Announcing our $20m Series A from GV (Google Ventures) and Workday Ventures
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Actions

[Integration] connector for AI agents

Salesforce
Connect your AI agent to [Integration] with production-ready actions. Ship in minutes.

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Salesforce

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370
Actions
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Abort Bulk Ingest Job
-
Abort A Bulk Ingest Job To Stop Processing.
Abort Bulk Query Job
-
Abort A Bulk Query Job To Stop Processing.
Activate Contract
-
Activate A Draft Contract By Updating Its Status To Activated.
Activate Order
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Change An Order'S Status From Draft To Activated.
Add Campaign Member
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Add A Contact Or Lead As A Member Of A Campaign. Creates A CampaignMember Record Linking The Individual To The Campaign.
Add Group Member
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Add A User Or Group As A Member Of A Group.
Assign Permission Set
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Assign A Permission Set To A User.
Assign Resource To Appointment
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Assign A Service Resource To A Service Appointment.
Assign Topic To Record
-
Assign A Topic To A Record (Account, Contact, Case, Etc.).
Complete Task
-
Mark A Task As Completed.
Create Account
-
Create A New Account Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Account.
Create Account Contact Role
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Assign A Role To A Contact On An Account.
Create Asset
-
Create A New Asset Record In Salesforce With Specified Field Values.
Create Attachment
-
Create A New Legacy Attachment Linked To A Parent Salesforce Record.
Create Bulk Ingest Job
-
Create A New Bulk API 2.0 Ingest Job For Inserting, Updating, Upserting, Or Deleting Records.
Create Bulk Query Job
-
Create A New Bulk API 2.0 Query Job For Extracting Large Volumes Of Data.
Create Case
-
Create A New Case Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Case.
Create Case Comment
-
Add A New Comment To A Case.
Create Contact
-
Create A New Contact Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Contact.
Create Contract
-
Create A New Contract Record In Salesforce With Specified Field Values.
Create Email Message
-
Create A New EmailMessage Record In Salesforce To Log An Email.
Create Entitlement
-
Create A New Entitlement Record In Salesforce With Specified Field Values.
Create Event
-
Create A New Event Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Event.
Create Feed Comment
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Create A Comment On A FeedItem.
Create Feed Item
-
Create A New FeedItem (Chatter Post) In Salesforce.
Create Individual
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Create A New Individual Record For Privacy Tracking.
Create Lead
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Create A New Lead Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Lead.
Create Location
-
Create A New Location Record In Salesforce.
Create Note
-
Create A New Note Record In Salesforce Attached To A Parent Record. Returns The ID Of The Newly Created Note.
Create Opportunity
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Create A New Opportunity Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Opportunity.
Create Opportunity Contact Role
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Assign A Role To A Contact On An Opportunity.
Create Opportunity Line Item
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Add A Product Line Item To An Opportunity.
Create Order
-
Create A New Order Record In Salesforce With Specified Field Values.
Create Order Item
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Add A Line Item To An Order In Salesforce.
Create Partner
-
Create A New Partner Relationship Record In Salesforce.
Create Pricebook
-
Create A New Custom Pricebook2 Record In Salesforce.
Create Pricebook Entry
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Add A Product To A Pricebook With Specified Pricing.
Create Product
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Create A New Product2 Record In Salesforce With Specified Field Values.
Create Records Collection
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Create Up To 200 Records Of The Same Object Type In A Single API Call Using SObject Collections.
Create Return Order
-
Create A New ReturnOrder Record In Salesforce.
Create Service Appointment
-
Create A New ServiceAppointment Record In Salesforce.
Create Service Contract
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Create A New ServiceContract Record In Salesforce.
Create Service Resource
-
Create A New ServiceResource Record In Salesforce.
Create Solution
-
Create A New Solution Record In Salesforce With Specified Field Values.
Create Task
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Create A New Task Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Task.
Create Topic
-
Create A New Topic Record In Salesforce.
Create Work Order
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Create A New WorkOrder Record In Salesforce With Specified Field Values.
Create Work Order Line Item
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Add A Line Item To A WorkOrder.
Delete Account
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Delete An Account Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Account Contact Role
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Remove A Contact Role From An Account.
Delete Asset
-
Delete An Asset Record From Salesforce By Its Unique ID.
Delete Attachment
-
Delete A Legacy Attachment Record From Salesforce.
Delete Bulk Ingest Job
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Delete A Bulk Ingest Job And Its Associated Data.
Delete Bulk Query Job
-
Delete A Bulk Query Job And Its Associated Data.
Delete Campaign Member
-
Remove A Member From A Campaign.
Delete Case
-
Delete A Case Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Case Comment
-
Delete A Case Comment.
Delete Contact
-
Delete A Contact Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Content Document
-
Delete A ContentDocument Record And All Its Versions From Salesforce.
Delete Content Document Link
-
Remove The Link Between A File And A Salesforce Record By Deleting A ContentDocumentLink.
Delete Contract
-
Delete A Contract Record From Salesforce By Its Unique ID.
Delete Document
-
Delete A Document.
Delete Email Message
-
Delete An EmailMessage Record From Salesforce By Its Unique ID.
Delete Entitlement
-
Delete An Entitlement Record From Salesforce By Its Unique ID.
Delete Event
-
Delete An Event Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Feed Comment
-
Delete A FeedComment From Salesforce.
Delete Feed Element
-
Delete A Feed Element (Post) From Chatter.
Delete Feed Item
-
Delete A FeedItem Record From Salesforce.
Delete Individual
-
Delete An Individual Record.
Delete Lead
-
Delete A Lead Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Location
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Delete A Location Record From Salesforce.
Delete Note
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Delete A Note Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Opportunity
-
Delete An Opportunity Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Opportunity Contact Role
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Remove A Contact Role From An Opportunity.
Delete Opportunity Line Item
-
Remove A Product Line Item From An Opportunity.
Delete Order
-
Delete An Order Record From Salesforce By Its Unique ID.
Delete Order Item
-
Delete An OrderItem Record From Salesforce By Its Unique ID.
Delete Partner
-
Delete A Partner Record From Salesforce By Its Unique ID.
Delete Pricebook
-
Delete A Pricebook2 Record From Salesforce By Its Unique ID.
Delete Pricebook Entry
-
Delete A PricebookEntry Record From Salesforce By Its Unique ID.
Delete Product
-
Delete A Product2 Record From Salesforce By Its Unique ID.
Delete Records Collection
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Delete Up To 200 Records In A Single API Call Using SObject Collections.
Delete Return Order
-
Delete A ReturnOrder Record From Salesforce.
Delete Service Contract
-
Delete A ServiceContract Record From Salesforce By Its Unique ID.
Delete Solution
-
Delete A Solution Record From Salesforce By Its Unique ID.
Delete Task
-
Delete A Task Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Delete Topic
-
Delete A Topic Record From Salesforce By Its Unique ID.
Delete Work Order
-
Delete A WorkOrder Record From Salesforce By Its Unique ID.
Describe Dashboard
-
Retrieve Metadata About A Dashboard Including Components, Filters, And Layout.
Describe Global
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Retrieve A List Of All Available SObjects In The Salesforce Organization With Metadata.
Describe Quick Action
-
Retrieve Detailed Metadata About A Specific Quick Action.
Describe SObject
-
Retrieve Detailed Describe Metadata For A Specific Salesforce Object (SObject), Including Field Definitions And Permissions.
Download Attachment
-
Download The Binary Content Of A Legacy Attachment Using The Body Blob Field.
Download Content Version
-
Download The Binary Content Of A File Version Using The VersionData Blob Field.
Download Document
-
Download The Body Of A Document.
Execute Composite Batch
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Execute Multiple Independent Subrequests In A Single API Call. Returns Results For All Subrequests.
Execute Composite Graph
-
Execute Multiple Composite Graphs Containing Dependent And Independent Subrequests In A Single API Call.
Execute Composite Request
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Execute Multiple API Requests In A Single Call Using Salesforce Composite API. Supports Referencing Results Between Requests.
Execute SOQL Query
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Execute A Custom SOQL Query Against Salesforce. Allows Querying Any Standard Or Custom Object With Full SOQL Syntax Support.
Execute SOSL Search
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Execute A Custom SOSL Search Against Salesforce. Allows Full-Text Searching Across Multiple Objects Simultaneously.
Get API Limits
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Retrieve The Current API Usage Limits And Remaining Capacity For The Salesforce Organization.
Get API Versions
-
Retrieve A List Of All Available Salesforce REST API Versions Supported By The Instance.
Get Account
-
Retrieve A Specific Account Record By Its Unique Salesforce ID. Returns Complete Account Details Including All Standard And Accessible Custom Fields.
Get Account History
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Retrieve Field Change History For An Account.
Get Activity History
-
Retrieve Combined Activity History (Tasks, Events, Emails) For A Specific Record.
Get Approval Layout
-
Retrieve Approval Layout Information For An Object.
Get Approval Processes
-
Retrieve All Available Approval Processes For The Organization.
Get Asset
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Retrieve A Specific Asset Record By Its Unique Salesforce ID.
Get Asset Hierarchy
-
Retrieve Child Assets For A Parent Asset To Understand Asset Hierarchy.
Get Attachment
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Retrieve A Specific Attachment Record By Its Unique Salesforce ID.
Get Bulk Ingest Job
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Retrieve Status And Details Of A Bulk Ingest Job.
Get Bulk Job Failed Results
-
Retrieve Failed Records From A Completed Bulk Ingest Job With Error Details.
Get Bulk Job Successful Results
-
Retrieve Successfully Processed Records From A Completed Bulk Ingest Job.
Get Bulk Job Unprocessed Records
-
Retrieve Unprocessed Records From An Aborted Bulk Ingest Job.
Get Bulk Query Job
-
Retrieve Status And Details Of A Bulk Query Job.
Get Bulk Query Results
-
Retrieve Query Results From A Completed Bulk Query Job.
Get Business Hours
-
Retrieve A Specific Business Hours Record By ID.
Get Campaign
-
Retrieve A Specific Campaign Record By Its Unique Salesforce ID. Returns Complete Campaign Details Including All Standard And Accessible Custom Fields.
Get Campaign Member
-
Retrieve A Specific CampaignMember Record By ID.
Get Campaign Statistics
-
Get Aggregated Statistics For A Campaign'S Membership.
Get Case
-
Retrieve A Specific Case Record By Its Unique Salesforce ID. Returns Complete Case Details Including All Standard And Accessible Custom Fields.
Get Case Comment
-
Retrieve A Specific Case Comment By ID.
Get Case History
-
Retrieve Field Change History For A Case.
Get Compact Layouts
-
Retrieve Compact Layout Information For An Object.
Get Contact
-
Retrieve A Specific Contact Record By Its Unique Salesforce ID. Returns Complete Contact Details Including All Standard And Accessible Custom Fields.
Get Contact History
-
Retrieve Field Change History For A Contact.
Get Content Note
-
Retrieve A Specific ContentNote Record By Its Unique Salesforce ID. Returns Enhanced Note Details Including Rich Text Content.
Get Content Version
-
Retrieve A Specific ContentVersion Record By Its Unique Salesforce ID.
Get Contract
-
Retrieve A Specific Contract Record By Its Unique Salesforce ID.
Get Contract History
-
Retrieve Field Change History For A Contract.
Get Current User
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Retrieve The Currently Authenticated User'S Information. Returns Complete Details Of The Logged-In User.
Get Dashboard
-
Retrieve Metadata And Current Data For A Specific Dashboard.
Get Dashboard Status
-
Check The Refresh Status Of A Dashboard.
Get Default Business Hours
-
Retrieve The Default Business Hours Record.
Get Document
-
Retrieve A Specific Document By ID.
Get Email Message
-
Retrieve A Specific EmailMessage Record By Its Unique Salesforce ID.
Get Email Template
-
Retrieve A Specific EmailTemplate Record By Its Unique Salesforce ID.
Get Emails For Record
-
Retrieve All Email Messages Associated With A Specific Record (Case, Contact, Etc.).
Get Entitlement
-
Retrieve A Specific Entitlement Record By Its Unique Salesforce ID.
Get Event
-
Retrieve A Specific Event Record By Its Unique Salesforce ID. Returns Complete Event Details Including All Standard And Accessible Custom Fields.
Get Events For Contact
-
Retrieve All Events Where A Contact Is The Who (Related Person).
Get Feed Element
-
Retrieve A Specific Feed Element (Post) By Its ID.
Get Feed Item
-
Retrieve A Specific FeedItem Record By Its Unique Salesforce ID.
Get Folder
-
Retrieve A Specific Folder By ID.
Get Forecast By Category
-
Get Aggregated Opportunity Amounts Grouped By Forecast Category.
Get Global Picklist Values
-
Retrieve Values From A Global Value Set (Global Picklist).
Get Group
-
Retrieve Details Of A Specific Group.
Get Group Member
-
Retrieve A Specific Group Membership Record.
Get Holiday
-
Retrieve A Specific Holiday By ID.
Get Individual
-
Retrieve A Specific Individual Record By ID.
Get Knowledge Article
-
Retrieve The Full Content Of A Knowledge Article By Its ID.
Get Lead
-
Retrieve A Specific Lead Record By Its Unique Salesforce ID. Returns Complete Lead Details Including All Standard And Accessible Custom Fields.
Get Lead History
-
Retrieve Field Change History For A Lead.
Get Location
-
Retrieve A Specific Location Record By Its Unique Salesforce ID.
Get Milestone
-
Retrieve A Specific Milestone Type By ID.
Get My Events
-
Retrieve Calendar Events For A Specific User.
Get My Tasks
-
Retrieve Tasks Assigned To A Specific User.
Get Note
-
Retrieve A Specific Note Record By Its Unique Salesforce ID. Returns Complete Note Details Including Title, Body, And Parent Record Information.
Get Open Activities
-
Retrieve Open (Pending) Activities For A Specific Record.
Get Opportunity
-
Retrieve A Specific Opportunity Record By Its Unique Salesforce ID. Returns Complete Opportunity Details Including All Standard And Accessible Custom Fields.
Get Opportunity Field History
-
Retrieve Granular Field Change History For An Opportunity.
Get Opportunity Forecast Category
-
Retrieve The Forecast Category For An Opportunity.
Get Opportunity History
-
Retrieve Field Change History For An Opportunity.
Get Opportunity Line Item
-
Retrieve A Specific Opportunity Line Item By ID.
Get Opportunity Products Summary
-
Get A Summary Of All Products On An Opportunity With Totals.
Get Order
-
Retrieve A Specific Order Record By Its Unique Salesforce ID.
Get Order Item
-
Retrieve A Specific OrderItem Record By Its Unique Salesforce ID.
Get Orders For Account
-
Retrieve All Orders Associated With A Specific Account.
Get Organization Info
-
Retrieve Information About The Salesforce Organization.
Get Overdue Tasks
-
Retrieve All Overdue Tasks That Are Not Completed.
Get Page Layouts
-
Retrieve Page Layout Information For An Object.
Get Partner
-
Retrieve A Specific Partner Record By Its Unique Salesforce ID.
Get Pipeline By Stage
-
Get Aggregated Opportunity Amounts Grouped By Stage.
Get Pricebook
-
Retrieve A Specific Pricebook2 Record By Its Unique Salesforce ID.
Get Pricebook Entry
-
Retrieve A Specific PricebookEntry Record By Its Unique Salesforce ID.
Get Product
-
Retrieve A Specific Product2 Record By Its Unique Salesforce ID.
Get Product Pricing
-
Retrieve All Pricebook Entries For A Specific Product Across All Pricebooks.
Get Profile
-
Retrieve A Specific Profile By ID.
Get Queue Supported Objects
-
Retrieve The Objects Supported By A Queue.
Get Recent Activities
-
Retrieve Recently Completed Tasks And Past Events.
Get Recently Viewed Records
-
Retrieve Recently Viewed Records For The Current User Across Specified Or All Object Types.
Get Record Type
-
Retrieve A Specific RecordType Record By Its Unique Salesforce ID.
Get Record Type By Name
-
Retrieve A Record Type By Its Developer Name And Object Type.
Get Report Metadata
-
Retrieve Metadata About A Specific Report Including Columns, Filters, And Groupings.
Get Return Order
-
Retrieve A Specific ReturnOrder Record By Its Unique Salesforce ID.
Get Role Hierarchy
-
Retrieve The Role Hierarchy Tree Structure.
Get Service Appointment
-
Retrieve A Specific ServiceAppointment Record By Its Unique Salesforce ID.
Get Service Contract
-
Retrieve A Specific ServiceContract Record By Its Unique Salesforce ID.
Get Service Resource
-
Retrieve A Specific ServiceResource Record By Its Unique Salesforce ID.
Get Service Territory
-
Retrieve A Specific ServiceTerritory Record By Its Unique Salesforce ID.
Get Solution
-
Retrieve A Specific Solution Record By Its Unique Salesforce ID.
Get Standard Pricebook
-
Retrieve The Standard Pricebook For The Organization.
Get Tabs
-
Retrieve Information About All Tabs Available To The Current User.
Get Task
-
Retrieve A Specific Task Record By Its Unique Salesforce ID. Returns Complete Task Details Including All Standard And Accessible Custom Fields.
Get Tasks Due Today
-
Retrieve All Tasks Due Today That Are Not Completed.
Get Tasks For Contact
-
Retrieve All Tasks Where A Contact Is The Who (Related Person).
Get Themes
-
Retrieve Theme Information For Displaying Salesforce Icons And Colors.
Get Topic
-
Retrieve A Specific Topic Record By Its Unique Salesforce ID.
Get Topics For Record
-
Retrieve All Topics Assigned To A Specific Record.
Get Upcoming Events
-
Retrieve Upcoming Calendar Events Within The Next Specified Days.
Get User
-
Retrieve A Specific User Record By Its Unique Salesforce ID. Returns Complete User Details Including All Standard And Accessible Custom Fields.
Get User Permissions
-
Retrieve Permission Set Assignments For A Specific User.
Get User Role
-
Retrieve A Specific User Role By ID.
Get Users In Group
-
Retrieve All Users Who Are Members Of A Specific Group.
Get Work Order
-
Retrieve A Specific WorkOrder Record By Its Unique Salesforce ID.
Like Feed Element
-
Add A Like To A Feed Element (Post) Or Comment.
Link Solution To Case
-
Associate A Solution With A Case By Creating A CaseSolution Record.
List Account Contact Roles
-
Retrieve All Contact Roles For An Account.
List Accounts
-
Retrieve A Paginated List Of Account Records From Salesforce Using SOQL Query. Returns Account Information Including Name, Type, Industry, Website, And Other Standard Fields.
List Active Opportunity Stages
-
Retrieve Only Active Opportunity Stages.
List All Groups
-
Retrieve All Groups In The Organization.
List Apex Invocable Actions
-
Retrieve A List Of All Apex Invocable Methods Available As Actions.
List Assets
-
Retrieve A Paginated List Of Asset Records From Salesforce Using SOQL Query.
List Assigned Resources
-
Retrieve Assigned Resources For A Service Appointment.
List Attachments
-
Retrieve Legacy Attachment Records Linked To Salesforce Records.
List Authorization Form Consents
-
Retrieve Authorization Form Consent Records.
List Bulk Ingest Jobs
-
Retrieve A List Of All Bulk Ingest Jobs.
List Bulk Query Jobs
-
Retrieve A List Of All Bulk Query Jobs.
List Business Hours
-
Retrieve All Business Hours Records In The Organization.
List Campaign Member Statuses
-
Get All Available Member Statuses For A Campaign.
List Campaign Members
-
Retrieve A List Of CampaignMember Records For A Specific Campaign.
List Campaigns
-
Retrieve A Paginated List Of Campaign Records From Salesforce Using SOQL Query. Returns Campaign Information Including Name, Status, Type, Dates, And Budget Details.
List Case Comments
-
Retrieve All Comments For A Specific Case.
List Case Milestones
-
Retrieve Milestone Instances For A Specific Case.
List Case Solutions
-
Retrieve Solutions Associated With A Specific Case Through CaseSolution Junction Object.
List Case Statuses
-
Retrieve All Case Status Values.
List Cases
-
Retrieve A Paginated List Of Case Records From Salesforce Using SOQL Query. Returns Case Information Including Subject, Status, Priority, Origin, And Related Records.
List Chatter Groups
-
Retrieve A List Of Chatter Groups In The Organization.
List Contact Point Consents
-
Retrieve Consent Records For Contact Points (Email, Phone, Etc.).
List Contacts
-
Retrieve A Paginated List Of Contact Records From Salesforce Using SOQL Query. Returns Contact Information Including Name, Email, Phone, Account Association, And Other Standard Fields.
List Content Documents
-
Retrieve A List Of ContentDocument Records Representing Files Stored In Salesforce.
List Content Versions
-
Retrieve ContentVersion Records Representing File Versions In Salesforce.
List Contract Statuses
-
Retrieve All Contract Status Values.
List Contracts
-
Retrieve A Paginated List Of Contract Records From Salesforce Using SOQL Query.
List Custom Invocable Actions
-
Retrieve A List Of All Custom Invocable Actions Including Apex And Flow Actions.
List Dashboards
-
Retrieve A List Of Recently Viewed Dashboards Available To The Current User.
List Data Category Groups
-
Retrieve Data Category Groups Used To Organize Knowledge Articles.
List Documents
-
Retrieve Documents From A Folder.
List Email Message Relations
-
Retrieve Email Message Relations Linking Emails To Recipients And Related Records.
List Email Messages
-
Retrieve A Paginated List Of EmailMessage Records From Salesforce Using SOQL Query.
List Email Templates
-
Retrieve A List Of EmailTemplate Records From Salesforce.
List Entitlement Processes
-
Retrieve All Entitlement Processes (SLA Processes).
List Entitlements
-
Retrieve A Paginated List Of Entitlement Records From Salesforce Using SOQL Query.
List Events
-
Retrieve A Paginated List Of Event Records From Salesforce Using SOQL Query. Returns Event Information Including Subject, Start/End Times, Location, And Related Records.
List Feed Comments
-
Retrieve Comments On A Specific FeedItem.
List Feed Items
-
Retrieve A Paginated List Of FeedItem Records From Salesforce Chatter Feeds.
List Flow Actions
-
Retrieve A List Of All Autolaunched Flows Available As Invocable Actions.
List Folders
-
Retrieve All Folders For Documents, Reports, Or Dashboards.
List Global Quick Actions
-
Retrieve All Global Quick Actions Available In The Organization.
List Group Members
-
Retrieve All Members Of A Specific Group Or Queue.
List Holidays
-
Retrieve All Holidays Defined In The Organization.
List Individuals
-
Retrieve Individual Records For Privacy Management.
List Knowledge Articles
-
Retrieve A List Of Published Knowledge Articles Visible To The Current User.
List Lead Statuses
-
Retrieve All Lead Status Values.
List Leads
-
Retrieve A Paginated List Of Lead Records From Salesforce Using SOQL Query. Returns Lead Information Including Name, Company, Status, Source, And Other Standard Fields.
List Locations
-
Retrieve A Paginated List Of Location Records From Salesforce.
List Milestones
-
Retrieve All Milestone Records For Entitlement Management.
List Notes
-
Retrieve A Paginated List Of Note Records From Salesforce Using SOQL Query. Returns Note Information Including Title, Body, And Parent Record Association.
List Opportunities
-
Retrieve A Paginated List Of Opportunity Records From Salesforce Using SOQL Query. Returns Opportunity Information Including Name, Stage, Amount, Close Date, And Other Standard Fields.
List Opportunity Contact Roles
-
Retrieve All Contact Roles For An Opportunity.
List Opportunity Line Items
-
Retrieve All Product Line Items For An Opportunity.
List Opportunity Stages
-
Retrieve All Opportunity Stages Defined In The Sales Process.
List Order Items
-
Retrieve All Line Items For A Specific Order.
List Order Statuses
-
Retrieve All Order Status Values.
List Orders
-
Retrieve A Paginated List Of Order Records From Salesforce Using SOQL Query.
List Org Wide Email Addresses
-
Retrieve All Organization-Wide Email Addresses.
List Partners
-
Retrieve A Paginated List Of Partner Records From Salesforce Using SOQL Query.
List Pending Approval Work Items
-
Retrieve Pending Approval Work Items For Processing.
List Periods
-
Retrieve Fiscal Periods For A Given Fiscal Year.
List Permission Sets
-
Retrieve All Permission Sets In The Organization.
List Pricebook Entries
-
Retrieve Pricebook Entries For A Specific Pricebook.
List Pricebooks
-
Retrieve A Paginated List Of Pricebook2 Records From Salesforce Using SOQL Query.
List Process Instance Steps
-
Retrieve Step History For A Process Instance Showing Each Approval Step'S Outcome.
List Process Instances
-
Retrieve Process Instances Showing Approval History For Records.
List Products
-
Retrieve A Paginated List Of Product2 Records From Salesforce Using SOQL Query.
List Profiles
-
Retrieve All Profiles In The Organization.
List Public Case Comments
-
Retrieve Only Published (Public) Comments For A Case.
List Public Groups
-
Retrieve All Public Groups In The Organization.
List Queues
-
Retrieve All Queues In The Organization.
List Record Types
-
Retrieve All Record Types For A Specific Object.
List Report Instances
-
Retrieve A List Of Asynchronous Report Execution Instances For A Report.
List Reports
-
Retrieve A List Of Recently Viewed Reports Available To The Current User.
List Return Order Line Items
-
Retrieve Line Items For A Specific Return Order.
List Return Orders
-
Retrieve A Paginated List Of ReturnOrder Records From Salesforce.
List SObjects
-
Retrieve A List Of All Available Salesforce Objects In The Organization Including Standard And Custom Objects.
List Service Appointments
-
Retrieve A List Of ServiceAppointment Records From Salesforce.
List Service Contracts
-
Retrieve A Paginated List Of ServiceContract Records From Salesforce.
List Service Resources
-
Retrieve A List Of ServiceResource Records From Salesforce.
List Service Territories
-
Retrieve A List Of ServiceTerritory Records From Salesforce.
List Setup Audit Trail
-
Retrieve Setup Audit Trail Entries For Admin Changes.
List Solution Statuses
-
Retrieve All Solution Status Values.
List Solutions
-
Retrieve A Paginated List Of Solution Records From Salesforce Using SOQL Query.
List Task Statuses
-
Retrieve All Task Status Values.
List Tasks
-
Retrieve A Paginated List Of Task Records From Salesforce Using SOQL Query. Returns Task Information Including Subject, Status, Priority, Due Date, And Related Records.
List Topic Assignments
-
Retrieve Topic Assignments Linking Topics To Records.
List Topics
-
Retrieve A List Of Topic Records From Salesforce.
List User Licenses
-
Retrieve All User Licenses In The Organization.
List User Roles
-
Retrieve All User Roles In The Organization.
List Users
-
Retrieve A Paginated List Of User Records From Salesforce Using SOQL Query. Returns User Information Including Name, Email, Profile, Role, And Other Standard Fields.
List Users By Profile
-
Retrieve All Users Assigned To A Specific Profile.
List Users By Role
-
Retrieve All Users Assigned To A Specific Role.
List Work Order Line Items
-
Retrieve All Line Items For A Specific WorkOrder.
List Work Order Statuses
-
Retrieve All Work Order Status Values.
List Work Orders
-
Retrieve A Paginated List Of WorkOrder Records From Salesforce Using SOQL Query.
Parameterized Search
-
Execute A Parameterized SOSL Search With Additional Filtering Options.
Post Comment
-
Add A Comment To A Feed Element (Post).
Post Feed Element
-
Create A New Post On A User'S Feed, Group, Or Record Feed.
Recall Approval Request
-
Recall A Previously Submitted Approval Request Before It Has Been Fully Processed.
Refresh Dashboard
-
Refresh A Dashboard To Get The Latest Data For All Components.
Remove Group Member
-
Remove A Member From A Group.
Remove Permission Set
-
Remove A Permission Set Assignment From A User.
Remove Topic From Record
-
Remove A Topic Assignment From A Record.
Run Report Asynchronously
-
Start An Asynchronous Report Execution And Get An Instance ID For Results.
Run Report Synchronously
-
Execute A Report Synchronously And Return The Results Immediately.
Schedule Meeting
-
Create A Calendar Event To Schedule A Meeting With A Contact.
Search Accounts
-
Search For Account Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Accounts Matching The Search Term.
Search Assets
-
Search For Asset Records Using Salesforce Full-Text Search (SOSL).
Search Campaign Members
-
Search For Campaign Members By Name Or Email.
Search Campaigns
-
Search For Campaign Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Campaigns Matching The Search Term.
Search Cases
-
Search For Case Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Cases Matching The Search Term.
Search Contacts
-
Search For Contact Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Contacts Matching The Search Term.
Search Contracts
-
Search For Contract Records Using Salesforce Full-Text Search (SOSL).
Search Knowledge Articles
-
Search Knowledge Articles By Keyword With Optional Category Filtering.
Search Leads
-
Search For Lead Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Leads Matching The Search Term.
Search Locations
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Search For Location Records Using Salesforce Full-Text Search (SOSL).
Search Opportunities
-
Search For Opportunity Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Opportunities Matching The Search Term.
Search Orders
-
Search For Order Records Using Salesforce Full-Text Search (SOSL).
Search Pricebook Entries
-
Search For PricebookEntry Records By Product Name Or Code.
Search Solutions
-
Search For Solution Records Using Salesforce Full-Text Search (SOSL).
Search Suggest Records
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Get Search Suggestions Based On User Input For Building Autocomplete Functionality.
Search Topics
-
Search For Topic Records Using Salesforce Full-Text Search (SOSL).
Search Users
-
Search For User Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Users Matching The Search Term.
Search Work Orders
-
Search For WorkOrder Records Using Salesforce Full-Text Search (SOSL).
Send Email
-
Send An Email Using The EmailSimple Standard Invocable Action.
Transfer Record Ownership
-
Transfer Ownership Of A Record To A Different User.
Unlink Solution From Case
-
Remove The Association Between A Solution And A Case By Deleting The CaseSolution Record.
Update Account
-
Update An Existing Account Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Account Contact Role
-
Update A Contact Role On An Account.
Update Asset
-
Update An Existing Asset Record In Salesforce With Specified Field Values.
Update Campaign Member
-
Update A CampaignMember Record'S Status Or Other Fields.
Update Case
-
Update An Existing Case Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Case Comment
-
Update An Existing Case Comment.
Update Contact
-
Update An Existing Contact Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Contract
-
Update An Existing Contract Record In Salesforce With Specified Field Values.
Update Entitlement
-
Update An Existing Entitlement Record In Salesforce With Specified Field Values.
Update Event
-
Update An Existing Event Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Individual
-
Update Privacy Preferences For An Individual.
Update Lead
-
Update An Existing Lead Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Location
-
Update An Existing Location Record In Salesforce.
Update Note
-
Update An Existing Note Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Opportunity
-
Update An Existing Opportunity Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Opportunity Contact Role
-
Update A Contact Role On An Opportunity.
Update Opportunity Forecast Category
-
Update The Forecast Category For An Opportunity.
Update Opportunity Line Item
-
Update An Existing Opportunity Line Item.
Update Order
-
Update An Existing Order Record In Salesforce With Specified Field Values.
Update Order Item
-
Update An Existing OrderItem Record In Salesforce.
Update Pricebook
-
Update An Existing Pricebook2 Record In Salesforce.
Update Pricebook Entry
-
Update An Existing PricebookEntry Record In Salesforce.
Update Product
-
Update An Existing Product2 Record In Salesforce With Specified Field Values.
Update Records Collection
-
Update Up To 200 Records Of Mixed Object Types In A Single API Call Using SObject Collections.
Update Return Order
-
Update An Existing ReturnOrder Record In Salesforce.
Update Service Appointment
-
Update An Existing ServiceAppointment Record In Salesforce.
Update Service Contract
-
Update An Existing ServiceContract Record In Salesforce.
Update Service Resource
-
Update An Existing ServiceResource Record In Salesforce.
Update Solution
-
Update An Existing Solution Record In Salesforce With Specified Field Values.
Update Task
-
Update An Existing Task Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Topic
-
Update An Existing Topic Record In Salesforce.
Update User
-
Update An Existing User Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Update Work Order
-
Update An Existing WorkOrder Record In Salesforce With Specified Field Values.
Upload Bulk Job Data
-
Upload CSV Data To A Bulk Ingest Job For Processing.
No actions available.
No actions available.
No actions available.
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