ComponentsActions
Salesforce
Create, read, update, and delete Salesforce leads, accounts, contacts, and opportunities from inside an agent workflow.
Salesforce actions let an agent work with CRM records directly in a flow. An agent can create, read, update, and delete leads, accounts, contacts, and opportunities, then pass the results to later steps.
Supported actions
| Group | Actions |
|---|---|
| Lead | Create, Update, Get, Get All, Delete |
| Account | Create, Update, Get, Get All, Delete |
| Contact | Create, Update, Get, Get All, Delete |
| Opportunity | Create, Update, Get, Get All, Delete |
Prerequisites
How to use these actions
- Map text inputs from earlier steps. Inputs such as names, IDs, and field values accept a value mapped from a previous step. The Limit number takes a fixed value.
- Filter the Get All actions with SOQL. The Where Clause is the part of a SOQL query that comes after
WHERE, entered without the keyword. - Choose which fields to return. The Fields input is a comma separated list of fields. Leave it empty to return the default set.
- Set fields that are not shown. Additional Fields JSON accepts a JSON object for any fields not shown as their own input.
Actions
Lead
Salesforce Lead Create
Creates a new lead.
| Input | Required | Description |
|---|---|---|
| Last Name | Yes | The lead's last name. |
| Company | Yes | The company name. |
| First Name | No | The lead's first name. |
| No | The lead's email address. | |
| Phone | No | The lead's phone number. |
| Title | No | The lead's job title. |
| Lead Source | No | Where the lead came from, for example Web, Phone Inquiry, or Partner Referral. |
| Status | No | The lead status, for example Open, Working, or Closed. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the lead. |
Salesforce Lead Update
Updates an existing lead.
| Input | Required | Description |
|---|---|---|
| Lead ID | Yes | The unique identifier of the lead to update. |
| Last Name | No | The lead's last name. |
| Company | No | The company name. |
| First Name | No | The lead's first name. |
| No | The lead's email address. | |
| Phone | No | The lead's phone number. |
| Title | No | The lead's job title. |
| Lead Source | No | Where the lead came from. |
| Status | No | The lead status. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the lead. |
Salesforce Lead Get
Retrieves a lead by ID.
| Input | Required | Description |
|---|---|---|
| Lead ID | Yes | The unique identifier of the lead to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Lead Get All
Lists leads.
| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Lead Delete
Deletes a lead.
| Input | Required | Description |
|---|---|---|
| Lead ID | Yes | The unique identifier of the lead to delete. |
Account
Salesforce Account Create
Creates a new account.
| Input | Required | Description |
|---|---|---|
| Name | Yes | The account name. |
| Industry | No | The account's industry. |
| Phone | No | The account's phone number. |
| Website | No | The account's website. |
| Description | No | A description of the account. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the account. |
Salesforce Account Update
Updates an existing account.
| Input | Required | Description |
|---|---|---|
| Account ID | Yes | The unique identifier of the account to update. |
| Name | No | The account name. |
| Industry | No | The account's industry. |
| Phone | No | The account's phone number. |
| Website | No | The account's website. |
| Description | No | A description of the account. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the account. |
Salesforce Account Get
Retrieves an account by ID.
| Input | Required | Description |
|---|---|---|
| Account ID | Yes | The unique identifier of the account to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Account Get All
Lists accounts.
| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Account Delete
Deletes an account.
| Input | Required | Description |
|---|---|---|
| Account ID | Yes | The unique identifier of the account to delete. |
Contact
Salesforce Contact Create
Creates a new contact.
| Input | Required | Description |
|---|---|---|
| Last Name | Yes | The contact's last name. |
| First Name | No | The contact's first name. |
| No | The contact's email address. | |
| Phone | No | The contact's phone number. |
| Account ID | No | The associated account. |
| Title | No | The contact's job title. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the contact. |
Salesforce Contact Update
Updates an existing contact.
| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to update. |
| Last Name | No | The contact's last name. |
| First Name | No | The contact's first name. |
| No | The contact's email address. | |
| Phone | No | The contact's phone number. |
| Account ID | No | The associated account. |
| Title | No | The contact's job title. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the contact. |
Salesforce Contact Get
Retrieves a contact by ID.
| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Contact Get All
Lists contacts.
| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Contact Delete
Deletes a contact.
| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to delete. |
Opportunity
Salesforce Opportunity Create
Creates a new opportunity.
| Input | Required | Description |
|---|---|---|
| Name | Yes | The opportunity name. |
| Stage Name | Yes | The sales stage, for example Prospecting, Qualification, or Closed Won. |
| Close Date | Yes | The expected close date in YYYY-MM-DD format. |
| Account ID | No | The associated account. |
| Amount | No | The monetary amount, entered as a fixed number. |
| Probability | No | The win probability from 0 to 100, entered as a fixed number. |
| Description | No | A description of the opportunity. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the opportunity. |
Salesforce Opportunity Update
Updates an existing opportunity.
| Input | Required | Description |
|---|---|---|
| Opportunity ID | Yes | The unique identifier of the opportunity to update. |
| Name | No | The opportunity name. |
| Stage Name | No | The sales stage. |
| Close Date | No | The expected close date in YYYY-MM-DD format. |
| Account ID | No | The associated account. |
| Amount | No | The monetary amount, entered as a fixed number. |
| Probability | No | The win probability, entered as a fixed number. |
| Description | No | A description of the opportunity. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the opportunity. |
Salesforce Opportunity Get
Retrieves an opportunity by ID.
| Input | Required | Description |
|---|---|---|
| Opportunity ID | Yes | The unique identifier of the opportunity to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Opportunity Get All
Lists opportunities.
| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Opportunity Delete
Deletes an opportunity.
| Input | Required | Description |
|---|---|---|
| Opportunity ID | Yes | The unique identifier of the opportunity to delete. |
Example
An agent that turns an inbound inquiry into a tracked deal:
A Salesforce Account Get All action filters with a Where Clause such as Name = 'Acme Corp' so a model step can confirm whether the company already exists.
A Salesforce Contact Create action sets Last Name and Email from the inquiry and maps Account ID to the account from the previous step.
A Salesforce Opportunity Create action sets Name, Stage Name to Prospecting, and Close Date, mapping Account ID to the same account.
A model step summarizes the created records, including their returned IDs, for the activity log.
Troubleshooting
For issues common to every vendor, see the Actions overview.
Was this page helpful?