Sample Payloads

Main operations

Batch create records

Create a batch of new records in Salesforce. (Max 200).

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Batch delete records

Delete a batch of records in Salesforce. (Max 200).

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Batch update records

Update a batch of records in Salesforce. (Max 200).

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Bulk update records

Bulk update records using the Salesforce Bulk API. Record data should be in CSV format.

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Bulk upsert records

Bulk upsert records using the Salesforce Bulk API. Record data should be in CSV format

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Convert Lead

Convert a lead into an account, contact and/or opportunity

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Count records

Count the number of records that match a given set of conditions.

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Create amendment quote

Create an amendment quote for a contract.

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Create custom field

Create custom field metadata. Single or multiple fields can be created.

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Create query job

Creates a query job.

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Create record

Create a new record in Salesforce.

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Create/update record

Create a record if a record with the "lookup value" doesn't already exist. Update it if it does exist.

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Create/update record using ID

Create a record if a record with the 'lookup value' doesn't already exist. Update it if it does exist. If there is no external ID to reference, insert a new record using ID as the External ID.

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Delete custom field

Delete custom field metadata. Single or multiple fields can be deleted in a single operation.

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Delete query job

Deletes a query job.

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Delete record

Delete a record in Salesforce, using it's unique object id.

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Describe object (advanced)

Describes the raw structure of an object in Salesforce.

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Download attachment

Downloads a file attachment from Salesforce, for use in other connectors.

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Download file

Downloads a file from Salesforce.

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Execute report async

Runs an instance of a report asynchronously with or without filters.

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Execute report query

Returns report data without saving changes to an existing report or creating a new one.

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Execute report sync

Runs a report immediately with or without changing filters, groupings, or aggregates and returns the latest summary data with or without details for your level of access.

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Find records

Find a list of records in Salesforce.

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Locate customers’ preferences for consent across multiple records.

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Get instance results

Retrieves results of an asynchronous report run.

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Get job info

Get details about a bulk data processing job

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Get job successful record results

Retrieve a list of successfully processed records for a completed job as a CSV file.

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Get omni-channel presence status

Get the presence status of an omni-channel

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Get picklist item details

Retrieves details for a specific picklist item from a given object and field name.

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Get query job

Gets information about one query job.

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Get query job results

Returns a CSV file with the results of a completed query job.

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Get Record Object Description

Get the description of a record type, given the unique ID of the record of that type in Salesforce.

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Get user info

Get details about the authenticated Salesforce user.

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List jobs

Retrieve a list of jobs created by bulk data operations e.g. Bulk upsert records

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List query jobs

Gets information about all query jobs.

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List report fields

Retrieves report fields available for specified reports.

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List report instances

Returns a list of instances for a report.

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List report types

Return a list of report types.

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List reports

Retrieves a list of up to 200 reports that you recently viewed.

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Merge records

Merge records into a master record. Be advised if you want to keep values from non-master records the Fields to populate input must be used

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Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

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Revoke tokens

Revokes the access and refresh token used in the auth, which makes the authentication useless

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Run report (sync)

Run a report from your Salesforce Reports list.

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SOQL Query (advanced)

Execute a raw SOQL query to extract data from Salesforce.

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SOSL Query (advanced)

Execute a raw SOSL query to extract data from Salesforce.

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Update custom field

Update custom field metadata using name.

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Update record

Update a record in Salesforce.

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Upload and link a file to a particular record in Salesforce.

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Update and write consent across multiple records, helping you sync consent across records or populate the new Consent data model.

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DDL operations

List query jobs (DDL)

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List report fields (DDL)

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List report fields for standard date filter (DDL)

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List report types (DDL)

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List reports (DDL)

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