Salesforce ​
Manage leads, contacts, accounts, and opportunities in Salesforce CRM.
| Detail | Value |
|---|---|
| Category | CRM |
| Base URL | https://{instance_url}.my.salesforce.com |
| Authentication | OAuth2 Client Credentials |
| Endpoints | 7 |
| Connector key | salesforce |
Using Salesforce in a workflow ​
- Go to Connections and click New Connection.
- Pick Salesforce from the marketplace.
- Enter your credentials (see Authentication above for what's expected).
- In a workflow, drop an API Call node and select this connection.
- Pick the operation you need from the Operation dropdown — see the table below.
Available Endpoints ​
| Endpoint | Summary |
|---|---|
| GET /sobjects/Contact | Get contact metadata |
| POST /sobjects/Contact | Create a contact |
| GET /sobjects/Contact/{id} | Get a contact by ID |
| GET /query | Execute a SOQL query |
| POST /sobjects/Lead | Create a lead |
| GET /sobjects/Opportunity/{id} | Get an opportunity by ID |
| PATCH /sobjects/Contact/{id} | Update a contact |
Each endpoint has its own page with parameter details, an example
API Callnode configuration, and the response shape.