Salesforce
Last Updated: Mar 8, 2023
Last Updated: Mar 8, 2023
Salesforce is a integrated CRM platform that gives all your departments, such as marketing, sales, commerce, and service in a single, shared view of every customer.
Ensure that the Prerequisites for Salesforce Node are set up before executing the functions.
The following functions are available for use in the Salesforce connector node:
| Functions | Description |
|---|---|
| Connect To Salesforce | Connects to Salesforce account with the given credentials |
| Delete Record | Deletes a record from Salesforce for the input record_id |
| Execute SOQL | Executes a given SOQL(Salesforce Object Query Language) query and fetch the result |
| Get Record | Fetches a record details from the Salesforce based on the given type of input |
| Insert Record | Inserts a record in the Salesforce based on the given type of input |
| Update Record | Updates a record in the Salesforce based on the given type of input |
| Upsert Record | Updates a record if the external ID matches, or create a record if the external ID does not match |