Salesforce

Manage Salesforce CRM records, attachments, and documents

Overview

The Salesforce tool provides complete CRUD operations for 12 Salesforce resources: Lead, Contact, Account, Opportunity, Case, Task, Attachment, Custom Object, Document, Flow, Search (SOQL), and User. Attachment operations handle binary data: create/update uploads binary as base64 Body field, get retrieves attachment metadata. Document upload uses multipart form to create ContentVersion records. Supports OAuth2 authentication with manual token + refresh, SOQL query builder with conditions, pagination via nextRecordsUrl, upsert via external ID, custom fields, and campaign member management.

Category: Sales
Tool Name: salesforce
Version: 1

Appearance: Icon: lucide-CircleDollarSign | Color: #00A1E0

Node Type

Action (Binary) — handles file/binary data operations

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Salesforce OAuth2 credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Account	account
Attachment	attachment
Case	case
Contact	contact
Custom Object	customObject
Document	document
Flow	flow
Lead	lead
Opportunity	opportunity
Search	search
Task	task
User	user

Operations

Which operations are available depends on the selected resource — see the parameter subsections below.

Operation	Value	Description
Add Note	addNote	Add a note to the selected record
Add to Campaign	addToCampaign	Add the record to a campaign
Create	create	Create a record of the selected resource
Delete	delete	Delete a record by ID
Get	get	Retrieve a single record by ID
Get Many	getAll	Retrieve many records
Get Summary	getSummary	Get the object metadata summary for the selected resource
Update	update	Update an existing record
Upsert	upsert	Create or update a record by external ID
Add Comment	addComment	Add comment to a case
Upload	upload	Upload a document (ContentVersion)
Invoke	invoke	Invoke an autolaunched flow
Query	query	Execute a SOQL query

Parameters

Get Summary takes no parameters of its own — Account, Attachment, Case, Contact, Lead, Opportunity and Task all offer it, and each uses only the shared settings listed under All Operations.

Account: Add Note

Parameter	Type	Required	Default	Description
Title	string	Yes	—	—
Options	collection	No	{}	—
— Body	string	No	—	—
— Is Private	boolean	No	false	—
— Owner ID (owner)	string	No	—	—
Account ID (accountId)	string	Yes	—	—

Account: Create

Parameter	Type	Required	Default	Description
Name	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account Number	string	No	—	—
— Account Source	string	No	—	—
— Annual Revenue	number	No	0	—
— Billing City	string	No	—	—
— Billing Country	string	No	—	—
— Billing Postal Code	string	No	—	—
— Billing State	string	No	—	—
— Billing Street	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Fax	string	No	—	—
— Industry	string	No	—	—
— Jigsaw	string	No	—	—
— Number of Employees	number	No	0	—
— Owner ID (owner)	string	No	—	—
— Parent ID	string	No	—	—
— Phone	string	No	—	—
— Record Type ID	string	No	—	—
— Shipping City	string	No	—	—
— Shipping Country	string	No	—	—
— Shipping Postal Code	string	No	—	—
— Shipping State	string	No	—	—
— Shipping Street	string	No	—	—
— SIC Description	string	No	—	—
— Type	string	No	—	—
— Website	string	No	—	—

Account: Delete

Parameter	Type	Required	Default	Description
Account ID (accountId)	string	Yes	—	—

Account: Get

Parameter	Type	Required	Default	Description
Account ID (accountId)	string	Yes	—	—

Account: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Account: Update

Parameter	Type	Required	Default	Description
Account ID (accountId)	string	Yes	—	—
Update Fields	collection	No	{}	—
— Account Number	string	No	—	—
— Account Source	string	No	—	—
— Annual Revenue	number	No	0	—
— Billing City	string	No	—	—
— Billing Country	string	No	—	—
— Billing Postal Code	string	No	—	—
— Billing State	string	No	—	—
— Billing Street	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Fax	string	No	—	—
— Industry	string	No	—	—
— Jigsaw	string	No	—	—
— Name	string	No	—	—
— Number of Employees	number	No	0	—
— Owner ID (owner)	string	No	—	—
— Parent ID	string	No	—	—
— Phone	string	No	—	—
— Record Type ID	string	No	—	—
— Shipping City	string	No	—	—
— Shipping Country	string	No	—	—
— Shipping Postal Code	string	No	—	—
— Shipping State	string	No	—	—
— Shipping Street	string	No	—	—
— SIC Description	string	No	—	—
— Type	string	No	—	—
— Website	string	No	—	—

Account: Upsert

Parameter	Type	Required	Default	Description
External ID Field	string	Yes	—	API name of the external ID field
External ID Value	string	Yes	—	—
Name	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account Number	string	No	—	—
— Account Source	string	No	—	—
— Annual Revenue	number	No	0	—
— Billing City	string	No	—	—
— Billing Country	string	No	—	—
— Billing Postal Code	string	No	—	—
— Billing State	string	No	—	—
— Billing Street	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Fax	string	No	—	—
— Industry	string	No	—	—
— Jigsaw	string	No	—	—
— Number of Employees	number	No	0	—
— Owner ID (owner)	string	No	—	—
— Parent ID	string	No	—	—
— Phone	string	No	—	—
— Record Type ID	string	No	—	—
— Shipping City	string	No	—	—
— Shipping Country	string	No	—	—
— Shipping Postal Code	string	No	—	—
— Shipping State	string	No	—	—
— Shipping Street	string	No	—	—
— SIC Description	string	No	—	—
— Type	string	No	—	—
— Website	string	No	—	—

Attachment: Create

Parameter	Type	Required	Default	Description
Parent ID	string	Yes	—	—
Name	string	Yes	—	Filename (max 255 chars)
Binary Property	string	Yes	data	Name of the binary property containing the file to upload
Additional Fields	collection	No	{}	—
— Description	string	No	—	—
— Is Private	boolean	No	false	—
— Owner ID (owner)	string	No	—	—

Attachment: Delete

Parameter	Type	Required	Default	Description
Attachment ID	string	Yes	—	—

Attachment: Get

Parameter	Type	Required	Default	Description
Attachment ID	string	Yes	—	—

Attachment: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Attachment: Update

Parameter	Type	Required	Default	Description
Attachment ID	string	Yes	—	—
Update Fields	collection	No	{}	—
— Binary Property	string	No	data	Name of the binary property to upload (optional)
— Description	string	No	—	—
— Is Private	boolean	No	false	—
— Name	string	No	—	—
— Owner ID (owner)	string	No	—	—

Case: Add Comment

Parameter	Type	Required	Default	Description
Case ID	string	Yes	—	—
Comment Body	string	No	—	—
Is Published	boolean	No	false	—

Case: Create

Parameter	Type	Required	Default	Description
Type	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account ID (accountId)	string	No	—	—
— Contact ID	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Is Escalated	boolean	No	false	—
— Origin	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Parent ID	string	No	—	—
— Priority	string	No	—	—
— Reason	string	No	—	—
— Record Type ID	string	No	—	—
— Status	string	No	—	—
— Subject	string	No	—	—
— Supplied Company	string	No	—	—
— Supplied Email	string	No	—	—
— Supplied Name	string	No	—	—
— Supplied Phone	string	No	—	—

Case: Delete

Parameter	Type	Required	Default	Description
Case ID	string	Yes	—	—

Case: Get

Parameter	Type	Required	Default	Description
Case ID	string	Yes	—	—

Case: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Case: Update

Parameter	Type	Required	Default	Description
Case ID	string	Yes	—	—
Update Fields	collection	No	{}	—
— Account ID (accountId)	string	No	—	—
— Contact ID	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Is Escalated	boolean	No	false	—
— Origin	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Parent ID	string	No	—	—
— Priority	string	No	—	—
— Reason	string	No	—	—
— Record Type ID	string	No	—	—
— Status	string	No	—	—
— Subject	string	No	—	—
— Supplied Company	string	No	—	—
— Supplied Email	string	No	—	—
— Supplied Name	string	No	—	—
— Supplied Phone	string	No	—	—
— Type	string	No	—	—

Contact: Add Note

Parameter	Type	Required	Default	Description
Title	string	Yes	—	—
Options	collection	No	{}	—
— Body	string	No	—	—
— Is Private	boolean	No	false	—
— Owner ID (owner)	string	No	—	—
Contact ID	string	Yes	—	—

Contact: Add to Campaign

Parameter	Type	Required	Default	Description
Campaign ID	string	Yes	—	—
Options	collection	No	{}	—
— Status	string	No	—	—
Contact ID	string	Yes	—	—

Contact: Create

Parameter	Type	Required	Default	Description
Last Name	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account ID (acconuntId)	string	No	—	—
— Assistant Name	string	No	—	—
— Assistant Phone	string	No	—	—
— Birthdate	string	No	—	Date in YYYY-MM-DD format
— Custom Fields (JSON)	json	No	{}	—
— Department	string	No	—	—
— Description	string	No	—	—
— Email	string	No	—	—
— Email Bounced Date	string	No	—	—
— Email Bounced Reason	string	No	—	—
— Fax	string	No	—	—
— First Name (firstName)	string	No	—	—
— Home Phone	string	No	—	—
— Jigsaw	string	No	—	—
— Lead Source	string	No	—	—
— Mailing City	string	No	—	—
— Mailing Country	string	No	—	—
— Mailing Postal Code	string	No	—	—
— Mailing State	string	No	—	—
— Mailing Street	string	No	—	—
— Mobile Phone	string	No	—	—
— Other City	string	No	—	—
— Other Country	string	No	—	—
— Other Phone	string	No	—	—
— Other Postal Code	string	No	—	—
— Other State	string	No	—	—
— Other Street	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Phone	string	No	—	—
— Record Type ID	string	No	—	—
— Salutation	string	No	—	—
— Title	string	No	—	—

Contact: Delete

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	—

Contact: Get

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	—

Contact: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Contact: Update

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	—
Update Fields	collection	No	{}	—
— Account ID (acconuntId)	string	No	—	—
— Assistant Name	string	No	—	—
— Assistant Phone	string	No	—	—
— Birthdate	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Department	string	No	—	—
— Description	string	No	—	—
— Email	string	No	—	—
— Email Bounced Date	string	No	—	—
— Email Bounced Reason	string	No	—	—
— Fax	string	No	—	—
— First Name (firstName)	string	No	—	—
— Home Phone	string	No	—	—
— Jigsaw	string	No	—	—
— Last Name	string	No	—	—
— Lead Source	string	No	—	—
— Mailing City	string	No	—	—
— Mailing Country	string	No	—	—
— Mailing Postal Code	string	No	—	—
— Mailing State	string	No	—	—
— Mailing Street	string	No	—	—
— Mobile Phone	string	No	—	—
— Other City	string	No	—	—
— Other Country	string	No	—	—
— Other Phone	string	No	—	—
— Other Postal Code	string	No	—	—
— Other State	string	No	—	—
— Other Street	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Phone	string	No	—	—
— Record Type ID	string	No	—	—
— Salutation	string	No	—	—
— Title	string	No	—	—

Contact: Upsert

Parameter	Type	Required	Default	Description
External ID Field	string	Yes	—	API name of the external ID field
External ID Value	string	Yes	—	—
Last Name	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account ID (acconuntId)	string	No	—	—
— Assistant Name	string	No	—	—
— Assistant Phone	string	No	—	—
— Birthdate	string	No	—	Date in YYYY-MM-DD format
— Custom Fields (JSON)	json	No	{}	—
— Department	string	No	—	—
— Description	string	No	—	—
— Email	string	No	—	—
— Email Bounced Date	string	No	—	—
— Email Bounced Reason	string	No	—	—
— Fax	string	No	—	—
— First Name (firstName)	string	No	—	—
— Home Phone	string	No	—	—
— Jigsaw	string	No	—	—
— Lead Source	string	No	—	—
— Mailing City	string	No	—	—
— Mailing Country	string	No	—	—
— Mailing Postal Code	string	No	—	—
— Mailing State	string	No	—	—
— Mailing Street	string	No	—	—
— Mobile Phone	string	No	—	—
— Other City	string	No	—	—
— Other Country	string	No	—	—
— Other Phone	string	No	—	—
— Other Postal Code	string	No	—	—
— Other State	string	No	—	—
— Other Street	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Phone	string	No	—	—
— Record Type ID	string	No	—	—
— Salutation	string	No	—	—
— Title	string	No	—	—

Custom Object: Create

Parameter	Type	Required	Default	Description
Custom Object API Name	string	Yes	—	API name of the custom object (e.g. My_Object__c)
Custom Fields (JSON)	json	No	{}	JSON of field API name to value, e.g. {“My_Field__c”: “value”}
Additional Fields	collection	No	{}	—
— Record Type ID	string	No	—	—

Custom Object: Delete

Parameter	Type	Required	Default	Description
Custom Object API Name	string	Yes	—	API name of the custom object (e.g. My_Object__c)
Record ID	string	Yes	—	—

Custom Object: Get

Parameter	Type	Required	Default	Description
Custom Object API Name	string	Yes	—	API name of the custom object (e.g. My_Object__c)
Record ID	string	Yes	—	—

Custom Object: Get Many

Parameter	Type	Required	Default	Description
Custom Object API Name	string	Yes	—	API name of the custom object (e.g. My_Object__c)
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Custom Object: Update

Parameter	Type	Required	Default	Description
Custom Object API Name	string	Yes	—	API name of the custom object (e.g. My_Object__c)
Record ID	string	Yes	—	—
Custom Fields (JSON)	json	No	{}	JSON of field API name to value, e.g. {“My_Field__c”: “value”}
Update Fields	collection	No	{}	—
— Record Type ID	string	No	—	—

Custom Object: Upsert

Parameter	Type	Required	Default	Description
External ID Field	string	Yes	—	API name of the external ID field
External ID Value	string	Yes	—	—
Custom Object API Name	string	Yes	—	API name of the custom object (e.g. My_Object__c)
Custom Fields (JSON)	json	No	{}	JSON of field API name to value, e.g. {“My_Field__c”: “value”}
Additional Fields	collection	No	{}	—
— Record Type ID	string	No	—	—

Document: Upload

Parameter	Type	Required	Default	Description
Title	string	Yes	—	—
Binary Property	string	Yes	data	—
Additional Fields	collection	No	{}	—
— File Extension	string	No	—	Override file extension (e.g. pdf)
— Link To Object ID	string	No	—	ID of object to link document to (FirstPublishLocationId)
— Owner ID (ownerId)	string	No	—	—

Flow: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Flow: Invoke

Parameter	Type	Required	Default	Description
API Name	string	Yes	—	—
JSON Parameters	boolean	No	false	—
Input Variables (JSON)	json	No	{}	(shown when JSON Parameters is true)

Lead: Add Note

Parameter	Type	Required	Default	Description
Lead ID	string	Yes	—	—
Title	string	Yes	—	—
Options	collection	No	{}	—
— Body	string	No	—	—
— Is Private	boolean	No	false	—
— Owner ID (owner)	string	No	—	—

Lead: Add to Campaign

Parameter	Type	Required	Default	Description
Lead ID	string	Yes	—	—
Campaign ID	string	Yes	—	—
Options	collection	No	{}	—
— Status	string	No	—	—

Lead: Create

Parameter	Type	Required	Default	Description
Company	string	Yes	—	Company name (required)
Last Name	string	Yes	—	Last name (required)
Additional Fields	collection	No	{}	—
— Annual Revenue	number	No	0	—
— City	string	No	—	—
— Country	string	No	—	—
— Custom Fields (JSON)	json	No	{}	JSON object of custom field values, e.g. {“My_Field__c”: “value”}
— Description	string	No	—	—
— Email	string	No	—	—
— Fax	string	No	—	—
— First Name (firstname)	string	No	—	—
— Has Opted Out of Email	boolean	No	false	—
— Has Opted Out of Fax	boolean	No	false	—
— Industry	string	No	—	—
— Is Unread By Owner	boolean	No	false	—
— Jigsaw	string	No	—	—
— Lead Source	string	No	—	—
— Mobile Phone	string	No	—	—
— Number of Employees	number	No	0	—
— Owner ID (owner)	string	No	—	User or Queue ID
— Phone	string	No	—	—
— Postal Code	string	No	—	—
— Rating	string	No	—	—
— Record Type ID	string	No	—	—
— Salutation	string	No	—	—
— State	string	No	—	—
— Status	string	No	—	—
— Street	string	No	—	—
— Title	string	No	—	—
— Website	string	No	—	—

Lead: Delete

Parameter	Type	Required	Default	Description
Lead ID	string	Yes	—	—

Lead: Get

Parameter	Type	Required	Default	Description
Lead ID	string	Yes	—	—

Lead: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Lead: Update

Parameter	Type	Required	Default	Description
Lead ID	string	Yes	—	—
Update Fields	collection	No	{}	—
— Annual Revenue	number	No	0	—
— City	string	No	—	—
— Company	string	No	—	—
— Country	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Email	string	No	—	—
— Fax	string	No	—	—
— First Name (firstname)	string	No	—	—
— Has Opted Out of Email	boolean	No	false	—
— Has Opted Out of Fax	boolean	No	false	—
— Industry	string	No	—	—
— Is Unread By Owner	boolean	No	false	—
— Jigsaw	string	No	—	—
— Last Name	string	No	—	—
— Lead Source	string	No	—	—
— Mobile Phone	string	No	—	—
— Number of Employees	number	No	0	—
— Owner ID (owner)	string	No	—	—
— Phone	string	No	—	—
— Postal Code	string	No	—	—
— Rating	string	No	—	—
— Record Type ID	string	No	—	—
— Salutation	string	No	—	—
— State	string	No	—	—
— Status	string	No	—	—
— Street	string	No	—	—
— Title	string	No	—	—
— Website	string	No	—	—

Lead: Upsert

Parameter	Type	Required	Default	Description
Company	string	Yes	—	Company name (required)
Last Name	string	Yes	—	Last name (required)
External ID Field	string	Yes	—	API name of the external ID field
External ID Value	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Annual Revenue	number	No	0	—
— City	string	No	—	—
— Country	string	No	—	—
— Custom Fields (JSON)	json	No	{}	JSON object of custom field values, e.g. {“My_Field__c”: “value”}
— Description	string	No	—	—
— Email	string	No	—	—
— Fax	string	No	—	—
— First Name (firstname)	string	No	—	—
— Has Opted Out of Email	boolean	No	false	—
— Has Opted Out of Fax	boolean	No	false	—
— Industry	string	No	—	—
— Is Unread By Owner	boolean	No	false	—
— Jigsaw	string	No	—	—
— Lead Source	string	No	—	—
— Mobile Phone	string	No	—	—
— Number of Employees	number	No	0	—
— Owner ID (owner)	string	No	—	User or Queue ID
— Phone	string	No	—	—
— Postal Code	string	No	—	—
— Rating	string	No	—	—
— Record Type ID	string	No	—	—
— Salutation	string	No	—	—
— State	string	No	—	—
— Status	string	No	—	—
— Street	string	No	—	—
— Title	string	No	—	—
— Website	string	No	—	—

Opportunity: Add Note

Parameter	Type	Required	Default	Description
Title	string	Yes	—	—
Options	collection	No	{}	—
— Body	string	No	—	—
— Is Private	boolean	No	false	—
— Owner ID (owner)	string	No	—	—
Opportunity ID	string	Yes	—	—

Opportunity: Create

Parameter	Type	Required	Default	Description
Name	string	Yes	—	—
Close Date	string	Yes	—	Date in YYYY-MM-DD format
Stage Name	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account ID (accountId)	string	No	—	—
— Amount	number	No	0	—
— Campaign ID	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Forecast Category	string	No	—	—
— Lead Source	string	No	—	—
— Next Step	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Pricebook2 ID	string	No	—	—
— Probability	number	No	0	—
— Type	string	No	—	—

Opportunity: Delete

Parameter	Type	Required	Default	Description
Opportunity ID	string	Yes	—	—

Opportunity: Get

Parameter	Type	Required	Default	Description
Opportunity ID	string	Yes	—	—

Opportunity: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Opportunity: Update

Parameter	Type	Required	Default	Description
Opportunity ID	string	Yes	—	—
Update Fields	collection	No	{}	—
— Account ID (accountId)	string	No	—	—
— Amount	number	No	0	—
— Campaign ID	string	No	—	—
— Close Date	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Forecast Category	string	No	—	—
— Lead Source	string	No	—	—
— Name	string	No	—	—
— Next Step	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Pricebook2 ID	string	No	—	—
— Probability	number	No	0	—
— Stage Name	string	No	—	—
— Type	string	No	—	—

Opportunity: Upsert

Parameter	Type	Required	Default	Description
External ID Field	string	Yes	—	API name of the external ID field
External ID Value	string	Yes	—	—
Name	string	Yes	—	—
Close Date	string	Yes	—	Date in YYYY-MM-DD format
Stage Name	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Account ID (accountId)	string	No	—	—
— Amount	number	No	0	—
— Campaign ID	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Forecast Category	string	No	—	—
— Lead Source	string	No	—	—
— Next Step	string	No	—	—
— Owner ID (owner)	string	No	—	—
— Pricebook2 ID	string	No	—	—
— Probability	number	No	0	—
— Type	string	No	—	—

Search: Query

Parameter	Type	Required	Default	Description
SOQL Query	string	Yes	—	Raw SOQL query string

Task: Create

Parameter	Type	Required	Default	Description
Status	string	Yes	—	—
Additional Fields	collection	No	{}	—
— Activity Date	string	No	—	—
— Call Disposition	string	No	—	—
— Call Duration (Seconds)	number	No	0	—
— Call Object	string	No	—	—
— Call Type	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Is Reminder Set	boolean	No	false	—
— Owner ID (owner)	string	No	—	—
— Priority	string	No	—	—
— Recurrence Type	string	No	—	—
— Reminder DateTime	string	No	—	—
— Subject	string	No	—	—
— Task Subtype	string	No	—	Maps to TaskSubtype field
— What ID	string	No	—	—
— Who ID	string	No	—	—

Task: Delete

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	—

Task: Get

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	—

Task: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

Task: Update

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	—
Update Fields	collection	No	{}	—
— Activity Date	string	No	—	—
— Call Disposition	string	No	—	—
— Call Duration (Seconds)	number	No	0	—
— Call Object	string	No	—	—
— Call Type	string	No	—	—
— Custom Fields (JSON)	json	No	{}	—
— Description	string	No	—	—
— Is Reminder Set	boolean	No	false	—
— Owner ID (owner)	string	No	—	—
— Priority	string	No	—	—
— Status	string	No	—	—
— Subject	string	No	—	—
— Task Subtype	string	No	—	—
— What ID	string	No	—	—
— Who ID	string	No	—	—

User: Get

Parameter	Type	Required	Default	Description
User ID	string	Yes	—	—

User: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	—
Limit	number	No	50	(shown when Return All is false)
Options	collection	No	{}	—
— Conditions (JSON)	json	No	{}	JSON: {“conditionValues”:[{“field”:“Name”,“operation”:“equal”,“value”:“Acme”}]}
— Fields	string	No	—	Comma-separated list of fields to return

All Operations

Parameter	Type	Required	Default	Description
Salesforce Account	credential	No	—	Connect your Salesforce account via OAuth2.
Max Concurrency	number	No	10	Maximum number of items to process concurrently

Output Data

The node replaces the item JSON with the Salesforce response. Fields that arrived on the input item are not carried through, so capture anything you still need in an earlier node or merge it back downstream. Binary data on the input item is forwarded to the output item unchanged.

Every operation produces exactly one output item per input item — including Get Many and Query, whose matching records arrive as an array on that single item rather than as one item per record. Use a Split Out node on records when you want one item per record. A node run with no input items produces no output items.

These shapes are built by the node itself:

Operation	Output item JSON
getAll on Account, Attachment, Case, Contact, Custom Object, Lead, Opportunity, Task, User	{ "records": [ … ] }
getAll on Flow	{ "actions": [ … ] } — trimmed to Limit unless Return All is on
query	{ "records": [ … ] }
delete, and any update or upsert that Salesforce answers with no content	{ "errors": [], "success": true }

{
  "errors": [],
  "success": true
}

Every other operation — create, get, getSummary, addNote, addToCampaign, addComment, invoke and upload — puts the Salesforce REST response on the item exactly as the API returned it. The node does not add, rename or reshape those fields, so what you can reference downstream is whatever your Salesforce org sends back for that object.

Two behaviors worth knowing before you build on the output:

• Get Many follows pagination for you. With Return All on, every page of the query result is fetched and all records land in the one records array; with it off, the Limit is applied as a SOQL LIMIT.
• Attachment Get returns the attachment record, not the file. It gives you the attachment’s Salesforce fields; it does not download the file contents into binary data.

Reference the result downstream by expression, for example {{ $json.records }} after a Get Many or {{ $json.success }} after a Delete.

Usage Examples

• Create a new lead in Salesforce
• Upload an attachment to a Salesforce record
• Upload a document to Salesforce Content
• Query Salesforce records with SOQL
• Update an opportunity stage
• Invoke a Salesforce Flow

Example Configuration

Create a lead from the fields on the incoming item:

{
  "type": "salesforce",
  "parameters": {
    "resource": "lead",
    "operation": "create",
    "company": "{{ $json.company }}",
    "lastname": "{{ $json.lastName }}",
    "additionalFields": {
      "firstname": "{{ $json.firstName }}",
      "email": "{{ $json.email }}",
      "phone": "{{ $json.phone }}",
      "status": "Open - Not Contacted"
    }
  }
}

Create or update an opportunity keyed on your own external ID, so re-running the workflow does not duplicate records:

{
  "type": "salesforce",
  "parameters": {
    "resource": "opportunity",
    "operation": "upsert",
    "externalId": "External_ID__c",
    "externalIdValue": "{{ $json.dealRef }}",
    "name": "{{ $json.dealName }}",
    "closeDate": "{{ $json.closeDate }}",
    "stageName": "Prospecting",
    "additionalFields": {
      "amount": 100000,
      "probability": 25
    }
  }
}

Attach a file produced by an upstream node to a Salesforce record:

{
  "type": "salesforce",
  "parameters": {
    "resource": "attachment",
    "operation": "create",
    "parentId": "{{ $json.accountId }}",
    "name": "contract.pdf",
    "binaryPropertyName": "data",
    "additionalFields": {
      "description": "Signed contract",
      "isPrivate": false
    }
  }
}

List leads with a field list and a filter — Conditions (JSON) takes a conditionValues array, one entry per condition:

{
  "type": "salesforce",
  "parameters": {
    "resource": "lead",
    "operation": "getAll",
    "returnAll": false,
    "limit": 50,
    "options": {
      "fields": "Id,Name,Email,Company,Status",
      "conditionsUi": "{\"conditionValues\":[{\"field\":\"Status\",\"operation\":\"equal\",\"value\":\"Open - Not Contacted\"}]}"
    }
  }
}

Run a SOQL query directly:

{
  "type": "salesforce",
  "parameters": {
    "resource": "search",
    "operation": "query",
    "query": "SELECT Id, Name, Email FROM Contact WHERE LastName = '{{ $json.lastName }}' LIMIT 10"
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Manage Salesforce CRM records, attachments, and documents with full CRUD and binary upload/download support.

Common Patterns

Standard CRUD Operations

Most Salesforce resources support standard CRUD operations:

1. Create: Requires resource-specific required fields + optional additionalFields
2. Get: Requires the resource ID
3. Update: Requires the resource ID + updateFields collection
4. Delete: Requires only the resource ID
5. Get All: Supports pagination with returnAll/limit and filtering with options

Upsert Pattern

For resources supporting upsert (leads, contacts, accounts, opportunities, custom objects):

1. Specify the external ID field name in externalId
2. Provide the external ID value in externalIdValue
3. Include required fields for creation
4. Use additionalFields for optional fields

Binary File Operations

For attachments and documents:

1. Set binaryPropertyName to reference the workflow property containing the file data
2. Provide appropriate metadata (name, title, etc.)
3. Use additionalFields for optional properties like description or privacy settings

Custom Object Operations

When working with custom objects:

1. Always specify the customObject API name (ending in __c)
2. Use customFieldsUi JSON for custom field values
3. Standard Salesforce fields can still be used in additionalFields/updateFields