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
14 versions
v1.7.0
Latest
- New Actions: Find Contacts - returns contacts, optionally filtered by Account and/or Campaign membership; Find Contacts by Field - returns contacts matching a chosen field value with Exact/Contains/Starts-with match types. Both emit to a notFound port when nothing matches.
- New Actions: Create Account, Delete Account and List Campaigns.
- Create Contact: Account is now optional; Account and Reports To inputs accept variables and manual input.
- Update Contact: Contact, Account and Reports To inputs accept variables and manual input; can be used to assign or move a contact to an account.
- Status-change triggers and Record Field Change: object/field dropdowns accept manual input and describe calls are cached.
- Dropdown source calls are cached to conserve the Salesforce API request quota.
v1.6.0
- 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
Contact Status Change
Triggers with the contact details when a chosen status field changes on a specific Contact or on any Contact.
Account Status Change
Triggers with the account details when a chosen status field changes on an Account.
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).
Actions
17
Find Contacts
Get all contacts, optionally scoped to a single account and/or campaign, together with their related contact information (name, email, phone, ...).
Find Contacts By Field
Get all contacts related to a chosen Contact field value, for example every contact matching a specific Campaign ID, Account or custom field.