You can use the Salesforce connector to:

  • Read, create, and update users.
  • Read, update, and search records.
  • Upload documents.
  • Set up a custom API call to Salesforce.

Setup

Resources

For information and setup help, see the following:

Requirements

To use the connector, you'll need:

  • A Salesforce administrator account
  • Your Salesforce access and connected app information:
    • Username
    • Salesforce domain name

Setting up Salesforce

To configure the Salesforce environment to use the Salesforce connector in DaVinci:

  1. Sign on to a Salesforce production, developer, or sandbox account.
  2. Create a new application to tie to the Salesforce connector:
    1. In the Platform Tools section, click App Manager.
    2. Click New Connected App.
    3. Complete the required fields for app name, API name, and contact email.
      Note:

      You must enter a valid email. This is required for multi-factor authentication (MFA) when performing sensitive operations like looking at the Client ID and Secret.

    4. For Call back URL, enter https://oauth.pingone.com/ocs/ppm/rest/v1/oauth/oastempcredresponse/ to approve the application to the administrative user later.
      Note:

      This URL is required for the Salesforce administrator to approve the application later.

  3. Create a certificate that will act as a digital signature for the Salesforce connector:
    1. Follow the steps to create a certificate in the Salesforce DX Developer Guide or use your own if you already have one.
    2. Select the Use digital signature check box and then select your Public Key from the previous step.
    3. For Selected OAuth Scopes, select Manage user data via APIs (api).
      Note:

      Ensure that the Require Secret for Web Server Flow and Require Secret for Refresh Token Flow boxes are selected.

  4. Save the application.
  5. Approve the application:
    Note:

    The Salesforce connector requires a Salesforce administrator account. The specified administrator must approve the application.

    1. Select App Manager and find the application that you created.
    2. In the drop-down list, select View.
    3. To get the Consumer Key and Secret, click Manage Consumer Details, then Open.
    4. Enter the one-time passcode (OTP) value from your email in the Verification Code field, then click Verify.
    5. Open an incognito or private browser session and go to the PingOne OAuth configuration service.
    6. In the drop-down list, select Salesforce Production Connector or Salesforce Sandbox Connector.
      Note:

      If you are using a Salesforce developer account, select the Salesforce Production Connector option.

    7. Copy the Consumer Key and Secret from the Salesforce application details window in the Client ID and Client Secret fields in the PingOne OAuth configuration service, then click Connect.
    8. Sign on and approve the application.
      Note:

      Be sure to sign on with the administrator account that will use the Salesforce connector.

  6. In DaVinci, add a Salesforce connector to your flow.
  7. Click Configure and complete the following fields:

    Username

    The administrator email used to approve the OAuth application.

    Consumer Key

    The consumer key that you created for your connected app in Salesforce. This can be found under Manage Consumer Details in your Salesforce environment.

    Private Key

    The consumer key that you created to set up JSON Web Token (JWT) Bearer authentication in Salesforce.

    Domain Name

    Your Salesforce domain name, such as mycompany-dev-ed Leave off the .my.salesforce.com or .lightning.force.com. If your Salesforce account does not have a domain name, you must set one up. For more information, see Custom Domains in the Salesforce documentation.

Using the connector in a flow

User management

The connector has several capabilities that allow you to manage users:

  • Read User
  • Create User
  • Update User

No special flow configuration is needed. Add the capability and populate its properties according to the help text.

Record management

The connector has several capabilities that allow you to manage records:

  • Read Record
  • Search Record
  • Update Record

No special flow configuration is needed. Add the capability and populate its properties according to the help text.

Tip:

For help building a query for the Search Record capability, see Salesforce Object Query Language in the Salesforce documentation.

Document upload

A screen capture of the complete document upload flow.

This flow allows the user to upload a document, such as an image or PDF, to Salesforce.

  1. Download the Salesforce - Document upload flow template. For help, see Using DaVinci flow templates.
  2. (Optional) Customize the file upload form.
    A screen capture of the document upload form.
    1. Select the Upload Form node.
    2. In the HTML Template field, customize the page that users see when signing on.
      Tip:
      • Click Switch View to see the HTML formatted with syntax highlighting.
      • Click the Maximize () icon to give yourself more room to work.
      • To access a variety of useful tools, right-click the field when you're in syntax highlighting mode (dark background).
    3. Click Apply.
  3. Customize the file upload destination and keywords:
    1. Select the Upload Document node.
    2. (Optional) In the Name and Description fields, customize the values.
    3. In the Folder list, select the destination Salesforce folder. If the folder you want isn't listed, select Use Custom Folder ID and enter the ID, such as 00l8a000002XKVQAA4, in the Custom Folder ID field.
    4. (Optional) In the Keywords field, enter the searchable tags to associate with the documents in Salesforce. Enter a keyword and press Enter to add it.
      A screen recording of the user adding terms in the Keywords field.
    5. (Optional) Add additional field information in the Document Fields section by adding Salesforce fields and assigning values.
    6. Click Apply.
  4. Test the flow by clicking Save, Deploy, and Try Flow.

Creating a custom API call

If you want to do something that isn't supported by one of the provided capabilities, you can use the Make a Custom API Call capability to define your own action.

This capability uses the credentials from your connector to make an API call with the HTTP method, headers, query parameters, and body you specify.

Capabilities

Create User

Create a new user.

Properties
Username textField required

The user's sign-on username, such as "jsmith@example.com". Must be in the form of an email address, using all lowercase characters. It must also be unique across all organizations.

First Name textField

The user's first name.

Last Name textField required

The user's last name.

Email textField required

The user's email address.

Alias textField required

The user's alias.

Email Encoding dropDown required

The email encoding for the user, such as ISO-8859-1 or UTF-8.

  • Unicode (UTF-8) (Default)
  • General US & Western Europe (ISO-8859-1, ISO-LATIN-1)
  • Japanese (Shift-JIS)
  • Japanese (JIS)
  • Japanese (EUC)
  • Korean (ks_c_5601-1987)
  • Traditional Chinese (Big5)
  • Simplified Chinese (GB2312)
  • Traditional Chinese Hong Kong (Big5-HKSCS)
  • Japanese (Shift-JIS_2004)
Profile dropDown required

Profiles contain settings and permissions, which control what users can do. Displays up to 100 results. If the profile you want is not listed, select Use Custom Profile ID.

  • Use Custom Profile ID (Default)
Custom Profile ID textField required

The ID of the user's profile, such as "00e8a0000024zklAAA".

Timezone dropDown required

The user's timezone.

  • (GMT+14:00) Line Islands Time (Pacific/Kiritimati)
  • (GMT+13:00) Apia Standard Time (Pacific/Apia)
  • (GMT+14:00) Apia Daylight Time (Pacific/Apia)
  • (GMT+13:00) Phoenix Islands Time (Pacific/Enderbury)
  • (GMT+13:00) Tokelau Time (Pacific/Fakaofo)
  • (GMT+13:00) Tonga Standard Time (Pacific/Tongatapu)
  • (GMT+12:45) Chatham Standard Time (Pacific/Chatham)
  • (GMT+13:45) Chatham Daylight Time (Pacific/Chatham)
  • (GMT+12:00) New Zealand Standard Time (Antarctica/McMurdo)
  • (GMT+13:00) New Zealand Daylight Time (Antarctica/McMurdo)
  • (GMT+12:00) Anadyr Standard Time (Asia/Anadyr)
  • (GMT+12:00) Petropavlovsk-Kamchatski Standard Time (Asia/Kamchatka)
  • (GMT+12:00) New Zealand Standard Time (Pacific/Auckland)
  • (GMT+13:00) New Zealand Daylight Time (Pacific/Auckland)
  • (GMT+12:00) Fiji Standard Time (Pacific/Fiji)
  • (GMT+13:00) Fiji Summer Time (Pacific/Fiji)
  • (GMT+12:00) Tuvalu Time (Pacific/Funafuti)
  • (GMT+12:00) Marshall Islands Time (Pacific/Kwajalein)
  • (GMT+12:00) Marshall Islands Time (Pacific/Majuro)
  • (GMT+12:00) Nauru Time (Pacific/Nauru)
  • (GMT+12:00) Gilbert Islands Time (Pacific/Tarawa)
  • (GMT+12:00) Wake Island Time (Pacific/Wake)
  • (GMT+12:00) Wallis & Futuna Time (Pacific/Wallis)
  • (GMT+11:00) Casey Time (Antarctica/Casey)
  • (GMT+11:00) Magadan Standard Time (Asia/Magadan)
  • (GMT+11:00) Sakhalin Standard Time (Asia/Sakhalin)
  • (GMT+11:00) Magadan Standard Time (Asia/Srednekolymsk)
  • (GMT+11:00) Bougainville Standard Time (Pacific/Bougainville)
  • (GMT+11:00) Vanuatu Standard Time (Pacific/Efate)
  • (GMT+11:00) Solomon Islands Time (Pacific/Guadalcanal)
  • (GMT+11:00) Kosrae Time (Pacific/Kosrae)
  • (GMT+11:00) Norfolk Island Standard Time (Pacific/Norfolk)
  • (GMT+12:00) Norfolk Island Daylight Time (Pacific/Norfolk)
  • (GMT+11:00) New Caledonia Standard Time (Pacific/Noumea)
  • (GMT+11:00) Ponape Time (Pacific/Ponape)
  • (GMT+10:30) Lord Howe Standard Time (Australia/Lord_Howe)
  • (GMT+11:00) Lord Howe Daylight Time (Australia/Lord_Howe)
  • (GMT+10:00) Dumont-d’Urville Time (Antarctica/DumontDUrville)
  • (GMT+10:00) Australian Eastern Standard Time (Antarctica/Macquarie)
  • (GMT+11:00) Australian Eastern Daylight Time (Antarctica/Macquarie)
  • (GMT+10:00) Vladivostok Standard Time (Asia/Ust-Nera)
  • (GMT+10:00) Vladivostok Standard Time (Asia/Vladivostok)
  • (GMT+10:00) Australian Eastern Standard Time (Australia/Brisbane)
  • (GMT+10:00) Australian Eastern Standard Time (Australia/Currie)
  • (GMT+11:00) Australian Eastern Daylight Time (Australia/Currie)
  • (GMT+10:00) Australian Eastern Standard Time (Australia/Hobart)
  • (GMT+11:00) Australian Eastern Daylight Time (Australia/Hobart)
  • (GMT+10:00) Australian Eastern Standard Time (Australia/Lindeman)
  • (GMT+10:00) Australian Eastern Standard Time (Australia/Melbourne)
  • (GMT+11:00) Australian Eastern Daylight Time (Australia/Melbourne)
  • (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)
  • (GMT+11:00) Australian Eastern Daylight Time (Australia/Sydney)
  • (GMT+10:00) Chamorro Standard Time (Pacific/Guam)
  • (GMT+10:00) Papua New Guinea Time (Pacific/Port_Moresby)
  • (GMT+10:00) Chamorro Standard Time (Pacific/Saipan)
  • (GMT+10:00) Chuuk Time (Pacific/Truk)
  • (GMT+09:30) Australian Central Standard Time (Australia/Adelaide)
  • (GMT+10:30) Australian Central Daylight Time (Australia/Adelaide)
  • (GMT+09:30) Australian Central Standard Time (Australia/Broken_Hill)
  • (GMT+10:30) Australian Central Daylight Time (Australia/Broken_Hill)
  • (GMT+09:30) Australian Central Standard Time (Australia/Darwin)
  • (GMT+09:00) Yakutsk Standard Time (Asia/Chita)
  • (GMT+09:00) East Timor Time (Asia/Dili)
  • (GMT+09:00) Eastern Indonesia Time (Asia/Jayapura)
  • (GMT+09:00) Yakutsk Standard Time (Asia/Khandyga)
  • (GMT+09:00) Korean Standard Time (Asia/Pyongyang)
  • (GMT+09:00) Korean Standard Time (Asia/Seoul)
  • (GMT+09:00) Japan Standard Time (Asia/Tokyo)
  • (GMT+09:00) Yakutsk Standard Time (Asia/Yakutsk)
  • (GMT+09:00) Palau Time (Pacific/Palau)
  • (GMT+08:45) Australian Central Western Standard Time (Australia/Eucla)
  • (GMT+08:00) Brunei Darussalam Time (Asia/Brunei)
  • (GMT+08:00) Ulaanbaatar Standard Time (Asia/Choibalsan)
  • (GMT+08:00) Hong Kong Standard Time (Asia/Hong_Kong)
  • (GMT+08:00) Irkutsk Standard Time (Asia/Irkutsk)
  • (GMT+08:00) Malaysia Time (Asia/Kuala_Lumpur)
  • (GMT+08:00) Malaysia Time (Asia/Kuching)
  • (GMT+08:00) China Standard Time (Asia/Macau)
  • (GMT+08:00) Central Indonesia Time (Asia/Makassar)
  • (GMT+08:00) Philippine Standard Time (Asia/Manila)
  • (GMT+08:00) China Standard Time (Asia/Shanghai)
  • (GMT+08:00) Singapore Standard Time (Asia/Singapore)
  • (GMT+08:00) Taipei Standard Time (Asia/Taipei)
  • (GMT+08:00) Ulaanbaatar Standard Time (Asia/Ulaanbaatar)
  • (GMT+08:00) Australian Western Standard Time (Australia/Perth)
  • (GMT+07:00) Davis Time (Antarctica/Davis)
  • (GMT+07:00) Indochina Time (Asia/Bangkok)
  • (GMT+07:00) Moscow Standard Time + 4 (Asia/Barnaul)
  • (GMT+07:00) Indochina Time (Asia/Ho_Chi_Minh)
  • (GMT+07:00) Hovd Standard Time (Asia/Hovd)
  • (GMT+07:00) Western Indonesia Time (Asia/Jakarta)
  • (GMT+07:00) Krasnoyarsk Standard Time (Asia/Krasnoyarsk)
  • (GMT+07:00) Krasnoyarsk Standard Time (Asia/Novokuznetsk)
  • (GMT+07:00) Novosibirsk Standard Time (Asia/Novosibirsk)
  • (GMT+07:00) Indochina Time (Asia/Phnom_Penh)
  • (GMT+07:00) Western Indonesia Time (Asia/Pontianak)
  • (GMT+07:00) Moscow Standard Time + 4 (Asia/Tomsk)
  • (GMT+07:00) Indochina Time (Asia/Vientiane)
  • (GMT+07:00) Christmas Island Time (Indian/Christmas)
  • (GMT+06:30) Myanmar Time (Asia/Rangoon)
  • (GMT+06:30) Cocos Islands Time (Indian/Cocos)
  • (GMT+06:00) Vostok Time (Antarctica/Vostok)
  • (GMT+06:00) East Kazakhstan Time (Asia/Almaty)
  • (GMT+06:00) Kyrgyzstan Time (Asia/Bishkek)
  • (GMT+06:00) Bangladesh Standard Time (Asia/Dhaka)
  • (GMT+06:00) Omsk Standard Time (Asia/Omsk)
  • (GMT+06:00) East Kazakhstan Time (Asia/Qostanay)
  • (GMT+06:00) Bhutan Time (Asia/Thimphu)
  • (GMT+06:00) China Standard Time (Asia/Urumqi)
  • (GMT+06:00) Indian Ocean Time (Indian/Chagos)
  • (GMT+05:45) Nepal Time (Asia/Kathmandu)
  • (GMT+05:30) India Standard Time (Asia/Colombo)
  • (GMT+05:30) India Standard Time (Asia/Kolkata)
  • (GMT+05:00) Mawson Time (Antarctica/Mawson)
  • (GMT+05:00) West Kazakhstan Time (Asia/Aqtau)
  • (GMT+05:00) West Kazakhstan Time (Asia/Aqtobe)
  • (GMT+05:00) Turkmenistan Standard Time (Asia/Ashgabat)
  • (GMT+05:00) West Kazakhstan Time (Asia/Atyrau)
  • (GMT+05:00) Tajikistan Time (Asia/Dushanbe)
  • (GMT+05:00) Pakistan Standard Time (Asia/Karachi)
  • (GMT+05:00) West Kazakhstan Time (Asia/Oral)
  • (GMT+05:00) West Kazakhstan Time (Asia/Qyzylorda)
  • (GMT+05:00) Uzbekistan Standard Time (Asia/Samarkand)
  • (GMT+05:00) Uzbekistan Standard Time (Asia/Tashkent)
  • (GMT+05:00) Yekaterinburg Standard Time (Asia/Yekaterinburg)
  • (GMT+05:00) French Southern & Antarctic Time (Indian/Kerguelen)
  • (GMT+05:00) Maldives Time (Indian/Maldives)
  • (GMT+04:30) Afghanistan Time (Asia/Kabul)
  • (GMT+04:00) Azerbaijan Standard Time (Asia/Baku)
  • (GMT+04:00) Gulf Standard Time (Asia/Dubai)
  • (GMT+04:00) Gulf Standard Time (Asia/Muscat)
  • (GMT+04:00) Georgia Standard Time (Asia/Tbilisi)
  • (GMT+04:00) Armenia Standard Time (Asia/Yerevan)
  • (GMT+04:00) Samara Standard Time (Europe/Astrakhan)
  • (GMT+04:00) Samara Standard Time (Europe/Samara)
  • (GMT+04:00) Moscow Standard Time + 1 (Europe/Saratov)
  • (GMT+04:00) Moscow Standard Time + 1 (Europe/Ulyanovsk)
  • (GMT+04:00) Seychelles Time (Indian/Mahe)
  • (GMT+04:00) Mauritius Standard Time (Indian/Mauritius)
  • (GMT+04:00) Réunion Time (Indian/Reunion)
  • (GMT+03:30) Iran Standard Time (Asia/Tehran)
  • (GMT+04:30) Iran Daylight Time (Asia/Tehran)
  • (GMT+03:00) East Africa Time (Africa/Addis_Ababa)
  • (GMT+03:00) East Africa Time (Africa/Asmera)
  • (GMT+03:00) East Africa Time (Africa/Dar_es_Salaam)
  • (GMT+03:00) East Africa Time (Africa/Djibouti)
  • (GMT+03:00) East Africa Time (Africa/Kampala)
  • (GMT+03:00) East Africa Time (Africa/Mogadishu)
  • (GMT+03:00) East Africa Time (Africa/Nairobi)
  • (GMT+03:00) Syowa Time (Antarctica/Syowa)
  • (GMT+03:00) Arabian Standard Time (Asia/Aden)
  • (GMT+03:00) Arabian Standard Time (Asia/Baghdad)
  • (GMT+03:00) Arabian Standard Time (Asia/Bahrain)
  • (GMT+03:00) Arabian Standard Time (Asia/Kuwait)
  • (GMT+03:00) Arabian Standard Time (Asia/Qatar)
  • (GMT+03:00) Arabian Standard Time (Asia/Riyadh)
  • (GMT+03:00) Eastern European Standard Time (Europe/Istanbul)
  • (GMT+03:00) Moscow Standard Time (Europe/Kirov)
  • (GMT+03:00) Moscow Standard Time (Europe/Minsk)
  • (GMT+03:00) Moscow Standard Time (Europe/Moscow)
  • (GMT+03:00) Moscow Standard Time (Europe/Simferopol)
  • (GMT+03:00) Volgograd Standard Time (Europe/Volgograd)
  • (GMT+03:00) East Africa Time (Indian/Antananarivo)
  • (GMT+03:00) East Africa Time (Indian/Comoro)
  • (GMT+03:00) East Africa Time (Indian/Mayotte)
  • (GMT+02:00) Central Africa Time (Africa/Blantyre)
  • (GMT+02:00) Central Africa Time (Africa/Bujumbura)
  • (GMT+02:00) Eastern European Standard Time (Africa/Cairo)
  • (GMT+02:00) Central Africa Time (Africa/Gaborone)
  • (GMT+02:00) Central Africa Time (Africa/Harare)
  • (GMT+02:00) South Africa Standard Time (Africa/Johannesburg)
  • (GMT+02:00) Central Africa Time (Africa/Juba)
  • (GMT+02:00) Central Africa Time (Africa/Khartoum)
  • (GMT+02:00) Central Africa Time (Africa/Kigali)
  • (GMT+02:00) Central Africa Time (Africa/Lubumbashi)
  • (GMT+02:00) Central Africa Time (Africa/Lusaka)
  • (GMT+02:00) Central Africa Time (Africa/Maputo)
  • (GMT+02:00) South Africa Standard Time (Africa/Maseru)
  • (GMT+02:00) South Africa Standard Time (Africa/Mbabane)
  • (GMT+02:00) Eastern European Standard Time (Africa/Tripoli)
  • (GMT+02:00) Central Africa Time (Africa/Windhoek)
  • (GMT+02:00) Eastern European Standard Time (Asia/Amman)
  • (GMT+03:00) Eastern European Summer Time (Asia/Amman)
  • (GMT+02:00) Eastern European Standard Time (Asia/Beirut)
  • (GMT+03:00) Eastern European Summer Time (Asia/Beirut)
  • (GMT+02:00) Eastern European Standard Time (Asia/Damascus)
  • (GMT+03:00) Eastern European Summer Time (Asia/Damascus)
  • (GMT+02:00) Eastern European Standard Time (Asia/Famagusta)
  • (GMT+03:00) Eastern European Summer Time (Asia/Famagusta)
  • (GMT+02:00) Eastern European Standard Time (Asia/Gaza)
  • (GMT+03:00) Eastern European Summer Time (Asia/Gaza)
  • (GMT+02:00) Eastern European Standard Time (Asia/Hebron)
  • (GMT+03:00) Eastern European Summer Time (Asia/Hebron)
  • (GMT+02:00) Israel Standard Time (Asia/Jerusalem)
  • (GMT+03:00) Israel Daylight Time (Asia/Jerusalem)
  • (GMT+02:00) Eastern European Standard Time (Asia/Nicosia)
  • (GMT+03:00) Eastern European Summer Time (Asia/Nicosia)
  • (GMT+02:00) Eastern European Standard Time (Europe/Athens)
  • (GMT+03:00) Eastern European Summer Time (Europe/Athens)
  • (GMT+02:00) Eastern European Standard Time (Europe/Bucharest)
  • (GMT+03:00) Eastern European Summer Time (Europe/Bucharest)
  • (GMT+02:00) Eastern European Standard Time (Europe/Chisinau)
  • (GMT+03:00) Eastern European Summer Time (Europe/Chisinau)
  • (GMT+02:00) Eastern European Standard Time (Europe/Helsinki)
  • (GMT+03:00) Eastern European Summer Time (Europe/Helsinki)
  • (GMT+02:00) Eastern European Standard Time (Europe/Kaliningrad)
  • (GMT+02:00) Eastern European Standard Time (Europe/Kiev)
  • (GMT+03:00) Eastern European Summer Time (Europe/Kiev)
  • (GMT+02:00) Eastern European Standard Time (Europe/Mariehamn)
  • (GMT+03:00) Eastern European Summer Time (Europe/Mariehamn)
  • (GMT+02:00) Eastern European Standard Time (Europe/Riga)
  • (GMT+03:00) Eastern European Summer Time (Europe/Riga)
  • (GMT+02:00) Eastern European Standard Time (Europe/Sofia)
  • (GMT+03:00) Eastern European Summer Time (Europe/Sofia)
  • (GMT+02:00) Eastern European Standard Time (Europe/Tallinn)
  • (GMT+03:00) Eastern European Summer Time (Europe/Tallinn)
  • (GMT+02:00) Eastern European Standard Time (Europe/Uzhgorod)
  • (GMT+03:00) Eastern European Summer Time (Europe/Uzhgorod)
  • (GMT+02:00) Eastern European Standard Time (Europe/Vilnius)
  • (GMT+03:00) Eastern European Summer Time (Europe/Vilnius)
  • (GMT+02:00) Eastern European Standard Time (Europe/Zaporozhye)
  • (GMT+03:00) Eastern European Summer Time (Europe/Zaporozhye)
  • (GMT+01:00) Central European Standard Time (Africa/Algiers)
  • (GMT+01:00) West Africa Standard Time (Africa/Bangui)
  • (GMT+01:00) West Africa Standard Time (Africa/Brazzaville)
  • (GMT+01:00) Central European Standard Time (Africa/Ceuta)
  • (GMT+02:00) Central European Summer Time (Africa/Ceuta)
  • (GMT+01:00) West Africa Standard Time (Africa/Douala)
  • (GMT+01:00) West Africa Standard Time (Africa/Kinshasa)
  • (GMT+01:00) West Africa Standard Time (Africa/Lagos)
  • (GMT+01:00) West Africa Standard Time (Africa/Libreville)
  • (GMT+01:00) West Africa Standard Time (Africa/Luanda)
  • (GMT+01:00) West Africa Standard Time (Africa/Malabo)
  • (GMT+01:00) West Africa Standard Time (Africa/Ndjamena)
  • (GMT+01:00) West Africa Standard Time (Africa/Niamey)
  • (GMT+01:00) West Africa Standard Time (Africa/Porto-Novo)
  • (GMT+01:00) Central European Standard Time (Africa/Tunis)
  • (GMT+01:00) Central European Standard Time (Arctic/Longyearbyen)
  • (GMT+02:00) Central European Summer Time (Arctic/Longyearbyen)
  • (GMT+01:00) Central European Standard Time (Europe/Amsterdam)
  • (GMT+02:00) Central European Summer Time (Europe/Amsterdam)
  • (GMT+01:00) Central European Standard Time (Europe/Andorra)
  • (GMT+02:00) Central European Summer Time (Europe/Andorra)
  • (GMT+01:00) Central European Standard Time (Europe/Belgrade)
  • (GMT+02:00) Central European Summer Time (Europe/Belgrade)
  • (GMT+01:00) Central European Standard Time (Europe/Berlin)
  • (GMT+02:00) Central European Summer Time (Europe/Berlin)
  • (GMT+01:00) Central European Standard Time (Europe/Bratislava)
  • (GMT+02:00) Central European Summer Time (Europe/Bratislava)
  • (GMT+01:00) Central European Standard Time (Europe/Brussels)
  • (GMT+02:00) Central European Summer Time (Europe/Brussels)
  • (GMT+01:00) Central European Standard Time (Europe/Budapest)
  • (GMT+02:00) Central European Summer Time (Europe/Budapest)
  • (GMT+01:00) Central European Standard Time (Europe/Busingen)
  • (GMT+02:00) Central European Summer Time (Europe/Busingen)
  • (GMT+01:00) Central European Standard Time (Europe/Copenhagen)
  • (GMT+02:00) Central European Summer Time (Europe/Copenhagen)
  • (GMT+01:00) Central European Standard Time (Europe/Gibraltar)
  • (GMT+02:00) Central European Summer Time (Europe/Gibraltar)
  • (GMT+01:00) Central European Standard Time (Europe/Ljubljana)
  • (GMT+02:00) Central European Summer Time (Europe/Ljubljana)
  • (GMT+01:00) Central European Standard Time (Europe/Luxembourg)
  • (GMT+02:00) Central European Summer Time (Europe/Luxembourg)
  • (GMT+01:00) Central European Standard Time (Europe/Madrid)
  • (GMT+02:00) Central European Summer Time (Europe/Madrid)
  • (GMT+01:00) Central European Standard Time (Europe/Malta)
  • (GMT+02:00) Central European Summer Time (Europe/Malta)
  • (GMT+01:00) Central European Standard Time (Europe/Monaco)
  • (GMT+02:00) Central European Summer Time (Europe/Monaco)
  • (GMT+01:00) Central European Standard Time (Europe/Oslo)
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  • (GMT+01:00) Central European Standard Time (Europe/Prague)
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  • (GMT+01:00) Central European Standard Time (Europe/Rome)
  • (GMT+02:00) Central European Summer Time (Europe/Rome)
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  • English (Papua New Guinea)
  • English (Philippines)
  • English (Pakistan)
  • English (Rwanda)
  • English (Solomon Islands)
  • English (Seychelles)
  • English (Singapore)
  • English (St. Helena)
  • English (Sierra Leone)
  • English (Sint Maarten)
  • English (Eswatini)
  • English (Tonga)
  • English (Trinidad & Tobago)
  • English (Tanzania)
  • English (Uganda)
  • English (United States) (Default)
  • English (Vanuatu)
  • English (Samoa)
  • English (South Africa)
  • Spanish (Argentina)
  • Spanish (Bolivia)
  • Spanish (Chile)
  • Spanish (Colombia)
  • Spanish (Costa Rica)
  • Spanish (Cuba)
  • Spanish (Dominican Republic)
  • Spanish (Ecuador)
  • Spanish (Spain)
  • Spanish (Spain,Euro)
  • Spanish (Guatemala)
  • Spanish (Honduras)
  • Spanish (Mexico)
  • Spanish (Nicaragua)
  • Spanish (Panama)
  • Spanish (Peru)
  • Spanish (Puerto Rico)
  • Spanish (Paraguay)
  • Spanish (El Salvador)
  • Spanish (United States)
  • Spanish (Uruguay)
  • Spanish (Venezuela)
  • Estonian (Estonia)
  • Basque (Spain)
  • Persian (Iran)
  • Finnish (Finland)
  • Finnish (Finland,Euro)
  • French (Belgium)
  • French (Canada)
  • French (Switzerland)
  • French (France)
  • French (France,Euro)
  • French (Guinea)
  • French (Haiti)
  • French (Comoros)
  • French (Luxembourg)
  • French (Morocco)
  • French (Monaco)
  • French (Mauritania)
  • French (Wallis & Futuna)
  • Irish (Ireland)
  • Gujarati (India)
  • Hawaiian (United States)
  • Hindi (India)
  • Hmong (United States)
  • Croatian (Croatia)
  • Haitian Creole (Haiti)
  • Haitian Creole (United States)
  • Hungarian (Hungary)
  • Armenian (Armenia)
  • Indonesian (Indonesia)
  • Icelandic (Iceland)
  • Italian (Switzerland)
  • Italian (Italy)
  • Hebrew (Israel)
  • Japanese (Japan)
  • Yiddish (United States)
  • Georgian (Georgia)
  • Kazakh (Kazakhstan)
  • Kalaallisut (Greenland)
  • Khmer (Cambodia)
  • Kannada (India)
  • Korean (North Korea)
  • Korean (South Korea)
  • Kyrgyz (Kyrgyzstan)
  • Luxembourgish (Luxembourg)
  • Lao (Laos)
  • Lithuanian (Lithuania)
  • Luba-Katanga (Congo - Kinshasa)
  • Latvian (Latvia)
  • Te reo (New Zealand)
  • Macedonian (North Macedonia)
  • Malayalam (India)
  • Marathi (India)
  • Malay (Brunei)
  • Malay (Malaysia)
  • Maltese (Malta)
  • Burmese (Myanmar (Burma))
  • Nepali (Nepal)
  • Dutch (Aruba)
  • Dutch (Belgium)
  • Dutch (Netherlands)
  • Dutch (Suriname)
  • Norwegian (Norway)
  • Punjabi (India)
  • Polish (Poland)
  • Pashto (Afghanistan)
  • Portuguese (Angola)
  • Portuguese (Brazil)
  • Portuguese (Cape Verde)
  • Portuguese (Mozambique)
  • Portuguese (Portugal)
  • Portuguese (São Tomé & Príncipe)
  • Romansh (Switzerland)
  • Rundi (Burundi)
  • Romanian (Moldova)
  • Romanian (Romania)
  • Russian (Armenia)
  • Russian (Belarus)
  • Russian (Kyrgyzstan)
  • Russian (Kazakhstan)
  • Russian (Lithuania)
  • Russian (Moldova)
  • Russian (Poland)
  • Russian (Russia)
  • Russian (Ukraine)
  • Serbian (Latin) (Bosnia and Herzegovina)
  • Serbian (Latin) (Serbia)
  • Montenegrin (Montenegro)
  • Montenegrin (Montenegro, USD)
  • Slovak (Slovakia)
  • Slovenian (Slovenia)
  • Samoan (United States)
  • Samoan (Samoa)
  • Somali (Djibouti)
  • Somali (Somalia)
  • Albanian (Albania)
  • Serbian (Cyrillic) (Bosnia and Herzegovina)
  • Serbian (Cyrillic) (Serbia)
  • Serbian (Serbia)
  • Swedish (Sweden)
  • Swahili (Kenya)
  • Tamil (India)
  • Tamil (Sri Lanka)
  • Telugu (India)
  • Tajik (Tajikistan)
  • Thai (Thailand)
  • Tigrinya (Ethiopia)
  • Tagalog (Philippines)
  • Turkish (Turkey)
  • Ukrainian (Ukraine)
  • Urdu (Pakistan)
  • Uzbek (LATN,UZ)
  • Vietnamese (Vietnam)
  • Xhosa (South Africa)
  • Yoruba (Benin)
  • Chinese (China)
  • 中文(中国,拼音顺序)
  • 中文(中国,笔画顺序)
  • Chinese (Hong Kong SAR China)
  • 中文 (中國香港特別行政區,筆劃順序)
  • Chinese (Macao SAR China)
  • Chinese (Malaysia)
  • Chinese (Singapore)
  • Chinese (Taiwan)
  • 中文 (台灣,筆劃順序)
  • Zulu (South Africa)
Language dropDown required

The user’s language, such as French or Chinese (Traditional).

  • Chinese (Simplified)
  • Chinese (Traditional)
  • Danish
  • Dutch
  • English (Default)
  • Finnish
  • French
  • German
  • Italian
  • Japanese
  • Korean
  • Norwegian
  • Portuguese (Brazil)
  • Russian
  • Spanish
  • Spanish (Mexico)
  • Swedish
  • Thai
User Fields variableInputList

Add user fields and their values.

Output Schema
output object
rawResponse object
properties object
id string
success boolean
errors array
statusCode number
headers object
id string
Read User

Get information about a user.

Properties
User ID textField required

The unique ID of the user, such as "0058a00000LYDB8AAP".

Fields textFieldArrayView

Specifies which field values to get for the user. Leave this blank to get all fields.

Input Schema
default object
adminUsername string required

Username

consumerKey string required

Consumer Key

privateKey string required

Private Key

domainName string required

Domain Name

userId string required

User ID

userFieldsRead array

Fields

Output Schema
output object
rawResponse object
properties object
attributes object
properties object
type string
url string
Id string
Username string
LastName string
FirstName string
Name string
CompanyName string
Division string
Department string
Title string
Street string
City string
State string
PostalCode string
Country string
Latitude number
Longitude number
GeocodeAccuracy string
Address object
properties object
city string
country string
geocodeAccuracy string
latitude number
longitude number
postalCode string
state string
street string
Email string
EmailPreferencesAutoBcc boolean
EmailPreferencesAutoBccStayInTouch boolean
EmailPreferencesStayInTouchReminder boolean
SenderEmail string
SenderName string
Signature string
StayInTouchSubject string
StayInTouchSignature string
StayInTouchNote string
Phone string
Fax string
MobilePhone string
Alias string
CommunityNickname string
BadgeText string
IsActive boolean
TimeZoneSidKey string
UserRoleId string
LocaleSidKey string
ReceivesInfoEmails boolean
ReceivesAdminInfoEmails boolean
EmailEncodingKey string
ProfileId string
UserType string
LanguageLocaleKey string
EmployeeNumber string
DelegatedApproverId string
ManagerId string
LastLoginDate string
LastPasswordChangeDate string
CreatedDate string
CreatedById string
LastModifiedDate string
LastModifiedById string
SystemModstamp string
NumberOfFailedLogins integer
OfflineTrialExpirationDate string
OfflinePdaTrialExpirationDate string
UserPermissionsMarketingUser boolean
UserPermissionsOfflineUser boolean
UserPermissionsCallCenterAutoLogin boolean
UserPermissionsSFContentUser boolean
UserPermissionsKnowledgeUser boolean
UserPermissionsInteractionUser boolean
UserPermissionsSupportUser boolean
UserPermissionsJigsawProspectingUser boolean
UserPermissionsSiteforceContributorUser boolean
UserPermissionsSiteforcePublisherUser boolean
UserPermissionsWorkDotComUserFeature boolean
ForecastEnabled boolean
UserPreferencesActivityRemindersPopup boolean
UserPreferencesEventRemindersCheckboxDefault boolean
UserPreferencesTaskRemindersCheckboxDefault boolean
UserPreferencesReminderSoundOff boolean
UserPreferencesDisableAllFeedsEmail boolean
UserPreferencesDisableFollowersEmail boolean
UserPreferencesDisableProfilePostEmail boolean
UserPreferencesDisableChangeCommentEmail boolean
UserPreferencesDisableLaterCommentEmail boolean
UserPreferencesDisProfPostCommentEmail boolean
UserPreferencesContentNoEmail boolean
UserPreferencesContentEmailAsAndWhen boolean
UserPreferencesApexPagesDeveloperMode boolean
UserPreferencesReceiveNoNotificationsAsApprover boolean
UserPreferencesReceiveNotificationsAsDelegatedApprover boolean
UserPreferencesHideCSNGetChatterMobileTask boolean
UserPreferencesDisableMentionsPostEmail boolean
UserPreferencesDisMentionsCommentEmail boolean
UserPreferencesHideCSNDesktopTask boolean
UserPreferencesHideChatterOnboardingSplash boolean
UserPreferencesHideSecondChatterOnboardingSplash boolean
UserPreferencesDisCommentAfterLikeEmail boolean
UserPreferencesDisableLikeEmail boolean
UserPreferencesSortFeedByComment boolean
UserPreferencesDisableMessageEmail boolean
UserPreferencesHideLegacyRetirementModal boolean
UserPreferencesJigsawListUser boolean
UserPreferencesDisableBookmarkEmail boolean
UserPreferencesDisableSharePostEmail boolean
UserPreferencesEnableAutoSubForFeeds boolean
UserPreferencesDisableFileShareNotificationsForApi boolean
UserPreferencesShowTitleToExternalUsers boolean
UserPreferencesShowManagerToExternalUsers boolean
UserPreferencesShowEmailToExternalUsers boolean
UserPreferencesShowWorkPhoneToExternalUsers boolean
UserPreferencesShowMobilePhoneToExternalUsers boolean
UserPreferencesShowFaxToExternalUsers boolean
UserPreferencesShowStreetAddressToExternalUsers boolean
UserPreferencesShowCityToExternalUsers boolean
UserPreferencesShowStateToExternalUsers boolean
UserPreferencesShowPostalCodeToExternalUsers boolean
UserPreferencesShowCountryToExternalUsers boolean
UserPreferencesShowProfilePicToGuestUsers boolean
UserPreferencesShowTitleToGuestUsers boolean
UserPreferencesShowCityToGuestUsers boolean
UserPreferencesShowStateToGuestUsers boolean
UserPreferencesShowPostalCodeToGuestUsers boolean
UserPreferencesShowCountryToGuestUsers boolean
UserPreferencesShowForecastingChangeSignals boolean
UserPreferencesHideS1BrowserUI boolean
UserPreferencesDisableEndorsementEmail boolean
UserPreferencesPathAssistantCollapsed boolean
UserPreferencesCacheDiagnostics boolean
UserPreferencesShowEmailToGuestUsers boolean
UserPreferencesShowManagerToGuestUsers boolean
UserPreferencesShowWorkPhoneToGuestUsers boolean
UserPreferencesShowMobilePhoneToGuestUsers boolean
UserPreferencesShowFaxToGuestUsers boolean
UserPreferencesShowStreetAddressToGuestUsers boolean
UserPreferencesLightningExperiencePreferred boolean
UserPreferencesPreviewLightning boolean
UserPreferencesHideEndUserOnboardingAssistantModal boolean
UserPreferencesHideLightningMigrationModal boolean
UserPreferencesHideSfxWelcomeMat boolean
UserPreferencesHideBiggerPhotoCallout boolean
UserPreferencesGlobalNavBarWTShown boolean
UserPreferencesGlobalNavGridMenuWTShown boolean
UserPreferencesCreateLEXAppsWTShown boolean
UserPreferencesFavoritesWTShown boolean
UserPreferencesRecordHomeSectionCollapseWTShown boolean
UserPreferencesRecordHomeReservedWTShown boolean
UserPreferencesFavoritesShowTopFavorites boolean
UserPreferencesExcludeMailAppAttachments boolean
UserPreferencesSuppressTaskSFXReminders boolean
UserPreferencesSuppressEventSFXReminders boolean
UserPreferencesPreviewCustomTheme boolean
UserPreferencesHasCelebrationBadge boolean
UserPreferencesUserDebugModePref boolean
UserPreferencesSRHOverrideActivities boolean
UserPreferencesNewLightningReportRunPageEnabled boolean
UserPreferencesReverseOpenActivitiesView boolean
UserPreferencesShowTerritoryTimeZoneShifts boolean
UserPreferencesHasSentWarningEmail boolean
UserPreferencesNativeEmailClient boolean
ContactId string
AccountId string
CallCenterId string
Extension string
FederationIdentifier string
AboutMe string
FullPhotoUrl string
SmallPhotoUrl string
IsExtIndicatorVisible boolean
OutOfOfficeMessage string
MediumPhotoUrl string
DigestFrequency string
DefaultGroupNotificationFrequency string
JigsawImportLimitOverride integer
LastViewedDate string
LastReferencedDate string
BannerPhotoUrl string
SmallBannerPhotoUrl string
MediumBannerPhotoUrl string
IsProfilePhotoActive boolean
IndividualId string
statusCode number
headers object
Update User

Update information for a user.

Properties
User ID textField required

The unique ID of the user, such as "0058a00000LYDB8AAP".

User Fields variableInputList

Add the user fields that you want to update and provide their values.

Input Schema
default object
adminUsername string required

Username

consumerKey string required

Consumer Key

privateKey string required

Private Key

domainName string required

Domain Name

userId string required

User ID

userFieldsUpdate array required

User Fields

Output Schema
output object
rawResponse object
statusCode number
headers object
Read Record

Get information about a record.

Properties
Object Name textField required

The name of the object.

Object ID textField required

The unique ID of the object, such as "0058a00000LYDB8AAP".

Fields textFieldArrayView

Specifies which field values to get for the record. Leave this blank to get all fields.

Input Schema
default object
adminUsername string required

Username

consumerKey string required

Consumer Key

privateKey string required

Private Key

domainName string required

Domain Name

objectName string required

Object Name

objectId string required

Object ID

objectFieldsRead array

Fields

Output Schema
output object
rawResponse object
statusCode number
headers object
Update Record

Update information in a record.

Properties
Object Name textField required

The name of the object.

Object ID textField required

The unique ID of the object, such as "0058a00000LYDB8AAP".

Object Fields variableInputList

Add the object fields that you want to update and provide their values.

Input Schema
default object
adminUsername string required

Username

consumerKey string required

Consumer Key

privateKey string required

Private Key

domainName string required

Domain Name

objectName string required

Object Name

objectId string required

Object ID

objectFieldsUpdate array required

Object Fields

Output Schema
output object
rawResponse object
statusCode number
headers object
Search Record

Query records using SOQL.

Properties
SOQL Query textArea required

Enter a query using Salesforce Object Query Language, such as "SELECT FirstName from User WHERE Id = '0058a00000Ky3eP'".

Next Records URL textField

If you expect more than 2000 results, connect multiple Search Record nodes in series. In each node, populate the Next Records URL field with the Next Records URL variable from the previous node.

Input Schema
default object
adminUsername string required

Username

consumerKey string required

Consumer Key

privateKey string required

Private Key

domainName string required

Domain Name

query string required

Query

nextRecordsUrl string

Next Records URl

Output Schema
output object
rawResponse object
statusCode number
headers object
nextRecordsUrl string
Upload Document

Upload a new document.

Properties
Name textField required

The name of the document.

File textField required

Base64-encoded file data.

Folder dropDown required

The folder that contains the document. Displays up to 100 results. If the folder you want is not listed, select Use Custom Folder ID.

  • Use Custom Folder ID (Default)
Custom Folder ID textField required

The ID of the folder that contains the document, such as "00l8a000002XKVQAA4".

Description textField

A text description of the document.

Keywords textFieldArrayView

Searchable keywords to associate with the document. Type a keyword and press Enter to add it.

Document Fields variableInputList

Add document fields and their values.

Output Schema
output object
rawResponse object
properties object
id string
success boolean
errors array
statusCode number
headers object
id string
Make Custom API Call

Define a custom API call to Salesforce.

Properties
Endpoint textField required

The Salesforce API endpoint, such as "/services/data/v54.0/sobjects/User".

Method dropDown required

The HTTP Method.

  • GET
  • POST
  • PUT
  • DELETE
  • PATCH
Query Parameters keyValueList

Add query parameters and provide their values.

Headers keyValueList

Add HTTP headers and provide their values.

Body codeEditor

The raw JSON body, such as "{ "Username": "jsmith@example.com", "ProfileId": "00e8a0000024zkjAAA" }".

Input Schema
default object
adminUsername string required

Username

consumerKey string required

Consumer Key

privateKey string required

Private Key

domainName string required

Domain Name

endpoint string required

Endpoint

method string required

Method

queryParameters array

Query Parameters

headers array

Headers

body object

Body

Output Schema
output object
rawResponse object
statusCode number
headers object