Salesforce

Authentication Type: OAuth
Description: Integrate with Salesforce to manage contacts, accounts, and custom objects with full CRUD operations.

Authentication

To authenticate, you'll need to set up OAuth with Salesforce. Learn how to create access tokens in the Salesforce Help documentation.

Contacts

Operations for managing Salesforce contacts.

Find Contact by Email

Finds a Salesforce contact by email address.

Operation Type: Query (Read)

Parameters:

• email string (required): The Salesforce Contact Email to search for

Returns:

• id string (nullable): Salesforce Contact ID
• name string (nullable): Contact full name
• email string (nullable): Contact email address

Returns null if no contact is found with the specified email.

Example Usage:

{
  "email": "john.doe@example.com"
}

Update Contact

Updates the first and last name of a Salesforce contact, given the contact ID.

Operation Type: Mutation (Write)

Parameters:

• contactId string (required): The Salesforce Contact ID to update
• property string (required): The property name to update
• value string (required): The new value for the property

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "contactId": "003XX000004TmiQ",
  "property": "FirstName",
  "value": "Jonathan"
}

Accounts

Operations for managing Salesforce accounts.

Find Account by Name

Finds a Salesforce account by company name.

Operation Type: Query (Read)

Parameters:

• name string (required): The Salesforce Account Name to search for

Returns:

• id string (nullable): Salesforce Account ID
• name string (nullable): Account name

Returns null if no account is found with the specified name.

Example Usage:

{
  "name": "Acme Corporation"
}

Update Account

Updates the name of a Salesforce account, given the account ID.

Operation Type: Mutation (Write)

Parameters:

• accountId string (required): The Salesforce Account ID to update
• property string (required): The property name to update
• value string (required): The new value for the property

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "accountId": "001XX000003DHPt",
  "property": "Name",
  "value": "Acme Corp Ltd"
}

Objects

Operations for managing Salesforce sObjects (custom objects).

Create Objects

Creates new Salesforce Objects with custom field specifications.

Operation Type: Mutation (Write)

Parameters:

• records array of objects (required): Array of record objects to create
  • objectType string: Salesforce object type (e.g., "Contact", "Account", "Custom_Object__c")
  • fields array of objects: Field specifications
    • key string: Field name (e.g., "FirstName", "LastName", "Email")
    • value string: Field value

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "records": [
    {
      "objectType": "Contact",
      "fields": [
        { "key": "FirstName", "value": "Jane" },
        { "key": "LastName", "value": "Smith" },
        { "key": "Email", "value": "jane.smith@example.com" }
      ]
    }
  ]
}

Update Objects

Updates existing Salesforce Objects with new field values.

Operation Type: Mutation (Write)

Parameters:

• records array of objects (required): Array of record objects to update
  • id string: Salesforce record ID to update
  • objectType string: Salesforce object type
  • fields array of objects: Field specifications to update
    • key string: Field name
    • value string: New field value

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "records": [
    {
      "id": "003XX000004TmiQ",
      "objectType": "Contact",
      "fields": [{ "key": "Phone", "value": "+1-555-123-4567" }]
    }
  ]
}

Common Use Cases

Lead Management:

• Find contacts by email before creating duplicates
• Update contact information when leads convert
• Create custom objects for specialized tracking

Account Management:

• Look up accounts by company name
• Update account details when information changes
• Link contacts to the correct accounts

Data Synchronization:

• Bulk create/update records from external systems
• Maintain data consistency across platforms
• Custom object management for specialized workflows