Salesforce

What you can do

27 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create Recordcreate_record
  Create a record of a given object.
• Run Query (Advanced)run_query
  Run a salesforce query
• Update Recordupdate_record
  Updates an existing record.
• Add Contact to Campaignadd_contact_to_campaign
  Add a contact to a campaign.
• Add File to Recordadd_file_to_record
  Uploads a file and attaches it to an existing record.
• Add Lead to Campaignadd_lead_to_campaign
  Adds an existing lead to an existing campaign.
• Create Attachment (Legacy)create_attachment
  Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
• Create Casecreate_case
  Creates a Case, which represents a customer issue or problem.
• Create Contactcreate_contact
  Creates a new contact record.
• Create Leadcreate_lead
  Creates a new lead.
• Create Notecreate_note
  Creates a note and attaches it to a record.
• Create Opportunitycreate_opportunity
  Creates a new opportunity.

All 27 actions with their inputs

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then Salesforce. To connect it for every project, use Workspace settings, Integrations.

2. Sign in to Salesforce

   You sign in to Salesforce and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.

   • api
   • refresh_token

   This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.

3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .workflow.js (native ctx)
   export async function run(ctx) {
     const res = await ctx.integrations.invoke("salesforce", "create_record", {
       "object": "<object>",
       "data": {}
     });
     if (!res.success) throw new Error(res.error);
     ctx.log.info("Salesforce answered", { output: res.output });
   }

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