# Salesforce integration

> Enterprise CRM platform for managing accounts, contacts, leads, opportunities, and custom objects.

- Authentication: oauth2

## Tools (70)

- **Add Case Comment**: Add a comment to a case record.
- **Add Contact To Campaign**: Add a contact as a member of a campaign.
- **Add Lead To Campaign**: Add a lead as a member of a campaign.
- **Add Note to Account**: Add a note to an account record.
- **Add Note to Contact**: Add a note to a contact record.
- **Add Note to Lead**: Add a note to a lead record.
- **Add Note to Opportunity**: Add a note to an opportunity record.
- **Create Account**: Create a new account record in Salesforce.
- **Create Attachment**: Create a new attachment on a parent record with base64-encoded file content.
- **Create Case**: Create a new case (support ticket) record in Salesforce.
- **Create Contact**: Create a new contact record in Salesforce.
- **Create Custom Object Record**: Create a new record for any custom object in Salesforce.
- **Create Event**: Create a new calendar event record in Salesforce.
- **Create Lead**: Create a new lead record in Salesforce.
- **Create Opportunity**: Create a new opportunity record in Salesforce.
- **Create or Update Account (Upsert)**: Create a new account or update an existing one using an external ID field.
- **Create or Update Contact (Upsert)**: Create a new contact or update an existing one using an external ID field.
- **Create or Update Custom Object Record (Upsert)**: Create a new custom object record or update an existing one using an external ID field.
- **Create or Update Lead (Upsert)**: Create a new lead or update an existing one using an external ID field.
- **Create or Update Opportunity (Upsert)**: Create a new opportunity or update an existing one using an external ID field.
- **Create Task**: Create a new task (activity) record in Salesforce.
- **Delete Account**: Delete an account record by ID.
- **Delete Attachment**: Delete an attachment record by ID.
- **Delete Case**: Delete a case record by ID.
- **Delete Contact**: Delete a contact record by ID.
- **Delete Custom Object Record**: Delete a custom object record by ID.
- **Delete Event**: Delete an event record by ID.
- **Delete Lead**: Delete a lead record by ID.
- **Delete Opportunity**: Delete an opportunity record by ID.
- **Delete Task**: Delete a task record by ID.
- **Get Account**: Retrieve a single account record by ID.
- **Get Account Summary**: Retrieve metadata about the Account object including fields, URLs, and recent records.
- **Get Attachment**: Retrieve a single attachment record by ID.
- **Get Attachment Summary**: Retrieve metadata about the Attachment object including fields, URLs, and recent records.
- **Get Case**: Retrieve a single case record by ID.
- **Get Case Summary**: Retrieve metadata about the Case object including fields, URLs, and recent records.
- **Get Contact**: Retrieve a single contact record by ID.
- **Get Contact Summary**: Retrieve metadata about the Contact object including fields, URLs, and recent records.
- **Get Custom Object Record**: Retrieve a single custom object record by ID.
- **Get Event**: Retrieve a single event record by ID.
- **Get Lead**: Retrieve a single lead record by ID.
- **Get Lead Summary**: Retrieve metadata about the Lead object including fields, URLs, and recent records.
- **Get Many Accounts**: Query multiple account records using SOQL.
- **Get Many Attachments**: Query multiple attachment records using SOQL.
- **Get Many Cases**: Query multiple case records using SOQL.
- **Get Many Contacts**: Query multiple contact records using SOQL.
- **Get Many Custom Object Records**: Query multiple custom object records using SOQL.
- **Get Many Events**: Query multiple event records using SOQL.
- **Get Many Flows**: List all available autolaunched flows in the Salesforce org.
- **Get Many Leads**: Query multiple lead records using SOQL.
- **Get Many Opportunities**: Query multiple opportunity records using SOQL.
- **Get Many Tasks**: Query multiple task records using SOQL.
- **Get Many Users**: Query multiple Salesforce user records using SOQL.
- **Get Opportunity**: Retrieve a single opportunity record by ID.
- **Get Opportunity Summary**: Retrieve metadata about the Opportunity object including fields, URLs, and recent records.
- **Get Task**: Retrieve a single task record by ID.
- **Get Task Summary**: Retrieve metadata about the Task object including fields, URLs, and recent records.
- **Get User**: Retrieve a single Salesforce user record by ID.
- **Invoke Flow**: Execute an autolaunched flow by its API name with input variables.
- **SOQL Query**: Execute any SOQL query to search and retrieve records across any Salesforce object.
- **Update Account**: Update fields on an existing account record by ID.
- **Update Attachment**: Update fields on an existing attachment record by ID.
- **Update Case**: Update fields on an existing case record by ID.
- **Update Contact**: Update fields on an existing contact record by ID.
- **Update Custom Object Record**: Update fields on an existing custom object record by ID.
- **Update Event**: Update fields on an existing event record by ID.
- **Update Lead**: Update fields on an existing lead record by ID.
- **Update Opportunity**: Update fields on an existing opportunity record by ID.
- **Update Task**: Update fields on an existing task record by ID.
- **Upload Document**: Upload a file/document to Salesforce Files using ContentVersion with multipart form data.

## Triggers (15)

- **New Lead in Salesforce**: Triggers when a new Lead is created in Salesforce.
- **Lead Created or Updated in Salesforce**: Triggers when a Lead is created or any of its fields change.
- **New Contact in Salesforce**: Triggers when a new Contact is created in Salesforce.
- **Contact Created or Updated in Salesforce**: Triggers when a Contact is created or any of its fields change.
- **New Account in Salesforce**: Triggers when a new Account is created in Salesforce.
- **Account Created or Updated in Salesforce**: Triggers when an Account is created or any of its fields change.
- **New Opportunity in Salesforce**: Triggers when a new Opportunity is created in Salesforce.
- **Opportunity Created or Updated in Salesforce**: Triggers when an Opportunity is created or any of its fields change.
- **Opportunity in Stage Updated in Salesforce**: Triggers when an Opportunity currently in the selected Stage is created or modified. Note: this fires on any update while the opportunity is in the stage, not only on stage transitions, because polling does not have access to per-field change history.
- **New Case in Salesforce**: Triggers when a new Case is created in Salesforce.
- **Case Created or Updated in Salesforce**: Triggers when a Case is created or any of its fields change.
- **New Task in Salesforce**: Triggers when a new Task is created in Salesforce.
- **Task Completed in Salesforce**: Triggers when a Task is marked complete (IsClosed=true and Status=Completed). Fires on the modification poll, so it captures both newly completed tasks and re-completions.
- **New Record in Salesforce**: Triggers when a new record of the selected Salesforce object (standard or custom) is created. Standard fields are returned in the payload; custom fields are not included.
- **Updated Record in Salesforce**: Triggers when a record of the selected Salesforce object (standard or custom) is created or modified. Standard fields are returned in the payload; custom fields are not included.

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Connect Salesforce in General Input: https://www.generalinput.com/apps/salesforce