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Salesforce

Salesforce is a cloud based customer relationship management software suite.

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Supported
Triggers, Searches, Filters, and Actions

Search

Retrieve payment definitions

Enables to process each payment definition for a billing plan separately.

Search

Find an Opportunity

Find an Opportunity by a field and value you choose.

Search

Find a Folder

Find a Folder by a field and value you choose.

Search

Find Object by Query

Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.

Search

Find a Case

Find a Case by a field and value you choose.

Search

Find a Custom Object

Find a Task by a field and value you choose.

Search

Find a Task

Find a Task by a field and value you choose.

Search

Find a Lead

Find a Lead by a field and value you choose.

Search

Find an Event

Find an Event by a field and value you choose.

Search

Find a Contact

Find a Contact by a field and value you choose.

Search

Find a Campaign

Find a Campaign by a field and value you choose.

Search

Find an Account

Find an Account by a field and value you choose.

Trigger

Watch records in an object

Triggers when a record in an object is created or updated.

Trigger

New Task

Triggers when a new task is created.

Trigger

New Note

Triggers when a new note is created.

Trigger

New Event

Triggers when a new event is created.

Trigger

Closed Opportunity

Triggers when an opportunity is closed.

Trigger

New Campaign

Triggers when a new campaign is created.

Trigger

New Opportunity

Triggers when a new opportunity is created.

Trigger

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Trigger

Updated Opportunity

Triggers when an opportunity is updated.

Trigger

New Outbound Message

Triggered when a new Outbound Message is received.

Trigger

New Folder

Triggers when a new folder is created.

Trigger

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

Trigger

New Case

Triggers when a new case is created.

Trigger

New Account

Triggers when a new a

Trigger

New Lead

Triggers when a new lead is created.

Trigger

New Contact

Triggers when a new contact is created.

Action

Update Opportunity

Update an existing opportunity.

Action

Create Note

Create a new note.

Action

Create Event

Create a new event.

Action

Update Custom Object

Update an existing custom object (of the type you choose).

Action

Create Case Comment

Create a new comment on a case.

Action

Create Campaign

Create a new campaign.

Action

Create Account

Create a new account.

Action

Create Lead

Create a new lead.

Action

Add a Contact to a Campaign

Add a contact to a campaign.

Action

Create Task

Create a new task.

Action

Create Opportunity

Create a new opportunity.

Action

Update Lead

Update an existing lead.

Action

Create Document

Create a new document.

Action

Update Contact

Update an existing contact.

Action

Create Case

Create a new case.

Action

Create Attachment

Create a new attachment (max 25MB).

Action

Add a Lead to a Campaign

Add a lead to a campaign.

Action

Create Custom Object

Create a new custom object (of the type you choose).

Action

Create Contact

Create a new contact.

Action

Make an API Call

Performs an arbitrary authorized API call.

Action

Search for records in an object

Searches for records in an object that matches the specified search query.

Action

Get records in an object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Action

Delete a record in an object

Deletes an existing record in an object.

Action

Update a record in an object

Edits an already-existing record in an object.

Action

Create a responsible record in an object

Creates a new responsible record in an object.

Action

Create a non-responsible record in an object

Creates a new non-responsible record in an object.

Available Datasets

No items found.

Frequently Asked Questions

What version of the Salesforce API does this connector use?

This connector uses version 46.0 of the Salesforce API (https://{customer instance}.salesforce.com/services/data/v46.0.)

What kind of credentials do I need to power up this connector?

You need the email address and password associated with your Salesforce account.

How do I know my Salesforce account credentials are secure?

The login process uses the OAuth process so your Saleforce credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo's access to your account at any time.

I keep running into "INVALID_QUERY_LOCATOR". How do I fix that?

Salesforce allows a user to run a maximum of 10 queries at a time. Make sure your dataset runs are spread out.

I keep running into "QUERY_TIMEOUT". How do I fix that?

This error appears if your SOQL query exceeds 20K character limit or contains too many formula fields. To fix this issue you need to simplify your query.

Why do I not see my reports in the report drop-down menu?

Before reports can appear in the connector and pull in data, reports must be in table format and made public.

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