Salesforce

Create records, run queries, and manage objects in Salesforce CRM. In Appbricx, your workflows and server functions call it by name once it is connected.

Connect SalesforceFull reference

What you can do

27 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

  • Create Recordcreate_record
    Create a record of a given object.
  • Run Query (Advanced)run_query
    Run a salesforce query
  • Update Recordupdate_record
    Updates an existing record.
  • Add Contact to Campaignadd_contact_to_campaign
    Add a contact to a campaign.
  • Add File to Recordadd_file_to_record
    Uploads a file and attaches it to an existing record.
  • Add Lead to Campaignadd_lead_to_campaign
    Adds an existing lead to an existing campaign.
  • Create Attachment (Legacy)create_attachment
    Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
  • Create Casecreate_case
    Creates a Case, which represents a customer issue or problem.
  • Create Contactcreate_contact
    Creates a new contact record.
  • Create Leadcreate_lead
    Creates a new lead.
  • Create Notecreate_note
    Creates a note and attaches it to a record.
  • Create Opportunitycreate_opportunity
    Creates a new opportunity.

All 27 actions with their inputs

Set it up

About two minutes, once per project or once for the whole workspace.

  1. Open Integrations in the builder

    Backend panel, Integrations tab, then Salesforce. To connect it for every project, use Workspace settings, Integrations.

  2. Sign in to Salesforce

    You sign in to Salesforce and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.

    • api
    • refresh_token

    This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.

  3. Call an action

    From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

    Workflow
    // .workflow.js (native ctx)
export async function run(ctx) {
  const res = await ctx.integrations.invoke("salesforce", "create_record", {
    "object": "<object>",
    "data": {}
  });
  if (!res.success) throw new Error(res.error);
  ctx.log.info("Salesforce answered", { output: res.output });
}

Salesforce and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.

Connect Salesforce once. Every workflow can use it.

Start freeAll integrations