Use Salesforce in Sim to manage accounts, contacts, leads, opportunities, cases, and tasks, run reports and SOQL queries, and create custom fields and objects through the Tooling API.
Connection guides: Integration users.
OAuth scopes
Sim requests these scopes when someone connects a Salesforce account. For a self-hosted deployment, register your own app with the provider using the settings below. See Integrations and OAuth for setup.
| Setting | Value |
|---|---|
| Redirect URI | Production or Developer Edition: <NEXT_PUBLIC_APP_URL>/api/auth/oauth2/callback/salesforceSandbox: <NEXT_PUBLIC_APP_URL>/api/auth/oauth2/callback/salesforce-sandbox |
| Environment variables | SALESFORCE_CLIENT_ID, SALESFORCE_CLIENT_SECRET |
| Scope | Description |
|---|---|
api | Access Salesforce API |
refresh_token | Maintain long-term access to Salesforce account |
openid | Standard authentication |
Use the block
Manage accounts, contacts, leads, opportunities, cases, and tasks, run reports and SOQL queries, and manage org schema by creating custom fields and objects via the Tooling API.
Actions
Get Accounts from Salesforce
Retrieve accounts from Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
limit | string | No | Maximum number of results (default: 100, max: 2000) |
fields | string | No | Comma-separated field API names (e.g., "Id,Name,Industry,Phone") |
orderBy | string | No | Field and direction for sorting (e.g., "Name ASC" or "CreatedDate DESC") |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Accounts data |
↳ paging | object | Pagination information from Salesforce API |
↳ nextRecordsUrl | string | URL to fetch the next batch of records (present when done is false) |
↳ totalSize | number | Total number of records matching the query (may exceed records returned) |
↳ done | boolean | Whether all records have been returned (false if more batches exist) |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ accounts | array | Array of account objects |
↳ success | boolean | Salesforce operation success |
Create Account in Salesforce
Create a new account in Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
name | string | Yes | Account name (required) |
type | string | No | Account type (e.g., Customer, Partner, Prospect) |
industry | string | No | Industry (e.g., Technology, Healthcare, Finance) |
phone | string | No | Phone number |
website | string | No | Website URL |
billingStreet | string | No | Billing street address |
billingCity | string | No | Billing city |
billingState | string | No | Billing state/province |
billingPostalCode | string | No | Billing postal code |
billingCountry | string | No | Billing country |
description | string | No | Account description |
annualRevenue | string | No | Annual revenue as a number |
numberOfEmployees | string | No | Number of employees as an integer |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created account data |
↳ id | string | The Salesforce ID of the newly created record |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the record was created (always true on success) |
Update Account in Salesforce
Update an existing account in Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
accountId | string | Yes | Salesforce Account ID to update (18-character string starting with 001) |
name | string | No | Account name |
type | string | No | Account type (e.g., Customer, Partner, Prospect) |
industry | string | No | Industry (e.g., Technology, Healthcare, Finance) |
phone | string | No | Phone number |
website | string | No | Website URL |
billingStreet | string | No | Billing street address |
billingCity | string | No | Billing city |
billingState | string | No | Billing state/province |
billingPostalCode | string | No | Billing postal code |
billingCountry | string | No | Billing country |
description | string | No | Account description |
annualRevenue | string | No | Annual revenue as a number |
numberOfEmployees | string | No | Number of employees as an integer |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated account data |
↳ id | string | The Salesforce ID of the updated record |
↳ updated | boolean | Whether the record was updated (always true on success) |
Delete Account from Salesforce
Delete an account from Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
accountId | string | Yes | Salesforce Account ID to delete (18-character string starting with 001) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted account data |
↳ id | string | The Salesforce ID of the deleted record |
↳ deleted | boolean | Whether the record was deleted (always true on success) |
Get Contacts from Salesforce
Get contact(s) from Salesforce - single contact if ID provided, or list if not
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
contactId | string | No | Salesforce Contact ID (18-character string starting with 003) to get a single contact |
limit | string | No | Maximum number of results (default: 100, max: 2000). Only for list query. |
fields | string | No | Comma-separated field API names (e.g., "Id,FirstName,LastName,Email,Phone") |
orderBy | string | No | Field and direction for sorting (e.g., "LastName ASC"). Only for list query. |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Contact(s) data |
↳ paging | object | Pagination information from Salesforce API |
↳ nextRecordsUrl | string | URL to fetch the next batch of records (present when done is false) |
↳ totalSize | number | Total number of records matching the query (may exceed records returned) |
↳ done | boolean | Whether all records have been returned (false if more batches exist) |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ contacts | array | Array of contacts (list query) |
↳ contact | object | Single contact (by ID) |
↳ singleContact | boolean | Whether single contact was returned |
↳ success | boolean | Salesforce operation success |
Create Contact in Salesforce
Create a new contact in Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
lastName | string | Yes | Last name (required) |
firstName | string | No | First name |
email | string | No | Email address |
phone | string | No | Phone number |
accountId | string | No | Salesforce Account ID (18-character string starting with 001) |
title | string | No | Job title |
department | string | No | Department |
mailingStreet | string | No | Mailing street |
mailingCity | string | No | Mailing city |
mailingState | string | No | Mailing state |
mailingPostalCode | string | No | Mailing postal code |
mailingCountry | string | No | Mailing country |
description | string | No | Contact description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created contact data |
↳ id | string | The Salesforce ID of the newly created record |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the record was created (always true on success) |
Update Contact in Salesforce
Update an existing contact in Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
contactId | string | Yes | Salesforce Contact ID to update (18-character string starting with 003) |
lastName | string | No | Last name |
firstName | string | No | First name |
email | string | No | Email address |
phone | string | No | Phone number |
accountId | string | No | Salesforce Account ID (18-character string starting with 001) |
title | string | No | Job title |
department | string | No | Department |
mailingStreet | string | No | Mailing street |
mailingCity | string | No | Mailing city |
mailingState | string | No | Mailing state |
mailingPostalCode | string | No | Mailing postal code |
mailingCountry | string | No | Mailing country |
description | string | No | Contact description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated contact data |
↳ id | string | The Salesforce ID of the updated record |
↳ updated | boolean | Whether the record was updated (always true on success) |
Delete Contact from Salesforce
Delete a contact from Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
contactId | string | Yes | Salesforce Contact ID to delete (18-character string starting with 003) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted contact data |
↳ id | string | The Salesforce ID of the deleted record |
↳ deleted | boolean | Whether the record was deleted (always true on success) |
Get Leads from Salesforce
Retrieve lead(s) from Salesforce CRM
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
leadId | string | No | Salesforce Lead ID (18-character string starting with 00Q) to get a single lead |
limit | string | No | Maximum number of results to return (default: 100) |
fields | string | No | Comma-separated list of field API names to return |
orderBy | string | No | Field and direction for sorting (e.g., LastName ASC) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Lead data |
↳ paging | object | Pagination information from Salesforce API |
↳ nextRecordsUrl | string | URL to fetch the next batch of records (present when done is false) |
↳ totalSize | number | Total number of records matching the query (may exceed records returned) |
↳ done | boolean | Whether all records have been returned (false if more batches exist) |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ lead | object | Single lead object (when leadId provided) |
↳ leads | array | Array of lead objects (when listing) |
↳ singleLead | boolean | Whether single lead was returned |
↳ success | boolean | Operation success status |
Create Lead in Salesforce
Create a new lead
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
lastName | string | Yes | Last name (required) |
company | string | Yes | Company name (required) |
firstName | string | No | First name |
email | string | No | Email address |
phone | string | No | Phone number |
status | string | No | Lead status (e.g., Open, Working, Closed) |
leadSource | string | No | Lead source (e.g., Web, Referral, Campaign) |
title | string | No | Job title |
description | string | No | Lead description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created lead data |
↳ id | string | The Salesforce ID of the newly created record |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the record was created (always true on success) |
Update Lead in Salesforce
Update an existing lead
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
leadId | string | Yes | Salesforce Lead ID to update (18-character string starting with 00Q) |
lastName | string | No | Last name |
company | string | No | Company name |
firstName | string | No | First name |
email | string | No | Email address |
phone | string | No | Phone number |
status | string | No | Lead status (e.g., Open, Working, Closed) |
leadSource | string | No | Lead source (e.g., Web, Referral, Campaign) |
title | string | No | Job title |
description | string | No | Lead description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated lead data |
↳ id | string | The Salesforce ID of the updated record |
↳ updated | boolean | Whether the record was updated (always true on success) |
Delete Lead from Salesforce
Delete a lead
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
leadId | string | Yes | Salesforce Lead ID to delete (18-character string starting with 00Q) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted lead data |
↳ id | string | The Salesforce ID of the deleted record |
↳ deleted | boolean | Whether the record was deleted (always true on success) |
Get Opportunities from Salesforce
Get opportunity(ies) from Salesforce
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
opportunityId | string | No | Salesforce Opportunity ID (18-character string starting with 006) to get a single opportunity |
limit | string | No | Maximum number of results to return (default: 100) |
fields | string | No | Comma-separated list of field API names to return |
orderBy | string | No | Field and direction for sorting (e.g., CloseDate DESC) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Opportunity data |
↳ paging | object | Pagination information from Salesforce API |
↳ nextRecordsUrl | string | URL to fetch the next batch of records (present when done is false) |
↳ totalSize | number | Total number of records matching the query (may exceed records returned) |
↳ done | boolean | Whether all records have been returned (false if more batches exist) |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ opportunity | object | Single opportunity object (when opportunityId provided) |
↳ opportunities | array | Array of opportunity objects (when listing) |
↳ success | boolean | Operation success status |
Create Opportunity in Salesforce
Create a new opportunity
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
name | string | Yes | Opportunity name (required) |
stageName | string | Yes | Stage name (required, e.g., Prospecting, Qualification, Closed Won) |
closeDate | string | Yes | Close date in YYYY-MM-DD format (required) |
accountId | string | No | Salesforce Account ID (18-character string starting with 001) |
amount | string | No | Deal amount as a number |
probability | string | No | Win probability as integer (0-100) |
description | string | No | Opportunity description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created opportunity data |
↳ id | string | The Salesforce ID of the newly created record |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the record was created (always true on success) |
Update Opportunity in Salesforce
Update an existing opportunity
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
opportunityId | string | Yes | Salesforce Opportunity ID to update (18-character string starting with 006) |
name | string | No | Opportunity name |
stageName | string | No | Stage name (e.g., Prospecting, Qualification, Closed Won) |
closeDate | string | No | Close date in YYYY-MM-DD format |
accountId | string | No | Salesforce Account ID (18-character string starting with 001) |
amount | string | No | Deal amount as a number |
probability | string | No | Win probability as integer (0-100) |
description | string | No | Opportunity description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated opportunity data |
↳ id | string | The Salesforce ID of the updated record |
↳ updated | boolean | Whether the record was updated (always true on success) |
Delete Opportunity from Salesforce
Delete an opportunity
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
opportunityId | string | Yes | Salesforce Opportunity ID to delete (18-character string starting with 006) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted opportunity data |
↳ id | string | The Salesforce ID of the deleted record |
↳ deleted | boolean | Whether the record was deleted (always true on success) |
Get Cases from Salesforce
Get case(s) from Salesforce
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
caseId | string | No | Salesforce Case ID (18-character string starting with 500) to get a single case |
limit | string | No | Maximum number of results to return (default: 100) |
fields | string | No | Comma-separated list of field API names to return |
orderBy | string | No | Field and direction for sorting (e.g., CreatedDate DESC) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Case data |
↳ paging | object | Pagination information from Salesforce API |
↳ nextRecordsUrl | string | URL to fetch the next batch of records (present when done is false) |
↳ totalSize | number | Total number of records matching the query (may exceed records returned) |
↳ done | boolean | Whether all records have been returned (false if more batches exist) |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ case | object | Single case object (when caseId provided) |
↳ cases | array | Array of case objects (when listing) |
↳ success | boolean | Operation success status |
Create Case in Salesforce
Create a new case
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
subject | string | Yes | Case subject (required) |
status | string | No | Status (e.g., New, Working, Escalated) |
priority | string | No | Priority (e.g., Low, Medium, High) |
origin | string | No | Origin (e.g., Phone, Email, Web) |
contactId | string | No | Salesforce Contact ID (18-character string starting with 003) |
accountId | string | No | Salesforce Account ID (18-character string starting with 001) |
description | string | No | Case description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created case data |
↳ id | string | The Salesforce ID of the newly created record |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the record was created (always true on success) |
Update Case in Salesforce
Update an existing case
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
caseId | string | Yes | Salesforce Case ID to update (18-character string starting with 500) |
subject | string | No | Case subject |
status | string | No | Status (e.g., New, Working, Escalated, Closed) |
priority | string | No | Priority (e.g., Low, Medium, High) |
origin | string | No | Origin (e.g., Phone, Email, Web) |
contactId | string | No | Salesforce Contact ID (18-character string starting with 003) |
accountId | string | No | Salesforce Account ID (18-character string starting with 001) |
description | string | No | Case description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated case data |
↳ id | string | The Salesforce ID of the updated record |
↳ updated | boolean | Whether the record was updated (always true on success) |
Delete Case from Salesforce
Delete a case
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
caseId | string | Yes | Salesforce Case ID to delete (18-character string starting with 500) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted case data |
↳ id | string | The Salesforce ID of the deleted record |
↳ deleted | boolean | Whether the record was deleted (always true on success) |
Get Tasks from Salesforce
Get task(s) from Salesforce
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
taskId | string | No | Salesforce Task ID (18-character string starting with 00T) to get a single task |
limit | string | No | Maximum number of results to return (default: 100) |
fields | string | No | Comma-separated list of field API names to return |
orderBy | string | No | Field and direction for sorting (e.g., ActivityDate DESC) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Task data |
↳ paging | object | Pagination information from Salesforce API |
↳ nextRecordsUrl | string | URL to fetch the next batch of records (present when done is false) |
↳ totalSize | number | Total number of records matching the query (may exceed records returned) |
↳ done | boolean | Whether all records have been returned (false if more batches exist) |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ task | object | Single task object (when taskId provided) |
↳ tasks | array | Array of task objects (when listing) |
↳ success | boolean | Operation success status |
Create Task in Salesforce
Create a new task
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
subject | string | Yes | Task subject (required) |
status | string | No | Status (e.g., Not Started, In Progress, Completed) |
priority | string | No | Priority (e.g., Low, Normal, High) |
activityDate | string | No | Due date in YYYY-MM-DD format |
whoId | string | No | Related Contact ID (003...) or Lead ID (00Q...) |
whatId | string | No | Related Account ID (001...) or Opportunity ID (006...) |
description | string | No | Task description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created task data |
↳ id | string | The Salesforce ID of the newly created record |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the record was created (always true on success) |
Update Task in Salesforce
Update an existing task
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
taskId | string | Yes | Salesforce Task ID to update (18-character string starting with 00T) |
subject | string | No | Task subject |
status | string | No | Status (e.g., Not Started, In Progress, Completed) |
priority | string | No | Priority (e.g., Low, Normal, High) |
activityDate | string | No | Due date in YYYY-MM-DD format |
whoId | string | No | Related Contact ID (003...) or Lead ID (00Q...) |
whatId | string | No | Related Account ID (001...) or Opportunity ID (006...) |
description | string | No | Task description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated task data |
↳ id | string | The Salesforce ID of the updated record |
↳ updated | boolean | Whether the record was updated (always true on success) |
Delete Task from Salesforce
Delete a task
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
taskId | string | Yes | Salesforce Task ID to delete (18-character string starting with 00T) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted task data |
↳ id | string | The Salesforce ID of the deleted record |
↳ deleted | boolean | Whether the record was deleted (always true on success) |
List Reports from Salesforce
Get a list of up to 200 recently viewed reports for the current user
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
searchTerm | string | No | Filter reports by name (case-insensitive partial match) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Reports data |
↳ reports | array | Array of report objects |
↳ totalReturned | number | Number of items returned |
↳ success | boolean | Salesforce operation success |
Get Report Metadata from Salesforce
Get the describe (definition and metadata) for a specific report
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
reportId | string | Yes | Salesforce Report ID (18-character string starting with 00O) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Report metadata |
↳ report | object | Report metadata object |
↳ reportId | string | Report ID |
↳ success | boolean | Salesforce operation success |
Run Report in Salesforce
Execute a report and retrieve the results
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
reportId | string | Yes | Salesforce Report ID (18-character string starting with 00O) |
includeDetails | string | No | Include detail rows (true/false, default: true) |
filters | string | No | JSON array of report filter objects to apply |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Report results |
↳ reportId | string | Report ID |
↳ reportMetadata | object | Report metadata including name, format, and filter definitions |
↳ reportExtendedMetadata | object | Extended metadata for aggregate columns and groupings |
↳ factMap | object | Report data organized by groupings with aggregates and row data |
↳ groupingsDown | object | Row grouping hierarchy and values |
↳ groupingsAcross | object | Column grouping hierarchy and values |
↳ hasDetailRows | boolean | Whether the report includes detail-level row data |
↳ allData | boolean | Whether all data is returned (false if truncated due to size limits) |
↳ reportName | string | Display name of the report |
↳ reportFormat | string | Report format type (TABULAR, SUMMARY, MATRIX, JOINED) |
↳ success | boolean | Salesforce operation success |
List Report Types from Salesforce
Get a list of available report types
Inputs and outputs
List Dashboards from Salesforce
Get a list of recently used dashboards for the current user
Inputs and outputs
Get Dashboard from Salesforce
Get details and results for a specific dashboard
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
dashboardId | string | Yes | Salesforce Dashboard ID (18-character string starting with 01Z) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Dashboard data |
↳ dashboard | object | Full dashboard details object |
↳ dashboardId | string | Dashboard ID |
↳ components | array | Array of dashboard component data with visualizations and filters |
↳ dashboardName | string | Display name of the dashboard |
↳ dashboardMetadata | object | Structured dashboard metadata (attributes, component definitions, layout) |
↳ runningUser | object | User context under which the dashboard data was retrieved |
↳ success | boolean | Salesforce operation success |
Refresh Dashboard in Salesforce
Refresh a dashboard to get the latest data
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
dashboardId | string | Yes | Salesforce Dashboard ID (18-character string starting with 01Z) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Refreshed dashboard data |
↳ dashboard | object | Full dashboard details object |
↳ dashboardId | string | Dashboard ID |
↳ components | array | Array of dashboard component data with fresh visualizations |
↳ status | object | Dashboard refresh status (dashboardStatus), when returned by the refresh |
↳ statusUrl | string | URL of the status resource to poll for refresh completion |
↳ dashboardName | string | Display name of the dashboard |
↳ dashboardMetadata | object | Structured dashboard metadata (attributes, component definitions, layout) |
↳ success | boolean | Salesforce operation success |
Run SOQL Query in Salesforce
Execute a custom SOQL query to retrieve data from Salesforce
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string | Yes | SOQL query to execute (e.g., SELECT Id, Name FROM Account LIMIT 10) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Query results |
↳ records | array | Array of sObject records matching the query |
↳ query | string | The executed SOQL query |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ success | boolean | Salesforce operation success |
Get More Query Results from Salesforce
Retrieve additional query results using the nextRecordsUrl from a previous query
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
nextRecordsUrl | string | Yes | The nextRecordsUrl value from a previous query response (e.g., /services/data/v59.0/query/01g...) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Query results |
↳ records | array | Array of sObject records matching the query |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ success | boolean | Salesforce operation success |
Describe Salesforce Object
Get metadata and field information for a Salesforce object
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
objectName | string | Yes | Salesforce object API name (e.g., Account, Contact, Lead, Custom_Object__c) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Object metadata |
↳ objectName | string | API name of the object (e.g., Account, Contact) |
↳ label | string | Human-readable singular label for the object |
↳ labelPlural | string | Human-readable plural label for the object |
↳ fields | array | Array of field metadata objects |
↳ name | string | API name of the field |
↳ label | string | Display label of the field |
↳ type | string | Field data type (string, boolean, int, double, date, etc.) |
↳ length | number | Maximum length for text fields |
↳ precision | number | Precision for numeric fields |
↳ scale | number | Scale for numeric fields |
↳ nillable | boolean | Whether the field can be null |
↳ unique | boolean | Whether values must be unique |
↳ createable | boolean | Whether field can be set on create |
↳ updateable | boolean | Whether field can be updated |
↳ defaultedOnCreate | boolean | Whether field has default value on create |
↳ calculated | boolean | Whether field is a formula field |
↳ autoNumber | boolean | Whether field is auto-number |
↳ externalId | boolean | Whether field is an external ID |
↳ idLookup | boolean | Whether field can be used in ID lookup |
↳ inlineHelpText | string | Help text for the field |
↳ picklistValues | array | Available picklist values for picklist fields |
↳ referenceTo | array | Objects this field can reference (for lookup fields) |
↳ relationshipName | string | Relationship name for lookup fields |
↳ custom | boolean | Whether this is a custom field |
↳ filterable | boolean | Whether field can be used in SOQL filter |
↳ groupable | boolean | Whether field can be used in GROUP BY |
↳ sortable | boolean | Whether field can be used in ORDER BY |
↳ keyPrefix | string | Three-character prefix used in record IDs (e.g., "001" for Account) |
↳ queryable | boolean | Whether the object can be queried via SOQL |
↳ createable | boolean | Whether records can be created for this object |
↳ updateable | boolean | Whether records can be updated for this object |
↳ deletable | boolean | Whether records can be deleted for this object |
↳ childRelationships | array | Array of child relationship metadata for related objects |
↳ recordTypeInfos | array | Array of record type information for the object |
↳ fieldCount | number | Total number of fields on the object |
↳ success | boolean | Salesforce operation success |
List Salesforce Objects
Get a list of all available Salesforce objects
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Objects list |
↳ objects | array | Array of sObject metadata |
↳ name | string | API name of the object |
↳ label | string | Display label of the object |
↳ labelPlural | string | Plural display label |
↳ keyPrefix | string | Three-character ID prefix |
↳ custom | boolean | Whether this is a custom object |
↳ queryable | boolean | Whether object can be queried |
↳ createable | boolean | Whether records can be created |
↳ updateable | boolean | Whether records can be updated |
↳ deletable | boolean | Whether records can be deleted |
↳ searchable | boolean | Whether object is searchable |
↳ triggerable | boolean | Whether triggers are supported |
↳ layoutable | boolean | Whether page layouts are supported |
↳ replicateable | boolean | Whether object can be replicated |
↳ retrieveable | boolean | Whether records can be retrieved |
↳ undeletable | boolean | Whether records can be undeleted |
↳ urls | object | URLs for accessing object resources |
↳ encoding | string | Character encoding for the organization (e.g., UTF-8) |
↳ maxBatchSize | number | Maximum number of records that can be returned in a single query batch (typically 200) |
↳ totalReturned | number | Number of objects returned |
↳ success | boolean | Salesforce operation success |
Create Custom Field in Salesforce
Create a custom field on a Salesforce object (e.g., Account) using the Tooling API
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
objectName | string | Yes | API name of the object to add the field to (e.g., Account, Contact, Lead, MyObject__c) |
fieldName | string | Yes | API name of the new field; the __c suffix is added automatically (e.g., Region) |
label | string | No | Display label shown in the UI (defaults to the field name when omitted) |
fieldType | string | Yes | Field data type: Text, TextArea, LongTextArea, Html, Number, Currency, Percent, Checkbox, Date, DateTime, Time, Phone, Email, Url, Picklist, or MultiselectPicklist |
length | number | No | Maximum length for Text (1-255), LongTextArea, Html, or MultiselectPicklist fields |
precision | number | No | Total number of digits for Number, Currency, or Percent fields (1-18) |
scale | number | No | Number of digits to the right of the decimal for numeric fields |
visibleLines | number | No | Number of visible lines for LongTextArea, Html, or MultiselectPicklist fields |
required | boolean | No | Whether the field is required on record create/edit |
unique | boolean | No | Whether the field enforces unique values |
externalId | boolean | No | Whether the field is an external ID (for Text, Number, or Email fields) |
defaultValue | string | No | Default value; for Checkbox fields use true or false |
description | string | No | Internal description of the field |
inlineHelpText | string | No | Help text shown next to the field in the UI |
picklistValues | string | No | Comma-separated values for Picklist or MultiselectPicklist fields |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created custom field metadata |
↳ id | string | Tooling API Id of the newly created custom field |
↳ fullName | string | Full API name of the field, including object (e.g., Account.Region__c) |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the field was created (always true on success) |
Update Custom Field in Salesforce
Update an existing custom field on a Salesforce object using the Tooling API
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
fieldId | string | Yes | Tooling API Id of the custom field to update (find it via the Tooling Query tool) |
label | string | No | Display label shown in the UI |
length | number | No | Maximum length for Text, LongTextArea, Html, or MultiselectPicklist fields |
precision | number | No | Total number of digits for Number, Currency, or Percent fields |
scale | number | No | Number of digits to the right of the decimal for numeric fields |
visibleLines | number | No | Number of visible lines for LongTextArea, Html, or MultiselectPicklist fields |
required | boolean | No | Whether the field is required on record create/edit |
unique | boolean | No | Whether the field enforces unique values |
externalId | boolean | No | Whether the field is an external ID |
defaultValue | string | No | Default value; for Checkbox fields use true or false |
description | string | No | Internal description of the field |
inlineHelpText | string | No | Help text shown next to the field in the UI |
picklistValues | string | No | Comma-separated values to add to a Picklist or MultiselectPicklist field (existing values are kept) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Updated custom field metadata |
↳ id | string | Tooling API Id of the updated custom field |
↳ updated | boolean | Whether the field was updated (always true on success) |
Delete Custom Field in Salesforce
Delete a custom field from a Salesforce object using the Tooling API
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
fieldId | string | Yes | Tooling API Id of the custom field to delete (find it via the Tooling Query tool) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Deleted custom field metadata |
↳ id | string | Tooling API Id of the deleted custom field |
↳ deleted | boolean | Whether the field was deleted (always true on success) |
Create Custom Object in Salesforce
Create a custom object in Salesforce using the Tooling API
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
objectName | string | Yes | API name of the new object; the __c suffix is added automatically (e.g., Project) |
label | string | Yes | Singular display label for the object (e.g., Project) |
pluralLabel | string | Yes | Plural display label for the object (e.g., Projects) |
nameFieldLabel | string | No | Label for the standard Name field (defaults to "<label> Name") |
description | string | No | Internal description of the object |
sharingModel | string | No | Org-wide sharing model: ReadWrite, Read, Private, or ControlledByParent (default ReadWrite) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Created custom object metadata |
↳ id | string | Tooling API Id of the newly created custom object |
↳ fullName | string | Full API name of the object (e.g., Project__c) |
↳ success | boolean | Whether the create operation was successful |
↳ created | boolean | Whether the object was created (always true on success) |
Run Tooling SOQL Query in Salesforce
Execute a SOQL query against the Tooling API to inspect metadata objects
Inputs and outputs
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string | Yes | Tooling SOQL query (e.g., SELECT Id, DeveloperName FROM CustomField WHERE TableEnumOrId = 'Account') |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
output | object | Tooling query results |
↳ records | array | Array of Tooling API records matching the query |
↳ query | string | The executed Tooling SOQL query |
↳ metadata | object | Response metadata |
↳ totalReturned | number | Number of records returned in this response |
↳ hasMore | boolean | Whether more records exist (inverse of done) |
↳ success | boolean | Salesforce operation success |
Triggers
A trigger starts a workflow when a supported event occurs in this service.
Salesforce Case Status Changed
Trigger workflow when a case status changes
Configuration
| Parameter | Type | Required | Description |
|---|---|---|---|
webhookSecret | string | Yes | Required. Use the same value in your Salesforce HTTP Callout as Bearer token or X-Sim-Webhook-Secret. |
Output
| Parameter | Type | Description |
|---|---|---|
eventType | string | The type of event |
simEventType | string | Optional alias from the payload (simEventType). Empty when only eventType is sent. |
objectType | string | Salesforce object type (Case) |
recordId | string | Case ID |
timestamp | string | When the event occurred (ISO 8601) |
record | object | |
↳ Id | string | Case ID |
↳ Subject | string | Case subject |
↳ Status | string | Current case status |
↳ Priority | string | Case priority |
↳ CaseNumber | string | Case number |
↳ AccountId | string | Related Account ID |
↳ ContactId | string | Related Contact ID |
↳ OwnerId | string | Case owner ID |
previousStatus | string | Previous case status |
newStatus | string | New case status |
payload | json | Full webhook payload |
Salesforce Opportunity Stage Changed
Trigger workflow when an opportunity stage changes
Configuration
| Parameter | Type | Required | Description |
|---|---|---|---|
webhookSecret | string | Yes | Required. Use the same value in your Salesforce HTTP Callout as Bearer token or X-Sim-Webhook-Secret. |
Output
| Parameter | Type | Description |
|---|---|---|
eventType | string | The type of event |
simEventType | string | Optional alias from the payload (simEventType). Empty when only eventType is sent. |
objectType | string | Salesforce object type (Opportunity) |
recordId | string | Opportunity ID |
timestamp | string | When the event occurred (ISO 8601) |
record | object | |
↳ Id | string | Opportunity ID |
↳ Name | string | Opportunity name |
↳ StageName | string | Current stage name |
↳ Amount | string | Deal amount |
↳ CloseDate | string | Expected close date |
↳ Probability | string | Win probability |
↳ AccountId | string | Related Account ID (standard Opportunity field) |
↳ OwnerId | string | Opportunity owner ID |
previousStage | string | Previous stage name |
newStage | string | New stage name |
payload | json | Full webhook payload |
Salesforce Record Created
Trigger workflow when a Salesforce record is created
Configuration
| Parameter | Type | Required | Description |
|---|---|---|---|
webhookSecret | string | Yes | Required. Use the same value in your Salesforce HTTP Callout as Bearer token or X-Sim-Webhook-Secret. |
objectType | string | No | When set, the payload must include matching object type metadata (for example objectType, sobjectType, or attributes.type) or the event is rejected. |
Output
| Parameter | Type | Description |
|---|---|---|
eventType | string | The type of event (e.g., created, updated, deleted) |
simEventType | string | Optional alias from the payload (simEventType). Empty when only eventType is sent. |
objectType | string | Salesforce object type (e.g., Account, Contact, Lead) |
recordId | string | ID of the affected record |
timestamp | string | When the event occurred (ISO 8601) |
record | object | |
↳ Id | string | Record ID |
↳ Name | string | Record name |
↳ CreatedDate | string | Record creation date |
↳ LastModifiedDate | string | Last modification date |
↳ OwnerId | string | Record owner ID (standard field when sent in the Flow body) |
↳ SystemModstamp | string | System modstamp from the record (ISO 8601) when included in the payload |
changedFields | json | Fields that were changed (for update events) |
payload | json | Full webhook payload |
Salesforce Record Deleted
Trigger workflow when a Salesforce record is deleted
Configuration
| Parameter | Type | Required | Description |
|---|---|---|---|
webhookSecret | string | Yes | Required. Use the same value in your Salesforce HTTP Callout as Bearer token or X-Sim-Webhook-Secret. |
objectType | string | No | When set, the payload must include matching object type metadata (for example objectType, sobjectType, or attributes.type) or the event is rejected. |
Output
| Parameter | Type | Description |
|---|---|---|
eventType | string | The type of event (e.g., created, updated, deleted) |
simEventType | string | Optional alias from the payload (simEventType). Empty when only eventType is sent. |
objectType | string | Salesforce object type (e.g., Account, Contact, Lead) |
recordId | string | ID of the affected record |
timestamp | string | When the event occurred (ISO 8601) |
record | object | |
↳ Id | string | Record ID |
↳ Name | string | Record name |
↳ CreatedDate | string | Record creation date |
↳ LastModifiedDate | string | Last modification date |
↳ OwnerId | string | Record owner ID (standard field when sent in the Flow body) |
↳ SystemModstamp | string | System modstamp from the record (ISO 8601) when included in the payload |
changedFields | json | Fields that were changed (for update events) |
payload | json | Full webhook payload |
Salesforce Record Updated
Trigger workflow when a Salesforce record is updated
Configuration
| Parameter | Type | Required | Description |
|---|---|---|---|
webhookSecret | string | Yes | Required. Use the same value in your Salesforce HTTP Callout as Bearer token or X-Sim-Webhook-Secret. |
objectType | string | No | When set, the payload must include matching object type metadata (for example objectType, sobjectType, or attributes.type) or the event is rejected. |
Output
| Parameter | Type | Description |
|---|---|---|
eventType | string | The type of event (e.g., created, updated, deleted) |
simEventType | string | Optional alias from the payload (simEventType). Empty when only eventType is sent. |
objectType | string | Salesforce object type (e.g., Account, Contact, Lead) |
recordId | string | ID of the affected record |
timestamp | string | When the event occurred (ISO 8601) |
record | object | |
↳ Id | string | Record ID |
↳ Name | string | Record name |
↳ CreatedDate | string | Record creation date |
↳ LastModifiedDate | string | Last modification date |
↳ OwnerId | string | Record owner ID (standard field when sent in the Flow body) |
↳ SystemModstamp | string | System modstamp from the record (ISO 8601) when included in the payload |
changedFields | json | Fields that were changed (for update events) |
payload | json | Full webhook payload |
Salesforce Webhook (All Events)
Trigger workflow on any Salesforce webhook event
Configuration
| Parameter | Type | Required | Description |
|---|---|---|---|
webhookSecret | string | Yes | Required. Use the same value in your Salesforce HTTP Callout as Bearer token or X-Sim-Webhook-Secret. |
objectType | string | No | When set, the payload must include matching object type metadata (for example objectType, sobjectType, or attributes.type) or the event is rejected. |
Output
| Parameter | Type | Description |
|---|---|---|
eventType | string | The type of event |
simEventType | string | Optional alias from the payload (simEventType). Empty when only eventType is sent. |
objectType | string | Salesforce object type |
recordId | string | ID of the affected record |
timestamp | string | When the event occurred (ISO 8601) |
record | json | Full record data |
payload | json | Full webhook payload |