Salesforce

Connect to Salesforce for comprehensive CRM automation including accounts, contacts, leads, opportunities, and custom objects.

Overview

Salesforce is the world's leading CRM platform. The integration supports:

Accounts - Company/organization records
Contacts - Individual contact records
Leads - Potential customer leads
Opportunities - Sales deals and pipeline
Tasks - Activities and to-dos
Custom Objects - Any sObject type
SOQL/SOSL Queries - Custom queries and search

Prerequisites

Salesforce account (any edition with API access)
Connected App configured for OAuth
Appropriate user permissions for API access

Authentication

Salesforce uses OAuth 2.0 for authentication via Nango.

curl "http://localhost:3000/api/v1/connections/salesforce/auth-url" \
  -H "x-api-key: YOUR_API_KEY"

Required Scopes

Scope	Description
`api`	REST API access
`refresh_token`	Offline access

Available Actions

Account Actions

getAccount

Get an account by ID.

{
  "action": "salesforce.getAccount",
  "config": {
    "accountId": "001xxx"
  }
}

createAccount

Create a new account.

{
  "id": "create-account",
  "type": "action",
  "action": "salesforce.createAccount",
  "config": {
    "name": "{{input.companyName}}",
    "industry": "{{input.industry}}",
    "website": "{{input.website}}",
    "phone": "{{input.phone}}",
    "billingStreet": "{{input.address.street}}",
    "billingCity": "{{input.address.city}}",
    "billingState": "{{input.address.state}}",
    "billingPostalCode": "{{input.address.zip}}",
    "billingCountry": "{{input.address.country}}",
    "type": "Customer",
    "description": "Created via workflow",
    "annualRevenue": "{{input.revenue}}",
    "numberOfEmployees": "{{input.employees}}"
  }
}

Parameters:

Field	Type	Required	Description
`name`	string	Yes	Account name
`industry`	string	No	Industry picklist value
`website`	string	No	Website URL
`phone`	string	No	Phone number
`billingStreet`	string	No	Billing street
`billingCity`	string	No	Billing city
`billingState`	string	No	Billing state
`billingPostalCode`	string	No	Billing postal code
`billingCountry`	string	No	Billing country
`type`	string	No	Account type
`description`	string	No	Description
`annualRevenue`	number	No	Annual revenue
`numberOfEmployees`	number	No	Employee count

updateAccount

Update an existing account.

{
  "action": "salesforce.updateAccount",
  "config": {
    "accountId": "{{input.accountId}}",
    "website": "{{input.newWebsite}}",
    "type": "Customer"
  }
}

deleteAccount

Delete an account.

{
  "action": "salesforce.deleteAccount",
  "config": {
    "accountId": "{{input.accountId}}"
  }
}

listAccounts

List accounts with filters.

{
  "action": "salesforce.listAccounts",
  "config": {
    "industry": "Technology",
    "type": "Customer",
    "name": "Acme",
    "createdAfter": "2024-01-01T00:00:00Z",
    "orderBy": "CreatedDate",
    "orderDirection": "DESC",
    "limit": 100,
    "offset": 0,
    "fields": ["Id", "Name", "Website", "Industry"]
  }
}

searchAccounts

Full-text search using SOSL.

{
  "action": "salesforce.searchAccounts",
  "config": {
    "searchTerm": "Acme Corporation",
    "industry": "Technology",
    "limit": 25,
    "fields": ["Id", "Name", "Website", "Phone"]
  }
}

Contact Actions

getContact

Get a contact by ID.

{
  "action": "salesforce.getContact",
  "config": {
    "contactId": "003xxx"
  }
}

createContact

Create a new contact.

{
  "id": "create-contact",
  "type": "action",
  "action": "salesforce.createContact",
  "config": {
    "firstName": "{{input.firstName}}",
    "lastName": "{{input.lastName}}",
    "email": "{{input.email}}",
    "phone": "{{input.phone}}",
    "mobilePhone": "{{input.mobile}}",
    "title": "{{input.jobTitle}}",
    "department": "{{input.department}}",
    "accountId": "{{steps.account.output.id}}",
    "mailingStreet": "{{input.address.street}}",
    "mailingCity": "{{input.address.city}}",
    "mailingState": "{{input.address.state}}",
    "mailingPostalCode": "{{input.address.zip}}",
    "mailingCountry": "{{input.address.country}}",
    "description": "Created via workflow"
  }
}

updateContact / deleteContact

{
  "action": "salesforce.updateContact",
  "config": {
    "contactId": "{{input.contactId}}",
    "email": "{{input.newEmail}}"
  }
}

Lead Actions

getLead

Get a lead by ID.

{
  "action": "salesforce.getLead",
  "config": {
    "leadId": "00Qxxx"
  }
}

createLead

Create a new lead.

{
  "id": "create-lead",
  "type": "action",
  "action": "salesforce.createLead",
  "config": {
    "firstName": "{{input.firstName}}",
    "lastName": "{{input.lastName}}",
    "company": "{{input.company}}",
    "email": "{{input.email}}",
    "phone": "{{input.phone}}",
    "title": "{{input.title}}",
    "industry": "{{input.industry}}",
    "status": "New",
    "leadSource": "{{input.source}}",
    "website": "{{input.website}}",
    "description": "{{input.notes}}"
  }
}

Parameters:

Field	Type	Required	Description
`firstName`	string	No	First name
`lastName`	string	Yes	Last name
`company`	string	Yes	Company name
`email`	string	No	Email address
`phone`	string	No	Phone number
`title`	string	No	Job title
`industry`	string	No	Industry
`status`	string	No	Lead status (default: New)
`leadSource`	string	No	Lead source
`website`	string	No	Website URL
`description`	string	No	Description

updateLead / deleteLead

{
  "action": "salesforce.updateLead",
  "config": {
    "leadId": "{{input.leadId}}",
    "status": "Qualified"
  }
}

convertLead

Convert a lead to account/contact/opportunity.

{
  "action": "salesforce.convertLead",
  "config": {
    "leadId": "{{input.leadId}}",
    "convertedStatus": "Closed - Converted",
    "doNotCreateOpportunity": false,
    "opportunityName": "{{input.opportunityName}}"
  }
}

Opportunity Actions

getOpportunity

Get an opportunity by ID.

{
  "action": "salesforce.getOpportunity",
  "config": {
    "opportunityId": "006xxx"
  }
}

createOpportunity

Create a new opportunity.

{
  "id": "create-opportunity",
  "type": "action",
  "action": "salesforce.createOpportunity",
  "config": {
    "name": "{{input.dealName}}",
    "accountId": "{{steps.account.output.id}}",
    "stageName": "Prospecting",
    "closeDate": "{{input.expectedCloseDate}}",
    "amount": "{{input.dealValue}}",
    "probability": 20,
    "type": "New Business",
    "leadSource": "{{input.source}}",
    "description": "{{input.notes}}",
    "nextStep": "Initial call scheduled"
  }
}

Parameters:

Field	Type	Required	Description
`name`	string	Yes	Opportunity name
`accountId`	string	No	Associated account ID
`stageName`	string	Yes	Stage name
`closeDate`	string	Yes	Expected close date (YYYY-MM-DD)
`amount`	number	No	Deal amount
`probability`	number	No	Win probability (0-100)
`type`	string	No	Opportunity type
`leadSource`	string	No	Lead source
`nextStep`	string	No	Next step description
`description`	string	No	Description

updateOpportunity

Update an opportunity.

{
  "action": "salesforce.updateOpportunity",
  "config": {
    "opportunityId": "{{input.opportunityId}}",
    "stageName": "Negotiation",
    "amount": "{{input.newAmount}}",
    "probability": 75
  }
}

closeOpportunity

Close an opportunity as Won or Lost.

{
  "action": "salesforce.closeOpportunity",
  "config": {
    "opportunityId": "{{input.opportunityId}}",
    "won": true,
    "amount": "{{input.finalAmount}}",
    "closeDate": "{{now | date: 'YYYY-MM-DD'}}",
    "reason": "Competitive pricing and features"
  }
}

listOpportunities

List opportunities with filters.

{
  "action": "salesforce.listOpportunities",
  "config": {
    "accountId": "{{input.accountId}}",
    "stageName": "Negotiation",
    "isClosed": false,
    "closeDateAfter": "2024-01-01",
    "closeDateBefore": "2024-12-31",
    "minAmount": 10000,
    "orderBy": "Amount",
    "orderDirection": "DESC",
    "limit": 50
  }
}

Task Actions

getTask

Get a task by ID.

{
  "action": "salesforce.getTask",
  "config": {
    "taskId": "00Txxx"
  }
}

createTask

Create a new task.

{
  "id": "create-task",
  "type": "action",
  "action": "salesforce.createTask",
  "config": {
    "subject": "Follow up on proposal",
    "status": "Not Started",
    "priority": "High",
    "whoId": "{{steps.contact.output.id}}",
    "whatId": "{{steps.opportunity.output.id}}",
    "activityDate": "{{input.dueDate}}",
    "description": "Review proposal and schedule call",
    "type": "Call"
  }
}

updateTask / deleteTask

{
  "action": "salesforce.updateTask",
  "config": {
    "taskId": "{{input.taskId}}",
    "status": "Completed"
  }
}

Query Actions

query

Execute a SOQL query.

{
  "action": "salesforce.query",
  "config": {
    "query": "SELECT Id, Name, Industry, Website FROM Account WHERE Industry = 'Technology' AND CreatedDate = THIS_YEAR ORDER BY CreatedDate DESC LIMIT 100"
  }
}

search

Execute a SOSL search.

{
  "action": "salesforce.search",
  "config": {
    "search": "FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name, Website), Contact(Id, Name, Email)"
  }
}

Generic sObject Actions

Work with any Salesforce object type.

getRecord

{
  "action": "salesforce.getRecord",
  "config": {
    "sObjectType": "Custom_Object__c",
    "recordId": "a0Bxxx",
    "fields": ["Id", "Name", "Custom_Field__c"]
  }
}

createRecord

{
  "action": "salesforce.createRecord",
  "config": {
    "sObjectType": "Custom_Object__c",
    "data": {
      "Name": "{{input.name}}",
      "Custom_Field__c": "{{input.value}}"
    }
  }
}

updateRecord / deleteRecord

{
  "action": "salesforce.updateRecord",
  "config": {
    "sObjectType": "Custom_Object__c",
    "recordId": "{{input.recordId}}",
    "data": {
      "Custom_Field__c": "{{input.newValue}}"
    }
  }
}

Webhook Triggers

Salesforce events can trigger workflows via outbound messages or Change Data Capture.

{
  "trigger": {
    "type": "webhook",
    "provider": "salesforce",
    "events": ["Account", "Contact", "Opportunity"]
  }
}

Event Types: Account, Contact, Lead, Opportunity, Task, Case, or any custom object

Example Workflow

Lead qualification workflow:

{
  "name": "Lead Qualification",
  "trigger": {
    "type": "webhook",
    "provider": "salesforce",
    "events": ["Lead"]
  },
  "steps": [
    {
      "id": "check-score",
      "type": "condition",
      "config": {
        "conditions": {
          "left": "{{input.payload.Lead_Score__c}}",
          "operator": "gte",
          "right": 80
        },
        "then": ["qualify-lead"],
        "else": ["nurture-lead"]
      }
    },
    {
      "id": "qualify-lead",
      "type": "action",
      "action": "salesforce.updateLead",
      "config": {
        "leadId": "{{input.payload.Id}}",
        "status": "Qualified"
      }
    },
    {
      "id": "create-task",
      "type": "action",
      "action": "salesforce.createTask",
      "config": {
        "subject": "Follow up with qualified lead",
        "whoId": "{{input.payload.Id}}",
        "priority": "High",
        "activityDate": "{{now | dateAdd: 1, 'day' | date: 'YYYY-MM-DD'}}"
      }
    },
    {
      "id": "nurture-lead",
      "type": "action",
      "action": "salesforce.updateLead",
      "config": {
        "leadId": "{{input.payload.Id}}",
        "status": "Working - Contacted"
      }
    }
  ]
}

Rate Limits

Limit	Value
API calls per day	Based on edition
Concurrent API limit	25 (per user)
Bulk API	10,000 records per batch
Query results	2,000 records per request

Troubleshooting

Common Errors

Error	Cause	Solution
`INVALID_SESSION_ID`	Token expired	Refresh OAuth connection
`REQUIRED_FIELD_MISSING`	Missing required field	Check field requirements
`DUPLICATE_VALUE`	Duplicate external ID	Use upsert or check existing
`ENTITY_IS_DELETED`	Record was deleted	Verify record exists
`INSUFFICIENT_ACCESS`	Missing permissions	Check user profile permissions

Field API Names

Salesforce uses API names (e.g., FirstName, Custom_Field__c) rather than labels. Custom fields end with __c.

Salesforce

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