Salesforce Steps

Create Account

Creates an Account in the Salesforce

New Account: Exposes Account Fields to add a new Account in Salesforce.

Create Case

Generates a new Case record to track and manage customer issues or inquiries.

New Case: Exposes the Case Fields to add a new Case in Salesforce.

Create Contact

Establishes a new Contact record to store information about individuals associated with an Account.

New Contact: Exposes the Contact Fields to add a New Contact in Salesforce.

Create Contract

Generates a new Contract record to define and manage agreements with customers or partners.

New Contract: Exposes the Contract Fields to add a new Contract in Salesforce.

Create Event

Create a new Event record to schedule and track meetings, appointments, or other activities.

New Event: Exposes the Event Fields to add a new Event in Salesforce.

Create Lead

Generates a new Lead record to capture potential sales opportunities.

New Lead: Exposes the Lead Fields to add a new Lead in Salesforce.

Create Opportunity

Creates a new Opportunity record to track and manage potential deals or sales.

New Opp: Exposes the Opportunity Fields to add a new Opportunity in Salesforce.

Create Opportunity With Product

Creates a new Opportunity record and associates it with a specific Product.

• New Opp: Exposes the Opportunity Fields to add a new Opportunity in Salesforce.
• Pb Entry: Exposes the Price Book Entry Fields to enter the price of a product in a price book

Create Opportunity With Product Id

Creates a new Opportunity record and associates it with a specific Product.

• New Opp: Exposes the Opportunity Fields to add a new Opportunity in Salesforce.
• Price Book Entry ID: Exposes the Price Book Entry fields.

Create Price Book Entry

Creates a new Price Book Entry to define pricing and availability for a product in a price book.

Price Book Entry: Exposes the Price Book Entry Fields to enter the price of a product in a price book.

Create Product

Creates a new Product Record to define and manage products or services offered.

New Task: Exposes the Product Fields to create a new Product record.

Create Quote

Creates a new Quote record to provide pricing information for products or services.

New Quote: Exposes the Quote Fields to create a new Quote record.

Create Task

Creates a new Task record to track and manage specific activities or to-dos.

New Task: Exposes the Task Fields to create a new task record.

Delete Account

Removes an existing Account record from Salesforce.

Account Id: Provide the Account Id to delete the Account from Salesforce.

Delete Case

Deletes a specific Case record from the Salesforce system.

Case ID: Provide the Case ID to delete the corresponding Case from Salesforce.

Delete Contact

Removes a Contact record associated with an Account from the Salesforce database.

Contact ID: Provide the Contact ID to delete the corresponding Contact from Salesforce.

Delete Contract

Deletes a Contract record that defines agreements with customers or partners.

Contract ID: Provide the Contract ID to delete the corresponding Contract from Salesforce.

Delete Event

Removes an Event record that is scheduled or tracked in Salesforce.

Event ID: Provide the Event ID to delete the corresponding Event from Salesforce.

Delete Lead

Deletes a Lead record representing a potential sales opportunity.

Lead ID: Provide the Lead ID to delete the corresponding Lead from Salesforce.

Delete Opportunity

Removes an Opportunity record associated with potential deals or sales.

Opportunity ID: Provide the Opportunity ID to delete the corresponding Opportunity from Salesforce.

Delete Opportunity Product

Deletes a specific Product associated with an Opportunity.

Opportunity Product ID: Provide the Opportunity Product ID to delete the corresponding Opportunity Product from Salesforce.

Delete Price Book Entry

Removes a Price Book Entry that defines pricing and availability for a Product.

Price Book Entry: Provide the Price Book Entry ID to delete the corresponding Price Book Entry from Salesforce.

Delete Product

Deletes a Product record representing a specific item or service.

Product ID: Provide the Product ID to delete the corresponding Product from Salesforce.

Delete Quote

Removes a Quote record that provides pricing information for products or services.

Quote ID: Provide the Quote ID to delete the corresponding Quote from Salesforce.

Delete Task

Deletes a Task record representing a specific activity or to-do item.

Task ID: Provide the Task ID to delete the corresponding Task from Salesforce.

Find Accounts By Name

Retrieve Accounts from Salesforce based on their name.

Name Starts With: Enter the account's name or the first alphabet of the name to retrieve all the accounts.

Find All Opportunities

Retrieve all Opportunity records from Salesforce.

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Find All Opportunities For Product

Retrieve all Opportunity records associated with a specific product.

Product ID: Provide the Product ID to retrieve all the opportunities.

Find All Price Book Entries

Retrieve all Price Book entries from Salesforce.

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Find All Products

Retrieve all Product records from Salesforce.

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Find All Products For Opportunity

Retrieve all Products associated with a specific opportunity.

Opportunity ID: Provide the Opportunity Product ID to retrieve all the product details.

Find All Quotes

Retrieve all Quote records from Salesforce.

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Find All Tasks

Retrieve all Task records from Salesforce.

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Find All Users

Retrieve all User records from Salesforce.

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Find Cases By Account

Retrieve Cases associated with a specific Account.

Account ID: Provide the Account Id to retrieve the specific cases.

Find Cases By Contact

Retrieve Cases associated with a specific Contact.

Contact ID: Provide the Contact ID to retrieve the specific cases.

Find Cases By Subject Text

Retrieve Cases based on a specific subject text.

Subject Text: Provide the Subject Text to retrieve the specific cases.

Find Cases By Account

Retrieve Cases associated with a specific Account.

Account ID: Provide the Account Id to retrieve Account details.

Find Contacts By Name

Retrieve Contacts from Salesforce based on their Name.

Name Starts With: Provide the starting characters of the contact's name to retrieve the object.

Find Contracts

Retrieve Contract records from Salesforce.

Name Starts With: Provide the starting characters of the contract's name to retrieve the object.

Find Opportunity By Account

Retrieve an Opportunity record associated with a specific Account.

Account ID: Provide the Account id to retrieve an opportunity.

Find Quotes By Opportunity

Retrieve Quotes associated with a specific Opportunity.

Opportunity ID: Provide the opportunity ID to retrieve the Opportunity field details.

Find Tasks By Who

Retrieve Tasks assigned to a specific User.

Who ID: Provide the Who ID to retrieve the Task details.

Find User By Name

Retrieve user records from Salesforce based on their name.

Name to Find: Provide the Name to find the users.

Get Account By Id

Retrieve an Account record from Salesforce using its unique identifier.

Id: Provide the Salesforce Object ID to retrieve the Account details.

Get Case by Number

Retrieve a Case record from Salesforce using its unique number.

Case Number: Provide the case number to retrieve the case details

Get Contact By Id

Retrieve a Contact record from Salesforce using its unique identifier.

Id: Provide the Salesforce Object ID to retrieve event details.

Get Event By ID

Retrieve an Event record from Salesforce using its unique identifier.

Id: Provide the Salesforce Object ID to retrieve event details.

Get Lead By ID

Retrieve a Lead record from Salesforce using its unique identifier.

Id: Provide the Salesforce Object ID to retrieve the Lead details.

Get Opportunity by ID

Retrieve an Opportunity record from Salesforce using its unique identifier.

Opportunity ID: Provide the Opportunity ID to retrieve the corresponding Opportunity details.

Selective Update Account

Modify specific fields of an existing Account record in Salesforce.

Account to Update: Exposes Account Fields to update specific fields.

Selective Update Case

Update specific fields of a Case record in the Salesforce system.

Case to Update: Exposes the Case Fields to update specific fields.

Selective Update Contact

Modify specific fields of a contact record associated with an Account in the Salesforce database.

Contact to Update: Exposes the Contact Fields to update specific fields.

Selective Update Contract

Update specific fields and details of a Contract record defining agreements with customers or partners.

Contract to Update: Exposes the Contract Fields to update specific fields.

Selective Update Event

Modify specific details or schedules of an Event record in Salesforce.

Event to Update: Exposes the Event Fields to update specific fields.

Selective Update Lead

Update specific fields and information of a Lead record representing a potential sales opportunity.

Lead to Update: Exposes the Lead Fields to update specific fields.

Selective Update Opportunity

Modify specific fields and details of an Opportunity record associated with potential deals or sales.

Opp to Update: Exposes the Opportunity Fields to update specific fields.

Selective Update Opportunity Product

Update specific fields and details of a product associated with an Opportunity.

Opportunity Product: Exposes the Opportunity Product Fields to update specific fields.

Selective Update Product

Modify specific fields and information of a product record representing a specific item or service.

Product to Update: Exposes the Product Fields to update specific fields.

Selective Update Quote

Update specific fields and details of a Quote record providing pricing information for products or services.

Quote to Update: Exposes the Quote Fields to update specific fields.

Selective Update Task

Modify specific fields and details of a Task record representing a specific activity or to-do item.

Task to Update: Exposes the Task Fields to update specific fields.

Update Account

Modifies an existing Account record in Salesforce.

Account to Update: Exposes Account Fields to update specific fields.

Update Case

Updates specific fields of a Case record in the Salesforce system.

Case to Update: Exposes the Case Fields to update specific fields.

Update Contact

Modifies the information of a Contact record associated with an Account in the Salesforce database.

Contact to Update: Exposes the Contact Fields to update specific fields.

Update Contract

Updates fields and details of a Contract record defining agreements with customers or partners.

Contract to Update: Exposes the Contract Fields to update specific fields.

Update Event

Modifies the details or schedule of an Event record in Salesforce.

Event to Update: Exposes the Event Fields to update specific fields.

Update Lead

Updates fields and information of a Lead record representing a potential sales opportunity.

Lead to Update: Exposes the Lead Fields to update specific fields.

Update Opportunity

Modifies fields and details of an Opportunity record associated with potential deals or sales.

Opp to Update: Exposes the Opportunity Fields to update specific fields.

Update Opportunity Product

Update specific fields and details of a product associated with an Opportunity.

Opportunity Product: Exposes the Opportunity Product Fields to update specific fields.

Update Product

Modifies fields and information of a Product record representing a specific item or service.

Product to Update: Exposes the Product Fields to update specific fields.

Update Quote

Updates fields and details of a Quote record providing pricing information for products or services.

Quote to Update: Exposes the Quote Fields to update specific fields.

Update Task

Modifies the fields and details of a Task record representing a specific activity or to-do item.

Task to Update: Exposes the Task Fields to update specific fields.

Copy Document to Salesforce Lightning

Allows copying a document from Salesforce Classic to a specific folder in Salesforce Lightning.

• Destination Folder ID: ID of the destination folder in Salesforce Lightning where the document will be copied
• Document ID: ID of the document to copy.

Output is null returned.

Describe Global Objects

Retrieves information about the Global Objects and its metadata available in Salesforce.

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Returns all the SObjects.

Get SOQL Escaped String

The GetSoqlEscapedString step escapes the input string, making it safe to include in a SOQL query.

• Escape LIKE Expression characters: When enabled, the Step escapes special characters used in a LIKE expression.
• String to Escape: this input expects the string that needs to be escaped for use in the SOQL query.

Returns the Escaped SOQL String.

Run SOQL Query

Executes a SOQL (Salesforce Object Query Language) query in Salesforce and allows data retrieval from Salesforce objects based on the specified query criteria.

SOQL Query: this input expects the SOQL query string that defines the criteria for retrieving data from Salesforce.

Returns a List of Records in the form of Dynamic Data Rows.

Run SOQL Query Get JSON

Executes a SOQL (Salesforce Object Query Language) query in Salesforce and retrieves the query results in JSON format.

SOQL Query: this input expects the SOQL query string that defines the criteria for retrieving data from Salesforce.

Output is null returned.

Salesforce Delete Data

Allows deleting data from Objects.

Service URL After Instance: URL endpoint for the Salesforce service after the instance.

Output is null returned

Salesforce Insert Data

Allows inserting data in the Objects.

• Data: Request body to be sent
• Service URL After Instance: Specify the desired destination URL after the base URL obtained from the OAuth token

Output is null returned.

Salesforce Update Data

Allows updating data in the Objects.

• Data: Request body to be sent
• Service URL After Instance: Specify the desired destination URL after the base URL obtained from the OAuth token

Output is null returned.

Upload Document

Allows uploading the Documents to a specific Folder in Salesforce.

• Document Name: Name of the document.
• File Contents: Document to upload in Salesforce.
• Folder ID: ID of the destination folder in Salesforce.

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Upload File to Salesforce Lightning

Allows uploading the Documents to a specific Folder in Salesforce Lightning.

• Destination Folder ID: ID of the destination folder in Salesforce.
• Document Name: the name of the document.
• File Contents: ID of the destination folder in Salesforce.

Output is null returned.