Salesforce
Description
Salesforce is a leading cloud-based CRM platform that allows businesses to manage customer data, automate sales, marketing, and support processes, and connect various business operations.
The Salesforce activity in the workflow allows you to perform operations such as querying, inserting, updating, or upserting records using SOQL (Salesforce Object Query Language) or simple object-level data access.
This activity supports bulk processing through Salesforce Bulk API and handles both read and write operations efficiently.
Use this activity to:
- Query – Execute a custom SOQL query to retrieve Salesforce records.
- Query All – Similar to Query, but includes records in the recycle bin.
- Get All – Automatically generates a SOQL query to fetch all fields from a specific object.
- Insert – Add new records to a Salesforce object.
- Upsert – Update existing records or insert if they don’t exist using an external key.
- Delete – Remove records from Salesforce based on the provided data.
Use Case: After collecting form data in a workflow, you can use the
Upsertoperation to sync the data with Salesforce Leads. Later, useQueryto retrieve all leads by region for reporting or further automation.
Input
| Input Type | Format | Description |
|---|---|---|
| Data | JSON | Required for Insert, Upsert, or Delete operations. Each record is a key-value dictionary representing a row. |
Output
| Output Type | Format | Description |
|---|---|---|
| Data | JSON | The queried records or result of insert/upsert/delete operations. |
Configuration Fields
| Field Name | Required | Description |
|---|---|---|
| Connection | Yes | OAuth connection to Salesforce instance. |
| Operation | Yes | Type of operation: Query, Query All, Get All, Insert, Upsert, Delete. |
| Query | Optional | SOQL string. Required for Query and Query All operations. |
| Object | Optional | Salesforce object name (e.g., Lead, Contact). Required for Insert, Upsert, Get All. |
| Upsert Key | Optional | External ID field for upsert logic. Required if Operation is Upsert. |
Sample Input
(for Insert / Upsert)
| FirstName | LastName | Company | |
|---|---|---|---|
| Alice | Wong | [email protected] | Acme Inc |
| Bob | Smith | [email protected] | Beta Corp |
Sample Configuration
| Field | Value |
|---|---|
| Connection | Salesforce Connection |
| Operation | Upsert |
| Object | Lead |
| Upsert Key |
Sample Output
| ID | Success | Created |
|---|---|---|
| 00Q5g00000Br123 | true | false |
| 00Q5g00000Br456 | true | true |