Salesforce

Keep Salesforce up to date from your workflows: create and update leads, accounts, contacts and opportunities, log follow-up tasks, and query your org with SOQL.

Actions

Action	What it does
Create account	Create a Salesforce account: the company record other records hang off.
Create contact	Create a Salesforce contact: a person, usually attached to an account.
Create lead	Create a Salesforce lead.
Create opportunity	Create a Salesforce opportunity: a deal in progress.
Create task	Create a Salesforce task: a follow-up, optionally attached to a person and to a record.
Delete record	Delete a Salesforce record, sending it to your org's Recycle Bin.
Get account	Retrieve one Salesforce account by its record ID.
Get contact	Retrieve one Salesforce contact by its record ID.
Get lead	Retrieve one Salesforce lead by its record ID.
Get opportunity	Retrieve one Salesforce opportunity by its record ID.
List accounts	List Salesforce accounts, newest first, optionally narrowed by the start of the name or by industry.
List contacts	List Salesforce contacts, newest first, optionally narrowed by email or by the account they belong to.
List leads	List Salesforce leads, newest first, optionally narrowed by email, company or status.
List opportunities	List Salesforce opportunities, newest first, optionally narrowed by stage or by account.
Run SOQL query	Run a SOQL SELECT against your org: the way to reach custom objects, custom fields and relationships the other actions don't cover.
Search records	Find records across several objects at once by keyword, using Salesforce's text search.
Update account	Update a Salesforce account.
Update contact	Update a Salesforce contact.
Update lead	Update a Salesforce lead.
Update opportunity	Update a Salesforce opportunity, most often to move it to a new stage.

Create account

Create a Salesforce account: the company record other records hang off. Only a name is required.

Inputs

Account namenametextRequired: The company's name.
Websitewebsitetext: The company's website.
Industryindustrytext: The company's industry, from your org's Industry picklist.
Phonephonetext: The company's phone number.
Account typeaccount_typetext: What this company is to you (a customer, a prospect, a partner) from your org's Account Type picklist.
Billing citybilling_citytext: The city on the billing address.
Billing countrybilling_countrytext: The country on the billing address.
Descriptiondescriptiontext: Free-text notes stored on the account.
Save even if a duplicate existsallow_duplicatestrue/false: Save the record even when your org's duplicate rules find a matching one, the same choice Salesforce offers a person as 'Save anyway'. A rule set to block rather than warn is refused either way.Default: false.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "0015g00000XYZABAA1",
  "object_type": "Account",
  "success": true
}

Create contact

Create a Salesforce contact: a person, usually attached to an account. Only a last name is required.

Inputs

Last namelast_nametextRequired: The contact's last name.
First namefirst_nametext: The contact's first name.
Emailemailtext: The contact's email address.
Phonephonetext: The contact's phone number.
Job titletitletext: The contact's job title.
Departmentdepartmenttext: The contact's department.
Account IDaccount_idtext: The ID of the account this person works for. Use Create account or List accounts to find one.
Descriptiondescriptiontext: Free-text notes stored on the contact.
Save even if a duplicate existsallow_duplicatestrue/false: Save the record even when your org's duplicate rules find a matching one, the same choice Salesforce offers a person as 'Save anyway'. A rule set to block rather than warn is refused either way.Default: false.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "0035g00000PQRSTAA1",
  "object_type": "Contact",
  "success": true
}

Create lead

Create a Salesforce lead. Only a last name and a company are required; Salesforce fills the rest in as they become known.

Inputs

Last namelast_nametextRequired: The lead's last name.
CompanycompanytextRequired: The company the lead works for.
First namefirst_nametext: The lead's first name.
Emailemailtext: The lead's email address.
Phonephonetext: The lead's phone number.
Job titletitletext: The lead's job title.
Statusstatustext: Where the lead sits in your qualification process. The choices come from your org's Lead Status picklist.
Lead sourcelead_sourcetext: Where the lead came from. The choices come from your org's Lead Source picklist.
Websitewebsitetext: The company's website.
Descriptiondescriptiontext: Free-text notes stored on the lead.
Save even if a duplicate existsallow_duplicatestrue/false: Save the record even when your org's duplicate rules find a matching one, the same choice Salesforce offers a person as 'Save anyway'. A rule set to block rather than warn is refused either way.Default: false.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "00Q5g00000ABCDEEA1",
  "object_type": "Lead",
  "success": true
}

Create opportunity

Create a Salesforce opportunity: a deal in progress. Needs a name, a stage and an expected close date.

Inputs

Opportunity namenametextRequired: What the deal is called.
Stagestage_nametextRequired: The sales stage, from your org's Opportunity Stage picklist.
Close dateclose_datedateRequired: The date the deal is expected to close.
Amountamountnumber: The deal's value, in the org's currency.
Probability (%)probabilitynumber: How likely the deal is to close, 0-100. Salesforce derives this from the stage if you leave it blank.From 0 to 100.
Account IDaccount_idtext: The ID of the account this deal belongs to.
Typeopportunity_typetext: New business, renewal, and so on, from your org's Opportunity Type picklist.
Descriptiondescriptiontext: Free-text notes stored on the opportunity.
Save even if a duplicate existsallow_duplicatestrue/false: Save the record even when your org's duplicate rules find a matching one, the same choice Salesforce offers a person as 'Save anyway'. A rule set to block rather than warn is refused either way.Default: false.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "0065g00000LMNOPAA1",
  "object_type": "Opportunity",
  "success": true
}

Create task

Create a Salesforce task: a follow-up, optionally attached to a person and to a record.

Inputs

SubjectsubjecttextRequired: What needs doing.
Statusstatustext: The task's status, from your org's Task Status picklist.
Priorityprioritytext: The task's priority, from your org's Task Priority picklist.
Due dateactivity_datedate: The date the task is due.
Person IDwho_idtext: The ID of the lead or contact this task is about.
Related record IDwhat_idtext: The ID of the account or opportunity this task relates to.
Descriptiondescriptiontext: Free-text notes stored on the task.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "00T5g00000UVWXYAA1",
  "object_type": "Task",
  "success": true
}

Delete record

Delete a Salesforce record, sending it to your org's Recycle Bin. Works for any of the objects the other actions create.

Inputs

Objectobject_typetextRequired: What kind of record to delete.One of: Lead, Account, Contact, Opportunity, Task, Case.
Record IDrecord_idtextRequired: The 15- or 18-character ID of the record to delete.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "00Q5g00000ABCDEEA1",
  "object_type": "Lead",
  "success": true
}

Get account

Retrieve one Salesforce account by its record ID.

Inputs

Account IDaccount_idtextRequired: The account's 15- or 18-character Salesforce ID, as it appears in the record's URL.

Outputs

AnnualRevenuenumber
BillingCitytext
BillingCountrytext
BillingStatetext
CreatedDatetext
Descriptiontext
Idtext
Industrytext
LastModifiedDatetext
Nametext
NumberOfEmployeesnumber
OwnerIdtext
Phonetext
Typetext
Websitetext
attributesobject

Example output

{
  "AnnualRevenue": 4200000,
  "BillingCity": "San Francisco",
  "BillingCountry": "United States",
  "BillingState": "CA",
  "CreatedDate": "2026-08-14T16:02:10.000+0000",
  "Description": "Renewal due in Q4.",
  "Id": "0015g00000XYZABAA1",
  "Industry": "Technology",
  "LastModifiedDate": "2026-09-01T11:30:00.000+0000",
  "Name": "Northwind Traders",
  "NumberOfEmployees": 180,
  "OwnerId": "0055g00000AAABBAA1",
  "Phone": "+1 415 555 0134",
  "Type": "Customer - Direct",
  "Website": "https://example.com",
  "attributes": {
    "type": "Account",
    "url": "/services/data/v67.0/sobjects/Account/0015g00000XYZABAA1"
  }
}

Get contact

Retrieve one Salesforce contact by its record ID.

Inputs

Contact IDcontact_idtextRequired: The contact's 15- or 18-character Salesforce ID, as it appears in the record's URL.

Outputs

AccountIdtext
CreatedDatetext
Departmenttext
Descriptiontext
Emailtext
FirstNametext
Idtext
LastModifiedDatetext
LastNametext
MailingCitytext
MailingCountrytext
Nametext
Phonetext
Titletext
attributesobject

Example output

{
  "AccountId": "0015g00000XYZABAA1",
  "CreatedDate": "2026-08-20T13:41:02.000+0000",
  "Department": "Operations",
  "Description": "Main point of contact for renewals.",
  "Email": "sam.okafor@example.com",
  "FirstName": "Sam",
  "Id": "0035g00000PQRSTAA1",
  "LastModifiedDate": "2026-09-01T08:15:30.000+0000",
  "LastName": "Okafor",
  "MailingCity": "San Francisco",
  "MailingCountry": "United States",
  "Name": "Sam Okafor",
  "Phone": "+1 415 555 0177",
  "Title": "Procurement Lead",
  "attributes": {
    "type": "Contact",
    "url": "/services/data/v67.0/sobjects/Contact/0035g00000PQRSTAA1"
  }
}

Get lead

Retrieve one Salesforce lead by its record ID.

Inputs

Lead IDlead_idtextRequired: The lead's 15- or 18-character Salesforce ID, as it appears in the record's URL.

Outputs

Companytext
CreatedDatetext
Descriptiontext
Emailtext
FirstNametext
Idtext
Industrytext
IsConvertedtrue/false
LastModifiedDatetext
LastNametext
LeadSourcetext
Nametext
Phonetext
Statustext
Titletext
Websitetext
attributesobject

Example output

{
  "Company": "Northwind Traders",
  "CreatedDate": "2026-09-01T09:12:44.000+0000",
  "Description": "Downloaded the pricing guide.",
  "Email": "alex.rivera@example.com",
  "FirstName": "Alex",
  "Id": "00Q5g00000ABCDEEA1",
  "Industry": "Technology",
  "IsConverted": false,
  "LastModifiedDate": "2026-09-01T09:12:44.000+0000",
  "LastName": "Rivera",
  "LeadSource": "Web",
  "Name": "Alex Rivera",
  "Phone": "+1 415 555 0134",
  "Status": "Open - Not Contacted",
  "Title": "Head of Operations",
  "Website": "https://example.com",
  "attributes": {
    "type": "Lead",
    "url": "/services/data/v67.0/sobjects/Lead/00Q5g00000ABCDEEA1"
  }
}

Get opportunity

Retrieve one Salesforce opportunity by its record ID.

Inputs

Opportunity IDopportunity_idtextRequired: The opportunity's 15- or 18-character Salesforce ID, as it appears in the record's URL.

Outputs

AccountIdtext
Amountnumber
CloseDatetext
CreatedDatetext
Descriptiontext
Idtext
IsClosedtrue/false
IsWontrue/false
LastModifiedDatetext
Nametext
Probabilitynumber
StageNametext
Typetext
attributesobject

Example output

{
  "AccountId": "0015g00000XYZABAA1",
  "Amount": 48000,
  "CloseDate": "2026-12-15",
  "CreatedDate": "2026-08-28T10:05:00.000+0000",
  "Description": "Three-year renewal with added seats.",
  "Id": "0065g00000LMNOPAA1",
  "IsClosed": false,
  "IsWon": false,
  "LastModifiedDate": "2026-09-01T14:20:11.000+0000",
  "Name": "Northwind Traders - Platform renewal",
  "Probability": 65,
  "StageName": "Proposal/Price Quote",
  "Type": "Existing Customer - Upgrade",
  "attributes": {
    "type": "Opportunity",
    "url": "/services/data/v67.0/sobjects/Opportunity/0065g00000LMNOPAA1"
  }
}

List accounts

List Salesforce accounts, newest first, optionally narrowed by the start of the name or by industry.

Inputs

Name starts withnametext: Return only accounts whose name begins with this text.
Industryindustrytext: Return only accounts in this industry, from your org's Industry picklist.
Maximum resultslimitnumber: How many records to return, newest first (1-200).From 1 to 200. Default: 25.

Outputs

Returns a list.

Example output

[
  {
    "CreatedDate": "2026-08-14T16:02:10.000+0000",
    "Id": "0015g00000XYZABAA1",
    "Industry": "Technology",
    "Name": "Northwind Traders",
    "Type": "Customer - Direct",
    "Website": "https://example.com",
    "attributes": {
      "type": "Account",
      "url": "/services/data/v67.0/sobjects/Account/0015g00000XYZABAA1"
    }
  }
]

List contacts

List Salesforce contacts, newest first, optionally narrowed by email or by the account they belong to.

Inputs

Emailemailtext: Return only contacts with exactly this email address.
Account IDaccount_idtext: Return only contacts belonging to this account.
Maximum resultslimitnumber: How many records to return, newest first (1-200).From 1 to 200. Default: 25.

Outputs

Returns a list.

Example output

[
  {
    "AccountId": "0015g00000XYZABAA1",
    "CreatedDate": "2026-08-20T13:41:02.000+0000",
    "Email": "sam.okafor@example.com",
    "FirstName": "Sam",
    "Id": "0035g00000PQRSTAA1",
    "LastName": "Okafor",
    "Name": "Sam Okafor",
    "attributes": {
      "type": "Contact",
      "url": "/services/data/v67.0/sobjects/Contact/0035g00000PQRSTAA1"
    }
  }
]

List leads

List Salesforce leads, newest first, optionally narrowed by email, company or status.

Inputs

Emailemailtext: Return only leads with exactly this email address.
Companycompanytext: Return only leads at exactly this company.
Statusstatustext: Return only leads in this status, from your org's Lead Status picklist.
Maximum resultslimitnumber: How many records to return, newest first (1-200).From 1 to 200. Default: 25.

Outputs

Returns a list.

Example output

[
  {
    "Company": "Northwind Traders",
    "CreatedDate": "2026-09-01T09:12:44.000+0000",
    "Email": "alex.rivera@example.com",
    "FirstName": "Alex",
    "Id": "00Q5g00000ABCDEEA1",
    "IsConverted": false,
    "LastName": "Rivera",
    "Name": "Alex Rivera",
    "Status": "Open - Not Contacted",
    "attributes": {
      "type": "Lead",
      "url": "/services/data/v67.0/sobjects/Lead/00Q5g00000ABCDEEA1"
    }
  }
]

List opportunities

List Salesforce opportunities, newest first, optionally narrowed by stage or by account.

Inputs

Stagestage_nametext: Return only opportunities in this stage, from your org's Opportunity Stage picklist.
Account IDaccount_idtext: Return only opportunities belonging to this account.
Maximum resultslimitnumber: How many records to return, newest first (1-200).From 1 to 200. Default: 25.

Outputs

Returns a list.

Example output

[
  {
    "AccountId": "0015g00000XYZABAA1",
    "Amount": 48000,
    "CloseDate": "2026-12-15",
    "CreatedDate": "2026-08-28T10:05:00.000+0000",
    "Id": "0065g00000LMNOPAA1",
    "IsClosed": false,
    "IsWon": false,
    "Name": "Northwind Traders - Platform renewal",
    "StageName": "Proposal/Price Quote",
    "attributes": {
      "type": "Opportunity",
      "url": "/services/data/v67.0/sobjects/Opportunity/0065g00000LMNOPAA1"
    }
  }
]

Run SOQL query

Run a SOQL SELECT against your org: the way to reach custom objects, custom fields and relationships the other actions don't cover.

Inputs

SOQL queryquerytextRequired: A SOQL SELECT, for example: SELECT Id, Name, Amount FROM Opportunity WHERE IsClosed = false
Maximum resultslimitnumber: Applied only when your query has no LIMIT of its own (1-200).From 1 to 200. Default: 25.

Outputs

donetrue/false
recordslist
total_sizenumber

Example output

{
  "done": true,
  "records": [
    {
      "Id": "0065g00000LMNOPAA1",
      "Name": "Northwind Traders - Platform renewal",
      "attributes": {
        "type": "Opportunity",
        "url": "/services/data/v67.0/sobjects/Opportunity/0065g00000LMNOPAA1"
      }
    }
  ],
  "total_size": 1
}

Search records

Find records across several objects at once by keyword, using Salesforce's text search. Use this when you know a name or a phrase but not which object holds it.

Inputs

Search forsearch_termtextRequired: The text to look for, at least 2 characters.
Objects to searchobject_typeslist: Which objects to search. All of them if you choose none.One or more of: Lead, Account, Contact, Opportunity, Task, Case.
Maximum resultslimitnumber: How many records to return, newest first (1-200).From 1 to 200. Default: 25.

Outputs

countnumber
objects_searchedlist
recordslist

Example output

{
  "count": 1,
  "objects_searched": [
    "Account"
  ],
  "records": [
    {
      "Id": "0015g00000XYZABAA1",
      "Name": "Northwind Traders",
      "attributes": {
        "type": "Account",
        "url": "/services/data/v67.0/sobjects/Account/0015g00000XYZABAA1"
      }
    }
  ]
}

Update account

Update a Salesforce account. Only the fields you fill in are changed.

Inputs

Account IDaccount_idtextRequired: The 15- or 18-character ID of the account to update.
Account namenametext: A new company name.
Websitewebsitetext: A new website.
Industryindustrytext: A new industry, from your org's Industry picklist.
Phonephonetext: A new phone number.
Account typeaccount_typetext: A new type, from your org's Account Type picklist.
Billing citybilling_citytext: A new billing city.
Billing countrybilling_countrytext: A new billing country.
Descriptiondescriptiontext: Free-text notes stored on the account.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "0015g00000XYZABAA1",
  "object_type": "Account",
  "success": true
}

Update contact

Update a Salesforce contact. Only the fields you fill in are changed.

Inputs

Contact IDcontact_idtextRequired: The 15- or 18-character ID of the contact to update.
First namefirst_nametext: A new first name.
Last namelast_nametext: A new last name.
Emailemailtext: A new email address.
Phonephonetext: A new phone number.
Job titletitletext: A new job title.
Departmentdepartmenttext: A new department.
Account IDaccount_idtext: Move the contact to this account.
Descriptiondescriptiontext: Free-text notes stored on the contact.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "0035g00000PQRSTAA1",
  "object_type": "Contact",
  "success": true
}

Update lead

Update a Salesforce lead. Only the fields you fill in are changed; the rest are left as they are.

Inputs

Lead IDlead_idtextRequired: The 15- or 18-character ID of the lead to update.
First namefirst_nametext: A new first name.
Last namelast_nametext: A new last name.
Companycompanytext: A new company.
Emailemailtext: A new email address.
Phonephonetext: A new phone number.
Job titletitletext: A new job title.
Statusstatustext: A new status, from your org's Lead Status picklist.
Lead sourcelead_sourcetext: A new source, from your org's Lead Source picklist.
Websitewebsitetext: A new website.
Descriptiondescriptiontext: Free-text notes stored on the lead.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "00Q5g00000ABCDEEA1",
  "object_type": "Lead",
  "success": true
}

Update opportunity

Update a Salesforce opportunity, most often to move it to a new stage. Only the fields you fill in are changed.

Inputs

Opportunity IDopportunity_idtextRequired: The 15- or 18-character ID of the opportunity to update.
Stagestage_nametext: A new sales stage, from your org's Opportunity Stage picklist.
Opportunity namenametext: A new name for the deal.
Close dateclose_datedate: A new expected close date.
Amountamountnumber: A new deal value.
Probability (%)probabilitynumber: A new likelihood of closing, 0-100.From 0 to 100.
Typeopportunity_typetext: A new type, from your org's Opportunity Type picklist.
Descriptiondescriptiontext: Free-text notes stored on the opportunity.

Outputs

idtext
object_typetext
successtrue/false

Example output

{
  "id": "0065g00000LMNOPAA1",
  "object_type": "Opportunity",
  "success": true
}

ActionsCopy Anchor Link

Create accountCopy Anchor Link

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Create contactCopy Anchor Link

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Create leadCopy Anchor Link

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Create opportunityCopy Anchor Link

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Create taskCopy Anchor Link

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Delete recordCopy Anchor Link

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Get accountCopy Anchor Link

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Get contactCopy Anchor Link

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Get leadCopy Anchor Link

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Get opportunityCopy Anchor Link

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List accountsCopy Anchor Link

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List contactsCopy Anchor Link

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List leadsCopy Anchor Link

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List opportunitiesCopy Anchor Link

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Run SOQL queryCopy Anchor Link

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Search recordsCopy Anchor Link

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Update accountCopy Anchor Link

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Update contactCopy Anchor Link

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Update leadCopy Anchor Link

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Update opportunityCopy Anchor Link

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On this page

Actions

Create account

Create contact

Create lead

Create opportunity

Create task

Delete record

Get account

Get contact

Get lead

Get opportunity

List accounts

List contacts

List leads

List opportunities

Run SOQL query

Search records

Update account

Update contact

Update lead

Update opportunity