Salesforce

Web services API for interacting with Salesforce

Integrate the Salesforce API with the Data Stores API

Setup the Salesforce API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Salesforce and Data Stores remarkably fast. Free for developers.

Add or update a single record with Data Stores API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Data Stores
 
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Add or update a single record with Data Stores API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API
Salesforce + Data Stores
 
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Add or update a single record with Data Stores API on New Outbound Message (Instant) from Salesforce API
Salesforce + Data Stores
 
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Add or update a single record with Data Stores API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Data Stores
 
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Add or update a single record with Data Stores API on New Record (of Selectable Type) from Salesforce (REST API) API
Salesforce + Data Stores
 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

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

 
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New Deleted Record (of Selectable Type) from the Salesforce API

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

 
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New Outbound Message (Instant) from the Salesforce 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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New Record (Instant, of Selectable Type) from the Salesforce API

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

 
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New Record (of Selectable Type) from the Salesforce API

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

 
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Add Contact to Campaign with the Salesforce API

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

 
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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
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Add Lead to Campaign with the Salesforce API

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

 
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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Overview of Salesforce

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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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}`,
      },
    })
  },
})

Overview of Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

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export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})