Salesforce® CRM - SOAP

Salesforce CRM offers cloud computing and social enterprise Software-as-a-Service (SaaS). It supports all business objects (for example, Account) and operations, including any customizations that are made in the Salesforce instance, and also provides analytics through Salesforce Wave.

API Types - SOAP

Authentication and Authorization - Anonymous, Basic/Credentials, API key, OAuth, OAuth Flows (Code Authorization Flow, OAuth + JWT Token Support and more), AWS Signature V2, v3, v4, SSL – 1 way or 2 way SSL)

Key Capabilities - SOAP, REST, ODATA, Streaming, Events

Prerequisites -
  • Salesforce web service login and password information.
  • The Salesforce account that you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.
  • You are familiar with Salesforce objects and the Salesforce APIs.
  • Replace your current password in the Salesforce connection with a combination of your password and a security token. This replacement is needed due to a Salesforce security change.
  • If you want to use the Bulk API, verify that you have enabled the Bulk API feature in your organization.
  • When configuring a Salesforce trigger, you must add the OAuth directly from the workflow canvas. Adding an OAuth for Salesforce CRM REST or Salesforce SOAP from the Connectors page will not make it available in the Salesforce trigger configuration.

Triggers

  • New Account: Triggers when a new account is created

  • New Contact: Triggers when a new contact is created

  • New Lead: Triggers when a new lead is created

  • New Opportunity: Triggers when a new opportunity is created

  • New Campaign: Triggers when a new campaign is created

  • New Case: Triggers when a new case is created

  • New Object Record: Triggers when a new object record is created

  • Account Updated: Triggers when an account is updated

  • Contact Updated: Triggers when a contact is updated

  • Lead Updated: Triggers when a lead is updated

  • Opportunity Updated: Triggers when an opportunity is updated

  • Campaign Updated: Triggers when a campaign is updated

  • Case Updated: Triggers when a case is updated

  • Object Record Updated: Triggers when an object record is updated

  • Comment Updated: Triggers when a comment is updated in a specific product

  • Account Deleted: Triggers when an account is deleted

  • Contact Deleted: Triggers when a contact is deleted

  • Lead Deleted: Triggers when a lead is deleted

  • Opportunity Deleted: Triggers when an opportunity is deleted

  • Campaign Deleted: Triggers when a campaign is deleted

  • Case Deleted: Triggers when a case is deleted

  • Object Record Deleted: Triggers when an object record is deleted

Actions

  • createAccount: Creates a new account

  • createCampaign: Creates a new campaign

  • createContact: Creates a new contact

  • createEmailTemplate: Creates a new email template

  • createLead: Creates a new lead

  • createOpportunity: Creates a new opportunity

  • createTask: Creates a new task

  • createUser: Creates a new user

  • deleteBusinessObjects: Deletes business objects with the specified ID

  • getDeletedBusinessObjectIDs: Returns IDs of all business objects deleted within a specified period

  • getUpdatedBusinessObjectIDs: Returns IDs of all business objects updated within a specified period

  • queryAccounts: Search accounts based on a criteria

  • queryAccountsByID: Search accounts by ID

  • queryCampaigns: Search campaigns based on a criteria

  • queryContacts: Search contacts based on a criteria

  • queryEmailTemplates: Search email templates based on a criteria

  • queryLeads: Search leads based on a criteria

  • queryLeadsByID: Search leads by ID

  • queryOpportunities: Search opportunities based on a criteria

  • queryOpportunitiesByID: Search opportunities by ID

  • queryTasks: Search tasks based on a criteria

  • queryUsers: Search users based on a criteria

  • updateAccount: Updates the details of the specified ID account

  • updateLead: Updates the details of an existing lead with new data for the specified ID

  • updateOpportunity: Updates the details of an existing opportunity with new data for the specified ID