Salesforce (REST API)

Web services API for interacting with Salesforce

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Salesforce (REST API)

Salesforce (REST API) API Integrations

Build and run workflows using the Salesforce (REST API) API. Use 1000s of open source triggers and actions across 900+ apps. Or write custom code to integrate any app or API in seconds.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instance_url}/services/data/v30.0/sobjects/Account/`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Getting Started

You can install the Pipedream Salesforce app in the Accounts section of your account, or directly in a workflow.

Webhooks

If you happen to stumble on the error: UNKNOWN_EXCEPTION: admin operation already in progress when creating an Instant trigger, you can follow the steps below to use the Salesforce Flow Builder to be able to use webhooks with Pipedream. This is a known error in Salesforce.

  1. Create a New Workflow on Pipedream and add a HTTP trigger.
  2. Login and go to your Salesforce Setup Menu Page.
  3. On the left hand Quick Find Bar, search for Outbound Messages in Process Automation -> Workflow Actions.
  4. Click on the New Outbound Message button in the middle of the page.
  5. Select the Object Type and click Next.
  6. Fill in the Name, Unique Name, and Available Fields to Send fields in the form. On the Endpoint URL field, paste the URL endpoint generated by the HTTP trigger created earlier and then click Save.
  7. Back to the left hand Quick Find Bar, search for Flows in Process Automation.
  8. Click on New Flow button on the upper right hand corner and then select on Record-Trigged Flow and click on Create.
  9. Select the same Object Type as before and select the appropriate flow trigger.
  10. Optionally set Entry Conditions, keep Actions and Related Records selected, and click on Done.
  11. Click on the plus sign below the newly created trigger and click on Action.
  12. Search for Outbound Message and on the search bar select the trigger that was created previously.
  13. Insert a Label and an API Name and then click on Done.
  14. Save the flow by clicking on the Save button, insert a Flow Label and a Flow API Name and then click on Activate next to the Save button.
  15. Back to the Pipedream Workflow, create a new step with the Salesforce Convert SOAP Object action.
  16. In the XML Soap Object field, select the path from the trigger or type in {{steps.trigger.event.body}}.
  17. That's it! You can now deploy the workflow and you will receive instant updates from Salesforce.
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New Deleted Object (of Selectable Type) from the Salesforce (REST API) API

Emit new event (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is deleted. See the docs for more information.

 
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Emit new event immediately after an object of arbitrary type (selected as an input parameter by the user) is created

 
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Emit new event (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.

 
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New Outbound Message (Instant) from the Salesforce (REST API) API

Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

 
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Adds an existing contact to an existing campaign. See Event SObject and Create Record

 
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Adds an existing lead to an existing campaign. See Event SObject and Create Record

 
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Converts a SOAP XML Object received from Salesforce to JSON

 
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Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record

 
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Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record

 
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Authentication

Salesforce (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce (REST API) API.

Pipedream requests the following authorization scopes when you connect your account:

OAuth Request Configurations:
  1. authorization
    GET{{custom_fields.instancetype}}/services/oauth2/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
  2. accessToken
    POST{{custom_fields.instancetype}}/services/oauth2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POST{{custom_fields.instancetype}}/services/oauth2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}