Salesforce® CRM - REST

Salesforce CRM is a leading CRM platform that allows you to create and manage your customer records.

Note: To save triggers in Salesforce CRM - REST, you must be assigned one of the following roles:
  • System Administrator
  • Standard User
  • Marketing User
  • Solution Manager
  • Contract Manager
Important: For enhanced security, Salesforce has implemented a new configuration setting for OAuth 2.0 refresh token flow that is known as Rotate Refresh Tokens. When enabled, this feature generates a new refresh token each time an application initiates the flow, rendering the previous token invalid. If this feature is enabled in your Salesforce account, there may be changes in the behavior of the Salesforce REST connector. We plan to incorporate support for this feature in upcoming releases in higher versions. To temporarily resolve this issue until full support for the feature is implemented in our subsequent releases, disable the Rotate Refresh Tokens feature in your Salesforce account.

API Versions - 45, 48, 51, 53, 60

API Types - REST

Authentication and Authorization - OAuth flows (Code Authorization flow, OAuth + JWT Token support, and more)

Key Capabilities - $expand, $filter, Custom Fields Support, Salesforce Multi-Object

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. For this, try the following steps -
    1. Create a Connected App in Salesforce.
    2. Generate an Access and Refresh token using the REST client.
    3. Configure a Salesforce account in IBM® webMethods Integration.
  • 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.

Actions

Note: In certain scenarios, some fields may not be visible or available in Salesforce CRM - REST predefined query operations, and attempting to access them may result in errors. To avoid this behavior, you can use custom operations to directly access the required fields.

  • 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