Salesforce
The Salesforce node integrates with Salesforce CRM through the Salesforce REST API. You can perform full CRUD operations on any Salesforce object (Accounts, Contacts, Opportunities, custom objects, etc.) and execute SOQL queries for complex data retrieval.
Before You Use This Node
| What you may need | Where to set it up | Why it matters |
|---|---|---|
| Salesforce connection | Connections | Save Salesforce authentication once, then reuse it in create, read, update, delete, and upsert steps. |
| Common object names, owner IDs, or field values | Global Variables | Keep Salesforce values consistent across workflows. |
Actions
| Action | Description |
|---|---|
salesforce:createRecord | Create a new record in a Salesforce object |
salesforce:readRecord | Read a single record by its ID |
salesforce:updateRecord | Update an existing record |
salesforce:deleteRecord | Delete a record by its ID |
salesforce:upsertRecord | Insert or update a record based on an external ID field |
salesforce:query | Execute a SOQL query |
salesforce:createRecord
Creates a new record in the specified Salesforce object.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
objectType | string | Yes | Salesforce object API name (e.g., Account, Contact, Custom_Object__c) |
fields | object | Yes | Field name-value pairs for the new record |
salesforce:readRecord
Retrieves a single record by its Salesforce ID.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
objectType | string | Yes | Salesforce object API name |
recordId | string | Yes | The 15 or 18-character Salesforce record ID |
fields | array | No | List of field API names to retrieve. If omitted, returns all accessible fields |
salesforce:updateRecord
Updates fields on an existing record.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
objectType | string | Yes | Salesforce object API name |
recordId | string | Yes | The Salesforce record ID |
fields | object | Yes | Field name-value pairs to update |
salesforce:deleteRecord
Deletes a record by its Salesforce ID.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
objectType | string | Yes | Salesforce object API name |
recordId | string | Yes | The Salesforce record ID |
salesforce:upsertRecord
Inserts a record if it does not exist, or updates it if a record with the specified external ID value already exists.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
objectType | string | Yes | Salesforce object API name |
externalIdField | string | Yes | API name of the external ID field |
externalIdValue | string | Yes | Value of the external ID to match |
fields | object | Yes | Field name-value pairs |
salesforce:query
Executes a SOQL (Salesforce Object Query Language) query and returns matching records.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string | Yes | SOQL query string |
Connection
Requires a Salesforce connection configured in the Global Configurator. The connection uses OAuth 2.0 (JWT Bearer or Username-Password flow):
| Field | Description |
|---|---|
instanceUrl | Salesforce instance URL (e.g., https://myorg.salesforce.com) |
clientId | Connected App consumer key |
clientSecret | Connected App consumer secret |
username | Salesforce username |
password | Salesforce password + security token |
authType | password or jwt |
Configure under Connections > Salesforce in the Global Configurator.