Actions

api chatter\_api content wave\_api

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.