Salesforce CRM - REST

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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.

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