# Fiche connecteur Salesforce
Catalogue Pipedream : connexion du compte et droits nécessaires. Les actions réellement utilisables sont vérifiées dans Bruno lors de la connexion. Les déclencheurs sont documentés à titre de référence et ne sont pas activés automatiquement dans Bruno.
Les noms et données des exemples sont fictifs ; toute exécution reste soumise aux droits et aux validations du connecteur.

## Salesforce
URL : https://get-bruno.com/features/connectors/salesforce-rest-api
Référence texte : https://get-bruno.com/features/connectors/salesforce-rest-api/reference.txt
Origine : Catalogue Pipedream
Statut : Catalogue Pipedream — connexion à vérifier
Catégories : CRM
Description : Salesforce est une plateforme CRM pour gérer les comptes, contacts, leads, opportunités, cas de support, campagnes et contenus associés. Ce connecteur expose des actions pour lire, créer, mettre à jour, supprimer et rechercher des enregistrements, ainsi que des déclencheurs pour certains changements dans Salesforce.
Authentification : OAuth
Présentation : Salesforce est une plateforme CRM pour gérer les comptes, contacts, leads, opportunités, cas de support, campagnes et contenus associés. Ce connecteur expose des actions pour lire, créer, mettre à jour, supprimer et rechercher des enregistrements, ainsi que des déclencheurs pour certains changements dans Salesforce.
Usage : Créer un contact lié à un compte existant
Exemple de demande : Je veux créer le contact Julie Bernard et le rattacher au compte Atelier Martin, avec son e-mail et son téléphone.
Résultat attendu : Le contact est créé avec les champs fournis et rattaché au compte dont l'AccountId a été récupéré au préalable.
À préciser : Identifiant du compte Salesforce à rattacher ; Nom du contact ; Champs requis par l'organisation
Nature : Exemple sous réserve de connexion et de droits
Sources de l’exemple : https://pipedream.com/apps/salesforce-rest-api/actions/create-contact ; https://pipedream.com/apps/salesforce-rest-api/actions/describe-object ; https://pipedream.com/apps/salesforce-rest-api/actions/find-records
Usage : Ajouter un commentaire de suivi à un cas récent
Exemple de demande : Je veux retrouver les trois derniers cas ouverts, puis ajouter un commentaire de suivi au cas le plus récent.
Résultat attendu : Les cas récents sont récupérés, puis un commentaire est ajouté au cas ciblé une fois son identifiant connu.
À préciser : Critère de recherche des cas ; Identifiant du cas à commenter ; Texte du commentaire de suivi
Nature : Exemple sous réserve de connexion et de droits
Sources de l’exemple : https://pipedream.com/apps/salesforce-rest-api/actions/list-cases ; https://pipedream.com/apps/salesforce-rest-api/actions/list-case-comments ; https://pipedream.com/apps/salesforce-rest-api/actions/create-casecomment
Usage : Créer une opportunité puis la faire passer à un nouveau stade
Exemple de demande : Je veux créer une opportunité pour le compte Atelier Martin avec son montant, sa date de clôture et son stade initial, puis la mettre au stade Proposition envoyée après validation.
Résultat attendu : L'opportunité est créée, puis mise à jour avec un stade valide pour l'organisation et les autres champs fournis.
À préciser : Compte Salesforce à rattacher ; Nom de l'opportunité ; Stade valide pour l'organisation ; Date de clôture et montant
Nature : Exemple sous réserve de connexion et de droits
Sources de l’exemple : https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunity ; https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunity ; https://pipedream.com/apps/salesforce-rest-api/actions/describe-object
Limites propres au service : Les champs obligatoires et les valeurs de liste dépendent de l'organisation ; il faut vérifier le schéma avant de créer ou de mettre à jour des données. Les opérations en lot renvoient un identifiant de job, pas le détail final des lignes traitées, et une vérification ultérieure dans Salesforce reste nécessaire. La suppression envoie les enregistrements à la corbeille Salesforce et ils ne sont récupérables que temporairement. Pour les fichiers binaires, le contenu doit être fourni via un chemin de fichier ou une URL, pas sous forme d'octets bruts.
Vocabulaire français : Ajouter un contact à une campagne — Ajoute un contact déjà existant à une campagne déjà existante comme membre de campagne. (https://pipedream.com/apps/salesforce-rest-api/actions/add-contact-to-campaign)
Vocabulaire français : Ajouter un lead à une campagne — Ajoute un lead déjà existant à une campagne déjà existante comme membre de campagne. (https://pipedream.com/apps/salesforce-rest-api/actions/add-lead-to-campaign)
Vocabulaire français : Convertir un objet XML SOAP en JSON — Convertit une charge SOAP XML reçue de Salesforce en JSON sans appeler l'API. (https://pipedream.com/apps/salesforce-rest-api/actions/convert-soap-xml-to-json)
Vocabulaire français : Créer un compte — Crée un compte Salesforce, c'est-à-dire une société ou une organisation. (https://pipedream.com/apps/salesforce-rest-api/actions/create-account)
Vocabulaire français : Créer des comptes en lot — Crée plusieurs comptes Salesforce dans un même traitement via Bulk API 2.0 à partir d'un fichier CSV. (https://pipedream.com/apps/salesforce-rest-api/actions/create-accounts-batch)
Vocabulaire français : Créer une pièce jointe — Ajoute un fichier à un enregistrement Salesforce existant avec l'objet Attachment classique. (https://pipedream.com/apps/salesforce-rest-api/actions/create-attachment)
Vocabulaire français : Créer une campagne — Crée une campagne marketing Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/create-campaign)
Vocabulaire français : Créer un cas — Crée un cas de support Salesforce pour une demande ou un incident client. (https://pipedream.com/apps/salesforce-rest-api/actions/create-case)
Vocabulaire français : Créer un commentaire de cas — Ajoute un commentaire à un cas Salesforce existant. (https://pipedream.com/apps/salesforce-rest-api/actions/create-casecomment)
Vocabulaire français : Créer un contact — Crée un contact Salesforce rattaché à un compte. (https://pipedream.com/apps/salesforce-rest-api/actions/create-contact)
Vocabulaire français : Créer une note de contenu — Crée une note enrichie Salesforce stockée dans Salesforce Files. (https://pipedream.com/apps/salesforce-rest-api/actions/create-content-note)
Vocabulaire français : Créer un enregistrement CRM — Crée un enregistrement Salesforce de n'importe quel type d'objet. (https://pipedream.com/apps/salesforce-rest-api/actions/create-crm-record)
Vocabulaire français : Créer un événement — Crée un événement de calendrier Salesforce avec heure de début et heure de fin. (https://pipedream.com/apps/salesforce-rest-api/actions/create-event)
Vocabulaire français : Créer un lead — Crée un lead Salesforce pour un prospect non qualifié. (https://pipedream.com/apps/salesforce-rest-api/actions/create-lead)
Vocabulaire français : Créer une note — Crée une note classique Salesforce en texte brut attachée à un enregistrement parent. (https://pipedream.com/apps/salesforce-rest-api/actions/create-note)
Vocabulaire français : Créer des opportunités en lot — Crée plusieurs opportunités Salesforce dans un même traitement via Bulk API 2.0 à partir d'un fichier CSV. (https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunities-batch)
Vocabulaire français : Créer une opportunité — Crée une opportunité Salesforce pour un prospect ou une vente en cours. (https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunity)
Vocabulaire français : Créer un enregistrement — Crée un enregistrement Salesforce pour n'importe quel objet connu. (https://pipedream.com/apps/salesforce-rest-api/actions/create-record)
Vocabulaire français : Créer une tâche — Crée une tâche Salesforce avec une date d'échéance et sans heure précise. (https://pipedream.com/apps/salesforce-rest-api/actions/create-task)
Vocabulaire français : Créer un utilisateur — Crée un utilisateur Salesforce pour un membre de l'organisation. (https://pipedream.com/apps/salesforce-rest-api/actions/create-user)
Vocabulaire français : Supprimer un enregistrement CRM — Supprime un enregistrement Salesforce et le place dans la corbeille. (https://pipedream.com/apps/salesforce-rest-api/actions/delete-crm-record)
Vocabulaire français : Supprimer une note ou une note de contenu — Supprime une note classique ou une note de contenu Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/delete-note)
Vocabulaire français : Supprimer une opportunité — Supprime une opportunité Salesforce et la place dans la corbeille. (https://pipedream.com/apps/salesforce-rest-api/actions/delete-opportunity)
Vocabulaire français : Supprimer un enregistrement — Supprime un enregistrement Salesforce de n'importe quel type d'objet. (https://pipedream.com/apps/salesforce-rest-api/actions/delete-record)
Vocabulaire français : Décrire un objet — Retourne les métadonnées d'un objet Salesforce, avec les champs, les types, les champs requis et les valeurs de liste. (https://pipedream.com/apps/salesforce-rest-api/actions/describe-object)
Vocabulaire français : Trouver des enregistrements — Récupère des enregistrements Salesforce avec des champs choisis, par identifiant ou parmi les plus récents. (https://pipedream.com/apps/salesforce-rest-api/actions/find-records)
Vocabulaire français : Obtenir un cas — Récupère un cas Salesforce unique à partir de son identifiant. (https://pipedream.com/apps/salesforce-rest-api/actions/get-case)
Vocabulaire français : Obtenir l'utilisateur courant — Retourne l'identifiant, le nom, l'email et l'identifiant d'organisation de l'utilisateur Salesforce authentifié. (https://pipedream.com/apps/salesforce-rest-api/actions/get-current-user)
Vocabulaire français : Obtenir les articles de connaissances — Récupère une page d'articles de connaissances publiés selon la langue et la catégorie. (https://pipedream.com/apps/salesforce-rest-api/actions/get-knowledge-articles)
Vocabulaire français : Obtenir les groupes de catégories de connaissances — Liste les groupes de catégories de connaissances visibles pour l'utilisateur courant. (https://pipedream.com/apps/salesforce-rest-api/actions/get-knowledge-data-category-groups)
Vocabulaire français : Obtenir un enregistrement par identifiant — Récupère un enregistrement Salesforce unique à partir de son identifiant. (https://pipedream.com/apps/salesforce-rest-api/actions/get-record-by-id)
Vocabulaire français : Obtenir les enregistrements liés — Récupère les enregistrements enfants liés à un enregistrement parent Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/get-related-records)
Vocabulaire français : Obtenir un utilisateur — Récupère un utilisateur Salesforce à partir de son identifiant. (https://pipedream.com/apps/salesforce-rest-api/actions/get-user)
Vocabulaire français : Obtenir les informations utilisateur — Retourne l'identifiant, l'e-mail, l'identifiant d'organisation et l'URL d'instance de l'utilisateur Salesforce authentifié. (https://pipedream.com/apps/salesforce-rest-api/actions/get-user-info)
Vocabulaire français : Insérer des données binaires — Téléverse un fichier binaire vers un objet Salesforce comme ContentVersion ou Attachment. (https://pipedream.com/apps/salesforce-rest-api/actions/insert-blob-data)
Vocabulaire français : Lister les commentaires de cas — Liste les commentaires d'un cas Salesforce, du plus récent au plus ancien. (https://pipedream.com/apps/salesforce-rest-api/actions/list-case-comments)
Vocabulaire français : Lister les éléments du fil de cas — Liste le fil d'activité d'un cas Salesforce, y compris les posts, changements d'état et commentaires. (https://pipedream.com/apps/salesforce-rest-api/actions/list-case-feed-items)
Vocabulaire français : Lister les cas — Liste les cas de support Salesforce, du plus récent au plus ancien. (https://pipedream.com/apps/salesforce-rest-api/actions/list-cases)
Vocabulaire français : Lister les messages électroniques — Liste les messages électroniques Salesforce, éventuellement pour un cas précis. (https://pipedream.com/apps/salesforce-rest-api/actions/list-email-messages)
Vocabulaire français : Lister les modèles d'e-mail — Liste les modèles d'e-mail Salesforce et leurs identifiants. (https://pipedream.com/apps/salesforce-rest-api/actions/list-email-templates)
Vocabulaire français : Lister les articles de connaissances — Liste les enregistrements conteneurs des articles Salesforce Knowledge. (https://pipedream.com/apps/salesforce-rest-api/actions/list-knowledge-articles)
Vocabulaire français : Lister les champs d'un objet — Liste les noms de champs d'un objet Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/list-object-fields)
Vocabulaire français : Lister les objets — Liste les types d'objets Salesforce disponibles dans l'organisation. (https://pipedream.com/apps/salesforce-rest-api/actions/list-objects)
Vocabulaire français : Publier un message sur le fil Chatter — Publie un message Chatter sur le fil d'un enregistrement Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/post-feed-to-chatter)
Vocabulaire français : Rechercher des enregistrements d'objet — Recherche des enregistrements d'un objet Salesforce par texte indexé avec une requête SOSL paramétrée. (https://pipedream.com/apps/salesforce-rest-api/actions/search-string)
Vocabulaire français : Envoyer un e-mail — Envoie un e-mail via Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/send-email)
Vocabulaire français : Requête SOQL — Exécute une requête SOQL libre sur Salesforce. (https://pipedream.com/apps/salesforce-rest-api/actions/soql-query)
Vocabulaire français : Requête SOQL guidée — Exécute une requête SOQL avec des invites guidées pour l'objet, les champs et les filtres. (https://pipedream.com/apps/salesforce-rest-api/actions/soql-search)
Vocabulaire français : Recherche SOSL guidée — Exécute une recherche texte SOSL avec des invites guidées. (https://pipedream.com/apps/salesforce-rest-api/actions/sosl-search)
Vocabulaire français : Recherche texte — Recherche des enregistrements Salesforce par mot-clé dans plusieurs types d'objets. (https://pipedream.com/apps/salesforce-rest-api/actions/text-search)
Vocabulaire français : Mettre à jour un compte — Met à jour des champs sur un compte Salesforce existant. (https://pipedream.com/apps/salesforce-rest-api/actions/update-account)
Vocabulaire français : Mettre à jour des comptes en lot — Met à jour plusieurs comptes Salesforce dans un même traitement via Bulk API 2.0 à partir d'un fichier CSV. (https://pipedream.com/apps/salesforce-rest-api/actions/update-accounts-batch)
Vocabulaire français : Mettre à jour un contact — Met à jour des champs sur un contact Salesforce existant. (https://pipedream.com/apps/salesforce-rest-api/actions/update-contact)
Vocabulaire français : Mettre à jour une note de contenu — Met à jour une note enrichie Salesforce stockée dans Salesforce Files. (https://pipedream.com/apps/salesforce-rest-api/actions/update-content-note)
Vocabulaire français : Mettre à jour un enregistrement CRM — Met à jour un enregistrement Salesforce existant de n'importe quel type d'objet. (https://pipedream.com/apps/salesforce-rest-api/actions/update-crm-record)
Vocabulaire français : Mettre à jour un modèle d'e-mail — Met à jour un modèle d'e-mail Salesforce existant. (https://pipedream.com/apps/salesforce-rest-api/actions/update-email-template)
Vocabulaire français : Mettre à jour une note — Met à jour une note classique Salesforce en texte brut. (https://pipedream.com/apps/salesforce-rest-api/actions/update-note)
Vocabulaire français : Mettre à jour des opportunités en lot — Met à jour plusieurs opportunités Salesforce dans un même traitement via Bulk API 2.0 à partir d'un fichier CSV. (https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunities-batch)
Vocabulaire français : Mettre à jour une opportunité — Met à jour des champs sur une opportunité Salesforce existante. (https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunity)
Vocabulaire français : Mettre à jour un enregistrement — Met à jour un enregistrement Salesforce de n'importe quel type d'objet. (https://pipedream.com/apps/salesforce-rest-api/actions/update-record)
Vocabulaire français : Insérer ou mettre à jour un enregistrement — Crée un enregistrement Salesforce ou le met à jour s'il existe déjà, à partir d'un identifiant externe. (https://pipedream.com/apps/salesforce-rest-api/actions/upsert-record)
Vocabulaire français : Cas mis à jour — Déclenche un événement quand un cas est mis à jour. (https://pipedream.com/apps/salesforce-rest-api/triggers/case-updated-instant)
Vocabulaire français : Modèle d'e-mail mis à jour — Déclenche un événement quand un modèle d'e-mail est mis à jour. (https://pipedream.com/apps/salesforce-rest-api/triggers/email-template-updated-instant)
Vocabulaire français : Article de connaissances mis à jour — Déclenche un événement quand un article de connaissances est mis à jour. (https://pipedream.com/apps/salesforce-rest-api/triggers/knowledge-article-updated-instant)
Vocabulaire français : Nouveau cas — Déclenche un événement quand un cas est créé. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-case-instant)
Vocabulaire français : Nouveau commentaire de fil Chatter — Déclenche un événement quand un nouveau commentaire de fil Chatter est créé. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-feed-comment)
Vocabulaire français : Nouvel élément de fil Chatter — Déclenche un événement quand un nouvel élément de fil Chatter est créé. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-feed-item)
Vocabulaire français : Nouvel enregistrement supprimé — Déclenche un événement quand un enregistrement du type choisi est supprimé. (https://pipedream.com/apps/salesforce-rest-api/triggers/record-deleted-instant)
Vocabulaire français : Nouveau modèle d'e-mail — Déclenche un événement quand un modèle d'e-mail est créé. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-email-template-instant)
Vocabulaire français : Nouvel article de connaissances — Déclenche un événement quand un article de connaissances est créé. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-knowledge-article-instant)
Vocabulaire français : Nouveau message sortant — Déclenche un événement quand un nouveau message sortant est reçu dans Salesforce. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-outbound-message)
Vocabulaire français : Nouvel enregistrement — Déclenche un événement quand un enregistrement du type choisi est créé. (https://pipedream.com/apps/salesforce-rest-api/triggers/new-record-instant)
Vocabulaire français : Nouvel enregistrement mis à jour — Déclenche un événement quand un enregistrement du type choisi est mis à jour. (https://pipedream.com/apps/salesforce-rest-api/triggers/record-updated-instant)
- action : Add Contact to Campaign — Add an existing contact to an existing campaign as a campaign member. Use Find Records on Contact and on Campaign to look up the two IDs first. The contact must already exist - use Create Contact if it does not. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/add-contact-to-campaign)
- action : Add Lead to Campaign — Add an existing lead to an existing campaign as a campaign member. Use Find Records on Lead and on Campaign to look up the two IDs first. The lead must already exist - use Create Lead if it does not. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/add-lead-to-campaign)
- action : Convert SOAP XML Object to JSON — Convert a SOAP XML payload received from Salesforce into JSON. Use this on the raw body delivered by an outbound-message trigger; it makes no API call. Every other Salesforce action already returns JSON, so this is only needed for outbound-message workflows. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/convert-soap-xml-to-json)
- action : Create Account — Create a Salesforce account (a company or organization record). Use Describe Object on Account to discover which fields your org requires before calling. For example, Name Acme Corp creates a minimal account and returns its new record ID. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-account)
- action : Create Accounts (Batch) — Create many Salesforce accounts in one job using Bulk API 2.0. Use this instead of Create Account when inserting more than roughly 200 records - it is asynchronous and returns a job ID, not the created records. Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded. Input is a CSV file - supply a path under /tmp or a URL to download it from, with a header row of Salesforce field API names. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-accounts-batch)
- action : Create Attachment — Attach a file to an existing Salesforce record (classic Attachment object). Use Find Records to get the parent record ID first. For newer orgs prefer Salesforce Files - use Insert Blob Data with ContentVersion instead. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-attachment)
- action : Create Campaign — Create a Salesforce marketing campaign. Use Add Contact to Campaign or Add Lead to Campaign afterwards to populate its members. For example, Name: "Summer 2026 Webinar" creates the campaign and returns its ID. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-campaign)
- action : Create Case — Create a Salesforce support case (a customer issue or request). Use List Cases to check whether a matching case already exists before creating a duplicate. After creating, use Create Case Comment to add notes or List Case Feed Items to read its activity. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-case)
- action : Create Case Comment — Add a comment to an existing Salesforce case. Use List Cases to find the case ID, and List Case Comments to read the existing thread first. Comments are visible in the case feed - List Case Feed Items shows them as CaseCommentPost entries. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-casecomment)
- action : Create Contact — Create a Salesforce contact (a person associated with an account). Use Find Records on Account to get the AccountId that links this contact to a company. Use Describe Object on Contact to discover which fields your org requires. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-contact)
- action : Create Content Note — Create an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use this rather than Create Note on modern orgs; Create Note writes the classic plain-text note object. Use Update Content Note to edit one afterwards. Notes must be enabled in the org first - see Set Up Notes. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-content-note)
- action : Create CRM Record —  (https://pipedream.com/apps/salesforce-rest-api/actions/create-crm-record)
- action : Create Event — Create a Salesforce calendar event (a meeting or appointment with a start and end time). Use Create Task instead for to-do items with no scheduled time. Use Find Records to get the WhoId (contact or lead) and WhatId (related record) you want to link. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-event)
- action : Create Lead — Create a Salesforce lead (an unqualified prospect not yet linked to an account). Use Create Contact instead when the person already belongs to a known account. Use Add Lead to Campaign afterwards to attribute the lead to a campaign. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-lead)
- action : Create Note — Create a classic Salesforce note (up to 32 KB of plain text) attached to a parent record. Prefer Create Content Note on modern orgs - classic notes are legacy and do not support rich text. Use Find Records to get the parent record ID first. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-note)
- action : Create Opportunities (Batch) — Create many Salesforce opportunities in one job using Bulk API 2.0. Use this instead of Create Opportunity when inserting more than roughly 200 records - it is asynchronous and returns a job ID, not the created records. Every row needs Name , StageName and CloseDate . Input is a CSV file - supply a path under /tmp or a URL to download it from, with a header row of Salesforce field API names. Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunities-batch)
- action : Create Opportunity — Create a Salesforce opportunity (a potential deal with an amount and close date). Requires Name , StageName and CloseDate - use Describe Object on Opportunity to list the valid StageName values for your org. Use Find Records on Account to get the AccountId to attach the deal to. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunity)
- action : Create Record — Create a Salesforce record of any object type. Use List Objects to discover object types and Describe Object to discover fields. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-record)
- action : Create Task — Create a Salesforce task (a to-do item with a due date, no specific time). Use Create Event instead for scheduled meetings with a start and end time. Use Find Records to get the WhoId (contact or lead) and WhatId (related record) to link the task to. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-task)
- action : Create User — Create a Salesforce user (a login for a person in your org). Requires an available user license and a unique Username in email form; the Username must be globally unique across all Salesforce orgs. Use Get User or Find Records on User to check whether the person already has an account. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/create-user)
- action : Delete CRM Record — Delete a Salesforce record. This moves it to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use SOQL Query to find the record ID if you only have the record name. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/delete-crm-record)
- action : Delete Note Or Content Note — Delete a note or content note from a Salesforce record. This moves the note to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records on Note or ContentNote to get the ID first. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/delete-note)
- action : Delete Opportunity — Delete a Salesforce opportunity. This moves the record to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records on Opportunity to get the ID first, and prefer Update Opportunity to set a Closed Lost stage when you want to keep the history. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/delete-opportunity)
- action : Delete Record — Delete a Salesforce record of any object type. This moves the record to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records or SOQL Query to confirm you have the right record ID before deleting. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/delete-record)
- action : Describe Object — Get field metadata for a Salesforce object type, including field names, types, required status, and picklist values. Use before Create Record or Update Record to discover available fields and valid picklist values. For picklist fields (like StageName on Opportunity, Status on Case), this returns all valid values — use the API value, not the display label. Use the fieldsFilter parameter to narrow results — full object descriptions can be very large (100+ fields). Use List Objects if you're unsure of the object's API name. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/describe-object)
- action : Find Records — Retrieve selected fields for records of any Salesforce object, either specific records by ID or the most recent ones. Use this as the general-purpose record reader when no object-specific action fits - prefer List Cases for cases or Get Record by ID for a single known record. Use List Objects to discover object types and List Object Fields to discover field names. For example, SObject Type Account with Fields to Obtain Id, Name and Limit 25 returns the 25 most recently created accounts. Leaving Record ID(s) empty returns recent records, not every record - Salesforce sends one batch, so set Limit and use SOQL Query when you need everything. Newest-first ordering needs CreatedDate , so results are unordered on the few object types that lack it. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/find-records)
- action : Get Case — Retrieve one Salesforce case by its record ID. Use List Cases to find the ID first, or when you want to search cases rather than fetch a known one. Use List Case Feed Items and List Case Comments to read the case's activity and comment thread. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-case)
- action : Get Current User — Returns the authenticated Salesforce user's ID, name, email, and organization ID. Call this first when the user says 'my leads', 'my opportunities', 'my cases', or any first-person query. Use user_id as the OwnerId filter in SOQL Search (e.g. WHERE OwnerId = '{user_id}' ) and organization_id to construct Salesforce UI URLs. See the documentation. (https://pipedream.com/apps/salesforce-rest-api/actions/get-current-user)
- action : Get Knowledge Articles — Retrieve a page of online Knowledge articles for a language and data category, by search or query. Use List Knowledge Data Category Groups to discover valid category values first, and List Knowledge Articles to browse article records instead. Returns published article content, so responses can be large - narrow by category or search term. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-knowledge-articles)
- action : Get Knowledge Data Category Groups — List the Knowledge data category groups visible to the current user. Call this before Get Knowledge Articles to discover the valid category group and category names to filter by. Returns only categories the authenticated user can see, so results vary per user. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-knowledge-data-category-groups)
- action : Get Record by ID — Retrieve one Salesforce record of any object type by its record ID. Use Find Records to look up records by criteria, or SOQL Query when you need related fields or a filtered set. Use List Objects to discover object types if you are unsure of the type name. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-record-by-id)
- action : Get Related Records — Get child records related to a parent Salesforce record via a relationship. Use to traverse relationships without writing SOQL joins. Common relationships: Account → Contacts, Opportunities, Cases, Tasks; Contact → Cases, Opportunities, Tasks; Opportunity → OpportunityLineItems, Tasks. Use Describe Object to discover available relationship names if unsure (look for relationshipName on reference fields). See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-related-records)
- action : Get User — Retrieve one Salesforce user by their record ID. Use Get Current User for the authenticated user instead of looking up an ID. Record owner fields such as OwnerId hold user IDs - pass one here to resolve it to a name and email. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-user)
- action : Get User Info — Get the current authenticated Salesforce user's identity, including user ID, email, org ID, and instance URL. Must be called before any query that uses first-person language ('my', 'I', 'me'). The userId can be used as an OwnerId filter in SOQL queries (e.g. WHERE OwnerId = '{userId}' ). The instanceUrl is needed to construct clickable links to Salesforce records: {instanceUrl}/lightning/r/{objectType}/{recordId}/view . See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/get-user-info)
- action : Insert Blob Data — Upload binary file data to a Salesforce object such as ContentVersion or Attachment . Use this for Salesforce Files ( ContentVersion ); use Create Attachment only for the legacy attachment object. The file content must be supplied as a file path or URL, not as raw bytes in the request. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/insert-blob-data)
- action : List Case Comments — List the comments on a Salesforce case, newest first. Use this for the case's comment thread only - use List Case Feed Items for the full activity trail (status changes, logged calls, emails) or List Email Messages for emails on the case. Find the case ID with List Cases first. For example, case ID 5005g00001ABCDeAAI with Limit 20 returns that case's twenty most recent comments. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-case-comments)
- action : List Case Feed Items — List the feed (Chatter) entries on a case, newest first. Use this to read a case's activity trail - text posts, status changes, logged calls, email events and case comment events - in one call. The case feed only exists when feed tracking is enabled for Cases in the Salesforce org, so an org without it returns no records. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-case-feed-items)
- action : List Cases — List Salesforce support cases, newest first. Use this to find a case and its ID. Every filter is optional and they combine with AND - call with no filters to see the most recent cases. For example, Status New with Limit 10 returns the ten newest open cases. Status values are org-configurable. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-cases)
- action : List Email Messages — List Salesforce email messages, newest first, optionally scoped to one case. Returns the full email records including subject and body - use List Case Feed Items instead if you only need to know that an email happened. Find the case ID with List Cases first. Omit Case ID to list the most recent emails across the org, which can be large - set Limit . See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-email-messages)
- action : List Email Templates — List Salesforce email templates, newest first. Use this to find a template and its ID before sending with Send Email , or before editing with Update Email Template . For example, run with Limit 50 , then pass the Id of the template you want to Send Email . See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-email-templates)
- action : List Knowledge Articles — List Salesforce Knowledge articles, newest first. Returns the article container records ( KnowledgeArticle ), not the published article bodies - use Get Knowledge Articles to read article content, and List Knowledge Data Category Groups to discover the categories articles are filed under. This can return a lot of records on a mature org, so set Limit . See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-knowledge-articles)
- action : List Object Fields — List the field names for a Salesforce object type. Use this to discover valid field names before calling Find Records , SOQL Query or any create/update action. Use Describe Object instead when you also need field types, required flags and picklist values. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-object-fields)
- action : List Objects — List available Salesforce object types (SObjects) in the org. Use when the user references an object type you're not sure about, or to discover custom objects. Custom objects end in __c . Standard CRM objects: Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User. Use Describe Object to get field details for a specific object type. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/list-objects)
- action : Post a Message to Chatter Feed — Post a Chatter message to a Salesforce record's feed. Use List Case Feed Items to read a case feed, or Create Case Comment to add a case comment instead of a Chatter post. The message is built from segments - a plain string becomes text, and { "type": "Mention", "username": "jsmith" } mentions a user. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/post-feed-to-chatter)
- action : Search Object Records — Search for records of one object type using a parameterized SOSL search. Use Text Search to search across several object types at once, or SOQL Query for exact field filters. SOSL matches indexed text fields, so it finds partial words but will not filter on numeric or date criteria. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/search-string)
- action : Send Email — Send an email through Salesforce. Use List Email Templates to find a template ID first when sending templated mail. Sent mail is logged against the related record - use List Email Messages to read it back. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/send-email)
- action : SOQL Query —  (https://pipedream.com/apps/salesforce-rest-api/actions/soql-query)
- action : SOQL Query (Object Query) — Run a SOQL query with guided prompts for the object, fields and filter. Prefer SOQL Query for agent and API use - it accepts a complete query string and pages through every result, while this action returns only the first batch. SOQL filters on exact field values; use Text Search for keyword search. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/soql-search)
- action : SOSL Search (Object Search) — Run a SOSL text search with guided prompts. Prefer Text Search for agent and API use - it takes a plain keyword and searches several object types at once. SOSL matches indexed text fields, so it finds partial words but will not filter on numeric or date criteria. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/sosl-search)
- action : Text Search — Search Salesforce records by keyword across multiple object types simultaneously. Use for free-text search when the user mentions a name, term, or keyword without specifying an object type. Use SOQL Query instead for structured queries on a single object type with specific conditions. Results are grouped by object type. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/text-search)
- action : Update Account — Update fields on an existing Salesforce account. Only the fields you supply change; everything else is left as-is. Use Find Records on Account to get the record ID first. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-account)
- action : Update Accounts (Batch) — Update many Salesforce accounts in one job using Bulk API 2.0. Use this instead of Update Account when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records. Every row must include the record Id of the account to update. Input is a CSV file - supply a path under /tmp or a URL to download it from, with a header row of Salesforce field API names. Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-accounts-batch)
- action : Update Contact — Update fields on an existing Salesforce contact. Only the fields you supply change; everything else is left as-is. Use Find Records on Contact to get the record ID first. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-contact)
- action : Update Content Note — Update an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use Update Note instead for classic plain-text notes - the two are different objects. Supplying Content replaces the note body outright rather than appending to it. Notes must be enabled in the org first - see Set Up Notes. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-content-note)
- action : Update CRM Record — Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged. Use Describe Object for valid field names and picklist values. Use SOQL Query to find the record ID if you only have the name. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-crm-record)
- action : Update Email Template — Update an existing Salesforce email template. Use List Email Templates to find the template ID first. Only the fields you supply change; everything else is left as-is. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-email-template)
- action : Update Note — Update a classic Salesforce note (up to 32 KB of plain text). Use Update Content Note instead for enhanced rich-text notes - the two are different objects. Supplying Body replaces the note text outright rather than appending to it. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-note)
- action : Update Opportunities (Batch) — Update many Salesforce opportunities in one job using Bulk API 2.0. Use this instead of Update Opportunity when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records. Every row must include the record Id of the opportunity to update. Input is a CSV file - supply a path under /tmp or a URL to download it from, with a header row of Salesforce field API names. Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunities-batch)
- action : Update Opportunity — Update fields on an existing Salesforce opportunity, such as moving it to a new stage. Use Describe Object on Opportunity to list the valid StageName values for your org. Only the fields you supply change; everything else is left as-is. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunity)
- action : Update Record — Update a Salesforce record of any object type. Only the fields you supply change; everything else is left as-is. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/update-record)
- action : Upsert Record — Create a Salesforce record, or update it if a matching one already exists, matched on an external ID field. The object must have an external ID field defined - use Describe Object to find one before calling. Use Create CRM Record or Update CRM Record when you already know whether the record exists. See the documentation (https://pipedream.com/apps/salesforce-rest-api/actions/upsert-record)
- trigger : Case Updated (Instant, of Selectable Type) — Emit new event when a case is updated. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/case-updated-instant)
- trigger : Email Template Updated (Instant, of Selectable Type) — Emit new event when an email template is updated. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/email-template-updated-instant)
- trigger : Knowledge Article Updated (Instant, of Selectable Type) — Emit new event when a knowledge article is updated. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/knowledge-article-updated-instant)
- trigger : New Case (Instant, of Selectable Type) — Emit new event when a case is created. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-case-instant)
- trigger : New Chatter Feed Comment (Instant or Polling) — Emit new events for each Chatter FeedComment (reply) created in Salesforce, polling FeedComment via SOQL on CreatedDate . Use this to react to comments on Chatter posts, since Chatter activity does not update the parent record's LastModifiedDate . The payload includes both ParentId (a polymorphic reference to the feed's parent - either a record feed, e.g. a Case ID starting with 500 , or a User feed) and FeedItemId (the ID of the FeedItem the comment belongs to) - these are distinct fields; do not confuse them. Set parentObjectType to a parent object API name (e.g. Case ) to only emit comments whose parent record is of that type. Set excludeSelf to true to drop comments authored by the connected integration user. Note: querying FeedComment without a parent filter requires the View All Data permission on the connected user. Attempts instant delivery via webhook and falls back to timer polling automatically. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-feed-comment)
- trigger : New Chatter Feed Item (Instant or Polling) — Emit new events for each Chatter FeedItem (post) created in Salesforce, polling FeedItem via SOQL on CreatedDate . Use this to react to Chatter posts on Cases and other records, since Chatter activity does not update the parent record's LastModifiedDate (so New Record (Instant, of Selectable Type) and New Case (Instant, of Selectable Type) never emit for it). Set parentObjectType to the parent object's API name (e.g. Case , Opportunity ) to only emit posts whose parent record is of that type. Set excludeSelf to true to drop posts authored by the connected integration user. Note: Body is null for system-generated post types (e.g. TrackedChange ). Attempts instant delivery via webhook and falls back to timer polling automatically when the Streaming API does not support this object. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-feed-item)
- trigger : New Deleted Record (Instant, of Selectable Type) — Emit new event when a record of the selected object type is deleted. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/record-deleted-instant)
- trigger : New Email Template (Instant, of Selectable Type) — Emit new event when an email template is created. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-email-template-instant)
- trigger : New Knowledge Article (Instant, of Selectable Type) — Emit new event when a knowledge article is created. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-knowledge-article-instant)
- trigger : New Outbound Message (Instant) — Emit new event when a new outbound message is received in Salesforce. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-outbound-message)
- trigger : New Record (Instant, of Selectable Type) — Emit new event when a record of the selected object type is created. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/new-record-instant)
- trigger : New Updated Record (Instant, of Selectable Type) — Emit new event when a record of the selected type is updated. See the documentation (https://pipedream.com/apps/salesforce-rest-api/triggers/record-updated-instant)