Action Reference for Salesforce Connector

Actions are used by a workflow to to download, upload or inspect 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+