Salesforce
Discover standard and custom objects, search and synchronize records, process collections and Bulk jobs, run reports and dashboards, manage record files, send template emails and invoke existing Salesforce automation.
Ajanınızın Salesforce içinde yapabilecekleri
Göreve göre gruplanmış eylemler. Her grup çağırdığı eylemleri listeler.
Discover, search and synchronize
Inspect schemas, search across objects and track changed or deleted records.
- List Objects
- Describe Object
- Query
- Query More
- Get Record
- Search Records
- Parameterized Search
- Get Record By External Id
- +10 daha
Maintain individual and related records
Write individual records or process collections, record trees and dependent requests.
- Create Record
- Update Record
- Upsert Record
- Delete Record
- Get Records
- Create Records
- Update Records
- Upsert Records
- +4 daha
Reports and dashboards
Run saved reports with temporary filters and inspect or refresh dashboards.
- List Reports
- Describe Report
- Run Report
- Submit Report
- Get Report Result
- List Dashboards
- Get Dashboard
- Refresh Dashboard
- +1 daha
Files and attachments
Upload files, read versions and manage links to CRM records.
- Upload File
- Get File
- Download File
- List Record Files
- List File Shares
- Link File
- Unlink File
- Delete File
Email and existing automation
Send email and invoke configured standard, Flow, Apex and quick actions.
- List Email Templates
- Get Email Template
- Send Email
- Send Email From Template
- List Invocable Actions
- Describe Invocable Action
- Invoke Action
- List Quick Actions
- +2 daha
Bulk data jobs
Submit CSV ingest or query jobs, monitor results and cancel jobs.
- Submit Bulk Query
- Get Bulk Query Result
- Submit Bulk Ingest
- Get Bulk Ingest Result
- Cancel Bulk Job
Ajanınıza verebileceğiniz görevler
Köşeli parantezleri doldurun; görev ikinci bir uygulamanın adını veriyorsa onu da bağlayın.
Inspect CRM data
Discover the schema before querying standard or custom records.
Inspect the Salesforce Account fields, then return up to 20 account names and IDs. Follow pagination only if needed and do not modify records.
Maintain a record by external ID
Map source fields to a custom object and upsert one record.
Describe [object API name] and verify which fields are writable. Upsert a record using [external ID field] and [external ID value], writing only [specified fields]. Return whether it was created or updated.
Prepare a sales report readout
Run a saved report with a requested date filter and explain its results.
Find the Salesforce report [name], inspect its definition, run it for [date range] without changing the saved report, and summarize the results with the report’s completeness flags.
Send a record-linked document
Upload a document, associate it with a record and send an approved template email.
Upload [file URL] as a new Salesforce file named [filename], setting metadata.FirstPublishLocationId to Salesforce record [ID] so the upload also links the file to that record. Then send template [template ID] to contact [ID], putting the upload response id (the ContentVersion ID) in email.attachmentIdCollection. Return the upload and email results, including any failures.
Process a CRM CSV import
Submit a CSV and inspect record-level results after processing.
Upsert [CSV URL] into Salesforce object [API name] using external ID field [field]. Wait for processing and return the job counts and downloadable failed-record results. Do not resubmit failed rows automatically.
Use an existing Salesforce workflow
Discover a configured action and provide its documented parameters.
Find Salesforce Flow [API name], inspect its inputs, then invoke it with [parameters]. Report each action result and do not treat a partially failed response as fully successful.
Eylemler84
Salesforce konektörünün sunduğu tüm eylemler, adı ve id'siyle.
- Get Record Create Defaults
get_record_create_defaultsGet user-specific default values, create layout and object metadata before creating a record. Does not guarantee that validation rules will accept a later write. - Get Record Layout
get_record_layoutRead the page layout for an object and record type in create, edit or view mode. - Get Lookup Suggestions
get_lookup_suggestionsFind allowed lookup candidates using the current user's context and dependent field values. Uses UI API POST; this operation only reads suggestions. - Create Report
create_reportCreate and save a Salesforce report from an explicit report definition. - Clone Report
clone_reportClone an accessible report with optional metadata overrides such as name and folderId. - Save Report
save_reportSave report metadata changes. Salesforce invalidates and deletes running asynchronous jobs for this report when it is saved. - Tooling Query
tooling_queryQuery Salesforce Tooling metadata with SOQL SELECT, such as validation rules, Apex classes and logs. Requires the corresponding administrative permissions. - Tooling Query More
tooling_query_moreContinue a Tooling SOQL query using its returned nextRecordsUrl. - Get Tooling Record
get_tooling_recordRead one Tooling API metadata record without modifying configuration. - Get Apex Log
get_apex_logRead the text of an Apex debug log. Log bodies may contain sensitive application data. - Convert Leads
convert_leadsConvert up to 100 Leads using native Salesforce conversion. Query LeadStatus for a valid convertedStatus. Inspect each result for partial failures. Queue-owned leads require an explicit user ownerId. - List Approval Processes
list_approval_processesList Classic approval process definitions, optionally filtered by object API name. - Submit For Approval
submit_for_approvalSubmit records to Classic approval processes. Inspect each result for partial failures; use invoke_action for Flow approvals. - Review Approval Requests
review_approval_requestsApprove or reject Classic approval work items assigned to the current user. Each item can succeed or fail independently. - List Pending Approvals
list_pending_approvalsList pending Classic approval work items for yourself, yourself and your groups, or an explicit actor. Use query_more with nextRecordsUrl for subsequent pages; group scope does not imply all delegated approvals. - List Chatter Feed Elements
list_chatter_feed_elementsRead a Chatter feed with native pagination, search and filters. Feed types support different query options; unsupported combinations are rejected. Embedded comments are previews only. - Get Chatter Feed Element
get_chatter_feed_elementGet a complete Chatter feed element, preserving capabilities and structured message content. - List Chatter Comments
list_chatter_commentsRead a full page of Chatter comments for a feed element; continue with the page token in nextPageUrl. - Create Chatter Comment
create_chatter_commentReply to a Chatter feed element with structured message segments and optional file, article or shared-feed capabilities. - Create Chatter Feed Element
create_chatter_feed_elementPost a structured Chatter feed item to an explicitly chosen user, group or record. Supports native capabilities and previously uploaded files.
Salesforce hesabı nasıl bağlanır
- Giriş yöntemi
- OAuth
- Gerekenler
- An API-enabled Salesforce organization and a user with the required object and field permissions. · Contact your Salesforce administrator if approval or installation is required.
- Notlar
- Use the production login, sandbox login, or your organization's My Domain URL. · Revoke the grant in Salesforce to invalidate the remote authorization. · The actions available to your connection depend on your Salesforce user permissions and enabled organization features. · Reports, email, files and automation require the corresponding Salesforce user permissions and organization features. · Large jobs run asynchronously; individual records can fail even when a request succeeds.