Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Automation Platforms

Triggers

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

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INSTANT

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

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Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

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Watch Jobs

Triggers when a bulk data job is created.

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Watch Record Fields

Triggers when a field has changed in an object.

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Watch Records

Triggers when a record is created or updated in an object.

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Deleted record

Record deleted in Salesforce

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Export new records

Export new records in Salesforce

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Export new/updated records

Export new/updated records in Salesforce

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Monitor changes in a record

Monitor changes in a record in Salesforce

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INSTANT

New Outbound message

New Outbound message in Salesforce

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INSTANT

New platform event

New event in Salesforce

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INSTANT

New PushTopic event

New PushTopic event in Salesforce

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INSTANT

New record

New record in Salesforce

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New record

New record in Salesforce

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INSTANT

New records

New records in Salesforce

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New/updated record

New/updated record in Salesforce

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New/updated record

New/updated record in Salesforce

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INSTANT

New/updated records

New/updated records in Salesforce

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Scheduled record search using SOQL query WHERE clause

Scheduled record search using SOQL query WHERE clause in Salesforce

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Scheduled records search using SOQL query

Scheduled records search using SOQL query in Salesforce

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Threshold met for new records created

Threshold met for new records created in Salesforce

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Actions

Add Contact to Campaign

Adds an existing contact to an existing campaign.

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Add File to Record

Adds an existing file to an existing Record.

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Add Lead to Campaign

Adds an existing lead to an existing campaign.

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API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Zapier doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.

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Create Attachment

Creates a new attachment (max 25MB).

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Create Contact

Creates a new contact in Salesforce.

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Create File

Creates a new File (max 25MB).

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Create Lead

Creates a new lead in Salesforce.

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Create Record

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Create Record (UTC)

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). **Date inputs will be treated as if they are in UTC**

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Find or Create Record

Find a record. Optionally create a record if not found.

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Update Contact

Updates an existing contact in Salesforce.

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Update Lead

Updates an existing lead in Salesforce.

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Update Record

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Update Record (UTC)

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). **Date inputs will be treated as if they are in UTC**

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Complete/Abort a Job

Completes or aborts a job.

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Create a Job

Creates a new bulk data job.

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Create a Record

Creates a new record in an object.

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Delete a Record

Deletes a record.

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Download an Attachment/Document

Downloads an attachment or a document.

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Get a Record

Gets a specified record in an object.

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Make an API Call

Performs an arbitrary authorized API call.

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Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Make

Update a Record

Updates an existing record in an object.

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Upsert a Record

Upserts a record.

Make

Approve record in approval process

Approve a record in approval process in Salesforce

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Create record

Create record in Salesforce

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Create records in batches

Create records in batches in Salesforce

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Create records in bulk from CSV file

Create records in bulk in Salesforce from CSV file

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Create records in bulk from CSV file (API 1.0)

Create records in bulk in Salesforce from CSV file

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Custom action

Custom action in Salesforce (Custom)

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Delete record

Delete record in Salesforce

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Download attachment

Download attachment from Salesforce

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Download file

Download file from Salesforce

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Get object schema

Get object schema in Salesforce

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Get record details by ID

Get details of specific record in Salesforce

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Get related list by parent record ID

Get list of related records in Salesforce

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Get report by ID

Get report details in Salesforce

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Publish platform event

Publish platform event in Salesforce

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Reject record in approval process

Reject a record in approval process in Salesforce

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Retry bulk job for failed records from CSV file

Retry objects bulk job in Salesforce from CSV file

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Search records

Search for records in Salesforce

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Search records in bulk using SOQL query (API 1.0)

Search records in bulk using SOQL query (API 1.0) in Salesforce

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Search records in bulk using SOQL query (API 2.0)

Search records in bulk using SOQL query (API 2.0) in Salesforce

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Search records using SOQL query

Search for records using SOQL query in Salesforce

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Search records using SOQL query WHERE clause

Search records using SOQL query WHERE clause in Salesforce

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Submit record for approval

Submit a record for approval in Salesforce

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Update record

Update record in Salesforce

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Update records in batches

Update records in batches in Salesforce

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Update records in bulk from CSV file

Update records in bulk in Salesforce from CSV file

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Update records in bulk from CSV file (API 1.0)

Update records in bulk in Salesforce from CSV file

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Upload file

Upload file to Salesforce

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Upsert record

Upsert record in Salesforce

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Upsert records in batches

Upsert records in batches in Salesforce

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Upsert records in bulk from CSV file

Upsert records in bulk in Salesforce from CSV file

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Upsert records in bulk from CSV file (API 1.0)

Upsert records in bulk in Salesforce from CSV file

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Add Note

Add note to an account

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Create

Create an account

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Create or Update

Create a new account, or update the current one if it already exists (upsert)

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Delete

Delete an account

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Get

Get an account

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Get Many

Get many accounts

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Get Summary

Returns an overview of account's metadata

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Update

Update an account

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Searches

Find Record

Finds a record of a specified Salesforce object by a field and value you choose.

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Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

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Find Record(s)

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

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List Jobs

Retrieves all bulk data jobs in the organization.

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List/Search Records

Lists or searches for records in an object using filter or SOQL query.

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Search Records

Searches for records in an object using SOSL query.

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