Salesforce
Prev  CRM and Sales tools  Next

Salesforce

The Salesforce modules allow you to create broadcast messages, create and modify records and jobs, and make API calls from your Salesforce account.

In order to use Salesforce with {{Make}}, you must first have a Salesforce account. If you do not have one, you can create one at salesforce.com.

Connect Salesforce to {{Make}}
[Note] Note

Not all editions of Salesforce have API access. See here for more information.

To connect Salesforce app:

  1. Log in to your {{Make}} account, insert any Salesforce module in your scenario, and click the Add button next to the Connection field.

    Salesforce_1.png

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Select whether you are using a Salesforce Sandbox environment and click Save.

You have successfully established the connection. You can now edit your scenario and add more Salesforce modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Obtaining Consumer Key and Consumer Secret

  1. Log in to your Salesforce account.

  2. Click Home > Apps > New Connected App.

    Salesforce_3.png

  3. Click Enable OAuth Settings and enter the application details. In the callback URL field, add https://www.integromat.com/oauth/cb/salesforce.

    Salesforce_4.png

  4. Click Save.

    Salesforce_5.png

  5. Click Manage Consumer Details.

    Salesforce_6.png

  6. Copy the Consumer key and Secret to a safe place.

    Salesforce_7.png

  7. Log in to your {{Make}} account, insert any Salesforce module in your scenario, and click the Add button next to the Connection field.

    Salesforce_2.png

  8. Click Show advanced settings and in the Consumer Key and Consumer Secret fields, enter the details copied in Step 6 and click Save..

You have successfully retrieved the consumer credentials.

Record
Watch Records

Triggers when a record is created or updated in an object.

Watch Record Fields

Triggers when a field has changed in an object.

Search Records

Searches for records in an object using a Salesforce Object Search Language (SOSL) query.

List/Search Records

Lists or searches for records in an object using a filter or a Salesforce Object Query Language (SOQL) query.

Get a Record

Gets a specified record in an object.

Create a Record

Creates a new record in an object.

Update a Record

Updates an existing record in an object.

Upsert a Record

Upserts a record.

Delete a Record

Deletes a record.

Bulk Job
Watch Jobs

Triggers when a bulk data job is created.

List Jobs

Retrieves all bulk data jobs in the organization.

Create a Job

Creates a new bulk data job.

Complete/Abort a Job

Completes or aborts a job.

[Note] Note

If you complete a job, Salesforce queues the job, uploads data for processing, and you can’t add any more job data. If you abort a job, the job does not get queued or processed.
Other
Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Salesforce account.

URL

Enter a path relative to <Instance URL>/services/data. For example: /v51.0/query

[Note] Note

For the list of available endpoints, refer to the Salesforce REST API Developer Guide.

Method

Select the HTTP method you want to use:

GET: retrieve information for an entry.

POST: to create a new entry.

PUT: to update/replace an existing entry.

PATCH: make a partial entry update.

DELETE: delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.
Example of Use - List Recently Viewed Items

The following API call returns the most recently accessed items that were viewed or referenced by the current user:

URL: /v51.0/recent

Method: GET

salesforce_2.png

Matches of the search can be found in the module's Output under Bundle > Body. Our example returned 1 result:

salesforce_1.png
Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Connection

Establish a connection to your Salesforce account.

Resource

Select whether to post to the feed of a user or group.

Subject ID

Select or map the user or group whose feed you want to post to.

Text

Enter the message that you want to post. Max. 10,000 characters.
Download an Attachment/Document

Downloads an attachment or a document.

Connection

Establish a connection to your Salesforce account.

Select a Method

Select whether to download an attachment or a document.

ID

Select or enter the ID of the attachment or document you want to download.
Prev  Up  Next
Salesflare  Home  Salesmachine