Search

Salesforce

Articles

Salesforce is a integrated CRM platform that gives all your departments like 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
Did you find what you were looking for?