What you can automate with Salesforce

Drag any of these 25 actions into a process — no code, no API wrangling.

Close bulk job

Close a Salesforce bulk job to start processing.

Composite batch

Execute independent Salesforce subrequests in parallel.

Composite request

Execute multiple Salesforce API calls in a single request.

Create bulk job

Create a Salesforce bulk ingest job for insert, update, upsert, or delete.

Create record

Create a new sObject record in Salesforce.

Delete record

Delete a record by sObject type and ID from Salesforce.

Describe Global

List all sObjects with summary metadata

Describe sObject

Get metadata and schema for a Salesforce sObject type.

Get bulk job status

Get the status of a Salesforce bulk job.

Get deleted records

Get recently deleted Salesforce records.

Get org limits

Get current Salesforce API usage limits.

Get record

Get a record by sObject type and 18-character Salesforce ID.

Get updated records

Get recently updated Salesforce records.

List Approval Processes

List approval processes defined in the org

List reports

List Salesforce reports.

List sObjects

List all available sObject types in the Salesforce org.

Query more

Fetch the next page of a SOQL query result from Salesforce.

Run report

Run a Salesforce report and get results.

SOQL query

Execute a SOQL query with auto-pagination against Salesforce.

SOSL search

Search records using SOSL across multiple Salesforce objects.

Submit for Approval

Submit, approve, or reject records for approval

Update record

Update an existing sObject record in Salesforce.

Upload bulk data

Upload CSV data to a Salesforce bulk job.

Upload File

Upload a file as a ContentVersion

Upsert record

Insert or update a Salesforce record by external ID.

How the Salesforce connection works

1. Authenticate

Salesforce uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop Salesforce steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Salesforce has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Salesforce Integration