Salesforce Toolkit
The Salesforce Toolkit is a workflow node. Its tools include Search Salesforce Objects, Describe Salesforce Object, Query Salesforce Records, and Manage Salesforce Records, plus 1 more listed below. Connect a Salesforce account before you use any of these tools. Type @ in a field when the value should come from an earlier step.
Authentication
Every Salesforce tool needs a connected account before it can run. On the node, open Salesforce Account.
- Choose Use my Salesforce account or Use team account.
- If no personal account is connected, click Connect Salesforce Account and finish sign-in.
- For a team account, choose Use team account and pick one from Team account. The list shows accounts already connected for the project.
Tools
Search Salesforce Objects
Searches salesforce objects.
| Field | Required | Description |
|---|---|---|
| Salesforce Account | Yes | Select your personal or team Salesforce account. |
| Search Pattern | Yes | Search pattern to find objects (e.g., 'Account Coverage' will find objects like 'AccountCoverage__c'). Type @ to select a variable. |
Describe Salesforce Object
Runs the describe salesforce object tool.
| Field | Required | Description |
|---|---|---|
| Salesforce Account | Yes | Select your personal or team Salesforce account. |
| Object Name | Yes | The API name of the Salesforce object to describe (e.g., 'Account', 'Contact', 'CustomObject__c'). Type @ to select a variable. |
Query Salesforce Records
Runs the query salesforce records tool.
| Field | Required | Description |
|---|---|---|
| Salesforce Account | Yes | Select your personal or team Salesforce account. |
| Object Name | Yes | The API name of the Salesforce object to query. Type @ to select a variable. |
| Fields | Yes | List of field names to retrieve. |
| Where Clause | No | Optional WHERE clause for filtering (without the 'WHERE' keyword). Default is null. Type @ to select a variable. |
| Order By | No | Optional ORDER BY clause (without the 'ORDER BY' keywords). Default is null. Type @ to select a variable. |
| Limit | No | Optional limit on number of records returned. Default is null. |
Manage Salesforce Records
Runs the manage salesforce records tool.
| Field | Required | Description |
|---|---|---|
| Salesforce Account | Yes | Select your personal or team Salesforce account. |
| Operation | Yes | DML operation: 'insert', 'update', 'delete', or 'upsert'. Type @ to select a variable. |
| Object Name | Yes | The API name of the Salesforce object. Type @ to select a variable. |
| Records | Yes | List of records to process. |
| External ID Field | No | External ID field name for upsert operations. Default is null. Type @ to select a variable. |
Search All Salesforce
Searches all salesforce.
| Field | Required | Description |
|---|---|---|
| Salesforce Account | Yes | Select your personal or team Salesforce account. |
| Search Term | Yes | Search term to look for across objects. Type @ to select a variable. |
| Search In | No | Where to search: 'ALL FIELDS', 'NAME FIELDS', 'EMAIL FIELDS', 'PHONE FIELDS', or 'SIDEBAR FIELDS'. Default is null. Type @ to select a variable. |
| Objects | No | Optional list of objects to search with their fields and optional WHERE/ORDER BY clauses. If omitted, defaults to Account(Id,Name) and Contact(Id,Name,Email). Default is null. |
| With Clauses | No | Additional WITH clauses for the search. Default is null. |
| Updateable | No | Whether to include only updateable records. Default is null. |
| Viewable | No | Whether to include only viewable records. Default is null. |
Related
Agents can use this integration from chat. See Salesforce.
See all integrations on the toolkits overview.