Salesforce

Provides integration with Salesforce for reading and writing standard or custom objects through the Salesforce REST API.

Revision History

0.0.0.7 - Initial release.
0.0.0.11 - Fix template: Returns array types.
0.0.0.14 - Fix template: Returns array.
0.0.0.15 - Fix template: Data types for front end compatibility.
0.0.0.16 - Fixed shared OAuthConnection lock handling.
0.0.0.17 - Changed template key format for AI system.
0.0.0.19 - Added interim invoke methods and changed the Query template Sample to Value.
0.0.0.29 - Invoke Methods completed with Create, Update and Delete.
0.0.0.30 - Minor updates: Template samples, token error messages and parameter name format.
0.0.0.31 - Added Get, QueryAll and Upsert methods.
0.0.0.32 - Minor maintenance updates.

Connection

Use a Salesforce OAuth Connection for all methods.

Property Type Description
Url String Salesforce login host used during OAuth, e.g. https://login.salesforce.com or https://test.salesforce.com.
Client Id String The Salesforce Connected App consumer key.
Client Secret Masked The Salesforce Connected App consumer secret.
Scope String The OAuth scopes requested for the connection. The default is full refresh_token offline_access.
Access Token Masked The short-lived OAuth access token populated after account authentication.
Refresh Token Masked The OAuth refresh token used to obtain a new access token when the current one expires.
Instance URL String The base URL for the authenticated Salesforce org. This is populated after account authentication.
API Version String Optional Salesforce REST API version override. Leave blank to use the node default.
Don't Interleave Request in Response Boolean Controls whether mutation responses echo the input request payload alongside each response row.

Setup Notes

  • Create a Salesforce Connected App and enable OAuth for it.
  • Add the Flowgear callback URL shown during connection setup to the Connected App configuration.
  • Use https://login.salesforce.com for production orgs and https://test.salesforce.com for sandbox orgs unless your Salesforce environment requires a custom domain.
  • The default Scope value is full refresh_token offline_access. Change it only when your Salesforce security policy requires a different scope set.
  • Leave API Version blank unless you need to target a specific Salesforce REST API version.

Methods

Salesforce exposes object-specific templates for each method so you can discover available objects and fields from the connected org.

Get

Gets a single Salesforce record by id and returns only the fields you request in IncludedFields.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
ObjectName String The Salesforce object name to read, e.g. Account or Contact.
Id String The Salesforce record id to retrieve.
IncludedFields Array The field names to include in the returned record.
Return Type Description
Response Array A single response row containing the selected Salesforce fields for the requested record.

Query

Executes a SOQL query and streams current Salesforce records across all result pages.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
Query String The SOQL query to execute. Templates can prepopulate this for a selected object.
Return Type Description
Response Array One response row per record returned by the query.

QueryAll

Executes a SOQL query and streams Salesforce records including deleted or archived rows when Salesforce exposes them for the target object.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
Query String The SOQL query to execute. Templates can prepopulate this for a selected object.
Return Type Description
Response Array One response row per record returned by the query, including deleted or archived rows when Salesforce includes them.

Create

Creates one or more Salesforce records for the selected object.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
ObjectName String The Salesforce object name to create, e.g. Account or Contact.
BatchSize Integer The number of records to send per request. Defaults to 200.
Items Array The records to create.
Return Type Description
Response Array One response row per input item. Mutation responses can include Salesforce fields such as id, success, created, errors, errorCode, and message when supplied by Salesforce.

Update

Updates one or more Salesforce records for the selected object.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
ObjectName String The Salesforce object name to update.
IdFieldName String The field in each input item that identifies the record to update. Defaults to Id.
BatchSize Integer The number of records to send per request. Defaults to 200.
Items Array The records to update.
Return Type Description
Response Array One response row per input item. Mutation responses can include Salesforce fields such as id, success, errors, errorCode, and message when supplied by Salesforce.

Upsert

Creates or updates Salesforce records depending on whether the record already exists for the field identified by IdFieldName.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
ObjectName String The Salesforce object name to upsert.
IdFieldName String The field used to identify each record. Use Id for Salesforce record ids, or provide a writable external-id field for larger upsert batches.
BatchSize Integer The number of records to send per batch. Defaults to 25 when IdFieldName is Id and 200 for external-id subrequests.
Items Array The records to upsert.
Return Type Description
Response Array One response row per input item. Mutation responses can include Salesforce fields such as id, success, created, errors, errorCode, statusCode, referenceId, and message when supplied by Salesforce.

Delete

Deletes one or more Salesforce records.

Parameter Type Description
Connection Connection The Salesforce OAuth connection.
IdFieldName String The field in each input item that contains the record id to delete. Defaults to Id.
BatchSize Integer The number of records to send per request. Defaults to 200.
Items Array The records to delete.
Return Type Description
Response Array One response row per input item. Mutation responses can include Salesforce fields such as id, success, deleted, errors, errorCode, and message when supplied by Salesforce.

Usage Notes

  • Query returns current records only. Use QueryAll when your workflow also needs deleted or archived rows.
  • Query and QueryAll page through Salesforce results internally, so you do not need a separate continuation method in V2.
  • Create, Update, and Delete support up to 200 records per request.
  • Upsert supports two batching modes: Id-based upserts support up to 25 records per request, while external-id upserts support up to 1000 records per composite request in 200-record subrequests.
  • Templates are generated from the connected Salesforce org, so available objects and fields can differ between environments.

Known Issues

  • External-id Upsert requires the target Salesforce object to expose a writable external-id field in the connected org.