Salesforce
The Salesforce modules allow you to create broadcast messages, create and modify records and jobs, and make API calls from your Salesforce account.
In order to use Salesforce with Make, you must first have a Salesforce account. If you do not have one, you can create one at salesforce.com.
Connect Salesforce to Make
Note: Not all editions of Salesforce have API access. See here for more information.
To connect Salesforce app:
Log in to your Make account, add a Salesforce module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Select whether you are using a Salesforce Sandbox environment and click Save.
Optional: Click Show advanced settings and enter your custom app client credentials.
You have successfully established the connection. You can now edit your scenario and add more Salesforce modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.
Obtaining Consumer Key and Consumer Secret
Log in to your Salesforce account.
Click Home > Apps > New Connected App.
Click Enable OAuth Settings and enter the application details. In the callback URL field, add
https://www.integromat.com/oauth/cb/salesforce.
Click Save.
Click Manage Consumer Details.
Copy the Consumer key and Secret to a safe place.
Log in to your Make account, insert any Salesforce module in your scenario, and click the Add button next to the Connection field.
Click Show advanced settings and in the Consumer Key and Consumer Secret fields, enter the details copied in Step 6 and click Save..
You have successfully retrieved the consumer credentials.
Record
Triggers when a record is created or updated in an object.
Triggers when a field has changed in an object.
Searches for records in an object using a Salesforce Object Search Language (SOSL) query.
Lists or searches for records in an object using a filter or a Salesforce Object Query Language (SOQL) query.
Gets a specified record in an object.
Creates a new record in an object.
Updates an existing record in an object.
Upserts a record.
Deletes a record.
Bulk Job
Triggers when a bulk data job is created.
Retrieves all bulk data jobs in the organization.
Creates a new bulk data job.
Completes or aborts a job.
Note
If you complete a job, Salesforce queues the job, uploads data for processing, and you can’t add any more job data. If you abort a job, the job does not get queued or processed.
Other
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to NoteFor the list of available endpoints, refer to the Salesforce REST API Developer Guide. |
Method | Select the HTTP method you want to use:
|
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns the most recently accessed items that were viewed or referenced by the current user:
URL: /v51.0/recent
Method: GET
Matches of the search can be found in the module's Output under Bundle > Body. Our example returned 1 result:
Posts a message to a chatter feed.
Connection | |
Resource | Select whether to post to the feed of a user or group. |
Subject ID | Select or map the user or group whose feed you want to post to. |
Text | Enter the message that you want to post. Max. 10,000 characters. |
Downloads an attachment or a document.
Connection | |
Select a Method | Select whether to download an attachment or a document. |
ID | Select or enter the ID of the attachment or document you want to download. |