--- title: Salesforce slug: connectors/salesforce docTags: createdAt: 2026-06-09T16:30:28.534Z --- The Salesforce connector enables seamless integration with Salesforce's CRM platform, allowing for efficient management and automation of CRM data and processes. Salesforce is a leading customer relationship management (CRM) platform that provides a comprehensive suite of tools for managing customer interactions, sales, and business processes. The Salesforce connector for Swimlane Turbine enables seamless integration with Salesforce, allowing users to automate and streamline CRM operations such as creating, updating, and retrieving records for accounts, contacts, leads, opportunities, and more. This integration enhances security operations by enabling automated workflows that leverage Salesforce data, improving efficiency and reducing manual effort in managing customer-related tasks. ## Prerequisites Before you can use the Salesforce connector for Turbine, you'll need access to Salesforce credentials. This requires the following: - Custom authentication using Salesforce credentials: - Username: Your Salesforce account username. - Password: The password associated with your Salesforce account. - Instance: The specific Salesforce instance URL you are connecting to. ## Capabilities The Salesforce Connector has the following capabilities: - Create - account - case - contact - lead - opportunity - task - user - case comment - Delete - account - case - contact - lead - opportunity - task - user - Get - account - case - contact - lead - opportunity - task - user - report - case comments - Update - account - case - contact - lead - opportunity - task - user - case comment - Time Sheet Entry - Other - search - query - query\_range - Find field names ### Retrieve Attachment From Account There are 2 types of attachments in salesforce, an `attachment` is is created when you add an attachment through salesforce classic and a `file` is created when you do it through the lightning experience. You will need to execute 3 tasks to get a `file` attachment: 1. Salesforce Query - Use the query `SELECT ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId = '{account_id}'` - This will return the column `ContentDocumentId` for each attachment. 2. Salesforce Query - Use the query `SELECT Id, Title, FileExtension, PathOnClient FROM ContentVersion WHERE ContentDocumentId = '{ContentDocumentId from previous query}'` - This will return the column `Id` for the attachment (also the filename in the `PathOnClient` column). 3. Salesforce Get Content Version Data - pass in the Id from the last query as the `ContentVersion Id`. - This task will return the file You will need to execute 2 tasks to get an `attachment` attachment: 1. Salesforce Query - Use the query `SELECT Id, name FROM Attachment WHERE ParentId = '{account_id}'` - This will return ids and filenames for each attachment 2. Get Attachment - Pass the Id from the query as the `Attachment ID`. - This task will return the file. ### Sandbox Testing The `Sandbox` parameter must be set to True in order to connect to the sandbox org. ## Notes For more information on Salesforce is found at: [Salesforce Developer Main Site](https://developer.salesforce.com/) ## Additional Documentation - [Salesforce Connector Documentation](https://docs.swimlane.com/connectors/salesforce) - [Salesforce API Documentation](https://developer.salesforce.com/) - [Salesforce Authentication Guide](https://docs.swimlane.com/authentication-guides/salesforce) # Configurations ## Salesforce Asset - Oauth2 or Refresh Token Authenticates using Salesforce credentials ### Configuration Parameters | **Parameter** | **Description** | **Type** | **Required** | | ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------- | -------- | ------------ | | url | A URL to the target host. | string | Optional | | token\_url | | string | Optional | | username | The username for authentication | string | Required | | password | The password for authentication | string | Required | | client\_id | The client ID | string | Optional | | client\_secret | The client secret. | string | Optional | | scope | Permission scopes for this action. | array | Optional | | verify\_ssl | Verify SSL certificate | boolean | Optional | | http\_proxy | A proxy to route requests through. | string | Optional | | security\_token\_or\_refresh\_token | Security Token from your user>settings>security token or Refresh Token (not for Oauth2) | string | Optional | | instance | Your Salesforce Instance. | string | Required | | auth\_site | [https://login.salesforce.com](https://login.salesforce.com) or [https://test.salesforce.com](https://test.salesforce.com) | string | Optional | | oauth2 | Set to True if using Oauth2 | boolean | Optional | | sandbox | Set to True for connecting to a sandbox. | boolean | Optional | # Actions ## Get Attachment Retrieve a specified attachment file from Salesforce using the provided attachment ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | -------------------- | | `attachment_ids` | array | Required | Unique identifier | | `filename` | string | Optional | Name of the resource | ### Input Example `{"attachment_ids":["0688c000008G958AAC"],"filename":"test.pdf, test.txt, etc."}` ### Output | **Parameter** | **Type** | **Description** | | ----------------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `attachments` | array | Output field: attachments | | `attachments.file_name` | string | Name of the resource | | `attachments.file` | string | Output field: attachments.file | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"attachments":[]}}` ## Create Account Create a new account in Salesforce using the provided Name field. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------ | -------- | ------------ | ---------------------------- | | `ShippingState` | string | Optional | Parameter for Create Account | | `AnnualRevenue` | string | Optional | Parameter for Create Account | | `Tradestyle` | string | Optional | Parameter for Create Account | | `MasterRecordId` | string | Optional | Unique identifier | | `YearStarted` | string | Optional | Parameter for Create Account | | `BillingGeocodeAccuracy` | string | Optional | Parameter for Create Account | | `ShippingCountry` | string | Optional | Parameter for Create Account | | `LastModifiedById` | string | Optional | Unique identifier | | `JigsawCompanyId` | string | Optional | Unique identifier | | `Sic` | string | Optional | Parameter for Create Account | | `ShippingPostalCode` | string | Optional | Parameter for Create Account | | `SLA__c` | string | Optional | Parameter for Create Account | | `Attributes_url` | string | Optional | URL endpoint for the request | | `OwnerId` | string | Optional | Unique identifier | | `SLAExpirationDate__c` | string | Optional | Parameter for Create Account | | `Type` | string | Optional | Type of the resource | | `BillingCity` | string | Optional | Parameter for Create Account | | `Website` | string | Optional | Parameter for Create Account | | `ShippingAddress` | string | Optional | Parameter for Create Account | | `Fax` | string | Optional | Parameter for Create Account | | `AccountSource` | string | Optional | Parameter for Create Account | | `NaicsDesc` | string | Optional | Parameter for Create Account | | `ShippingLatitude` | string | Optional | Parameter for Create Account | | `NumberOfEmployees` | string | Optional | Parameter for Create Account | | `PhotoUrl` | string | Optional | URL endpoint for the request | ### Input Example `{"ShippingState":"string","AnnualRevenue":"string","Tradestyle":"string","MasterRecordId":"string","YearStarted":"string","BillingGeocodeAccuracy":"string","ShippingCountry":"string","LastModifiedById":"string","JigsawCompanyId":"string","Sic":"string","ShippingPostalCode":"string","SLA__c":"string","Attributes_url":"string","OwnerId":"string","SLAExpirationDate__c":"string","Type":"string","BillingCity":"string","Website":"string","ShippingAddress":"string","Fax":"string","AccountSource":"string","NaicsDesc":"string","ShippingLatitude":"string","NumberOfEmployees":"string","PhotoUrl":"string","LastModifiedDate":"string","LastReferencedDate":"string","BillingState":"string","Phone":"string","CreatedById":"string","Ownership":"string","BillingCountry":"string","Attributes_type":"string","LastViewedDate":"string","DandbCompanyId":"string","IsDeleted":"string","BillingAddress":"string","Jigsaw":"string","Name":"Example Name","NumberofLocations__c":"string","Industry":"string","SicDesc":"string","DunsNumber":"string","BillingStreet":"string","ParentId":"string","CustomerPriority__c":"string","ShippingCity":"string","ShippingLongitude":"string","BillingLatitude":"string","Description":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | array | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":["string"],"success":true}}` ## Create Case Initiate the creation of a new case in Salesforce using the required 'Subject' field. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `Subject` | string | Required | Parameter for Create Case | | `SuppliedCompany` | string | Optional | Parameter for Create Case | | `Description` | string | Optional | Parameter for Create Case | | `Priority` | string | Optional | Parameter for Create Case | | `OwnerId` | string | Optional | Unique identifier | | `Type` | string | Optional | Type of the resource | | `Status` | string | Optional | Status value | | `IsEscalated` | number | Optional | Parameter for Create Case | | `SuppliedPhone` | string | Optional | Parameter for Create Case | | `ContactId` | string | Optional | Unique identifier | | `Reason` | string | Optional | Response reason phrase | | `SuppliedName` | string | Optional | Name of the resource | | `SuppliedEmail` | string | Optional | Parameter for Create Case | | `AccountId` | string | Optional | Unique identifier | | `ParentId` | string | Optional | Unique identifier | | `Origin` | string | Optional | Parameter for Create Case | ### Input Example `{"Priority":"High","OwnerId":"0054T000000LLnUQAW","Type":"Feature Request","Status":"New","IsEscalated":0,"SuppliedPhone":"(111) 111-1111","ContactId":"0054T000000LLnUQAW","AccountId":"0054T000000LLnUQAW","ParentId":"0054T000000LLnUQAW","Origin":"Phone"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | string | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":"string","success":true}}` ## Create Contact Create a new contact record in Salesforce using the required 'LastName' field. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------ | -------- | ------------ | ---------------------------- | | `IsDeleted` | string | Optional | Parameter for Create Contact | | `MasterRecordId` | string | Optional | Unique identifier | | `AccountId` | string | Optional | Unique identifier | | `LastName` | string | Required | Name of the resource | | `FirstName` | string | Optional | Name of the resource | | `Salutation` | string | Optional | Parameter for Create Contact | | `Name` | string | Optional | Name of the resource | | `OtherStreet` | string | Optional | Parameter for Create Contact | | `OtherCity` | string | Optional | Parameter for Create Contact | | `OtherState` | string | Optional | Parameter for Create Contact | | `OtherPostalCode` | string | Optional | Parameter for Create Contact | | `OtherCountry` | string | Optional | Parameter for Create Contact | | `OtherLatitude` | string | Optional | Parameter for Create Contact | | `OtherLongitude` | string | Optional | Parameter for Create Contact | | `OtherGeocodeAccuracy` | string | Optional | Parameter for Create Contact | | `OtherAddress` | string | Optional | Parameter for Create Contact | | `MailingStreet` | string | Optional | Parameter for Create Contact | | `MailingCity` | string | Optional | Parameter for Create Contact | | `MailingState` | string | Optional | Parameter for Create Contact | | `MailingPostalCode` | string | Optional | Parameter for Create Contact | | `MailingCountry` | string | Optional | Parameter for Create Contact | | `MailingLatitude` | string | Optional | Parameter for Create Contact | | `MailingLongitude` | string | Optional | Parameter for Create Contact | | `MailingGeocodeAccuracy` | string | Optional | Parameter for Create Contact | | `MailingAddress` | string | Optional | Parameter for Create Contact | ### Input Example `{"IsDeleted":"string","MasterRecordId":"string","AccountId":"string","LastName":"Example Name","FirstName":"Example Name","Salutation":"string","Name":"Example Name","OtherStreet":"string","OtherCity":"string","OtherState":"string","OtherPostalCode":"string","OtherCountry":"string","OtherLatitude":"string","OtherLongitude":"string","OtherGeocodeAccuracy":"string","OtherAddress":"string","MailingStreet":"string","MailingCity":"string","MailingState":"string","MailingPostalCode":"string","MailingCountry":"string","MailingLatitude":"string","MailingLongitude":"string","MailingGeocodeAccuracy":"string","MailingAddress":"string","Phone":"string","Fax":"string","MobilePhone":"string","HomePhone":"string","OtherPhone":"string","AssistantPhone":"string","ReportsToId":"string","Email":"user@example.com","Title":"string","Department":"string","AssistantName":"Example Name","LeadSource":"string","Birthdate":"string","Description":"string","OwnerId":"string","CreatedDate":"string","CreatedById":"string","LastModifiedDate":"string","LastModifiedById":"string","SystemModstamp":"string","LastActivityDate":"string","LastCURequestDate":"string","LastCUUpdateDate":"string","LastViewedDate":"string","LastReferencedDate":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | string | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":"string","success":true}}` ## Create Lead Create a new lead in Salesforce using the required Last Name and Company fields. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------ | -------- | ------------ | ---------------------------- | | `ConvertedOpportunityId` | string | Optional | Unique identifier | | `City` | string | Optional | Parameter for Create Lead | | `AnnualRevenue` | string | Optional | Parameter for Create Lead | | `JigsawContactId` | string | Optional | Unique identifier | | `MasterRecordId` | string | Optional | Unique identifier | | `FirstName` | string | Optional | Name of the resource | | `Title` | string | Optional | Parameter for Create Lead | | `LastName` | string | Required | Name of the resource | | `LastReferencedDate` | string | Optional | Date value | | `LastModifiedById` | string | Optional | Unique identifier | | `ConvertedAccountId` | string | Optional | Unique identifier | | `IsUnreadByOwner` | string | Optional | Parameter for Create Lead | | `State` | string | Optional | Parameter for Create Lead | | `Attributes_url` | string | Optional | URL endpoint for the request | | `Latitude` | string | Optional | Parameter for Create Lead | | `OwnerId` | string | Optional | Unique identifier | | `Email` | string | Optional | Parameter for Create Lead | | `SICCode__c` | string | Optional | Parameter for Create Lead | | `Website` | string | Optional | Parameter for Create Lead | | `Fax` | string | Optional | Parameter for Create Lead | | `Description` | string | Optional | Parameter for Create Lead | | `NumberOfEmployees` | string | Optional | Parameter for Create Lead | | `PhotoUrl` | string | Optional | URL endpoint for the request | | `LastModifiedDate` | string | Optional | Date value | | `Company` | string | Required | Parameter for Create Lead | ### Input Example `{"ConvertedOpportunityId":"string","City":"string","AnnualRevenue":"string","JigsawContactId":"string","MasterRecordId":"string","FirstName":"Example Name","Title":"string","LastName":"Example Name","LastReferencedDate":"string","LastModifiedById":"string","ConvertedAccountId":"string","IsUnreadByOwner":"string","State":"string","Attributes_url":"string","Latitude":"string","OwnerId":"string","Email":"user@example.com","SICCode__c":"string","Website":"string","Fax":"string","Description":"string","NumberOfEmployees":"string","PhotoUrl":"string","LastModifiedDate":"string","Company":"string","GeocodeAccuracy":"string","Phone":"string","ConvertedContactId":"string","ConvertedDate":"string","Address":"string","Attributes_type":"string","LastViewedDate":"string","DandbCompanyId":"string","IsDeleted":"string","Status":"active","Jigsaw":"string","Name":"Example Name","EmailBouncedDate":"string","Country":"string","Industry":"string","CreatedById":"string","Longitude":"string","LeadSource":"string","ProductInterest__c":"string","IsConverted":"string","PostalCode":"string","Primary__c":"string","CompanyDunsNumber":"string","Rating":"string","MobilePhone":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | array | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":["string"],"success":true}}` ## Create Opportunity Create a new sales opportunity in Salesforce with essential details such as Close Date, Stage Name, and Opportunity Name. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ---------------------- | -------- | ------------ | -------------------------------- | | `HasOpenActivity` | string | Optional | Parameter for Create Opportunity | | `FiscalQuarter` | string | Optional | Parameter for Create Opportunity | | `LastModifiedById` | string | Optional | Unique identifier | | `Attributes_url` | string | Optional | URL endpoint for the request | | `CloseDate` | string | Required | Date value | | `OrderNumber__c` | string | Optional | Parameter for Create Opportunity | | `Type` | string | Optional | Type of the resource | | `Description` | string | Optional | Parameter for Create Opportunity | | `StageName` | string | Required | Name of the resource | | `CampaignId` | string | Optional | Unique identifier | | `LastModifiedDate` | string | Optional | Date value | | `ForecastCategoryName` | string | Optional | Name of the resource | | `CreatedById` | string | Optional | Unique identifier | | `MainCompetitors__c` | string | Optional | Parameter for Create Opportunity | | `Attributes_type` | string | Optional | Type of the resource | | `LastViewedDate` | string | Optional | Date value | | `IsDeleted` | string | Optional | Parameter for Create Opportunity | | `AccountId` | string | Optional | Unique identifier | | `Fiscal` | string | Optional | Parameter for Create Opportunity | | `Name` | string | Required | Name of the resource | | `CurrentGenerators__c` | string | Optional | Parameter for Create Opportunity | | `FiscalYear` | string | Optional | Parameter for Create Opportunity | | `IsWon` | string | Optional | Parameter for Create Opportunity | | `TrackingNumber__c` | string | Optional | Parameter for Create Opportunity | | `Amount` | string | Optional | Parameter for Create Opportunity | ### Input Example `{"HasOpenActivity":"string","FiscalQuarter":"string","LastModifiedById":"string","Attributes_url":"string","CloseDate":"string","OrderNumber__c":"string","Type":"string","Description":"string","StageName":"Example Name","CampaignId":"string","LastModifiedDate":"string","ForecastCategoryName":"Example Name","CreatedById":"string","MainCompetitors__c":"string","Attributes_type":"string","LastViewedDate":"string","IsDeleted":"string","AccountId":"string","Fiscal":"string","Name":"Example Name","CurrentGenerators__c":"string","FiscalYear":"string","IsWon":"string","TrackingNumber__c":"string","Amount":"string","LeadSource":"string","LastReferencedDate":"string","IsPrivate":"string","TotalOpportunityQuantity":"string","Pricebook2Id":"string","DeliveryInstallationStatus__c":"active","Probability":"string","LastActivityDate":"string","HasOpportunityLineItem":"string","IsClosed":"string","NextStep":"string","SystemModstamp":"string","CreatedDate":"string","OwnerId":"string","HasOverdueTask":"string","ForecastCategory":"string","ExpectedRevenue":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | array | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":["string"],"success":true}}` ## Create Task Create a new task in Salesforce with a specified subject as a mandatory field. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------- | -------- | ------------ | ---------------------------- | | `CallDurationInSeconds` | string | Optional | Parameter for Create Task | | `CallObject` | string | Optional | Parameter for Create Task | | `LastModifiedById` | string | Optional | Unique identifier | | `Priority` | string | Optional | Parameter for Create Task | | `RecurrenceType` | string | Optional | Type of the resource | | `Attributes_url` | string | Optional | URL endpoint for the request | | `OwnerId` | string | Optional | Unique identifier | | `IsRecurrence` | string | Optional | Parameter for Create Task | | `Status` | string | Optional | Status value | | `CallDisposition` | string | Optional | Parameter for Create Task | | `RecurrenceStartDateOnly` | string | Optional | Parameter for Create Task | | `RecurrenceDayOfWeekMask` | string | Optional | Parameter for Create Task | | `Description` | string | Optional | Parameter for Create Task | | `RecurrenceInstance` | string | Optional | Parameter for Create Task | | `LastModifiedDate` | string | Optional | Date value | | `WhoId` | string | Optional | Unique identifier | | `CreatedById` | string | Optional | Unique identifier | | `ActivityDate` | string | Optional | Date value | | `Attributes_type` | string | Optional | Type of the resource | | `IsHighPriority` | string | Optional | Parameter for Create Task | | `IsDeleted` | string | Optional | Parameter for Create Task | | `AccountId` | string | Optional | Unique identifier | | `CallType` | string | Optional | Type of the resource | | `WhatId` | string | Optional | Unique identifier | | `TaskSubtype` | string | Optional | Type of the resource | ### Input Example `{"CallDurationInSeconds":"string","CallObject":"string","LastModifiedById":"string","Priority":"string","RecurrenceType":"string","Attributes_url":"string","OwnerId":"string","IsRecurrence":"string","Status":"active","CallDisposition":"string","RecurrenceStartDateOnly":"string","RecurrenceDayOfWeekMask":"string","Description":"string","RecurrenceInstance":"string","LastModifiedDate":"string","WhoId":"string","CreatedById":"string","ActivityDate":"string","Attributes_type":"string","IsHighPriority":"string","IsDeleted":"string","AccountId":"string","CallType":"string","WhatId":"string","TaskSubtype":"string","IsArchived":"string","RecurrenceRegeneratedType":"string","RecurrenceTimeZoneSidKey":"string","RecurrenceMonthOfYear":"string","IsReminderSet":"string","RecurrenceDayOfMonth":"string","IsClosed":"string","ReminderDateTime":"string","SystemModstamp":"string","RecurrenceEndDateOnly":"string","CreatedDate":"string","RecurrenceInterval":"string","Id":"12345678-1234-1234-1234-123456789abc","RecurrenceActivityId":"string","Subject":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | array | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":["string"],"success":true}}` ## Create User Create a new user in Salesforce with essential details like email, username, and profile ID. Ensure all required fields are provided. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ---------------------------------------------------- | -------- | ------------ | ---------------------------- | | `UserPreferencesDisableChangeCommentEmail` | string | Optional | Parameter for Create User | | `Title` | string | Optional | Parameter for Create User | | `EmailPreferencesAutoBcc` | string | Optional | Parameter for Create User | | `Department` | string | Optional | Parameter for Create User | | `MediumPhotoUrl` | string | Optional | URL endpoint for the request | | `Fax` | string | Optional | Parameter for Create User | | `UserPreferencesHideEndUserOnboardingAssistantModal` | string | Optional | Unique identifier | | `UserType` | string | Optional | Type of the resource | | `UserPreferencesHideLightningMigrationModal` | string | Optional | Unique identifier | | `UserPreferencesDisableFeedbackEmail` | string | Optional | Parameter for Create User | | `UserPreferencesPathAssistantCollapsed` | string | Optional | Parameter for Create User | | `UserPreferencesSortFeedByComment` | string | Optional | Parameter for Create User | | `UserPreferencesDisableMessageEmail` | string | Optional | Response message | | `UserPreferencesDisCommentAfterLikeEmail` | string | Optional | Parameter for Create User | | `UserPreferencesShowPostalCodeToGuestUsers` | string | Optional | Parameter for Create User | | `Address_state` | string | Optional | Parameter for Create User | | `CallCenterId` | string | Optional | Unique identifier | | `EmailEncodingKey` | string | Required | Parameter for Create User | | `Address_street` | string | Optional | Parameter for Create User | | `AccountId` | string | Optional | Unique identifier | | `SmallBannerPhotoUrl` | string | Optional | URL endpoint for the request | | `JigsawImportLimitOverride` | string | Optional | Unique identifier | | `EmailPreferencesAutoBccStayInTouch` | string | Optional | Parameter for Create User | | `Longitude` | string | Optional | Parameter for Create User | | `UserPreferencesShowStreetAddressToExternalUsers` | string | Optional | Parameter for Create User | ### Input Example `{"UserPreferencesDisableChangeCommentEmail":"string","Title":"string","EmailPreferencesAutoBcc":"string","Department":"string","MediumPhotoUrl":"string","Fax":"string","UserPreferencesHideEndUserOnboardingAssistantModal":"string","UserType":"string","UserPreferencesHideLightningMigrationModal":"string","UserPreferencesDisableFeedbackEmail":"string","UserPreferencesPathAssistantCollapsed":"string","UserPreferencesSortFeedByComment":"string","UserPreferencesDisableMessageEmail":"string","UserPreferencesDisCommentAfterLikeEmail":"string","UserPreferencesShowPostalCodeToGuestUsers":"string","Address_state":"string","CallCenterId":"string","EmailEncodingKey":"string","Address_street":"string","AccountId":"string","SmallBannerPhotoUrl":"string","JigsawImportLimitOverride":"string","EmailPreferencesAutoBccStayInTouch":"string","Longitude":"string","UserPreferencesShowStreetAddressToExternalUsers":"string","LastReferencedDate":"string","UserPermissionsMarketingUser":"string","LastViewedDate":"string","UserPermissionsSFContentUser":"string","MobilePhone":"string","TimeZoneSidKey":"string","ForecastEnabled":"string","UserPreferencesShowFaxToGuestUsers":"string","UserPreferencesEnableAutoSubForFeeds":"string","AboutMe":"string","UserPreferencesShowProfilePicToGuestUsers":"string","CommunityNickname":"Example Name","UserPreferencesDisableLikeEmail":"string","StayInTouchSignature":"string","IsActive":"string","UserPreferencesShowPostalCodeToExternalUsers":"string","UserPreferencesHideS1BrowserUI":"string","UserPreferencesDisableLaterCommentEmail":"string","BadgeText":"string","UserPreferencesShowWorkPhoneToExternalUsers":"string","State":"string","UserPreferencesDisableWorkEmail":"string","Latitude":"string","UserPreferencesLightningExperiencePreferred":"string","Address_geocodeAccuracy":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | array | Unique identifier | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":["string"],"success":true}}` ## Delete Account Delete a specified Salesforce account using the provided unique identifier. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Delete Case Delete an existing case from Salesforce using the specified case ID provided as input. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Delete Contact Remove a specified contact from Salesforce using the unique identifier provided as input. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Delete Document Remove a specified document from Salesforce using the provided document ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ----------------- | | `document_id` | string | Required | Unique identifier | ### Input Example `{"document_id":"0158c000001l03bAAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `message` | string | Response message | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"message":"string"}}` ## Delete Lead Remove a specified lead from Salesforce using the provided unique identifier (ID). ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Delete Opportunity Remove a specified opportunity from Salesforce using the unique identifier provided as input. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Delete Task Deletes a specified task from Salesforce using the provided unique identifier. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Delete User Deletes a specified user from Salesforce using their unique ID as input. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Get Account Retrieve a specific Salesforce account using the provided unique identifier (ID). ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get Case Retrieve a specific Salesforce case using the provided case ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ----------------- | | `case_id` | string | Required | Unique identifier | ### Input Example `{"case_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get Case Comments Retrieve all comments and feeds associated with a specific Salesforce case using the provided case ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ----------------- | | `case_id` | string | Required | Unique identifier | ### Input Example `{"case_id":"5003m000011Q8flAAC"}` ### Output | **Parameter** | **Type** | **Description** | | --------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `case_comments` | string | Output field: case\_comments | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"case_comments":"string"}}` ## Get Contact Retrieve a Salesforce contact's details using the specified unique identifier (ID). ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get Content Version Data Retrieve file data stored in Salesforce ContentVersion using specified content version IDs. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | --------------------- | -------- | ------------ | -------------------- | | `content_version_ids` | array | Required | Unique identifier | | `filename` | string | Optional | Name of the resource | ### Input Example `{"content_version_ids":["0688c000008G958AAC"],"filename":"test.pdf, test.txt, etc."}` ### Output | **Parameter** | **Type** | **Description** | | ----------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `files` | array | Output field: files | | `files.file_name` | string | Name of the resource | | `files.file` | string | Output field: files.file | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"files":[]}}` ## Get Document Retrieve a specific document from Salesforce using the provided document ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | -------------------- | | `document_id` | string | Required | Unique identifier | | `filename` | string | Optional | Name of the resource | ### Input Example `{"document_id":"0158c000001l03bAAA","filename":"test.pdf, test.txt, etc."}` ### Output | **Parameter** | **Type** | **Description** | | ---------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `file` | array | Output field: file | | `file.file_name` | string | Name of the resource | | `file.file` | string | Output field: file.file | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"file":[]}}` ## Get Lead Retrieve a specific lead from Salesforce using the provided unique identifier. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get Opportunity Retrieve details of a specific Salesforce opportunity using its unique ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get Report Retrieve a specified Salesforce report using the unique identifier provided as input. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get Task Retrieve a specific Salesforce task using the provided unique identifier (ID). ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Get User Retrieve a Salesforce user's details using their unique identifier (ID). Requires 'input\_id' to execute. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `input_id` | string | Required | Input data for the action | ### Input Example `{"input_id":"5004T000000dv2lQAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Post Case Comment Post a new comment to a Salesforce case using ParentId, CommentBody, and IsPublished status. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------------- | | `ParentId` | string | Required | Unique identifier | | `CommentBody` | string | Required | Request body data | | `IsPublished` | boolean | Required | Parameter for Post Case Comment | ### Input Example `{"ParentId":"5003m000011Q8flAAC","CommentBody":"Swimlane Automation","IsPublished":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------------ | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | string | Unique identifier | | `success` | boolean | Whether the operation was successful | | `errors` | array | Error message if any | | `errors.file_name` | string | Name of the resource | | `errors.file` | string | Error message if any | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":"string","success":true,"errors":[]}}` ## Query Execute a Salesforce Object Query Language (SOQL) search to retrieve specific data from Salesforce based on the provided query. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------- | | `query` | string | Required | Parameter for Query | ### Input Example `{"query":"SELECT Id, Email FROM Contact WHERE LastName = 'Smith'"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `Ids` | string | Unique identifier | | `raw_json` | object | Output field: raw\_json | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"Ids":"string","raw_json":{}}}` ## Query Range Retrieve Salesforce records where a specified field falls within a defined range. This action requires the 'field' parameter. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `field` | string | Required | Parameter for Query Range | | `minimum` | string | Optional | Parameter for Query Range | | `maximum` | string | Optional | Parameter for Query Range | ### Input Example `{"field":"ClosedDate","minimum":"2019-10-02T10:00:00-08:00","maximum":"2019-10-02T10:00:00-08:00"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Search Perform a search in Salesforce using a specified key to locate relevant records and information. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | -------------------- | | `search_key` | string | Required | Parameter for Search | ### Input Example `{"search_key":"string"}` ### Output | **Parameter** | **Type** | **Description** | | --------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `Ids` | array | Unique identifier | | `Ids.file_name` | string | Unique identifier | | `Ids.file` | string | Unique identifier | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"Ids":[]}}` ## Search JSON Retrieve Salesforce search results in JSON format using a specified search key. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `search_key` | string | Required | Parameter for Search JSON | ### Input Example `{"search_key":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `json` | string | Output field: json | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"json":"string"}}` ## Update Account Update a Salesforce account using the specified ID to modify account details. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------ | -------- | ------------ | ---------------------------- | | `id` | string | Required | Unique identifier | | `do_create` | boolean | Optional | Parameter for Update Account | | `ShippingState` | string | Optional | Parameter for Update Account | | `AnnualRevenue` | string | Optional | Parameter for Update Account | | `Tradestyle` | string | Optional | Parameter for Update Account | | `MasterRecordId` | string | Optional | Unique identifier | | `YearStarted` | string | Optional | Parameter for Update Account | | `BillingGeocodeAccuracy` | string | Optional | Parameter for Update Account | | `ShippingCountry` | string | Optional | Parameter for Update Account | | `LastModifiedById` | string | Optional | Unique identifier | | `JigsawCompanyId` | string | Optional | Unique identifier | | `Sic` | string | Optional | Parameter for Update Account | | `ShippingPostalCode` | string | Optional | Parameter for Update Account | | `SLA__c` | string | Optional | Parameter for Update Account | | `Attributes_url` | string | Optional | URL endpoint for the request | | `OwnerId` | string | Optional | Unique identifier | | `SLAExpirationDate__c` | string | Optional | Parameter for Update Account | | `Type` | string | Optional | Type of the resource | | `BillingCity` | string | Optional | Parameter for Update Account | | `Website` | string | Optional | Parameter for Update Account | | `ShippingAddress` | string | Optional | Parameter for Update Account | | `Fax` | string | Optional | Parameter for Update Account | | `AccountSource` | string | Optional | Parameter for Update Account | | `NaicsDesc` | string | Optional | Parameter for Update Account | | `ShippingLatitude` | string | Optional | Parameter for Update Account | ### Input Example `{"do_create":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Update Case Update an existing Salesforce case by setting the 'Subject' field using the unique case 'id'. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------- | | `id` | string | Required | Unique identifier | | `Subject` | string | Required | Parameter for Update Case | | `SuppliedCompany` | string | Optional | Parameter for Update Case | | `Description` | string | Optional | Parameter for Update Case | | `Priority` | string | Optional | Parameter for Update Case | | `OwnerId` | string | Optional | Unique identifier | | `Type` | string | Optional | Type of the resource | | `Status` | string | Optional | Status value | | `IsEscalated` | number | Optional | Parameter for Update Case | | `SuppliedPhone` | string | Optional | Parameter for Update Case | | `ContactId` | string | Optional | Unique identifier | | `Reason` | string | Optional | Response reason phrase | | `SuppliedName` | string | Optional | Name of the resource | | `SuppliedEmail` | string | Optional | Parameter for Update Case | | `AccountId` | string | Optional | Unique identifier | | `ParentId` | string | Optional | Unique identifier | | `Origin` | string | Optional | Parameter for Update Case | ### Input Example `{"id":"5004T000000dv2lQAA","Priority":"High","OwnerId":"0054T000000LLnUQAW","Type":"Feature Request","Status":"New","IsEscalated":0,"SuppliedPhone":"(111) 111-1111","ContactId":"0054T000000LLnUQAW","AccountId":"0054T000000LLnUQAW","ParentId":"0054T000000LLnUQAW","Origin":"Phone"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Update Case Comment Update a specific Salesforce case comment using the provided comment ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | --------------------------------- | | `comment_id` | string | Required | Unique identifier | | `CommentBody` | string | Optional | Request body data | | `IsPublished` | boolean | Optional | Parameter for Update Case Comment | ### Input Example `{"comment_id":"5003m000011Q8flAAC","CommentBody":"Swimlane Automation","IsPublished":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `msg` | string | Output field: msg | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"msg":"string","success":true}}` ## Update Contact Update a Salesforce contact record using the provided unique identifier (ID). ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ---------------------- | -------- | ------------ | ---------------------------- | | `id` | string | Required | Unique identifier | | `do_create` | boolean | Optional | Parameter for Update Contact | | `IsDeleted` | string | Optional | Parameter for Update Contact | | `MasterRecordId` | string | Optional | Unique identifier | | `AccountId` | string | Optional | Unique identifier | | `LastName` | string | Optional | Name of the resource | | `FirstName` | string | Optional | Name of the resource | | `Salutation` | string | Optional | Parameter for Update Contact | | `Name` | string | Optional | Name of the resource | | `OtherStreet` | string | Optional | Parameter for Update Contact | | `OtherCity` | string | Optional | Parameter for Update Contact | | `OtherState` | string | Optional | Parameter for Update Contact | | `OtherPostalCode` | string | Optional | Parameter for Update Contact | | `OtherCountry` | string | Optional | Parameter for Update Contact | | `OtherLatitude` | string | Optional | Parameter for Update Contact | | `OtherLongitude` | string | Optional | Parameter for Update Contact | | `OtherGeocodeAccuracy` | string | Optional | Parameter for Update Contact | | `OtherAddress` | string | Optional | Parameter for Update Contact | | `MailingStreet` | string | Optional | Parameter for Update Contact | | `MailingCity` | string | Optional | Parameter for Update Contact | | `MailingState` | string | Optional | Parameter for Update Contact | | `MailingPostalCode` | string | Optional | Parameter for Update Contact | | `MailingCountry` | string | Optional | Parameter for Update Contact | | `MailingLatitude` | string | Optional | Parameter for Update Contact | | `MailingLongitude` | string | Optional | Parameter for Update Contact | ### Input Example `{"do_create":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Update Document Update a specified document in Salesforce using the provided document ID and file content. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ----------------------------- | | `document_id` | string | Required | Unique identifier | | `file` | array | Required | Parameter for Update Document | | `file.file_name` | string | Required | Name of the resource | | `file.file` | string | Required | Parameter for Update Document | | `keywords` | string | Optional | Parameter for Update Document | ### Input Example `{"document_id":"0158c000001l03bAAA","file":[],"keywords":"marketing,sales,update"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `message` | string | Response message | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"message":"string"}}` ## Update Lead Update a Salesforce lead record using the specified ID. An 'id' parameter is required to identify the lead. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------ | -------- | ------------ | ---------------------------- | | `id` | string | Required | Unique identifier | | `do_create` | boolean | Optional | Parameter for Update Lead | | `ConvertedOpportunityId` | string | Optional | Unique identifier | | `City` | string | Optional | Parameter for Update Lead | | `AnnualRevenue` | string | Optional | Parameter for Update Lead | | `JigsawContactId` | string | Optional | Unique identifier | | `MasterRecordId` | string | Optional | Unique identifier | | `FirstName` | string | Optional | Name of the resource | | `Title` | string | Optional | Parameter for Update Lead | | `LastName` | string | Optional | Name of the resource | | `LastReferencedDate` | string | Optional | Date value | | `LastModifiedById` | string | Optional | Unique identifier | | `ConvertedAccountId` | string | Optional | Unique identifier | | `IsUnreadByOwner` | string | Optional | Parameter for Update Lead | | `State` | string | Optional | Parameter for Update Lead | | `Attributes_url` | string | Optional | URL endpoint for the request | | `Latitude` | string | Optional | Parameter for Update Lead | | `OwnerId` | string | Optional | Unique identifier | | `Email` | string | Optional | Parameter for Update Lead | | `SICCode__c` | string | Optional | Parameter for Update Lead | | `Website` | string | Optional | Parameter for Update Lead | | `Fax` | string | Optional | Parameter for Update Lead | | `Description` | string | Optional | Parameter for Update Lead | | `NumberOfEmployees` | string | Optional | Parameter for Update Lead | | `PhotoUrl` | string | Optional | URL endpoint for the request | ### Input Example `{"do_create":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Update Opportunity Update a Salesforce Opportunity record using the specified ID as a unique identifier. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ---------------------- | -------- | ------------ | -------------------------------- | | `id` | string | Required | Unique identifier | | `do_create` | boolean | Optional | Parameter for Update Opportunity | | `HasOpenActivity` | string | Optional | Parameter for Update Opportunity | | `FiscalQuarter` | string | Optional | Parameter for Update Opportunity | | `LastModifiedById` | string | Optional | Unique identifier | | `Attributes_url` | string | Optional | URL endpoint for the request | | `CloseDate` | string | Optional | Date value | | `OrderNumber__c` | string | Optional | Parameter for Update Opportunity | | `Type` | string | Optional | Type of the resource | | `Description` | string | Optional | Parameter for Update Opportunity | | `StageName` | string | Optional | Name of the resource | | `CampaignId` | string | Optional | Unique identifier | | `LastModifiedDate` | string | Optional | Date value | | `ForecastCategoryName` | string | Optional | Name of the resource | | `CreatedById` | string | Optional | Unique identifier | | `MainCompetitors__c` | string | Optional | Parameter for Update Opportunity | | `Attributes_type` | string | Optional | Type of the resource | | `LastViewedDate` | string | Optional | Date value | | `IsDeleted` | string | Optional | Parameter for Update Opportunity | | `AccountId` | string | Optional | Unique identifier | | `Fiscal` | string | Optional | Parameter for Update Opportunity | | `Name` | string | Optional | Name of the resource | | `CurrentGenerators__c` | string | Optional | Parameter for Update Opportunity | | `FiscalYear` | string | Optional | Parameter for Update Opportunity | | `IsWon` | string | Optional | Parameter for Update Opportunity | ### Input Example `{"do_create":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Update Task Update a specified task in Salesforce using the provided unique identifier (ID). ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ------------------------- | -------- | ------------ | ---------------------------- | | `id` | string | Required | Unique identifier | | `do_create` | boolean | Optional | Parameter for Update Task | | `CallDurationInSeconds` | string | Optional | Parameter for Update Task | | `CallObject` | string | Optional | Parameter for Update Task | | `LastModifiedById` | string | Optional | Unique identifier | | `Priority` | string | Optional | Parameter for Update Task | | `RecurrenceType` | string | Optional | Type of the resource | | `Attributes_url` | string | Optional | URL endpoint for the request | | `OwnerId` | string | Optional | Unique identifier | | `IsRecurrence` | string | Optional | Parameter for Update Task | | `Status` | string | Optional | Status value | | `CallDisposition` | string | Optional | Parameter for Update Task | | `RecurrenceStartDateOnly` | string | Optional | Parameter for Update Task | | `RecurrenceDayOfWeekMask` | string | Optional | Parameter for Update Task | | `Description` | string | Optional | Parameter for Update Task | | `RecurrenceInstance` | string | Optional | Parameter for Update Task | | `LastModifiedDate` | string | Optional | Date value | | `WhoId` | string | Optional | Unique identifier | | `CreatedById` | string | Optional | Unique identifier | | `ActivityDate` | string | Optional | Date value | | `Attributes_type` | string | Optional | Type of the resource | | `IsHighPriority` | string | Optional | Parameter for Update Task | | `IsDeleted` | string | Optional | Parameter for Update Task | | `AccountId` | string | Optional | Unique identifier | | `CallType` | string | Optional | Type of the resource | ### Input Example `{"do_create":true}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Salesforce Update Time Sheet Entry Update a specific Salesforce timesheet entry identified by TimeSheetId, tracking tasks such as travel or asset repair. ### Endpoint - **Method:** `PUT` ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ---------------------- | -------- | ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `id` | string | Optional | Contact ID. | | `do_create` | boolean | Optional | Do Create. | | `CurrencyIsoCode` | string | Optional | Available only if the multicurrency feature is enabled. Contains the ISO code for any currency allowed by the organization. Time sheet entries inherit their time sheet's currency code. Updates to a time sheet's currency code aren't reflected in existing time sheet entries' currency code. | | `Description` | string | Optional | Notes on how the time was spent. For example, "This service took longer than normal because the machine was jammed." | | `DurationInMinutes` | number | Optional | Minutes recorded on the time sheet entry. | | `EndTime` | string | Optional | The date and time the activity finished. | | `LastReferencedDate` | string | Optional | The timestamp when the current user last interacted with this record, directly or indirectly. | | `LastViewedDate` | string | Optional | The timestamp when the current user last viewed this record or list view. If this value is null, it's possible that the user only accessed this record or list view (LastReferencedDate), but not viewed it. | | `LocationTimeZone` | string | Optional | Time zone of the location where the activity occurred. This field is available in API version 50.0 and later. | | `StartTime` | string | Optional | The date and time the activity began. | | `Status` | string | Optional | The status of the time sheet entry. The picklist includes the following values, which can be customized are New, Submitted, Approved | | `Subject` | string | Optional | Activity performed; for example, repair, lunch, or travel. | | `TimeSheetEntryNumber` | string | Optional | An auto-generated number identifying the time sheet entry. | | `TimeSheetId` | string | Required | The time sheet associated with the time sheet entry. | | `Type` | string | Optional | The type of work performed. The picklist includes the following values, which can be customized are Direct, Indirect | | `WorkOrderId` | string | Optional | The work order related to the time sheet entry. Work orders are searchable by their content. | | `WorkOrderLineItemId` | string | Optional | The work order line item related to the time sheet entry. Work order line items are searchable by their content. | ### Input Example `{"do_create":true,"CurrencyIsoCode":"USD","Description":"This service took longer than normal because the machine was jammed.","DurationInMinutes":480,"EndTime":"2024-01-15T17:00:00.000Z","LastReferencedDate":"2024-01-15T17:30:00.000Z","LastViewedDate":"2024-01-15T17:25:00.000Z","LocationTimeZone":"America/New_York","StartTime":"2024-01-15T09:00:00.000Z","Status":"New","Subject":"Activity performed; for example, repair, lunch, or travel","TimeSheetEntryNumber":"TSE-000001","TimeSheetId":"a0X000000000000AAA","Type":"Direct","WorkOrderId":"a0Y000000000000AAA","WorkOrderLineItemId":"a0Z000000000000AAA"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{}}` ## Update User Update a Salesforce user's details like email, timezone, language, and profile information using their unique ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ---------------------------------------------------- | -------- | ------------ | ---------------------------- | | `id` | string | Required | Unique identifier | | `UserPreferencesDisableChangeCommentEmail` | string | Optional | Parameter for Update User | | `Title` | string | Optional | Parameter for Update User | | `EmailPreferencesAutoBcc` | string | Optional | Parameter for Update User | | `Department` | string | Optional | Parameter for Update User | | `MediumPhotoUrl` | string | Optional | URL endpoint for the request | | `Fax` | string | Optional | Parameter for Update User | | `UserPreferencesHideEndUserOnboardingAssistantModal` | string | Optional | Unique identifier | | `UserType` | string | Optional | Type of the resource | | `UserPreferencesHideLightningMigrationModal` | string | Optional | Unique identifier | | `UserPreferencesDisableFeedbackEmail` | string | Optional | Parameter for Update User | | `UserPreferencesPathAssistantCollapsed` | string | Optional | Parameter for Update User | | `UserPreferencesSortFeedByComment` | string | Optional | Parameter for Update User | | `UserPreferencesDisableMessageEmail` | string | Optional | Response message | | `UserPreferencesDisCommentAfterLikeEmail` | string | Optional | Parameter for Update User | | `UserPreferencesShowPostalCodeToGuestUsers` | string | Optional | Parameter for Update User | | `Address_state` | string | Optional | Parameter for Update User | | `CallCenterId` | string | Optional | Unique identifier | | `EmailEncodingKey` | string | Required | Parameter for Update User | | `Address_street` | string | Optional | Parameter for Update User | | `AccountId` | string | Optional | Unique identifier | | `SmallBannerPhotoUrl` | string | Optional | URL endpoint for the request | | `JigsawImportLimitOverride` | string | Optional | Unique identifier | | `EmailPreferencesAutoBccStayInTouch` | string | Optional | Parameter for Update User | | `Longitude` | string | Optional | Parameter for Update User | ### Input Example `{"id":"12345678-1234-1234-1234-123456789abc","UserPreferencesDisableChangeCommentEmail":"string","Title":"string","EmailPreferencesAutoBcc":"string","Department":"string","MediumPhotoUrl":"string","Fax":"string","UserPreferencesHideEndUserOnboardingAssistantModal":"string","UserType":"string","UserPreferencesHideLightningMigrationModal":"string","UserPreferencesDisableFeedbackEmail":"string","UserPreferencesPathAssistantCollapsed":"string","UserPreferencesSortFeedByComment":"string","UserPreferencesDisableMessageEmail":"string","UserPreferencesDisCommentAfterLikeEmail":"string","UserPreferencesShowPostalCodeToGuestUsers":"string","Address_state":"string","CallCenterId":"string","EmailEncodingKey":"string","Address_street":"string","AccountId":"string","SmallBannerPhotoUrl":"string","JigsawImportLimitOverride":"string","EmailPreferencesAutoBccStayInTouch":"string","Longitude":"string","UserPreferencesShowStreetAddressToExternalUsers":"string","LastReferencedDate":"string","UserPermissionsMarketingUser":"string","LastViewedDate":"string","UserPermissionsSFContentUser":"string","MobilePhone":"string","TimeZoneSidKey":"string","ForecastEnabled":"string","UserPreferencesShowFaxToGuestUsers":"string","UserPreferencesEnableAutoSubForFeeds":"string","AboutMe":"string","UserPreferencesShowProfilePicToGuestUsers":"string","CommunityNickname":"Example Name","UserPreferencesDisableLikeEmail":"string","StayInTouchSignature":"string","IsActive":"string","UserPreferencesShowPostalCodeToExternalUsers":"string","UserPreferencesHideS1BrowserUI":"string","UserPreferencesDisableLaterCommentEmail":"string","BadgeText":"string","UserPreferencesShowWorkPhoneToExternalUsers":"string","State":"string","UserPreferencesDisableWorkEmail":"string","Latitude":"string","UserPreferencesLightningExperiencePreferred":"string"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `success` | boolean | Whether the operation was successful | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"success":true}}` ## Upload Document Upload a file to a specified folder in Salesforce using the file content and target folder ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ----------------------------- | | `file` | array | Required | Parameter for Upload Document | | `file.file_name` | string | Required | Name of the resource | | `file.file` | string | Required | Parameter for Upload Document | | `folderId` | string | Required | Unique identifier | | `description` | string | Optional | Parameter for Upload Document | | `keywords` | string | Optional | Parameter for Upload Document | | `type` | string | Optional | Type of the resource | ### Input Example `{"file":[],"folderId":"00l8c000000gbYvAAI","keywords":"marketing,sales,update","type":"pdf"}` ### Output | **Parameter** | **Type** | **Description** | | ------------------ | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | string | Unique identifier | | `errors` | string | Error message if any | | `success` | boolean | Whether the operation was successful | | `fields` | array | Output field: fields | | `fields.file_name` | string | Name of the resource | | `fields.file` | string | Output field: fields.file | | `message` | string | Response message | | `errorCode` | string | Error message if any | | `raw_json` | object | Output field: raw\_json | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":"","errors":"","success":true,"fields":[],"message":"","errorCode":"","raw_json":{}}}` ## Upload Content Version Insert a new Content Version into Salesforce, requiring both the file and PathOnClient as inputs. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------------------ | | `file` | string | Required | Parameter for Upload Content Version | | `Title` | string | Optional | Parameter for Upload Content Version | | `PathOnClient` | string | Required | Parameter for Upload Content Version | | `ContentLocation` | string | Optional | Response content | ### Input Example `{"PathOnClient":"Q1 Sales Brochure.pdf","ContentLocation":"Marketing Brochure Q1"}` ### Output | **Parameter** | **Type** | **Description** | | ------------------ | -------- | ------------------------------------ | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `id` | string | Unique identifier | | `errors` | array | Error message if any | | `errors.file_name` | string | Name of the resource | | `errors.file` | string | Error message if any | | `success` | boolean | Whether the operation was successful | | `fields` | array | Output field: fields | | `fields.file_name` | string | Name of the resource | | `fields.file` | string | Output field: fields.file | | `message` | string | Response message | | `errorCode` | string | Error message if any | | `raw_json` | object | Output field: raw\_json | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"id":"","errors":[],"success":true,"fields":[],"message":"","errorCode":"","raw_json":{}}}` ## Update Attachment Update a specified attachment in Salesforce using the provided attachment ID. ### Input | **Argument Name** | **Type** | **Required** | **Description** | | ----------------- | -------- | ------------ | ------------------------------- | | `attachment_id` | string | Required | Unique identifier | | `file` | string | Optional | Parameter for Update Attachment | ### Input Example `{"attachment_id":"0688c000008G958AAC"}` ### Output | **Parameter** | **Type** | **Description** | | ------------- | -------- | -------------------------------- | | `status_code` | number | HTTP status code of the response | | `reason` | string | Response reason phrase | | `message` | string | Response message | ### Output Example `{"status_code":200,"response_headers":{},"reason":"OK","json_body":{"message":"string"}}` # Response Headers | **Header** | **Description** | **Example** | | ------------ | ----------------------------------------------------- | ----------------------------- | | Content-Type | The media type of the resource | application/json | | Date | The date and time at which the message was originated | Thu, 01 Jan 2024 00:00:00 GMT |