dataobjectObligatorioAn empty dictionary, as a successful update returns HTTP 204 No Content.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update specific note by idSALESFORCE_UPDATE_SPECIFIC_NOTE_BY_IDAcciónDeprecated: 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.
SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_IDAcciónDeprecated: 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
IdstringSalesforce 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.
idstringObligatorioThe 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`).
BodystringContent or body of the Note. Limited to 32 KB.
TitlestringTitle of the Note.
OwnerIdstringThe 18-character Salesforce ID of the User who owns the Note. Updating this changes Note ownership.
ParentIdstringID 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`.
IsDeletedbooleanIndicates whether the Note has been moved to the Recycle Bin (`true`) or not (`false`). Set to `true` to soft-delete. Label: `Deleted`.
IsPrivatebooleanControls 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`.
CreatedByIdstringSalesforce ID of the User who created the Note (Salesforce field `CreatedById`). System-generated, read-only, and not updatable.
CreatedDatestringdate-timeTimestamp of Note creation (Salesforce field `CreatedDate`). System-generated, read-only, and not updatable through this action.
SystemModstampstringdate-timeTimestamp of Note record's last modification by user or system (Salesforce field `SystemModstamp`). System-generated, read-only, not updatable.
attributes__urlstringRelative URL for the SObject record. System-managed metadata, not part of an update request.
LastModifiedByIdstringSalesforce ID of the User who last modified the Note (Salesforce field `LastModifiedById`). System-generated, read-only, and not updatable.
LastModifiedDatestringdate-timeTimestamp of Note's last modification (Salesforce field `LastModifiedDate`). System-generated, read-only, and not updatable.
attributes__typestringType of the SObject, typically 'Note'. System-managed metadata, not part of an update request.
Parámetros de salida
dataobjectObligatorioResponse data. For a successful update (204 No Content), this is typically not populated.
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update taskSALESFORCE_UPDATE_TASKAcciónUpdates an existing task in salesforce with new information. only provided fields will be updated.
SALESFORCE_UPDATE_TASKAcciónUpdates an existing task in salesforce with new information. only provided fields will be updated.
Parámetros de entrada
statusstringUpdated status. Leave empty to keep unchanged.
who_idstringUpdated Contact or Lead ID. Leave empty to keep unchanged.
subjectstringUpdated subject/title of the task. Leave empty to keep unchanged.
task_idstringObligatorioThe Salesforce ID of the task to update.
what_idstringUpdated related record ID. Leave empty to keep unchanged.
prioritystringUpdated priority level. Leave empty to keep unchanged.
descriptionstringUpdated description or notes. Leave empty to keep unchanged.
activity_datestringUpdated due date in YYYY-MM-DD format. Leave empty to keep unchanged.
is_reminder_setbooleanWhether to set/unset a reminder. Leave empty to keep unchanged.
reminder_date_timestringUpdated reminder date/time in ISO format. Leave empty to keep unchanged.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether 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_TRIGGERTriggerTriggers when an Account is created or updated in Salesforce.
Uses LastModifiedDate high-watermark to capture both creations and updates.
SALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGERTriggerTriggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Configuración
additional_filterstringOptional 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.
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
max_recordsintegerMaximum number of accounts to check in each poll (1-1000)
Payload del evento
accountobjectObligatorioThe Account record
event_typestringType 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_TRIGGERTriggerTriggers when an existing Salesforce Contact record is modified.
Emits changed fields alongside relevant timestamps.
SALESFORCE_CONTACT_UPDATED_TRIGGERTriggerTriggers 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.
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
max_batch_sizeintegerMaximum number of updated contacts to fetch per poll (LIMIT).
Payload del evento
changed_fieldsobjectObligatorioMapping of field name to {old, new} values
contact_idstringObligatorioThe ID of the updated contact
event_typestringType of event
last_modified_datestringLastModifiedDate timestamp of the record
system_modstampstringSystemModstamp 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_TRIGGERTriggerTriggers 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.
SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGERTriggerTriggers 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.
filterstringOptional SOQL filter expression to further restrict which records to monitor. Example: OwnerId = '005XXXXXXXXXXXX' AND IsDeleted = false
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
max_resultsintegerMaximum number of records to fetch per poll (1-2000).
sobject_namestringObligatorioThe API name of the Salesforce SObject to monitor (e.g., Account, Contact, Lead)
Payload del evento
event_typestringType of event emitted for the generic SObject update
idstringObligatorioThe record ID
last_modified_datestringLastModifiedDate value of the record at the time of update
monitored_valuesobjectA dictionary of monitored field values at the time of the update
sobjectstringObligatorioThe SObject type that was updated
system_modstampstringSystemModstamp 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_TRIGGERTriggerTriggers when a new Contact is Created in Salesforce.
SALESFORCE_NEW_CONTACT_TRIGGERTriggerTriggers when a new Contact is Created in Salesforce.
Configuración
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
Payload del evento
contactobjectObligatorioThe Salesforce contact that was created
event_typestringType of Salesforce contact event
New Lead TriggerSALESFORCE_NEW_LEAD_TRIGGERTriggerTriggers when a new Lead is created in Salesforce.
SALESFORCE_NEW_LEAD_TRIGGERTriggerTriggers when a new Lead is created in Salesforce.
Configuración
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
Payload del evento
event_typestringType of Salesforce lead event
leadobjectObligatorioThe Salesforce lead that was created
New or Updated OpportunitySALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGERTriggerTriggers when a Salesforce Opportunity is created or updated.
SALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGERTriggerTriggers when a Salesforce Opportunity is created or updated.
Configuración
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
max_resultsintegerMaximum number of records to fetch per poll (1-2000).
stage_namestringOptional StageName to filter opportunities by. When provided, only opportunities with this StageName will be returned.
Payload del evento
event_typestringType of Salesforce opportunity event
opportunityobjectObligatorioThe 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_TRIGGERTriggerTriggers when a Task is created or when its status changes to Completed in Salesforce.
Supports optional filtering by task Status or Subject.
SALESFORCE_TASK_CREATED_OR_COMPLETED_TRIGGERTriggerTriggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Configuración
intervalnumberPeriodic Interval to Check for Updates & Send a Trigger in Minutes
limitintegerMaximum number of tasks to retrieve per poll
statusstringFilter tasks by exact Status (e.g., 'Not Started', 'In Progress', 'Completed')
subjectstringFilter tasks where Subject contains this text (partial match)
Payload del evento
event_typestringObligatorioType of event: 'task_created' or 'task_completed'
taskobjectObligatorioThe 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.