Salesforce CRM - SOAP

Salesforce CRM provides cloud computing as well as social enterprise Software-as-a-Service (SaaS). It supports all business objects (for example, Account) and operations including any customization done on the Salesforce instance. It also supports Salesforce analytics using wave.

API Versions: 44, 48, 51, 53

API Types: SOAP

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

Key Capabilities: SOAP, REST, ODATA and Streaming, Events

Prerequisites:
  • Salesforce web service login and password information.
  • Salesforce account 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.

Triggers

  • Account Deleted: Triggers when an existing account is deleted

  • Account Updated: Triggers when an existing account is updated

  • Campaign Deleted: Triggers when an existing campaign is deleted

  • Campaign Updated: Triggers when an existing campaign is updated

  • Case Deleted: Triggers when an existing case is deleted

  • Case Updated: Triggers when an existing case is updated

  • Contact Deleted: Triggers when an existing contact is deleted

  • Contact Updated: Triggers when an existing contact is updated

  • Lead Deleted: Triggers when an existing lead is deleted

  • Lead Updated: Triggers when an existing lead is updated

  • New Account: Triggers when a new account is created

  • New Campaign: Triggers when a new campaign is created

  • New Case: Triggers when a new case is created

  • New Contact: Triggers when a new contact is created

  • New Lead: Triggers when a new lead is created

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

  • New Opportunity: Triggers when a new opportunity is created

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

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

  • Opportunity Deleted: Triggers when an existing opportunity is deleted

  • Opportunity Updated: Triggers when an existing opportunity is updated

Actions

  • createAccounts: Creates a new account

  • createCampaign: Creates a new campaign

  • createContact: Creates a new contact

  • createEmailTemplate: Creates a new email template

  • createExternalData: Creates an external data

  • createExternalDataPart: Uploads a part of the data for the specified external data ID

  • createLeads: Creates a new lead

  • createOpportunities: 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

  • updateAccounts: Updates the details of the specified ID account

  • updateExternalData: Updates external data of the specified ID

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

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

  • uploadDataToWave: Uploads data and initiates the data process for Insight

Custom Actions

Salesforce CRM connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions.

Learn more about how to create custom actions.