Actions
add_contact_to_campaign
Add a contact to a campaign.
add_file_to_record
Uploads a file and attaches it to an existing record.
add_lead_to_campaign
Adds an existing lead to an existing campaign.
create_attachment
Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
create_case
Creates a Case, which represents a customer issue or problem.
create_contact
Creates a new contact record.
create_lead
Creates a new lead.
create_note
Creates a note and attaches it to a record.
create_opportunity
Creates a new opportunity.
create_record
Create a record of a given object.
create_task
Creates a new task.
custom_api_call
Make a custom API call to a specific endpoint
delete_opportunity
Deletes an opportunity.
delete_record
Deletes an existing record in an object.
find_child_records
Finds child records related to a parent record.
find_record
Finds a record by a field value.
find_records_by_query
Finds records in an object using a SOQL WHERE clause.
get_record_attachments
Get all attachments (both classic and modern Files) for a record.
run_query
Run a salesforce query
run_report
Execute a Salesforce analytics report.
send_email
Sends an email to a Contact or Lead by creating an EmailMessage record.
update_contact
Update an existing contact.
update_lead
Update an existing lead.
update_record
Updates an existing record.
upsert_by_external_id
Batch upsert a record by external id
upsert_by_external_id_bulk
Bulk upsert a record by external id
Triggers
new_case_attachment
Fires when a new Attachment or File is added to any Case record.
new_contact
Fires when a new Contact record is created in Salesforce.
new_field_history_event
Fires when a tracked field is updated on a specified object.
new_lead
Fires when a new Lead record is created in Salesforce.
new_or_updated_record
Triggers when there is new or updated record
new_outbound_message
Fires when a new outbound message is received from Salesforce.
new_record
Triggers when there is new record
new_updated_file
Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.
