Implemented

CRM, sales & customer success

Salesforce

Read and write Salesforce accounts, leads, opportunities, products, orders, cases, activities and any custom object.

Keep customer information aligned across sales and marketing teams.

Build a flow with Salesforce Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

accounts

Create account
Destination
Not retried automatically
Creates a Salesforce Account record.
List accounts
Source
Incremental
Accounts with billing and shipping address, owner and hierarchy.
Update account
Destination
Duplicate protected
Updates supplied fields on a Salesforce Account. Omitted fields are unchanged.

campaigns

List campaigns
Source
Incremental
Campaigns with status, dates, budget and response roll-ups.

cases

Create case
Destination
Not retried automatically
Creates a Salesforce Case record.
List cases
Source
Incremental
Service cases with status, priority, origin, account and contact.
Update case
Destination
Duplicate protected
Updates supplied fields on a Salesforce Case. Omitted fields are unchanged.

companies

List Companies
Source
List operation for Companies.

contacts

List contacts (full)
Source
Incremental
Contacts with account, mailing address and email/call consent flags. Complements the built-in customers list.

customers

List Customers
Source
List operation for Customers.
Upsert Customers
Destination
Duplicate protected
Upsert operation for Customers.

deals

List Deals
Source
List operation for Deals.

events

List events
Source
Incremental
Calendar events with start, end, location and related records.

fields

List object fields
Source
Fields of an object with types, picklist values and external ID flags (sObject describe).

leads

Create lead
Destination
Not retried automatically
Creates a Salesforce Lead record.
List leads
Source
Incremental
Leads with status, source, conversion results and email consent.
Update lead
Destination
Duplicate protected
Updates supplied fields on a Salesforce Lead. Omitted fields are unchanged.

objects

List objects
Source
Standard and custom objects available to the user (describeGlobal).

opportunities

Create opportunity
Destination
Not retried automatically
Creates a Salesforce Opportunity record.
List opportunities
Source
Incremental
Opportunities with stage, amount, close date, probability and forecast category.
Update opportunity
Destination
Duplicate protected
Updates supplied fields on a Salesforce Opportunity. Omitted fields are unchanged.

opportunity line items

List opportunity products
Source
Incremental
Opportunity line items (products) with quantity, prices and discount.

order items

List order products
Source
Incremental
Order line items with product, quantity and prices.

orders

List orders
Source
Incremental
Orders with account, status, effective date and total amount.

pricebook entries

List price book entries
Source
Incremental
Product prices per price book.

products

List products
Source
Incremental
Product catalogue (Product2) with code, family and SKU.

records

Create record
Destination
Not retried automatically
Creates a record of any createable standard or custom object.
Get record
Source
Reads one record of any object by Salesforce ID.
Query records (SOQL)
Source
Incremental
Reads any standard or custom object with a validated field list, optional equality filter and SystemModstamp increments.
Update record
Destination
Duplicate protected
Updates supplied fields on a record of any object.
Upsert record by external ID
Destination
Duplicate protected
Creates or updates a record matched on an external ID field. Repeats converge on the same record.

tasks

Create task
Destination
Not retried automatically
Creates a Salesforce Task record.
List tasks
Source
Incremental
Tasks with status, priority, due date and related records.
Update task
Destination
Duplicate protected
Updates supplied fields on a Salesforce Task. Omitted fields are unchanged.

users

List users
Source
Incremental
Salesforce users for owner mapping.

Authentication

OAuth access token (same credential as the built-in Salesforce connection)

Plans and access

Enterprise, Unlimited, Developer and Performance editions (API access enabled). Results follow the object, field-level and sharing permissions of the authorised user. Orders require Orders to be enabled in Setup.

Test environment

Developer Edition orgs and sandboxes use the same REST API.

Rate limits

Rolling 24-hour API request allocation per org (edition and licence based); concurrent long-running request limits. HTTP 403 REQUEST_LIMIT_EXCEEDED when exhausted.

Provider events

Change Data Capture and Platform Events through the Pub/Sub API. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Account/company and opportunity/deal reads require object and field permissions. Company website is normalized to its hostname; missing websites need explicit mapping. Companies and deals are read-only. Custom fields, associations and pipeline conversion are not implemented.
Contact reads and email-matched upsert with read-back verification of identity, email and names. Contact and field read permissions are required even for destinations. Automatic OAuth renewal and credential-backed certification remain pending; concurrent creations require reconciliation.
Pinned to REST API v66.0 to match the built-in adapter; v66.0 remains supported (current release documents v68.0).
SOQL fails if a named operation references a field the org or user cannot see (for example Orders not enabled); grant field-level access or use records.search with an explicit field list.
describeGlobal returns every object in one response; orgs with more than 2,000 objects should filter with customOnly.
Record creates have no idempotency key; uncertain creates are not repeated automatically. Use records.upsert with an external ID field for repeat-safe writes.
SOQL reads order by SystemModstamp, so objects without that field (for example big objects and external objects) cannot be read with records.search.
Deletes, merges and lead conversion are not exposed.