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CRM: Salesforce

Run read-side Salesforce calls — SOQL Query / QueryAll, SOSL Search, or a parametrized search — and emit the response as JSON. For write operations (insert / upsert / update / delete) use CRM::SalesforceIngest.

Pre-requisite: Install Salesforce application in Profile > {Organization} > Applications to grant Zparse access.

Parameters​

Instancerequired
Configured Salesforce application.
Endpointrequired

Select which Salesforce call to run:

  • Query — SOQL SELECT against active records
  • QueryAll — SOQL SELECT including soft-deleted and archived records
  • Search — SOSL FIND text search
  • Search Parametrized — Parametrized search with structured filters (object, fields, where clauses, …)
Query / Search

The SOQL/SOSL string or parametrized search configuration.

Dynamic

When enabled, the query / search body is read from the input connector at runtime instead of being baked into the node configuration.

Input​

The input connector depends on whether Dynamic is enabled.

Dynamic disabled:

Triggerrequired

Trigger used to start the node — the query / search body comes from the node configuration.

Dynamic enabled:

Queryrequired

The query / search body, read at runtime: plain text (the SOQL/SOSL string) for Query, QueryAll, and Search; JSON (the parametrized search configuration) for Search Parametrized.

Output​

JSON

JSON response returned by the Salesforce REST API.