Salesforce

Create, find, update and delete Salesforce accounts, contacts, leads, opportunities, cases, tasks and records of any object, query with SOQL, search text, upload files and start flows.

69 actions · 1 trigger · Sign in with Salesforce

Connect Salesforce

In the sidebar, open Connections and press Add connection.
Type salesforce and choose Salesforce.
Press Sign in with Salesforce, then choose your account in Salesforce’s window and allow access.

Before you sign in, the sheet asks:

Login host · Optional: Leave it empty (login) for a production or Developer Edition org, type test for a sandbox, or the org’s My Domain (acme.my.salesforce.com, acme--uat.sandbox.my.salesforce.com) when it blocks login and test.

For a sandbox, type test under Login host; for an org that only allows its own My Domain, type that (acme.my.salesforce.com). Where this installation has no Salesforce app, you sign in through an External Client App made in your own org: its consumer key and secret (OAuth scopes api and refresh_token, PKCE on, callback URL: this installation’s /api/oauth2/callback).

What if it says “Salesforce sign-in isn’t set up here”?

Signing in with Salesforce needs a Salesforce app on this installation, and it has none yet.

On Cloud: The sheet says “It’s set up once for everyone who uses this service, not by an organization.”

Self-hosted: An admin of the installation sees Set up Salesforce sign-in instead, and sets it up once for everyone. Everyone else sees who to ask.

Create an app in Salesforce’s developer settings (Salesforce’s guide).
In GoRunner, copy the Redirect address to add in Salesforce’s developer settings, and add it to the app.
Paste the Client ID and Client secret, then press Save and sign in.

Set up a sign-in app

Can I use my own Salesforce app?

Yes. In the sheet, open Use your own Salesforce app and paste its Client ID and Client secret. Add the redirect address it shows to your app first. The connection then signs in through your app instead of the installation’s.

Connections says how to sign in again, rename or delete it. In a product that embeds GoRunner, Add connection can be missing: then your provider makes connections for you.

Start a workflow

Add a trigger and choose Salesforce. The trigger uses the same connection as the steps.

On Record Created or Updated

Checks a Salesforce object about once a minute and starts a run for each record created, or changed, since the check before. The first check after publishing only takes note of what is there (it starts nothing); changing the trigger starts over the same way. Each check starts at most 200 runs, oldest first; the rest follow on the next checks. Updated counts every change Salesforce stamps, including ones it makes itself (a roll-up summary, a formula's source).

Object · Required

The object to watch (Account, Lead, Opportunity, a custom object …).

Default: Lead.

Trigger on · Required

Which records start a run: new ones, changed ones, or both.

Options: Record created, Record updated, Record created or updated.

Default: Record created.

Only Records Matching · Optional

Watch only the records these conditions keep, such as {"StageName": "Closed Won"} or [{"field": "Amount", "operator": ">", "value": 10000}]. Empty watches every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Fields · Optional

Field API names to include, comma-separated (such as Name, Email, Owner.Name). Empty includes every field.

A later step can use its data, such as {{trigger.CreatedDate}}, {{trigger.Id}}, {{trigger.LastModifiedDate}} and 4 more. See Use data from earlier steps.

Do things in Salesforce

Add a Salesforce step, choose a Resource, then an Operation. Choose a row to see its fields.

Filter the operations

AccountCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Summary · Add Note
AttachmentCreate · Get · Get Many · Update · Delete · Get Summary
CaseCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Summary · Add Comment
ContactCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Summary · Add to Campaign · Add Note
Any ObjectCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Fields
File (Document)Upload
FlowGet Many · Start
LeadCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Summary · Add to Campaign · Add Note
OpportunityCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Summary · Add Note
SearchSOQL Query · Text Search
TaskCreate · Create or Update (Upsert) · Get · Get Many · Update · Delete · Get Summary
UserGet · Get Many

Later steps read a step’s output by its name: see Use data from earlier steps.

Limits

A reply from Salesforce can be up to 16 MB (a file download can have its own limit). A larger one fails the step; it is never cut short.
When Salesforce says to slow down (429), the step waits as long as it asks, if the step’s time allows. Otherwise it fails and says when to try again.

Not in your list? See When an app isn’t here.

For developers

In the API, which calls apps pieces, Salesforce is pieceId: "salesforce" with actionId: "salesforce", set by resource and an operation_… field, such as operation_account. Its trigger is salesforcetrigger / salesforce_record. Get an app returns every field.

It can change something outside the run (writes_external). See How versions and side effects work.

Salesforce › Account

Create

Account Name · Required: The account name (Name).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Account Name · Required: The account name (Name).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Account ID · Required: The account's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every account, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many accounts to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Account ID · Required: The account's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Account ID · Required: The account's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Add Note

Account ID · Required

The account's id (15 or 18 characters), or its link in Salesforce.

Title · Required

The note's title.

Body · Optional

The note's text.

Private · Optional

Only the owner and administrators see a private note.

Off by default.

Salesforce › Attachment

Create

Parent Record ID · Required: The record the file is attached to (an account, opportunity, case …), by id or link.
File · Required: Upload a file, or switch to an expression to use one from an earlier step (such as {{steps.download.result}}). At most 28 MB.
File Name · Optional: The attachment's name. Empty uses the file's own name.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Attachment ID · Required

The attachment's id (15 or 18 characters), or its link in Salesforce.

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Download · Optional

Also read the file itself (at most 11 MB) into file.

Off by default.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every attachment, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many attachments to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Attachment ID · Required: The attachment's id (15 or 18 characters), or its link in Salesforce.
New File · Optional: Upload a file, or switch to an expression to use one from an earlier step (such as {{steps.download.result}}). Empty keeps the current file. At most 28 MB.
File Name · Optional: The attachment's name. Empty uses the file's own name.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Attachment ID · Required: The attachment's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Salesforce › Case

Create

Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Case ID · Required: The case's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every case, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many cases to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Case ID · Required: The case's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Case ID · Required: The case's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Add Comment

Case ID · Required

The case's id (15 or 18 characters), or its link in Salesforce.

Comment · Required

The comment's text.

Visible to Customers · Optional

Show the comment in the customer portal.

Off by default.

Salesforce › Contact

Create

Last Name · Required: The last name (LastName).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Last Name · Required: The last name (LastName).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Contact ID · Required: The contact's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every contact, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many contacts to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Contact ID · Required: The contact's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Contact ID · Required: The contact's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Add to Campaign

Contact ID · Required: The contact's id (15 or 18 characters), or its link in Salesforce.
Campaign · Required: The campaign to add the contact to.
Member Status · Optional: The campaign member status (such as Sent, Responded). Empty uses the campaign's default.

Add Note

Contact ID · Required

The contact's id (15 or 18 characters), or its link in Salesforce.

Title · Required

The note's title.

Body · Optional

The note's text.

Private · Optional

Only the owner and administrators see a private note.

Off by default.

Salesforce › Any Object

Create

Object · Required: The object, standard or custom (such as Invoice__c).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

Object · Required: The object, standard or custom (such as Invoice__c).
External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Object · Required: The object, standard or custom (such as Invoice__c).
Record ID · Required: The record's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Object · Required

The object, standard or custom (such as Invoice__c).

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every record, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many records to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Object · Required: The object, standard or custom (such as Invoice__c).
Record ID · Required: The record's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Object · Required: The object, standard or custom (such as Invoice__c).
Record ID · Required: The record's id (15 or 18 characters), or its link in Salesforce.

Get Fields

Object · Required: The object, standard or custom (such as Invoice__c).

Salesforce › File (Document)

Upload

Title · Required: The file's title in Salesforce.
File · Required: Upload a file, or switch to an expression to use one from an earlier step (such as {{steps.download.result}}). At most 28 MB.
Share With Record · Optional: A record (or library, or user) to share the file with, by id or link. Empty keeps it in the uploader's files.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Salesforce › Flow

Get Many

Return All · Optional

Read every flow, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many flows to return (1–2000).

Default: 50.

Shows when Return All is off.

Start

Flow · Required: The autolaunched flow to start.
Input Variables · Optional: The flow's input variables by API name, such as {"recordId": "001Hn00001xYzAbIAK", "amount": 250}.

Salesforce › Lead

Create

Company · Required: The company (Company).
Last Name · Required: The last name (LastName).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Company · Required: The company (Company).
Last Name · Required: The last name (LastName).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Lead ID · Required: The lead's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every lead, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many leads to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Lead ID · Required: The lead's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Lead ID · Required: The lead's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Add to Campaign

Lead ID · Required: The lead's id (15 or 18 characters), or its link in Salesforce.
Campaign · Required: The campaign to add the lead to.
Member Status · Optional: The campaign member status (such as Sent, Responded). Empty uses the campaign's default.

Add Note

Lead ID · Required

The lead's id (15 or 18 characters), or its link in Salesforce.

Title · Required

The note's title.

Body · Optional

The note's text.

Private · Optional

Only the owner and administrators see a private note.

Off by default.

Salesforce › Opportunity

Create

Opportunity Name · Required: The opportunity name (Name).
Close Date · Required: The close date (YYYY-MM-DD).
Stage · Required: The stage (StageName).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Opportunity Name · Required: The opportunity name (Name).
Close Date · Required: The close date (YYYY-MM-DD).
Stage · Required: The stage (StageName).
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Opportunity ID · Required: The opportunity's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every opportunity, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many opportunitys to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Opportunity ID · Required: The opportunity's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Opportunity ID · Required: The opportunity's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Add Note

Opportunity ID · Required

The opportunity's id (15 or 18 characters), or its link in Salesforce.

Title · Required

The note's title.

Body · Optional

The note's text.

Private · Optional

Only the owner and administrators see a private note.

Off by default.

Salesforce › Search

SOQL Query

Query · Required

A SOQL query. Put each value from earlier steps under Values and write :name where it goes; it is written into the query safely.

Values · Optional

The values for the query's :names, such as {"industry": "{{steps.form.industry}}", "minimum": 1000}.

Return All · Optional

Read every record, page by page (at most 2000; past that the step fails rather than stop early).

On by default.

Limit · Optional

How many records to return (1–2000).

Default: 100.

Shows when Return All is off.

Text Search

Search Text · Required

Words to find (at least 2 characters). * and ? are wildcards.

Search In · Optional

Which fields to search.

Options: All fields, Name fields, Email fields, Phone fields, As the search box does.

Default: All fields.

Objects · Optional

Object API names to search, comma-separated (such as Account, Contact, Lead). Empty searches every searchable object.

Fields to Return · Optional

Field API names to return for each object, comma-separated (such as Id, Name). Empty returns each record's id.

Limit · Optional

How many records to return in all (1–2,000).

Default: 50.

Salesforce › Task

Create

Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Create or Update (Upsert)

External ID Field · Required: The field that identifies the record: an External ID field, or Id. A record with this value is updated; none is created.
External ID Value · Required: The value to look the record up by.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Get

Task ID · Required: The task's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every task, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many tasks to return (1–2000).

Default: 50.

Shows when Return All is off.

Update

Task ID · Required: The task's id (15 or 18 characters), or its link in Salesforce.
Fields · Optional: Field values by API name, such as {"Phone": "+1 415 555 0100", "Industry": "Energy", "Region__c": "EMEA"}.

Delete

Task ID · Required: The task's id (15 or 18 characters), or its link in Salesforce.

Get Summary

Nothing to fill in.

Salesforce › User

Get

User ID · Required: The user's id (15 or 18 characters), or its link in Salesforce.
Fields to Return · Optional: Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Get Many

Fields to Return · Optional

Field API names, comma-separated (such as Id, Name, Owner.Name). Empty returns every field.

Conditions · Optional

Only records matching these, such as {"Industry": "Energy"} or [{"field": "AnnualRevenue", "operator": ">", "value": 1000000}]. Empty reads every record.

Match · Optional

Whether a record must match every condition or any one.

Options: All conditions, Any condition.

Default: All conditions.

Sort · Optional

Field API names to sort by, each optionally followed by ASC or DESC, such as CreatedDate DESC.

Return All · Optional

Read every user, page by page (at most 2000; past that the step fails rather than stop early).

Off by default.

Limit · Optional

How many users to return (1–2000).

Default: 50.

Shows when Return All is off.