Salesforce

Create, read, update, and delete Salesforce leads, accounts, contacts, and opportunities from inside an agent workflow.

Salesforce actions let an agent work with CRM records directly in a flow. An agent can create, read, update, and delete leads, accounts, contacts, and opportunities, then pass the results to later steps.

Supported actions

Group	Actions
Lead	Create, Update, Get, Get All, Delete
Account	Create, Update, Get, Get All, Delete
Contact	Create, Update, Get, Get All, Delete
Opportunity	Create, Update, Get, Get All, Delete

Prerequisites

Create a Salesforce credential

Connect Salesforce as a Salesforce OAuth credential in Credential Management, then select it on every Salesforce action. For the connection steps, see the Salesforce OAuth setup guide. These actions also support end user authentication, so a step can run against the credential of the person using the agent.

How to use these actions

• Map text inputs from earlier steps. Inputs such as names, IDs, and field values accept a value mapped from a previous step. The Limit number takes a fixed value.
• Filter the Get All actions with SOQL. The Where Clause is the part of a SOQL query that comes after WHERE, entered without the keyword.
• Choose which fields to return. The Fields input is a comma separated list of fields. Leave it empty to return the default set.
• Set fields that are not shown. Additional Fields JSON accepts a JSON object for any fields not shown as their own input.

Actions

Lead

Salesforce Lead Create

Creates a new lead.

Input	Required	Description
Last Name	Yes	The lead’s last name.
Company	Yes	The company name.
First Name	No	The lead’s first name.
Email	No	The lead’s email address.
Phone	No	The lead’s phone number.
Title	No	The lead’s job title.
Lead Source	No	Where the lead came from, for example Web, Phone Inquiry, or Partner Referral.
Status	No	The lead status, for example Open, Working, or Closed.
Additional Fields JSON	No	A JSON object of extra fields to set on the lead.

Salesforce Lead Update

Updates an existing lead.

Input	Required	Description
Lead ID	Yes	The unique identifier of the lead to update.
Last Name	No	The lead’s last name.
Company	No	The company name.
First Name	No	The lead’s first name.
Email	No	The lead’s email address.
Phone	No	The lead’s phone number.
Title	No	The lead’s job title.
Lead Source	No	Where the lead came from.
Status	No	The lead status.
Additional Fields JSON	No	A JSON object of extra fields to set on the lead.

Salesforce Lead Get

Retrieves a lead by ID.

Input	Required	Description
Lead ID	Yes	The unique identifier of the lead to retrieve.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.

Salesforce Lead Get All

Lists leads.

Input	Required	Description
Where Clause	No	A SOQL filter, the part after WHERE entered without the keyword.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.
Limit	No	Maximum number of records to return. Defaults to 200.

Salesforce Lead Delete

Deletes a lead.

Input	Required	Description
Lead ID	Yes	The unique identifier of the lead to delete.

Account

Salesforce Account Create

Creates a new account.

Input	Required	Description
Name	Yes	The account name.
Industry	No	The account’s industry.
Phone	No	The account’s phone number.
Website	No	The account’s website.
Description	No	A description of the account.
Additional Fields JSON	No	A JSON object of extra fields to set on the account.

Salesforce Account Update

Updates an existing account.

Input	Required	Description
Account ID	Yes	The unique identifier of the account to update.
Name	No	The account name.
Industry	No	The account’s industry.
Phone	No	The account’s phone number.
Website	No	The account’s website.
Description	No	A description of the account.
Additional Fields JSON	No	A JSON object of extra fields to set on the account.

Salesforce Account Get

Retrieves an account by ID.

Input	Required	Description
Account ID	Yes	The unique identifier of the account to retrieve.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.

Salesforce Account Get All

Lists accounts.

Input	Required	Description
Where Clause	No	A SOQL filter, the part after WHERE entered without the keyword.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.
Limit	No	Maximum number of records to return. Defaults to 200.

Salesforce Account Delete

Deletes an account.

Input	Required	Description
Account ID	Yes	The unique identifier of the account to delete.

Contact

Salesforce Contact Create

Creates a new contact.

Input	Required	Description
Last Name	Yes	The contact’s last name.
First Name	No	The contact’s first name.
Email	No	The contact’s email address.
Phone	No	The contact’s phone number.
Account ID	No	The associated account.
Title	No	The contact’s job title.
Additional Fields JSON	No	A JSON object of extra fields to set on the contact.

Salesforce Contact Update

Updates an existing contact.

Input	Required	Description
Contact ID	Yes	The unique identifier of the contact to update.
Last Name	No	The contact’s last name.
First Name	No	The contact’s first name.
Email	No	The contact’s email address.
Phone	No	The contact’s phone number.
Account ID	No	The associated account.
Title	No	The contact’s job title.
Additional Fields JSON	No	A JSON object of extra fields to set on the contact.

Salesforce Contact Get

Retrieves a contact by ID.

Input	Required	Description
Contact ID	Yes	The unique identifier of the contact to retrieve.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.

Salesforce Contact Get All

Lists contacts.

Input	Required	Description
Where Clause	No	A SOQL filter, the part after WHERE entered without the keyword.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.
Limit	No	Maximum number of records to return. Defaults to 200.

Salesforce Contact Delete

Deletes a contact.

Input	Required	Description
Contact ID	Yes	The unique identifier of the contact to delete.

Opportunity

Salesforce Opportunity Create

Creates a new opportunity.

Input	Required	Description
Name	Yes	The opportunity name.
Stage Name	Yes	The sales stage, for example Prospecting, Qualification, or Closed Won.
Close Date	Yes	The expected close date in YYYY-MM-DD format.
Account ID	No	The associated account.
Amount	No	The monetary amount, entered as a fixed number.
Probability	No	The win probability from 0 to 100, entered as a fixed number.
Description	No	A description of the opportunity.
Additional Fields JSON	No	A JSON object of extra fields to set on the opportunity.

Salesforce Opportunity Update

Updates an existing opportunity.

Input	Required	Description
Opportunity ID	Yes	The unique identifier of the opportunity to update.
Name	No	The opportunity name.
Stage Name	No	The sales stage.
Close Date	No	The expected close date in YYYY-MM-DD format.
Account ID	No	The associated account.
Amount	No	The monetary amount, entered as a fixed number.
Probability	No	The win probability, entered as a fixed number.
Description	No	A description of the opportunity.
Additional Fields JSON	No	A JSON object of extra fields to set on the opportunity.

Salesforce Opportunity Get

Retrieves an opportunity by ID.

Input	Required	Description
Opportunity ID	Yes	The unique identifier of the opportunity to retrieve.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.

Salesforce Opportunity Get All

Lists opportunities.

Input	Required	Description
Where Clause	No	A SOQL filter, the part after WHERE entered without the keyword.
Fields	No	A comma separated list of fields to return. Leave empty for the default set.
Limit	No	Maximum number of records to return. Defaults to 200.

Salesforce Opportunity Delete

Deletes an opportunity.

Input	Required	Description
Opportunity ID	Yes	The unique identifier of the opportunity to delete.

Example

An agent that turns an inbound inquiry into a tracked deal:

1. Find the account

   A Salesforce Account Get All action filters with a Where Clause such as Name = 'Acme Corp' so a model step can confirm whether the company already exists.

2. Create the contact

   A Salesforce Contact Create action sets Last Name and Email from the inquiry and maps Account ID to the account from the previous step.

3. Open the opportunity

   A Salesforce Opportunity Create action sets Name, Stage Name to Prospecting, and Close Date, mapping Account ID to the same account.

4. Confirm

   A model step summarizes the created records, including their returned IDs, for the activity log.

Troubleshooting

Required field missing

Salesforce rejects records that lack a required field. A lead needs Last Name and Company, and an opportunity needs Name, Stage Name, and Close Date.

Invalid Where Clause

The Where Clause must be valid SOQL with the WHERE keyword removed. Quote string values with single quotes, for example Status = 'Open'.

Insufficient access rights on object

The connected user does not have permission for the object or record. Confirm the user’s profile grants access to the leads, accounts, contacts, or opportunities you are calling.

Authentication or token expired

Reconnect the Salesforce OAuth credential. If a step uses end user authentication, the person running the agent may need to authorize Salesforce again.

For issues common to every vendor, see the Actions overview.