# Salesforce — Pipedream Connect

> Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

- API slug: `salesforce_rest_api` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: CRM
- Website: https://salesforce.com
- This page (HTML): https://pipedream.com/apps/salesforce-rest-api
- Tools: 61 actions · 12 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: salesforce_rest_api`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "salesforce_rest_api",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Add Contact to Campaign:
const result = await mcp.callTool({
  name: "salesforce_rest_api-add-contact-to-campaign",
  arguments: {
    campaignId: "Campaign ID",
    contactId: "Contact ID",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Salesforce endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "salesforce_rest_api-add-contact-to-campaign",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
    campaignId: "Campaign ID",
    contactId: "Contact ID",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (61)

### `salesforce_rest_api-add-contact-to-campaign` — Add Contact to Campaign (Write)

Add an existing contact to an existing campaign as a campaign member. Use Find Records on Contact and on Campaign to look up the two IDs first. The contact must already exist - use Create Contact if it does not. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/add-contact-to-campaign.md

### `salesforce_rest_api-add-lead-to-campaign` — Add Lead to Campaign (Write)

Add an existing lead to an existing campaign as a campaign member. Use Find Records on Lead and on Campaign to look up the two IDs first. The lead must already exist - use Create Lead if it does not. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/add-lead-to-campaign.md

### `salesforce_rest_api-convert-soap-xml-to-json` — Convert SOAP XML Object to JSON (Read-only)

Convert a SOAP XML payload received from Salesforce into JSON. Use this on the raw body delivered by an outbound-message trigger; it makes no API call. Every other Salesforce action already returns JSON, so this is only needed for outbound-message workflows. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/convert-soap-xml-to-json.md

### `salesforce_rest_api-create-account` — Create Account (Write)

Create a Salesforce account (a company or organization record). Use Describe Object on Account to discover which fields your org requires before calling. For example, Name Acme Corp creates a minimal account and returns its new record ID. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-account.md

### `salesforce_rest_api-create-accounts-batch` — Create Accounts (Batch) (Write)

Create many Salesforce accounts in one job using Bulk API 2.0. Use this instead of Create Account when inserting more than roughly 200 records - it is asynchronous and returns a job ID, not the created records. Poll the job in Salesforce to confirm completion; a successful response means the job…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-accounts-batch.md

### `salesforce_rest_api-create-attachment` — Create Attachment (Write)

Attach a file to an existing Salesforce record (classic Attachment object). Use Find Records to get the parent record ID first. For newer orgs prefer Salesforce Files - use Insert Blob Data with ContentVersion instead. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-attachment.md

### `salesforce_rest_api-create-campaign` — Create Campaign (Write)

Create a Salesforce marketing campaign. Use Add Contact to Campaign or Add Lead to Campaign afterwards to populate its members. For example, Name: "Summer 2026 Webinar" creates the campaign and returns its ID. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-campaign.md

### `salesforce_rest_api-create-case` — Create Case (Write)

Create a Salesforce support case (a customer issue or request). Use List Cases to check whether a matching case already exists before creating a duplicate. After creating, use Create Case Comment to add notes or List Case Feed Items to read its activity. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-case.md

### `salesforce_rest_api-create-casecomment` — Create Case Comment (Write)

Add a comment to an existing Salesforce case. Use List Cases to find the case ID, and List Case Comments to read the existing thread first. Comments are visible in the case feed - List Case Feed Items shows them as CaseCommentPost entries. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-casecomment.md

### `salesforce_rest_api-create-contact` — Create Contact (Write)

Create a Salesforce contact (a person associated with an account). Use Find Records on Account to get the AccountId that links this contact to a company. Use Describe Object on Contact to discover which fields your org requires. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-contact.md

### `salesforce_rest_api-create-content-note` — Create Content Note (Write)

Create an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use this rather than Create Note on modern orgs; Create Note writes the classic plain-text note object. Use Update Content Note to edit one afterwards. Notes must be enabled in the org first - see Set Up Notes. See…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-content-note.md

### `salesforce_rest_api-create-crm-record` — Create CRM Record (Write)

Create a new Salesforce record of any object type. Use Describe Object first if you're unsure what fields are available or required. For picklist fields, use the API value from Describe Object, not the display label.

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-crm-record.md

### `salesforce_rest_api-create-event` — Create Event (Write)

Create a Salesforce calendar event (a meeting or appointment with a start and end time). Use Create Task instead for to-do items with no scheduled time. Use Find Records to get the WhoId (contact or lead) and WhatId (related record) you want to link. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-event.md

### `salesforce_rest_api-create-lead` — Create Lead (Write)

Create a Salesforce lead (an unqualified prospect not yet linked to an account). Use Create Contact instead when the person already belongs to a known account. Use Add Lead to Campaign afterwards to attribute the lead to a campaign. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-lead.md

### `salesforce_rest_api-create-note` — Create Note (Write)

Create a classic Salesforce note (up to 32 KB of plain text) attached to a parent record. Prefer Create Content Note on modern orgs - classic notes are legacy and do not support rich text. Use Find Records to get the parent record ID first. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-note.md

### `salesforce_rest_api-create-opportunities-batch` — Create Opportunities (Batch) (Write)

Create many Salesforce opportunities in one job using Bulk API 2.0. Use this instead of Create Opportunity when inserting more than roughly 200 records - it is asynchronous and returns a job ID, not the created records. Every row needs Name, StageName and CloseDate. Input is a CSV file - supply a…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunities-batch.md

### `salesforce_rest_api-create-opportunity` — Create Opportunity (Write)

Create a Salesforce opportunity (a potential deal with an amount and close date). Requires Name, StageName and CloseDate - use Describe Object on Opportunity to list the valid StageName values for your org. Use Find Records on Account to get the AccountId to attach the deal to. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-opportunity.md

### `salesforce_rest_api-create-record` — Create Record (Write)

Create a Salesforce record of any object type. Use List Objects to discover object types and Describe Object to discover fields. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-record.md

### `salesforce_rest_api-create-task` — Create Task (Write)

Create a Salesforce task (a to-do item with a due date, no specific time). Use Create Event instead for scheduled meetings with a start and end time. Use Find Records to get the WhoId (contact or lead) and WhatId (related record) to link the task to. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-task.md

### `salesforce_rest_api-create-user` — Create User (Write)

Create a Salesforce user (a login for a person in your org). Requires an available user license and a unique Username in email form; the Username must be globally unique across all Salesforce orgs. Use Get User or Find Records on User to check whether the person already has an account. See the…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/create-user.md

### `salesforce_rest_api-delete-crm-record` — Delete CRM Record (Write)

Delete a Salesforce record. This moves it to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use SOQL Query to find the record ID if you only have the record name. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/delete-crm-record.md

### `salesforce_rest_api-delete-note` — Delete Note Or Content Note (Write)

Delete a note or content note from a Salesforce record. This moves the note to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records on Note or ContentNote to get the ID first. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/delete-note.md

### `salesforce_rest_api-delete-opportunity` — Delete Opportunity (Write)

Delete a Salesforce opportunity. This moves the record to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records on Opportunity to get the ID first, and prefer Update Opportunity to set a Closed Lost stage when you want to keep the…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/delete-opportunity.md

### `salesforce_rest_api-delete-record` — Delete Record (Write)

Delete a Salesforce record of any object type. This moves the record to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records or SOQL Query to confirm you have the right record ID before deleting. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/delete-record.md

### `salesforce_rest_api-describe-object` — Describe Object (Read-only)

Get field metadata for a Salesforce object type, including field names, types, required status, and picklist values. Use before Create Record or Update Record to discover available fields and valid picklist values. For picklist fields (like StageName on Opportunity, Status on Case), this returns…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/describe-object.md

### `salesforce_rest_api-find-records` — Find Records (Read-only)

Retrieve selected fields for records of any Salesforce object, either specific records by ID or the most recent ones. Use this as the general-purpose record reader when no object-specific action fits - prefer List Cases for cases or Get Record by ID for a single known record. Use List Objects to…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/find-records.md

### `salesforce_rest_api-get-case` — Get Case (Read-only)

Retrieve one Salesforce case by its record ID. Use List Cases to find the ID first, or when you want to search cases rather than fetch a known one. Use List Case Feed Items and List Case Comments to read the case's activity and comment thread. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-case.md

### `salesforce_rest_api-get-current-user` — Get Current User (Read-only)

Returns the authenticated Salesforce user's ID, name, email, and organization ID. Call this first when the user says 'my leads', 'my opportunities', 'my cases', or any first-person query. Use user_id as the OwnerId filter in SOQL Search (e.g. WHERE OwnerId = '{user_id}') and organization_id to…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-current-user.md

### `salesforce_rest_api-get-knowledge-articles` — Get Knowledge Articles (Read-only)

Retrieve a page of online Knowledge articles for a language and data category, by search or query. Use List Knowledge Data Category Groups to discover valid category values first, and List Knowledge Articles to browse article records instead. Returns published article content, so responses can be…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-knowledge-articles.md

### `salesforce_rest_api-get-knowledge-data-category-groups` — Get Knowledge Data Category Groups (Read-only)

List the Knowledge data category groups visible to the current user. Call this before Get Knowledge Articles to discover the valid category group and category names to filter by. Returns only categories the authenticated user can see, so results vary per user. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-knowledge-data-category-groups.md

### `salesforce_rest_api-get-record-by-id` — Get Record by ID (Read-only)

Retrieve one Salesforce record of any object type by its record ID. Use Find Records to look up records by criteria, or SOQL Query when you need related fields or a filtered set. Use List Objects to discover object types if you are unsure of the type name. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-record-by-id.md

### `salesforce_rest_api-get-related-records` — Get Related Records (Read-only)

Get child records related to a parent Salesforce record via a relationship. Use to traverse relationships without writing SOQL joins. Common relationships: Account → Contacts, Opportunities, Cases, Tasks; Contact → Cases, Opportunities, Tasks; Opportunity → OpportunityLineItems, Tasks. Use Describe…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-related-records.md

### `salesforce_rest_api-get-user` — Get User (Read-only)

Retrieve one Salesforce user by their record ID. Use Get Current User for the authenticated user instead of looking up an ID. Record owner fields such as OwnerId hold user IDs - pass one here to resolve it to a name and email. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-user.md

### `salesforce_rest_api-get-user-info` — Get User Info (Read-only)

Get the current authenticated Salesforce user's identity, including user ID, email, org ID, and instance URL. Must be called before any query that uses first-person language ('my', 'I', 'me'). The userId can be used as an OwnerId filter in SOQL queries (e.g. WHERE OwnerId = '{userId}'). The…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/get-user-info.md

### `salesforce_rest_api-insert-blob-data` — Insert Blob Data (Write)

Upload binary file data to a Salesforce object such as ContentVersion or Attachment. Use this for Salesforce Files (ContentVersion); use Create Attachment only for the legacy attachment object. The file content must be supplied as a file path or URL, not as raw bytes in the request. See the…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/insert-blob-data.md

### `salesforce_rest_api-list-case-comments` — List Case Comments (Read-only)

List the comments on a Salesforce case, newest first. Use this for the case's comment thread only - use List Case Feed Items for the full activity trail (status changes, logged calls, emails) or List Email Messages for emails on the case. Find the case ID with List Cases first. For example, case ID…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-case-comments.md

### `salesforce_rest_api-list-case-feed-items` — List Case Feed Items (Read-only)

List the feed (Chatter) entries on a case, newest first. Use this to read a case's activity trail - text posts, status changes, logged calls, email events and case comment events - in one call. The case feed only exists when feed tracking is enabled for Cases in the Salesforce org, so an org…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-case-feed-items.md

### `salesforce_rest_api-list-cases` — List Cases (Read-only)

List Salesforce support cases, newest first. Use this to find a case and its ID. Every filter is optional and they combine with AND - call with no filters to see the most recent cases. For example, Status New with Limit 10 returns the ten newest open cases. Status values are org-configurable. See…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-cases.md

### `salesforce_rest_api-list-email-messages` — List Email Messages (Read-only)

List Salesforce email messages, newest first, optionally scoped to one case. Returns the full email records including subject and body - use List Case Feed Items instead if you only need to know that an email happened. Find the case ID with List Cases first. Omit Case ID to list the most recent…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-email-messages.md

### `salesforce_rest_api-list-email-templates` — List Email Templates (Read-only)

List Salesforce email templates, newest first. Use this to find a template and its ID before sending with Send Email, or before editing with Update Email Template. For example, run with Limit 50, then pass the Id of the template you want to Send Email. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-email-templates.md

### `salesforce_rest_api-list-knowledge-articles` — List Knowledge Articles (Read-only)

List Salesforce Knowledge articles, newest first. Returns the article container records (KnowledgeArticle), not the published article bodies - use Get Knowledge Articles to read article content, and List Knowledge Data Category Groups to discover the categories articles are filed under. This can…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-knowledge-articles.md

### `salesforce_rest_api-list-object-fields` — List Object Fields (Read-only)

List the field names for a Salesforce object type. Use this to discover valid field names before calling Find Records, SOQL Query or any create/update action. Use Describe Object instead when you also need field types, required flags and picklist values. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-object-fields.md

### `salesforce_rest_api-list-objects` — List Objects (Read-only)

List available Salesforce object types (SObjects) in the org. Use when the user references an object type you're not sure about, or to discover custom objects. Custom objects end in __c. Standard CRM objects: Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User. Use Describe…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/list-objects.md

### `salesforce_rest_api-post-feed-to-chatter` — Post a Message to Chatter Feed (Write)

Post a Chatter message to a Salesforce record's feed. Use List Case Feed Items to read a case feed, or Create Case Comment to add a case comment instead of a Chatter post. The message is built from segments - a plain string becomes text, and { "type": "Mention", "username": "jsmith" } mentions a…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/post-feed-to-chatter.md

### `salesforce_rest_api-search-string` — Search Object Records (Read-only)

Search for records of one object type using a parameterized SOSL search. Use Text Search to search across several object types at once, or SOQL Query for exact field filters. SOSL matches indexed text fields, so it finds partial words but will not filter on numeric or date criteria. See the…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/search-string.md

### `salesforce_rest_api-send-email` — Send Email (Write)

Send an email through Salesforce. Use List Email Templates to find a template ID first when sending templated mail. Sent mail is logged against the related record - use List Email Messages to read it back. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/send-email.md

### `salesforce_rest_api-soql-query` — SOQL Query (Read-only)

Execute a SOQL query against Salesforce. This is the primary tool for querying Salesforce data — use for all structured queries. For free-text search across multiple objects, use Text Search instead.

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/soql-query.md

### `salesforce_rest_api-soql-search` — SOQL Query (Object Query) (Read-only)

Run a SOQL query with guided prompts for the object, fields and filter. Prefer SOQL Query for agent and API use - it accepts a complete query string and pages through every result, while this action returns only the first batch. SOQL filters on exact field values; use Text Search for keyword…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/soql-search.md

### `salesforce_rest_api-sosl-search` — SOSL Search (Object Search) (Read-only)

Run a SOSL text search with guided prompts. Prefer Text Search for agent and API use - it takes a plain keyword and searches several object types at once. SOSL matches indexed text fields, so it finds partial words but will not filter on numeric or date criteria. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/sosl-search.md

### `salesforce_rest_api-text-search` — Text Search (Read-only)

Search Salesforce records by keyword across multiple object types simultaneously. Use for free-text search when the user mentions a name, term, or keyword without specifying an object type. Use SOQL Query instead for structured queries on a single object type with specific conditions. Results are…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/text-search.md

### `salesforce_rest_api-update-account` — Update Account (Write)

Update fields on an existing Salesforce account. Only the fields you supply change; everything else is left as-is. Use Find Records on Account to get the record ID first. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-account.md

### `salesforce_rest_api-update-accounts-batch` — Update Accounts (Batch) (Write)

Update many Salesforce accounts in one job using Bulk API 2.0. Use this instead of Update Account when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records. Every row must include the record Id of the account to update. Input is a CSV file…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-accounts-batch.md

### `salesforce_rest_api-update-contact` — Update Contact (Write)

Update fields on an existing Salesforce contact. Only the fields you supply change; everything else is left as-is. Use Find Records on Contact to get the record ID first. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-contact.md

### `salesforce_rest_api-update-content-note` — Update Content Note (Write)

Update an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use Update Note instead for classic plain-text notes - the two are different objects. Supplying Content replaces the note body outright rather than appending to it. Notes must be enabled in the org first - see Set…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-content-note.md

### `salesforce_rest_api-update-crm-record` — Update CRM Record (Write)

Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged. Use Describe Object for valid field names and picklist values. Use SOQL Query to find the record ID if you only have the name. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-crm-record.md

### `salesforce_rest_api-update-email-template` — Update Email Template (Write)

Update an existing Salesforce email template. Use List Email Templates to find the template ID first. Only the fields you supply change; everything else is left as-is. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-email-template.md

### `salesforce_rest_api-update-note` — Update Note (Write)

Update a classic Salesforce note (up to 32 KB of plain text). Use Update Content Note instead for enhanced rich-text notes - the two are different objects. Supplying Body replaces the note text outright rather than appending to it. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-note.md

### `salesforce_rest_api-update-opportunities-batch` — Update Opportunities (Batch) (Write)

Update many Salesforce opportunities in one job using Bulk API 2.0. Use this instead of Update Opportunity when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records. Every row must include the record Id of the opportunity to update. Input is a…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunities-batch.md

### `salesforce_rest_api-update-opportunity` — Update Opportunity (Write)

Update fields on an existing Salesforce opportunity, such as moving it to a new stage. Use Describe Object on Opportunity to list the valid StageName values for your org. Only the fields you supply change; everything else is left as-is. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-opportunity.md

### `salesforce_rest_api-update-record` — Update Record (Write)

Update a Salesforce record of any object type. Only the fields you supply change; everything else is left as-is. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/update-record.md

### `salesforce_rest_api-upsert-record` — Upsert Record (Write)

Create a Salesforce record, or update it if a matching one already exists, matched on an external ID field. The object must have an external ID field defined - use Describe Object to find one before calling. Use Create CRM Record or Update CRM Record when you already know whether the record exists…

Full schema: https://pipedream.com/apps/salesforce-rest-api/actions/upsert-record.md

## Triggers (12)

### `salesforce_rest_api-case-updated-instant` — Case Updated (Instant, of Selectable Type) (Polling)

Emit new event when a case is updated. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/case-updated-instant.md

### `salesforce_rest_api-email-template-updated-instant` — Email Template Updated (Instant, of Selectable Type) (Polling)

Emit new event when an email template is updated. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/email-template-updated-instant.md

### `salesforce_rest_api-knowledge-article-updated-instant` — Knowledge Article Updated (Instant, of Selectable Type) (Polling)

Emit new event when a knowledge article is updated. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/knowledge-article-updated-instant.md

### `salesforce_rest_api-new-case-instant` — New Case (Instant, of Selectable Type) (Polling)

Emit new event when a case is created. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-case-instant.md

### `salesforce_rest_api-new-feed-comment` — New Chatter Feed Comment (Instant or Polling) (Polling)

Emit new events for each Chatter FeedComment (reply) created in Salesforce, polling FeedComment via SOQL on CreatedDate. Use this to react to comments on Chatter posts, since Chatter activity does not update the parent record's LastModifiedDate. The payload includes both ParentId (a polymorphic…

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-feed-comment.md

### `salesforce_rest_api-new-feed-item` — New Chatter Feed Item (Instant or Polling) (Polling)

Emit new events for each Chatter FeedItem (post) created in Salesforce, polling FeedItem via SOQL on CreatedDate. Use this to react to Chatter posts on Cases and other records, since Chatter activity does not update the parent record's LastModifiedDate (so New Record (Instant, of Selectable Type)…

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-feed-item.md

### `salesforce_rest_api-record-deleted-instant` — New Deleted Record (Instant, of Selectable Type) (Polling)

Emit new event when a record of the selected object type is deleted. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/record-deleted-instant.md

### `salesforce_rest_api-new-email-template-instant` — New Email Template (Instant, of Selectable Type) (Polling)

Emit new event when an email template is created. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-email-template-instant.md

### `salesforce_rest_api-new-knowledge-article-instant` — New Knowledge Article (Instant, of Selectable Type) (Polling)

Emit new event when a knowledge article is created. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-knowledge-article-instant.md

### `salesforce_rest_api-new-outbound-message` — New Outbound Message (Instant) (Instant)

Emit new event when a new outbound message is received in Salesforce. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-outbound-message.md

### `salesforce_rest_api-new-record-instant` — New Record (Instant, of Selectable Type) (Polling)

Emit new event when a record of the selected object type is created. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/new-record-instant.md

### `salesforce_rest_api-record-updated-instant` — New Updated Record (Instant, of Selectable Type) (Polling)

Emit new event when a record of the selected type is updated. See the documentation

Full schema: https://pipedream.com/apps/salesforce-rest-api/triggers/record-updated-instant.md

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