V2

Salesforce

Provides integration with Salesforce using OAuth and the REST API for standard and custom objects. Supports SOQL-based querying with designer templates to simplify object selection and projection. This node currently supports read-only operations (query).

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 - Dummy invoke methods and change 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.

Connection

Parameter Type Description
Url String Login host used for OAuth (for example: https://login.salesforce.com or https://test.salesforce.com).
Client Id String OAuth client (consumer) ID from the connected app.
Client Secret Masked OAuth client (consumer) secret from the connected app.
Scope String Space-separated scopes requested during OAuth (default: full refresh_token offline_access).
Access Token Masked Populated after OAuth authorization; used for API calls.
Refresh Token Masked Populated after OAuth authorization; used to renew the access token.
Instance URL String Populated after OAuth; base URL of the authenticated Salesforce org.
API Version String Optional API version override (default aligns with the node’s bundled version).
Don't Interleave Request in Response Boolean Controls whether the node echoes the input request in each response object.

Setup Notes

  • Create a Salesforce connected app and configure the callback URL provided by Flowgear when initiating OAuth.
  • Grant the connected app the scopes needed for your use case (for example: full, api, refresh_token, offline_access).
  • Use the correct login host for your environment (https://login.salesforce.com for production or https://test.salesforce.com / custom domain for sandboxes).
  • OAuth is the preferred authentication method. Username/password and security token flows are not used by this node.

Methods

Query

Executes SOQL queries against Salesforce objects. Templates enumerate available objects and project commonly used fields, but you can provide custom SOQL when needed.

Parameter Type Notes
Connection Connection OAuth connection profile containing client credentials and tokens.
Query String SOQL query text. Template selection will auto-populate the query for the chosen object.
Return Type Notes
Response Array Records returned by the operation.

Create

Parameter Type Notes
Connection Connection OAuth connection profile containing client credentials and tokens.
ObjectName String The Salesforce object name.
BatchSize Integer The number of records per request. Defaults to 200.
Items Array The items to create.
Return Type Notes
Response Array Records returned by the operation.

Update

Parameter Type Notes
Connection Connection OAuth connection profile containing client credentials and tokens.
ObjectName String The Salesforce object name.
IdFieldName String The field containing each record id. Defaults to Id.
BatchSize Integer The number of records per request. Defaults to 200.
Items Array The items to update.
Return Type Notes
Response Array Records returned by the operation.

Delete

Parameter Type Notes
Connection Connection OAuth connection profile containing client credentials and tokens.
IdFieldName String The field containing each record id. Defaults to Id.
BatchSize Integer The number of records per request. Defaults to 200.
Items Array The items to delete.
Return Type Notes
Response Array Records returned by the operation.