Salesforce
380 actions · 15 events · 1 auth method
PreviewCRMIAM
Authentication
OAuth 2.0
OAuth 2.0 authentication for Salesforce REST API. Requires a connected app with appropriate scopes.Guides: Connector Profile, Link Account
Actions
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No scopes found
380 actions
Action
Description
Required scopes
List Accounts
Retrieve a paginated list of Account records from Salesforce using SOQL query. Returns account information including nam…
Get Account
Retrieve a specific Account record by its unique Salesforce ID. Returns complete account details including all standard…
Create Account
Create a new Account record in Salesforce with specified field values. Returns the ID of the newly created account.
Update Account
Update an existing Account record in Salesforce with specified field values. Only include fields that need to be modifie…
Delete Account
Delete an Account record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
Search Accounts
Search for Account records using Salesforce SOSL (Salesforce Object Search Language). Returns accounts matching the sear…
List Custom Invocable Actions
Retrieve a list of all custom invocable actions including Apex and Flow actions.
List Flow Actions
Retrieve a list of all autolaunched flows available as invocable actions.
List Apex Invocable Actions
Retrieve a list of all Apex invocable methods available as actions.
Send Email
Send an email using the emailSimple standard invocable action.
Get Activity History
Retrieve combined activity history (tasks, events, emails) for a specific record.
Get Open Activities
Retrieve open (pending) activities for a specific record.
Get Tasks For Contact
Retrieve all tasks where a contact is the Who (related person).
Get Events For Contact
Retrieve all events where a contact is the Who (related person).
Get My Tasks
Retrieve tasks assigned to a specific user.
Get My Events
Retrieve calendar events for a specific user.
Get Overdue Tasks
Retrieve all overdue tasks that are not completed.
Get Tasks Due Today
Retrieve all tasks due today that are not completed.
Get Upcoming Events
Retrieve upcoming calendar events within the next specified days.
Get Recent Activities
Retrieve recently completed tasks and past events.
Schedule Meeting
Create a calendar event to schedule a meeting with a contact.
Complete Task
Mark a task as completed.
List Reports
Retrieve a list of recently viewed reports available to the current user.
Get Report Metadata
Retrieve metadata about a specific report including columns, filters, and groupings.
Run Report Synchronously
Execute a report synchronously and return the results immediately.
Run Report Asynchronously
Start an asynchronous report execution and get an instance ID for results.
List Report Instances
Retrieve a list of asynchronous report execution instances for a report.
List Dashboards
Retrieve a list of recently viewed dashboards available to the current user.
Get Dashboard
Retrieve metadata and current data for a specific dashboard.
Refresh Dashboard
Refresh a dashboard to get the latest data for all components.
Describe Dashboard
Retrieve metadata about a dashboard including components, filters, and layout.
Get Dashboard Status
Check the refresh status of a dashboard.
Get Approval Processes
Retrieve all available approval processes for the organization.
Recall Approval Request
Recall a previously submitted approval request before it has been fully processed.
List Pending Approval Work Items
Retrieve pending approval work items for processing.
List Process Instances
Retrieve process instances showing approval history for records.
List Process Instance Steps
Retrieve step history for a process instance showing each approval step’s outcome.
List Assets
Retrieve a paginated list of Asset records from Salesforce using SOQL query.
Get Asset
Retrieve a specific Asset record by its unique Salesforce ID.
Create Asset
Create a new Asset record in Salesforce with specified field values.
Update Asset
Update an existing Asset record in Salesforce with specified field values.
Delete Asset
Delete an Asset record from Salesforce by its unique ID.
Get Asset Hierarchy
Retrieve child assets for a parent asset to understand asset hierarchy.
Search Assets
Search for Asset records using Salesforce full-text search (SOSL).
Create Bulk Ingest Job
Create a new Bulk API 2.0 ingest job for inserting, updating, upserting, or deleting records.
Upload Bulk Job Data
Upload CSV data to a bulk ingest job for processing.
Abort Bulk Ingest Job
Abort a bulk ingest job to stop processing.
Get Bulk Ingest Job
Retrieve status and details of a bulk ingest job.
List Bulk Ingest Jobs
Retrieve a list of all bulk ingest jobs.
Get Bulk Job Successful Results
Retrieve successfully processed records from a completed bulk ingest job.
Get Bulk Job Failed Results
Retrieve failed records from a completed bulk ingest job with error details.
Get Bulk Job Unprocessed Records
Retrieve unprocessed records from an aborted bulk ingest job.
Delete Bulk Ingest Job
Delete a bulk ingest job and its associated data.
Create Bulk Query Job
Create a new Bulk API 2.0 query job for extracting large volumes of data.
Get Bulk Query Job
Retrieve status and details of a bulk query job.
List Bulk Query Jobs
Retrieve a list of all bulk query jobs.
Get Bulk Query Results
Retrieve query results from a completed bulk query job.
Abort Bulk Query Job
Abort a bulk query job to stop processing.
Delete Bulk Query Job
Delete a bulk query job and its associated data.
List Campaigns
Retrieve a paginated list of Campaign records from Salesforce using SOQL query. Returns campaign information including n…
Get Campaign
Retrieve a specific Campaign record by its unique Salesforce ID. Returns complete campaign details including all standar…
Search Campaigns
Search for Campaign records using Salesforce SOSL (Salesforce Object Search Language). Returns campaigns matching the se…
Add Campaign Member
Add a Contact or Lead as a member of a Campaign. Creates a CampaignMember record linking the individual to the campaign.
List Cases
Retrieve a paginated list of Case records from Salesforce using SOQL query. Returns case information including subject,…
Get Case
Retrieve a specific Case record by its unique Salesforce ID. Returns complete case details including all standard and ac…
Create Case
Create a new Case record in Salesforce with specified field values. Returns the ID of the newly created case.
Update Case
Update an existing Case record in Salesforce with specified field values. Only include fields that need to be modified.
Delete Case
Delete a Case record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
Search Cases
Search for Case records using Salesforce SOSL (Salesforce Object Search Language). Returns cases matching the search ter…
Post Feed Element
Create a new post on a user’s feed, group, or record feed.
Get Feed Element
Retrieve a specific feed element (post) by its ID.
Delete Feed Element
Delete a feed element (post) from Chatter.
Post Comment
Add a comment to a feed element (post).
Like Feed Element
Add a like to a feed element (post) or comment.
List Chatter Groups
Retrieve a list of Chatter groups in the organization.
Execute Composite Batch
Execute multiple independent subrequests in a single API call. Returns results for all subrequests.
Create Records Collection
Create up to 200 records of the same object type in a single API call using sObject Collections.
Update Records Collection
Update up to 200 records of mixed object types in a single API call using sObject Collections.
Delete Records Collection
Delete up to 200 records in a single API call using sObject Collections.
Execute Composite Graph
Execute multiple composite graphs containing dependent and independent subrequests in a single API call.
List Contacts
Retrieve a paginated list of Contact records from Salesforce using SOQL query. Returns contact information including nam…
Get Contact
Retrieve a specific Contact record by its unique Salesforce ID. Returns complete contact details including all standard…
Create Contact
Create a new Contact record in Salesforce with specified field values. Returns the ID of the newly created contact.
Update Contact
Update an existing Contact record in Salesforce with specified field values. Only include fields that need to be modifie…
Delete Contact
Delete a Contact record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
Search Contacts
Search for Contact records using Salesforce SOSL (Salesforce Object Search Language). Returns contacts matching the sear…
List Contracts
Retrieve a paginated list of Contract records from Salesforce using SOQL query.
Get Contract
Retrieve a specific Contract record by its unique Salesforce ID.
Create Contract
Create a new Contract record in Salesforce with specified field values.
Update Contract
Update an existing Contract record in Salesforce with specified field values.
Delete Contract
Delete a Contract record from Salesforce by its unique ID.
Activate Contract
Activate a draft Contract by updating its status to Activated.
Search Contracts
Search for Contract records using Salesforce full-text search (SOSL).
Describe Global
Retrieve a list of all available sObjects in the Salesforce organization with metadata.
Describe SObject
Retrieve detailed describe metadata for a specific Salesforce object (sObject), including field definitions and permissi…
List Global Quick Actions
Retrieve all global quick actions available in the organization.
Describe Quick Action
Retrieve detailed metadata about a specific quick action.
Get Tabs
Retrieve information about all tabs available to the current user.
Get Themes
Retrieve theme information for displaying Salesforce icons and colors.
Search Suggest Records
Get search suggestions based on user input for building autocomplete functionality.
Parameterized Search
Execute a parameterized SOSL search with additional filtering options.
List Email Messages
Retrieve a paginated list of EmailMessage records from Salesforce using SOQL query.
Get Email Message
Retrieve a specific EmailMessage record by its unique Salesforce ID.
Create Email Message
Create a new EmailMessage record in Salesforce to log an email.
Delete Email Message
Delete an EmailMessage record from Salesforce by its unique ID.
List Email Templates
Retrieve a list of EmailTemplate records from Salesforce.
Get Email Template
Retrieve a specific EmailTemplate record by its unique Salesforce ID.
List Email Message Relations
Retrieve email message relations linking emails to recipients and related records.
Get Emails For Record
Retrieve all email messages associated with a specific record (Case, Contact, etc.).
List Entitlements
Retrieve a paginated list of Entitlement records from Salesforce using SOQL query.
Get Entitlement
Retrieve a specific Entitlement record by its unique Salesforce ID.
Create Entitlement
Create a new Entitlement record in Salesforce with specified field values.
Update Entitlement
Update an existing Entitlement record in Salesforce with specified field values.
Delete Entitlement
Delete an Entitlement record from Salesforce by its unique ID.
List Service Contracts
Retrieve a paginated list of ServiceContract records from Salesforce.
Get Service Contract
Retrieve a specific ServiceContract record by its unique Salesforce ID.
Create Service Contract
Create a new ServiceContract record in Salesforce.
Update Service Contract
Update an existing ServiceContract record in Salesforce.
Delete Service Contract
Delete a ServiceContract record from Salesforce by its unique ID.
List Events
Retrieve a paginated list of Event records from Salesforce using SOQL query. Returns event information including subject…
Get Event
Retrieve a specific Event record by its unique Salesforce ID. Returns complete event details including all standard and…
Create Event
Create a new Event record in Salesforce with specified field values. Returns the ID of the newly created event.
Update Event
Update an existing Event record in Salesforce with specified field values. Only include fields that need to be modified.
Delete Event
Delete an Event record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
List Content Documents
Retrieve a list of ContentDocument records representing files stored in Salesforce.
Delete Content Document
Delete a ContentDocument record and all its versions from Salesforce.
List Content Versions
Retrieve ContentVersion records representing file versions in Salesforce.
Get Content Version
Retrieve a specific ContentVersion record by its unique Salesforce ID.
Download Content Version
Download the binary content of a file version using the VersionData blob field.
Delete Content Document Link
Remove the link between a file and a Salesforce record by deleting a ContentDocumentLink.
List Attachments
Retrieve legacy Attachment records linked to Salesforce records.
Get Attachment
Retrieve a specific Attachment record by its unique Salesforce ID.
Download Attachment
Download the binary content of a legacy Attachment using the Body blob field.
Create Attachment
Create a new legacy Attachment linked to a parent Salesforce record.
Delete Attachment
Delete a legacy Attachment record from Salesforce.
List Knowledge Articles
Retrieve a list of published knowledge articles visible to the current user.
Get Knowledge Article
Retrieve the full content of a knowledge article by its ID.
Search Knowledge Articles
Search knowledge articles by keyword with optional category filtering.
List Data Category Groups
Retrieve data category groups used to organize knowledge articles.
List Leads
Retrieve a paginated list of Lead records from Salesforce using SOQL query. Returns lead information including name, com…
Get Lead
Retrieve a specific Lead record by its unique Salesforce ID. Returns complete lead details including all standard and ac…
Create Lead
Create a new Lead record in Salesforce with specified field values. Returns the ID of the newly created lead.
Update Lead
Update an existing Lead record in Salesforce with specified field values. Only include fields that need to be modified.
Delete Lead
Delete a Lead record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
Search Leads
Search for Lead records using Salesforce SOSL (Salesforce Object Search Language). Returns leads matching the search ter…
List Record Types
Retrieve all record types for a specific object.
Get Record Type
Retrieve a specific RecordType record by its unique Salesforce ID.
Get Record Type By Name
Retrieve a record type by its developer name and object type.
Get Global Picklist Values
Retrieve values from a global value set (global picklist).
Get Compact Layouts
Retrieve compact layout information for an object.
Get Page Layouts
Retrieve page layout information for an object.
Get Approval Layout
Retrieve approval layout information for an object.
List Notes
Retrieve a paginated list of Note records from Salesforce using SOQL query. Returns note information including title, bo…
Get Note
Retrieve a specific Note record by its unique Salesforce ID. Returns complete note details including title, body, and pa…
Create Note
Create a new Note record in Salesforce attached to a parent record. Returns the ID of the newly created note.
Update Note
Update an existing Note record in Salesforce with specified field values. Only include fields that need to be modified.
Delete Note
Delete a Note record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
Get Content Note
Retrieve a specific ContentNote record by its unique Salesforce ID. Returns enhanced note details including rich text co…
List Opportunities
Retrieve a paginated list of Opportunity records from Salesforce using SOQL query. Returns opportunity information inclu…
Get Opportunity
Retrieve a specific Opportunity record by its unique Salesforce ID. Returns complete opportunity details including all s…
Create Opportunity
Create a new Opportunity record in Salesforce with specified field values. Returns the ID of the newly created opportuni…
Update Opportunity
Update an existing Opportunity record in Salesforce with specified field values. Only include fields that need to be mod…
Delete Opportunity
Delete an Opportunity record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
Search Opportunities
Search for Opportunity records using Salesforce SOSL (Salesforce Object Search Language). Returns opportunities matching…
List Orders
Retrieve a paginated list of Order records from Salesforce using SOQL query.
Get Order
Retrieve a specific Order record by its unique Salesforce ID.
Create Order
Create a new Order record in Salesforce with specified field values.
Update Order
Update an existing Order record in Salesforce with specified field values.
Delete Order
Delete an Order record from Salesforce by its unique ID.
List Order Items
Retrieve all line items for a specific Order.
Get Order Item
Retrieve a specific OrderItem record by its unique Salesforce ID.
Create Order Item
Add a line item to an Order in Salesforce.
Update Order Item
Update an existing OrderItem record in Salesforce.
Delete Order Item
Delete an OrderItem record from Salesforce by its unique ID.
Search Orders
Search for Order records using Salesforce full-text search (SOSL).
Get Orders For Account
Retrieve all orders associated with a specific Account.
Activate Order
Change an order’s status from Draft to Activated.
List Pricebooks
Retrieve a paginated list of Pricebook2 records from Salesforce using SOQL query.
Get Pricebook
Retrieve a specific Pricebook2 record by its unique Salesforce ID.
Get Standard Pricebook
Retrieve the standard pricebook for the organization.
Create Pricebook
Create a new custom Pricebook2 record in Salesforce.
Update Pricebook
Update an existing Pricebook2 record in Salesforce.
Delete Pricebook
Delete a Pricebook2 record from Salesforce by its unique ID.
List Pricebook Entries
Retrieve pricebook entries for a specific pricebook.
Get Pricebook Entry
Retrieve a specific PricebookEntry record by its unique Salesforce ID.
Create Pricebook Entry
Add a product to a pricebook with specified pricing.
Update Pricebook Entry
Update an existing PricebookEntry record in Salesforce.
Delete Pricebook Entry
Delete a PricebookEntry record from Salesforce by its unique ID.
Get Product Pricing
Retrieve all pricebook entries for a specific product across all pricebooks.
Search Pricebook Entries
Search for PricebookEntry records by product name or code.
List Products
Retrieve a paginated list of Product2 records from Salesforce using SOQL query.
Get Product
Retrieve a specific Product2 record by its unique Salesforce ID.
Create Product
Create a new Product2 record in Salesforce with specified field values.
Update Product
Update an existing Product2 record in Salesforce with specified field values.
Delete Product
Delete a Product2 record from Salesforce by its unique ID.
Execute SOQL Query
Execute a custom SOQL query against Salesforce. Allows querying any standard or custom object with full SOQL syntax supp…
Execute SOSL Search
Execute a custom SOSL search against Salesforce. Allows full-text searching across multiple objects simultaneously.
List SObjects
Retrieve a list of all available Salesforce objects in the organization including standard and custom objects.
Get API Limits
Retrieve the current API usage limits and remaining capacity for the Salesforce organization.
Get API Versions
Retrieve a list of all available Salesforce REST API versions supported by the instance.
Get Recently Viewed Records
Retrieve recently viewed records for the current user across specified or all object types.
Execute Composite Request
Execute multiple API requests in a single call using Salesforce Composite API. Supports referencing results between requ…
List Service Resources
Retrieve a list of ServiceResource records from Salesforce.
Get Service Resource
Retrieve a specific ServiceResource record by its unique Salesforce ID.
Create Service Resource
Create a new ServiceResource record in Salesforce.
Update Service Resource
Update an existing ServiceResource record in Salesforce.
List Service Territories
Retrieve a list of ServiceTerritory records from Salesforce.
Get Service Territory
Retrieve a specific ServiceTerritory record by its unique Salesforce ID.
List Service Appointments
Retrieve a list of ServiceAppointment records from Salesforce.
Get Service Appointment
Retrieve a specific ServiceAppointment record by its unique Salesforce ID.
Create Service Appointment
Create a new ServiceAppointment record in Salesforce.
Update Service Appointment
Update an existing ServiceAppointment record in Salesforce.
List Assigned Resources
Retrieve assigned resources for a service appointment.
Assign Resource To Appointment
Assign a service resource to a service appointment.
List Public Groups
Retrieve all public groups in the organization.
List Queues
Retrieve all queues in the organization.
Get User Permissions
Retrieve permission set assignments for a specific user.
List Permission Sets
Retrieve all permission sets in the organization.
Assign Permission Set
Assign a permission set to a user.
Remove Permission Set
Remove a permission set assignment from a user.
Transfer Record Ownership
Transfer ownership of a record to a different user.
List Tasks
Retrieve a paginated list of Task records from Salesforce using SOQL query. Returns task information including subject,…
Get Task
Retrieve a specific Task record by its unique Salesforce ID. Returns complete task details including all standard and ac…
Create Task
Create a new Task record in Salesforce with specified field values. Returns the ID of the newly created task.
Update Task
Update an existing Task record in Salesforce with specified field values. Only include fields that need to be modified.
Delete Task
Delete a Task record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
List Topics
Retrieve a list of Topic records from Salesforce.
Get Topic
Retrieve a specific Topic record by its unique Salesforce ID.
Create Topic
Create a new Topic record in Salesforce.
Update Topic
Update an existing Topic record in Salesforce.
Delete Topic
Delete a Topic record from Salesforce by its unique ID.
List Topic Assignments
Retrieve topic assignments linking topics to records.
Assign Topic To Record
Assign a topic to a record (account, contact, case, etc.).
Remove Topic From Record
Remove a topic assignment from a record.
Get Topics For Record
Retrieve all topics assigned to a specific record.
Search Topics
Search for Topic records using Salesforce full-text search (SOSL).
List Users
Retrieve a paginated list of User records from Salesforce using SOQL query. Returns user information including name, ema…
Get User
Retrieve a specific User record by its unique Salesforce ID. Returns complete user details including all standard and ac…
Update User
Update an existing User record in Salesforce with specified field values. Only include fields that need to be modified.
Search Users
Search for User records using Salesforce SOSL (Salesforce Object Search Language). Returns users matching the search ter…
Get Current User
Retrieve the currently authenticated user’s information. Returns complete details of the logged-in user.
List Work Orders
Retrieve a paginated list of WorkOrder records from Salesforce using SOQL query.
Get Work Order
Retrieve a specific WorkOrder record by its unique Salesforce ID.
Create Work Order
Create a new WorkOrder record in Salesforce with specified field values.
Update Work Order
Update an existing WorkOrder record in Salesforce with specified field values.
Delete Work Order
Delete a WorkOrder record from Salesforce by its unique ID.
List Work Order Line Items
Retrieve all line items for a specific WorkOrder.
Create Work Order Line Item
Add a line item to a WorkOrder.
Search Work Orders
Search for WorkOrder records using Salesforce full-text search (SOSL).
List Account Contact Roles
Retrieve all contact roles for an account.
Create Account Contact Role
Assign a role to a contact on an account.
Update Account Contact Role
Update a contact role on an account.
Delete Account Contact Role
Remove a contact role from an account.
List Opportunity Contact Roles
Retrieve all contact roles for an opportunity.
Create Opportunity Contact Role
Assign a role to a contact on an opportunity.
Update Opportunity Contact Role
Update a contact role on an opportunity.
Delete Opportunity Contact Role
Remove a contact role from an opportunity.
List Opportunity Line Items
Retrieve all product line items for an opportunity.
Get Opportunity Line Item
Retrieve a specific opportunity line item by ID.
Create Opportunity Line Item
Add a product line item to an opportunity.
Update Opportunity Line Item
Update an existing opportunity line item.
Delete Opportunity Line Item
Remove a product line item from an opportunity.
Get Opportunity Products Summary
Get a summary of all products on an opportunity with totals.
List User Roles
Retrieve all user roles in the organization.
Get User Role
Retrieve a specific user role by ID.
Get Role Hierarchy
Retrieve the role hierarchy tree structure.
List Profiles
Retrieve all profiles in the organization.
Get Profile
Retrieve a specific profile by ID.
List Users By Role
Retrieve all users assigned to a specific role.
List Users By Profile
Retrieve all users assigned to a specific profile.
List User Licenses
Retrieve all user licenses in the organization.
Get Opportunity Forecast Category
Retrieve the forecast category for an opportunity.
Update Opportunity Forecast Category
Update the forecast category for an opportunity.
Get Pipeline By Stage
Get aggregated opportunity amounts grouped by stage.
Get Forecast By Category
Get aggregated opportunity amounts grouped by forecast category.
Create Campaign Member
Add a Contact or Lead to a Campaign.
List Campaign Members
Retrieve a list of CampaignMember records for a specific campaign.
Get Campaign Member
Retrieve a specific CampaignMember record by ID.
Update Campaign Member
Update a CampaignMember record’s status or other fields.
Delete Campaign Member
Remove a member from a campaign.
List Campaign Member Statuses
Get all available member statuses for a campaign.
Get Campaign Statistics
Get aggregated statistics for a campaign’s membership.
Search Campaign Members
Search for campaign members by name or email.
List Case Comments
Retrieve all comments for a specific case.
Get Case Comment
Retrieve a specific case comment by ID.
Create Case Comment
Add a new comment to a case.
Update Case Comment
Update an existing case comment.
Delete Case Comment
Delete a case comment.
List Public Case Comments
Retrieve only published (public) comments for a case.
List Opportunity Stages
Retrieve all opportunity stages defined in the sales process.
List Active Opportunity Stages
Retrieve only active opportunity stages.
List Lead Statuses
Retrieve all lead status values.
List Case Statuses
Retrieve all case status values.
List Task Statuses
Retrieve all task status values.
List Contract Statuses
Retrieve all contract status values.
List Order Statuses
Retrieve all order status values.
List Solution Statuses
Retrieve all solution status values.
List Work Order Statuses
Retrieve all work order status values.
Get Organization Info
Retrieve information about the Salesforce organization.
List Periods
Retrieve fiscal periods for a given fiscal year.
List Holidays
Retrieve all holidays defined in the organization.
Get Holiday
Retrieve a specific holiday by ID.
List Org Wide Email Addresses
Retrieve all organization-wide email addresses.
List Group Members
Retrieve all members of a specific group or queue.
Get Group Member
Retrieve a specific group membership record.
Add Group Member
Add a user or group as a member of a group.
Remove Group Member
Remove a member from a group.
Get Group
Retrieve details of a specific group.
List All Groups
Retrieve all groups in the organization.
Get Users In Group
Retrieve all users who are members of a specific group.
Get Queue Supported Objects
Retrieve the objects supported by a queue.
List Business Hours
Retrieve all business hours records in the organization.
Get Business Hours
Retrieve a specific business hours record by ID.
Get Default Business Hours
Retrieve the default business hours record.
List Milestones
Retrieve all milestone records for entitlement management.
Get Milestone
Retrieve a specific milestone type by ID.
List Case Milestones
Retrieve milestone instances for a specific case.
List Entitlement Processes
Retrieve all entitlement processes (SLA processes).
List Documents
Retrieve documents from a folder.
Get Document
Retrieve a specific document by ID.
Download Document
Download the body of a document.
Delete Document
Delete a document.
List Folders
Retrieve all folders for documents, reports, or dashboards.
Get Folder
Retrieve a specific folder by ID.
Get Account History
Retrieve field change history for an account.
Get Contact History
Retrieve field change history for a contact.
Get Opportunity History
Retrieve field change history for an opportunity.
Get Lead History
Retrieve field change history for a lead.
Get Case History
Retrieve field change history for a case.
Get Contract History
Retrieve field change history for a contract.
List Setup Audit Trail
Retrieve setup audit trail entries for admin changes.
Get Opportunity Field History
Retrieve granular field change history for an opportunity.
Get Unified Credentials
Get the current Salesforce connection’s unified credentials and identity.
List Unified Groups
List unified groups in Salesforce.
Get Unified Group
Get a unified Salesforce group by ID.
List Unified Organizations
List unified organizations in Salesforce.
Get Unified Organization
Get a unified Salesforce organization by ID.
List Unified Roles
List unified roles in Salesforce.
Get Unified Role
Get a unified Salesforce role by ID.
List Unified Users
List unified users in Salesforce.
Get Unified User
Get a unified Salesforce user by ID.
List Individuals
Retrieve Individual records for privacy management.
Get Individual
Retrieve a specific Individual record by ID.
Create Individual
Create a new Individual record for privacy tracking.
Update Individual
Update an Individual record including personal info and privacy preferences.
Delete Individual
Delete an Individual record.
List Contact Point Consents
Retrieve consent records for contact points (email, phone, etc.).
List Authorization Form Consents
Retrieve authorization form consent records.
List Solutions
Retrieve a paginated list of Solution records from Salesforce using SOQL query.
Get Solution
Retrieve a specific Solution record by its unique Salesforce ID.
Create Solution
Create a new Solution record in Salesforce with specified field values.
Update Solution
Update an existing Solution record in Salesforce with specified field values.
Delete Solution
Delete a Solution record from Salesforce by its unique ID.
Search Solutions
Search for Solution records using Salesforce full-text search (SOSL).
List Case Solutions
Retrieve solutions associated with a specific case through CaseSolution junction object.
Link Solution To Case
Associate a solution with a case by creating a CaseSolution record.
Unlink Solution From Case
Remove the association between a solution and a case by deleting the CaseSolution record.
List Partners
Retrieve a paginated list of Partner records from Salesforce using SOQL query.
Get Partner
Retrieve a specific Partner record by its unique Salesforce ID.
Create Partner
Create a new Partner relationship record in Salesforce.
Delete Partner
Delete a Partner record from Salesforce by its unique ID.
List Feed Items
Retrieve a paginated list of FeedItem records from Salesforce Chatter feeds.
Get Feed Item
Retrieve a specific FeedItem record by its unique Salesforce ID.
Create Feed Item
Create a new FeedItem (Chatter post) in Salesforce.
Delete Feed Item
Delete a FeedItem record from Salesforce.
List Feed Comments
Retrieve comments on a specific FeedItem.
Create Feed Comment
Create a comment on a FeedItem.
Delete Feed Comment
Delete a FeedComment from Salesforce.
List Locations
Retrieve a paginated list of Location records from Salesforce.
Get Location
Retrieve a specific Location record by its unique Salesforce ID.
Create Location
Create a new Location record in Salesforce.
Update Location
Update an existing Location record in Salesforce.
Delete Location
Delete a Location record from Salesforce.
Search Locations
Search for Location records using Salesforce full-text search (SOSL).
List Return Orders
Retrieve a paginated list of ReturnOrder records from Salesforce.
Get Return Order
Retrieve a specific ReturnOrder record by its unique Salesforce ID.
Create Return Order
Create a new ReturnOrder record in Salesforce.
Update Return Order
Update an existing ReturnOrder record in Salesforce.
Delete Return Order
Delete a ReturnOrder record from Salesforce.
List Return Order Line Items
Retrieve line items for a specific return order.
Events
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No tags found
15 events
Event
Description
Tags
Active Check
Responds to a manual connectivity test when the webhook is invoked with
?event=ping (or without a request body). Retur…Health Check
Account Created
Emitted when a Salesforce Account record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw XML…
Account
Account Updated
Emitted when a Salesforce Account record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw XML b…
Account
Contact Created
Emitted when a Salesforce Contact record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw XML…
Contact
Contact Updated
Emitted when a Salesforce Contact record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw XML b…
Contact
Lead Created
Emitted when a Salesforce Lead record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw XML bod…
Lead
Lead Updated
Emitted when a Salesforce Lead record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw XML body…
Lead
Opportunity Created
Emitted when a Salesforce Opportunity record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw…
Opportunity
Opportunity Updated
Emitted when a Salesforce Opportunity record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw X…
Opportunity
Case Created
Emitted when a Salesforce Case record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw XML bod…
Case
Case Updated
Emitted when a Salesforce Case record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw XML body…
Case
Task Created
Emitted when a Salesforce Task record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw XML bod…
Task
Task Updated
Emitted when a Salesforce Task record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw XML body…
Task
User Created
Emitted when a Salesforce User record is inserted. Salesforce delivers a SOAP Outbound Message envelope; the raw XML bod…
User
User Updated
Emitted when a Salesforce User record is updated. Salesforce delivers a SOAP Outbound Message envelope; the raw XML body…
User
Getting Started
Create or Select a Project
Set up a new project or select an existing one. See the Projects Guide.
Configure the Connector
Enable the connector and set up a connector profile in your project. See Managing Connectors.
Connector Profile
Salesforce - OAuth 2.0
Link an Account
Connect an account using StackOne Hub or Auth Link.
Link Account
Salesforce - OAuth 2.0
Use Actions
Invoke actions using one of the methods below:
- MCP – Model Context Protocol for AI assistants
- A2A – Agent-to-Agent protocol
- AI Toolset (TypeScript) – TypeScript SDK for AI agents
- AI Toolset (Python) – Python SDK for AI agents
- Actions RPC – Direct API calls
- Playground – Test actions in the dashboard
Webhook Events
Webhooks setup
Configure receiving Events for Salesforce into StackOne.