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 source-available triggers and actions across 1200+ 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.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Choose an API to Connect with Salesforce (REST API) API

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12
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1200+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Beta
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.
Beta
Data Stores
Data Stores
Use Pipedream Data Stores to manage state throughout your workflows.
Telegram Bot
Telegram Bot
Telegram is a cloud-based instant messaging and voice over IP service
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular apps like ChatGPT and DALL·E 2.
Google Sheets
Google Sheets
With Google Sheets, you can create, edit, and collaborate wherever you are
Discord
Discord
Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.
GitHub
GitHub
Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.
Formatting
Formatting
Pre-built actions to make formatting and manipulating data within your workflows easier.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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.
Create Account with Salesforce (REST API) API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Salesforce (REST API)
 
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Send Message (Advanced) with Discord Webhook API on New Object (of Selectable Type) from Salesforce (REST API) API
Salesforce (REST API) + Discord Webhook
 
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Add Multiple Rows with Google Sheets API on New Object (of Selectable Type) from Salesforce (REST API) API
Salesforce (REST API) + Google Sheets
 
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Create Account with Salesforce (REST API) API on New Message from Discord API
Discord + Salesforce (REST API)
 
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Create Account with Salesforce (REST API) API on New Message In Channels from Slack API
Slack + Salesforce (REST API)
 
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New Deleted Object (Instant, of Selectable Type) from the Salesforce (REST API) API

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

 
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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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New Object (Instant, of Selectable Type) from the Salesforce (REST API) API

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

 
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New 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 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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Add Contact to Campaign with the Salesforce (REST API) API

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

 
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Add Lead to Campaign with the Salesforce (REST API) API

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

 
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Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Create Account with the Salesforce (REST API) API

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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Create Attachment with the Salesforce (REST API) API

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}}