maestro-automate
latest
false
Maestro Automate user guide
- Get started
- Build
- Deploy and run
- Examples
- Reference
Salesforce
Look up the Salesforce connector: its actions and events in alphabetical order, and the sign-in methods of a Salesforce connection.
The Salesforce connector lets a workflow create, update, and search Salesforce records, such as leads, contacts, accounts, and opportunities. In the Add node panel, it's in the Connector category, under Salesforce. How connector nodes work describes how a connector node is set up.
Actions
Each action is a node that does one thing in Salesforce.
| Action | What it does |
|---|---|
| Add File to Record | Attach an uploaded file to a specific record in Salesforce. |
| Approve record in Approval process | Approve record in process in Salesforce. |
| Create Account | Create a new account in Salesforce. |
| Create Bulk Download Job using SOQL | Execute a Salesforce Object Query Language (SOQL) query asynchronously in Salesforce to download records as a CSV file. |
| Create Bulk Upload Job | Asynchronously create records in bulk for a Salesforce object using a CSV file. |
| Create Contact | Create a new contact in Salesforce. |
| Create Lead | Create a new lead in Salesforce. |
| Create Opportunity | Create a new opportunity in Salesforce. |
| Delete Record | Delete a record in Salesforce. |
| Download Attachment | Download classic attachments from Salesforce. |
| Download File | Download files from Salesforce. |
| Download SOQL Bulk Job Results | Download records from a bulk SOQL job in Salesforce using a Job ID. |
| Download Unprocessed Records of Bulk Upload | Download unprocessed records from a bulk upload job in Salesforce using a Job ID. |
| Get Account | Retrieve account information from Salesforce. |
| Get Bulk Job Info | Retrieve status and processed records information of a bulk job in Salesforce using the job ID. |
| Get Contact | Retrieve contact information from Salesforce. |
| Get Lead | Retrieve lead information from Salesforce. |
| Get Object Fields | Retrieve field names of a Salesforce object for use in bulk upload jobs. |
| Get Opportunity | Retrieve information of an opportunity in Salesforce. |
| Get Record | Retrieve a record in Salesforce. |
| Get Report Metadata | Run a Salesforce report immediately and retrieve the latest summary data. |
| Insert Record | Insert a new record in Salesforce. |
| List Records | List records in Salesforce. |
| Reject record in Approval process | Reject a record in a Salesforce approval process. |
| Search Records | Search for one or more records of a standard or custom Salesforce object such as Lead or Opportunity, using filter criteria. |
| Search using SOQL | Retrieve records using a SOQL query. |
| Search using String | Search for records in Salesforce using a string, with a parameterized Salesforce Object Search Language (SOSL) search. |
| Starts or Aborts Bulk Job | Start or abort a bulk upload or download/query job in Salesforce using the job ID. |
| Submit a record for Approval Process | Submit a record for Approval in Salesforce. |
| Update Account | Update account information in Salesforce. |
| Update Contact | Update contact information in Salesforce. |
| Update Lead | Update lead information in Salesforce. |
| Update Record | Update a record in Salesforce. |
| Upload File | Upload files to Salesforce. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Account Created | Triggers automation when a new account is created in Salesforce. |
| Contact Created | Triggers when a new contact is created in Salesforce. |
| Lead Created | Triggers automation when a new lead is created in Salesforce. |
| Opportunity Closed And Won | Triggers for when an opportunity is closed and won in Salesforce. |
| Opportunity Created | Triggers for when a new opportunity is created in Salesforce. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
Connection
A Salesforce node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 Authorization Code | Your Salesforce username and password. You sign in to Salesforce and grant access. |
| Bring Your Own App (BYOA) | The client ID and client secret of an External Client App that you create in Salesforce. |
| OAuth 2.0 Client Credentials | The domain of your Salesforce org, and the consumer key and consumer secret of its app. No sign-in is needed. |
| Personal Access Token (PAT) | A JSON Web Token (JWT) bearer setup with a digital certificate: the app's key and secret, the encoded key, audience, issuer, and subject. |
| OAuth 2.0 Password (deprecated) | Blocked by default for new Salesforce orgs. Use another method. |
Your Salesforce edition must include API access.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.