Salesforce
The Salesforce node lets you interact with the Salesforce REST API. A single node supports multiple operations — select the operation you need and the relevant fields appear.
All operations require a Salesforce connection configured with your instance URL and credentials.
Operations
SOQL Query
Run a Salesforce Object Query Language query.
| Field | Description | Notes |
|---|---|---|
| SOQL Query | The query to execute | Required. Supports templates |
Example: SELECT Id, Name, Email FROM Contact WHERE AccountId = '{{upstream.account_id}}'
Returns all matching records with automatic pagination.
Get Record
Retrieve a single record by ID.
| Field | Description | Notes |
|---|---|---|
| Object Type | Salesforce object API name (e.g., Account, Contact) | Required. Supports templates |
| Record ID | 18-character Salesforce record ID | Required. Supports templates |
Create Record
Create a new record.
| Field | Description | Notes |
|---|---|---|
| Object Type | Salesforce object API name | Required. Supports templates |
| Fields | Field name-value pairs | Required. Supports templates |
Update Record
Update an existing record.
| Field | Description | Notes |
|---|---|---|
| Object Type | Salesforce object API name | Required. Supports templates |
| Record ID | Record ID to update | Required. Supports templates |
| Fields | Field name-value pairs to update | Required. Supports templates |
Delete Record
Delete a record.
| Field | Description | Notes |
|---|---|---|
| Object Type | Salesforce object API name | Required. Supports templates |
| Record ID | Record ID to delete | Required. Supports templates |
Describe Object
Get the metadata (fields, types, relationships) of a Salesforce object.
| Field | Description | Notes |
|---|---|---|
| Object Type | Salesforce object API name | Required. Supports templates |
Streaming
SOQL Query supports streaming — each record is emitted individually to downstream nodes. For mutation operations (create, update, delete), each upstream item triggers a separate API call.
Common Patterns
Sync Leads to DataStore
- Cron — run daily
- Salesforce (SOQL Query) —
SELECT Id, Name, Email, Status FROM Lead WHERE CreatedDate = TODAY - DataStore Insert — store leads locally
Create Contacts from Webhook
- Webhook — receive contact data from a form
- Salesforce (Create Record) — create a Contact in Salesforce
- Slack Send Message — notify the sales team