rocketkind
CRM

Salesforce

Salesforce is the CRM of record for accounts, contacts, opportunities and whatever custom objects your org has grown around them.

Authentication

  • OAuth 2.0 (Web Server + PKCE)

Actions

Generic API request. Call any Salesforce API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Composite requestDestructiveExecute a series of REST subrequests in a single call (POST /composite, JSON body { allOrNone?, compositeRequest }).
  • Create bulk ingest jobDestructiveCreate a Bulk API 2.0 ingest job (POST /jobs/ingest, JSON body { object, operation, contentType?, lineEnding?
  • Create multiple records (collections)Create up to 200 records in one call via the sObject Collections API (POST /composite/sobjects, JSON body { allOrNone?, records }).
  • Create recordCreate an sObject record (POST /sobjects/{sobjectType}, JSON field map).
  • Create sObject treeDestructiveCreate one or more sObject trees (a root record plus nested related records) in a single call (POST /composite/tree/{sobjectType}, JSON body { records }).
  • Delete recordDestructiveDelete an sObject record (DELETE /sobjects/{sobjectType}/{id}).
  • Describe sObjectRetrieve an sObject's metadata (fields, relationships, …) (GET /sobjects/{sobjectType}/describe).
  • Get org limitsRetrieve the org's limits and current usage (GET /limits).
  • Get recordRead one Salesforce record when you already know both its object type and its id - the point read that follows a Query, a create, or an id carried on a related record.
  • List sObjectsList the org's available sObjects and global metadata (GET /sobjects).
  • Query (SOQL)Run a SOQL query (GET /query?q=<SOQL>).
  • Query more (pagination)Fetch the next page of a SOQL result set using the query locator (GET /query/{locator}).
  • Search (SOSL)Run a SOSL search (GET /search?q=<SOSL>).
  • Update multiple records (collections)DestructiveUpdate up to 200 records in one call via the sObject Collections API (PATCH /composite/sobjects, JSON body { allOrNone?, records }).
  • Update recordDestructiveUpdate an sObject record (PATCH /sobjects/{sobjectType}/{id}, JSON field map).
  • Upsert record (external id)DestructiveCreate or update an sObject record by external id (PATCH /sobjects/{sobjectType}/{externalIdField}/{externalIdValue}, JSON field map).

Triggers

  • New or updated recordStarts when a record of the chosen Salesforce object is created or its fields change.

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