Salesforce is much more than just a CRM solution. It brings together all your customer information in a single, integrated platform that enables you to build a customer-centred business from marketing right through to sales, customer service and business analysis. This gives you more complete understanding of your customers to drive your business’s success.
Changelog
13 versions
v1.6.0
Latest
- New Trigger: Lead Status Change - triggers with the lead details when the Status (or another chosen field) changes on a Lead.
- New Trigger: Contact Status Change - triggers when a chosen status field changes on a specific Contact or on any Contact.
- New Trigger: Account Status Change - triggers with the account details when a chosen status field changes on an Account.
- New Trigger: Record Field Change - triggers when a chosen field changes on any record of a selected object (standard or custom).
v1.5.0
- Added MakeApiCall component for performing arbitrary authorized API calls to the Salesforce API.
v1.4.0
- Added test() (Flow Test Mode) to all triggers: NewContact, NewEvent, NewLead, NewOpportunity, UpdatedOpportunity.
v1.3.4
- Added output examples to component schemas.
v1.3.3
- New Lead, Create Lead, Update Lead - enhance the output schema.
v1.3.2
- New Trigger: Updated Opportunity - triggers when an Opportunity changes to a specified stage.
- New Action: Get Profile Info - Gets the current user's profile information.
v1.2.2
- Fields generated for CreateObjectRecord and UpdateObjectRecord are now cached for 5 minutes before refreshed.
v1.2.1
- Support for custom objects. Added generic components: ListObjects, GetObjectFields, CreateObjectRecord, GetObjectRecord, UpdateObjectRecord, DeleteObjectRecord and Query. 'Record' is either standard SalesForce object or Custom object.
v1.1.3
- Added customFields in CreateContact and updateContact.
v1.1.2
- Reordered inputs of CreateContact.
v1.1.1
- Apply configurable baseUrl to all auth methods.
v1.1.0
- Configurable OAuth baseUrl.
v1.0.0
- Initial version.
Authentication
| Type | Details |
|---|---|
| OAuth 2 |
Authentication Hub
Verified
This connector is globally authenticated and verified by Appmixer and is ready to use without registering your own OAuth application with the provider. Appmixer's Authentication Hub acts as an authentication proxy, so all OAuth-based connectors work out of the box. You can still use your own OAuth credentials (clientId and clientSecret) for enhanced customization or compliance — see the Connector Configuration section of the documentation. The Authentication Hub is enabled for all hosted Appmixer tenants; on self-managed installations it has to be explicitly set. |
Triggers
9
Account Status Change
Triggers with the account details when a chosen status field changes on an Account.
Contact Status Change
Triggers with the contact details when a chosen status field changes on a specific Contact or on any Contact.
Lead Status Change
Triggers with the lead details when the Status (or another chosen field) changes on a Lead.
Record Field Change
Triggers across the platform when a chosen field changes on any record of the selected object (standard or custom).