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

1. Go to Connections and click New Connection.
2. Pick Salesforce from the marketplace.
3. Enter your credentials (see Authentication above for what's expected).
4. In a workflow, drop an API Call node and select this connection.
5. Pick the operation you need from the Operation dropdown. The full list is 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 is documented in full below. Use the outline on the right to jump to one.

GET /sobjects/Contact

Get contact metadata

Detail	Value
Operation ID	crm.listContacts
Method	GET
Path	/sobjects/Contact

Parameters

No parameters.

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.listContacts.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.

POST /sobjects/Contact

Create a contact

Detail	Value
Operation ID	crm.createContact
Method	POST
Path	/sobjects/Contact

Parameters

No parameters.

Request Body

Field	Type
FirstName	string
LastName	string
Email	string

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.createContact.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.

GET /sobjects/Contact/{id}

Get a contact by ID

Detail	Value
Operation ID	crm.getContact
Method	GET
Path	/sobjects/Contact/{id}

Parameters

Name	Location	Type	Required
id	path	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.getContact.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.

GET /query

Execute a SOQL query

Detail	Value
Operation ID	crm.query
Method	GET
Path	/query

Parameters

Name	Location	Type	Required
q	query	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.query.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.

POST /sobjects/Lead

Create a lead

Detail	Value
Operation ID	crm.createLead
Method	POST
Path	/sobjects/Lead

Parameters

No parameters.

Request Body

Field	Type
FirstName	string
LastName	string
Company	string

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.createLead.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.

GET /sobjects/Opportunity/{id}

Get an opportunity by ID

Detail	Value
Operation ID	crm.getOpportunity
Method	GET
Path	/sobjects/Opportunity/{id}

Parameters

Name	Location	Type	Required
id	path	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.getOpportunity.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.

PATCH /sobjects/Contact/{id}

Update a contact

Detail	Value
Operation ID	crm.updateContact
Method	PATCH
Path	/sobjects/Contact/{id}

Parameters

Name	Location	Type	Required
id	path	string	Yes

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Salesforce connection from the Connection dropdown.
3. In the Operation dropdown, select crm.updateContact.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Salesforce API reference.