Action Reference for Salesforce Connector

Actions are used by a workflow to to download, upload, inspect or manipulate data from a system.

Refer to the table below for action details.

Action Name	Description	Version
`Add Order Products to Order`	Add products to an existing order.	1.5+
`Create Account`	Create a new account.	1.5+
`Create Contact`	Create a new contact.	1.7+
`Create Contract`	Create a new contract.	1.7+
`Create Invoice`	Create a new invoice.	1.7+
`Create Location`	Create a new location.	1.5+
`Create Opportunity`	Create a new opportunity.	1.7+
`Create Order`	Create a new order.	1.5+
`Create Pricebook2`	Create a new price book (Pricebook2 object).	1.5+
`Create PricebookEntry`	Create a new pricebook entry (PricebookEntry object).	1.5+
`Create Product`	Create a new product.	1.5+
`Create ProductItem`	Create a new product item.	1.5+
`Create Quote`	Create a new quote.	1.7+
`Create Salesforce Object`	This is a generic action that creates an object record that matches the specified details.	1.5+
`Delete Salesforce Object`	This is a generic action that deletes an object that matches the specified details (type/id).	1.13+
`Get Account`	Retrieve the specified account.	1.5+
`Get Activity`	Retrieve the activities/events/tasks for specified document.	1.5+
`Get Contract`	Retrieve the specified contract.	1.7+
`Get Location`	Retrieve the specified location.	1.5+
`Get Opportunity`	Retrieve the specified opportunity.	1.5+
`Get Order`	Retrieve the specified order, optionally include details.	1.5+
`Get Order Details`	Retrieve the specified order details.	1.14+
`Get Pricebook2`	Retrieve the specified price book (Pricebook2 object).	1.5+
`Get PricebookEntry`	Retrieve the specified pricebook entry (PricebookEntry object).	1.5+
`Get Product`	Retrieve the specified product.	1.5+
`Get ProductItem`	Retrieve the specified product item (ProductItem object).	1.5+
`Get Query Results`	Use Salesforce Query Language (SOQL) to query Salesforce. Add query parameters using the provided form. Send results to this action’s output message.	1.15+
`Get Quote`	Retrieve the specified quote.	1.5+
`Get Salesforce Object`	This is a generic action that retrieves an object that matches the specified details (type/id).	1.5+
`Query Results using a Query String`	Use Salesforce Query Language (SOQL) to query Salesforce. Use a query string to provide parameter details to Salesforce. Send results to this action’s output message.	1.15+
`Update Account`	Update an existing account.	1.5+
`Update Contact`	Update an existing contact.	1.7+
`Update Contract`	Update an existing contract.	1.7+
`Update Invoice`	Update an existing invoice.	1.7+
`Update Location`	Update an existing location.	1.5+
`Update Opportunity`	Update an existing opportunity.	1.7+
`Update Order`	Update an existing order.	1.5+
`Update Pricebook2`	Update an existing pricebook (Pricebook2 object).	1.5+
`Update PricebookEntry`	Update an existing pricebook entry (PricebookEntry object).	1.5+
`Update Product`	Update an existing product.	1.5+
`Update ProductItem`	Update an existing product item (ProductItem object).	1.5+
`Update Quote`	Update an existing quote.	1.7+
`Update Salesforce Object`	This is a generic action that updates an object record that matches the specified details.	1.5+

Action Names

Add Order Products to Order

Action Name	Description	Version
`Add Order Products to Order`	Add products to an existing order.	1.5+

Create Account

Action Name	Description	Version
`Create Account`	Create a new account.	1.5+

Create Contact

Action Name	Description	Version
`Create Contact`	Create a new contact.	1.7+

Create Contract

Action Name	Description	Version
`Create Contract`	Create a new contract.	1.7+

Create Invoice

Action Name	Description	Version
`Create Invoice`	Create a new invoice.	1.7+

Create Location

Action Name	Description	Version
`Create Location`	Create a new location.	1.5+

Create Opportunity

Action Name	Description	Version
`Create Opportunity`	Create a new opportunity.	1.7+

Create Order

Action Name	Description	Version
`Create Order`	Create a new order.	1.5+

Create Pricebook2

Action Name	Description	Version
`Create Pricebook2`	Create a new price book (Pricebook2 object).	1.5+

Create PricebookEntry

Action Name	Description	Version
`Create PricebookEntry`	Create a new pricebook entry (PricebookEntry object).	1.5+

Create Product

Action Name	Description	Version
`Create Product`	Create a new product.	1.5+

Create ProductItem

Action Name	Description	Version
`Create ProductItem`	Create a new product item.	1.5+

Create Quote

Action Name	Description	Version
`Create Quote`	Create a new quote.	1.7+

Create Salesforce Object

Action Name	Description	Version
`Create Salesforce Object`	This is a generic action that creates an object record that matches the specified details.	1.5+

Delete Salesforce Object

Action Name	Description	Version
`Delete Salesforce Object`	This is a generic action that deletes an object that matches the specified details (type/id).	1.13+

Get Account

Action Name	Description	Version
`Get Account`	Retrieve the specified account.	1.5+

Get Activity

Action Name	Description	Version
`Get Activity`	Retrieve the activities/events/tasks for specified document.	1.5+

Get Contract

Action Name	Description	Version
`Get Contract`	Retrieve the specified contract.	1.7+

Get Location

Action Name	Description	Version
`Get Location`	Retrieve the specified location.	1.5+

Get Opportunity

Action Name	Description	Version
`Get Opportunity`	Retrieve the specified opportunity.	1.5+

Get Order

Action Name	Description	Version
`Get Order`	Retrieve the specified order, optionally include details.	1.5+

Get Order Details

Action Name	Description	Version
`Get Order Details`	Retrieve the specified order details.	1.14+

Get Pricebook2

Action Name	Description	Version
`Get Pricebook2`	Retrieve the specified price book (Pricebook2 object).	1.5+

Get PricebookEntry

Action Name	Description	Version
`Get PricebookEntry`	Retrieve the specified pricebook entry (PricebookEntry object).	1.5+

Get Product

Action Name	Description	Version
`Get Product`	Retrieve the specified product.	1.5+

Get ProductItem

Action Name	Description	Version
`Get ProductItem`	Retrieve the specified product item (ProductItem object).	1.5+

Get Query Results

Action Name	Description	Version
`Get Query Results`	Use Salesforce Query Language (SOQL) to query Salesforce. Add query parameters using the provided form. Send results to this action’s output message.	1.15+

Get Quote

Action Name	Description	Version
`Get Quote`	Retrieve the specified quote.	1.5+

Get Salesforce Object

Action Name	Description	Version
`Get Salesforce Object`	This is a generic action that retrieves an object that matches the specified details (type/id).	1.5+

Query Results using a Query String

Action Name	Description	Version
`Query Results using a Query String`	Use Salesforce Query Language (SOQL) to query Salesforce. Use a query string to provide parameter details to Salesforce. Send results to this action’s output message.	1.15+

Update Account

Action Name	Description	Version
`Update Account`	Update an existing account.	1.5+

Update Contact

Action Name	Description	Version
`Update Contact`	Update an existing contact.	1.7+

Update Contract

Action Name	Description	Version
`Update Contract`	Update an existing contract.	1.7+

Update Invoice

Action Name	Description	Version
`Update Invoice`	Update an existing invoice.	1.7+

Update Location

Action Name	Description	Version
`Update Location`	Update an existing location.	1.5+

Update Opportunity

Action Name	Description	Version
`Update Opportunity`	Update an existing opportunity.	1.7+

Update Order

Action Name	Description	Version
`Update Order`	Update an existing order.	1.5+

Update Pricebook2

Action Name	Description	Version
`Update Pricebook2`	Update an existing pricebook (Pricebook2 object).	1.5+

Update PricebookEntry

Action Name	Description	Version
`Update PricebookEntry`	Update an existing pricebook entry (PricebookEntry object).	1.5+

Update Product

Action Name	Description	Version
`Update Product`	Update an existing product.	1.5+

Update ProductItem

Action Name	Description	Version
`Update ProductItem`	Update an existing product item (ProductItem object).	1.5+

Update Quote

Action Name	Description	Version
`Update Quote`	Update an existing quote.	1.7+

Update Salesforce Object

Action Name	Description	Version
`Update Salesforce Object`	This is a generic action that updates an object record that matches the specified details.	1.5+