Salesforce integration

Overview

Salesforce is the dominant CRM platform – accounts, contacts, leads, opportunities, cases, plus a deep customisation model via sObjects and custom fields. The Automize Salesforce connector talks to the Salesforce REST API and Bulk 2.0 API so you can automate record creation, SOQL queries, file uploads, approval routing, and CSV-scale ingestion.

• Regions: Works against any Salesforce org – production (login.salesforce.com), sandbox (test.salesforce.com), and instance-specific domains like yourcompany.my.salesforce.com. Pick the right login URL when connecting.
• Plans: Any Salesforce edition with API access enabled – Enterprise, Performance, Unlimited, Developer. Professional Edition needs the "API Access" add-on or it returns INVALID_OPERATION on every call.

Setting up the connection

Auth type: OAuth 2.0 (Authorization Code).

1. In Salesforce, go to Setup → App Manager → New Connected App.
2. Name it (e.g. Automize), enable OAuth, set the Callback URL shown in the Automize Salesforce connector dialog.
3. Select scopes: 'Manage user data via APIs (api)', 'Perform requests at any time (refresh_token, offline_access)'. Add 'full' if you need broad access.
4. Save and wait ~10 minutes for the Connected App to propagate.
5. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret).
6. In Automize, open Settings → Connectors → Salesforce → Add connection. Choose the right environment (production or sandbox), paste the credentials, click Connect.

Scopes required:

• api
• refresh_token
• offline_access

Find your credentials at https://your-org.my.salesforce.com/lightning/setup/ConnectedApplication/home.

Rate limits

Salesforce enforces a daily API request limit per org (15,000 for Enterprise, scaling up by edition + license count). Use Get Limits to read your current usage. The connector retries on 503 / system busy with exponential backoff. For high-volume work prefer the Bulk API operations (bulk-create-job + bulk-upload-data + bulk-close-job) which count as one request per batch rather than per record.

Data model

Salesforce's data model is dominated by sObjects – both standard
(Account, Contact, Lead, Opportunity, Case) and custom (__c suffix).
Relationships are usually parent-child via lookup or master-detail.

    Account ─┬─ Contacts
             ├─ Opportunities ── Opportunity Line Items ── Product2
             ├─ Cases
             └─ Custom relationships (__c)

Approvals live separately from records. Most write paths return the
18-character record ID, which is what other ops expect.

Available operations

25 operations available. Click any row to jump to its detail.

Operations

Close bulk job

Close a Salesforce bulk job to start processing.

Tips

• Closes a job and triggers async processing. Use Bulk Job Status to poll for completion.

Create bulk job

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

Tips

• operation: insert, update, upsert, delete, or hardDelete.
• Returns a job_id used by Upload Data and Close Job.

Get bulk job status

Get the status of a Salesforce bulk job.

Tips

• Polling: typical jobs finish within seconds. Status values: Open, UploadComplete, InProgress, Aborted, JobComplete, Failed.

Upload bulk data

Upload CSV data to a Salesforce bulk job.

Tips

• data: CSV content with header row matching the sObject field API names.
• Single call per job – chunk uploads by creating multiple jobs if your CSV exceeds 150 MB.

Composite request

Execute multiple Salesforce API calls in a single request.

Tips

• Bundle up to 25 subrequests into one call. Set allOrNone=true to roll back on any failure.

Composite batch

Execute independent Salesforce subrequests in parallel.

Tips

• Up to 25 independent subrequests in one call. Use when subrequests don't depend on each other (faster than composite).

Upload File

Upload a file as a ContentVersion

Tips

• Upload a file as a ContentVersion (Salesforce Files). Use the returned ContentDocumentId to link to records.

Create record

Create a new sObject record in Salesforce.

Tips

• sobject: e.g. Account, Contact, Lead, Opportunity, or a Custom__c.
• fields: JSON object of field-name → value.
• Returns id of the new record.

Errors

• REQUIRED_FIELD_MISSING – A required field on the sObject was not provided.
• INVALID_FIELD – Field name doesn't exist on the sObject. Run Describe first to verify.
• DUPLICATE_VALUE – A unique field already has this value.
• INSUFFICIENT_ACCESS – Connected user doesn't have create access to this sObject.

Delete record

Delete a record by sObject type and ID from Salesforce.

Tips

• Soft-delete – record goes to Recycle Bin for 15 days before permanent deletion.

Describe sObject

Get metadata and schema for a Salesforce sObject type.

Tips

• Returns sObject metadata: fields, relationships, picklist values. Heavy payload – cache it.

Describe Global

List all sObjects with summary metadata

Tips

• Lists every sObject in the org with brief metadata. Useful for discovery / autocomplete.

Get deleted records

Get recently deleted Salesforce records.

Tips

• Returns IDs deleted in the last 0–30 days. Useful for sync downstream systems.
• Provide startDateTime and endDateTime in the request.

Get org limits

Get current Salesforce API usage limits.

Tips

• Returns API usage, storage, and feature limits. Call sparingly – it counts against your API quota.

Get record

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

Tips

• Use 15-char or 18-char record IDs. 15-char is case-sensitive; 18-char round-trips through case-insensitive systems.

Get updated records

Get recently updated Salesforce records.

Tips

• Returns IDs updated in the last 0–30 days. Same date-window contract as Get Deleted.

List Approval Processes

List approval processes defined in the org

Tips

• Lists approval processes defined in the org. Use Submit Approval to take action.

List sObjects

List all available sObject types in the Salesforce org.

Tips

• Lighter than describe-global – names and labels only.

List reports

List Salesforce reports.

Tips

• Returns report metadata. Use Run Report to fetch results.

SOQL query

Execute a SOQL query with auto-pagination against Salesforce.

Tips

• soql: full SELECT statement. Returns auto-paginated up to ~2,000 records by default.
• Use Query More with next_records_url for paged retrieval beyond the first batch.
• Tip – alias relationships: SELECT Id, Account.Name FROM Contact.

Query more

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

Tips

• Use the nextRecordsUrl returned by query (or a previous query-more) to walk through large result sets.

Run report

Run a Salesforce report and get results.

Tips

• Synchronous reports return immediately. Async reports return a job_id – poll the job.

SOSL search

Search records using SOSL across multiple Salesforce objects.

Tips

• SOSL is faster than SOQL for free-text 'find anything containing X' queries – searches multiple objects in one call.
• Example sosl: FIND {acme} IN ALL FIELDS RETURNING Account(Id,Name), Contact(Id,Name)

Submit for Approval

Submit, approve, or reject records for approval

Tips

• Single endpoint covers submit, approve, reject. requests is an array of action specs.

Update record

Update an existing sObject record in Salesforce.

Tips

• Only fields you send are touched. Send {field: null} to clear a value.
• Returns success: true with no body on 204.

Errors

• ENTITY_IS_DELETED – Record was soft-deleted (in the Recycle Bin). Restore first or use Upsert.

Upsert record

Insert or update a Salesforce record by external ID.

Tips

• Insert-or-update keyed by an External ID field. Use this for idempotent ingestion.
• external_field is the API name of the field marked 'External ID' in the org.

FAQ

Why does my query return 0 rows when I can see records in the UI?

Field-level security or sharing rules. The connected user must have read access. Quick check – try the SOQL in Developer Console as the same user.

Which API version should I use?

Latest is v60.0 at the time of writing. Pin a version per process for stability – Salesforce supports back to v21.0. The version parameter is required on every call.

How do I handle Person Accounts?

If your org has Person Accounts enabled, queries against Account return Person records. Use IsPersonAccount=true filter to scope, and PersonContact* fields to access contact data.

Sandbox vs production – how do I switch?

Create separate connections for sandbox and production with different login URLs (test.salesforce.com vs login.salesforce.com). Process variables can swap connection at runtime.

What's the difference between Composite and Bulk?

Composite bundles up to 25 calls of any type into one HTTP round trip – good for transactional small batches. Bulk 2.0 is async and CSV-based – good for moving 100k+ rows.

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