Skip to content
Start in the sandbox
All connectors
Salesforce logo

Salesforce

CRM, sales & customer success

Keep Salesforce up to date with every customer, deal and order, without copy and paste.

42 ways to read, 30 ways to write, each write switched on by you.

Try this in the sandboxBring us a workflow

Quality checks

Built and tested with example responses.

  1. Ready to connect: doneEvery listed action is built in.
  2. Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Salesforce with Nexra

Connected, approved, proven.

The things teams do most with Salesforce, an example flow with a person in the loop, and what Nexra keeps as proof.

Top actions

  • Create accountaccounts.createApproval by rule
  • Create campaign membercampaign_members.createApproval by rule
  • List accountsaccounts.listRead

Example flow

  1. Mono · Flutterwave · Read accountsaccounts.listDone
  2. Salesforce · Upsert record by external IDrecords.upsertMaker-checker
  3. Nexra · Record the decision and result in the evidence chainProven

Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Salesforce.

What gets logged

  • Whether it ran on its own or who approved it, and under which rule
  • A fingerprint of the exact request sent to Salesforce
  • Salesforce's reply: what it created or changed
  • One entry in the evidence chain, linked to the one before

Try this in the sandbox

Run the whole flow with test data in your sandbox, then connect a Salesforce test account before you go live.

Try this in the sandboxBring us a workflow

For developers

Technical detail

Read, search and write Salesforce accounts, contacts, leads, opportunities and products, price books, draft quotes, cases, activities, campaign members, file metadata and any custom object.

Salesforce API docs
Source actions
42
Destination actions
30
Data types
28

What you can map

Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.

accounts5
  • Create accountDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Account record.

  • Get accountSource

    Reads one Salesforce Account by record ID with typed fields and requested custom fields.

  • List accountsSourceIncremental

    Accounts with billing and shipping address, owner and hierarchy.

  • Search accountsSource

    Finds Salesforce Account records by name, email, phone or any text field (SOSL).

  • Update accountDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Account. Omitted fields are unchanged.

campaign members3
  • Create campaign memberDestinationNot retried automaticallyApproval before production

    Creates a Salesforce CampaignMember record.

  • List campaign membersSourceIncremental

    Leads and contacts in campaigns, with member status and response.

  • Update campaign memberDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce CampaignMember. Omitted fields are unchanged.

campaigns2
  • Get campaignSource

    Reads one Salesforce Campaign by record ID with typed fields and requested custom fields.

  • List campaignsSourceIncremental

    Campaigns with status, dates, budget and response roll-ups.

cases5
  • Create caseDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Case record.

  • Get caseSource

    Reads one Salesforce Case by record ID with typed fields and requested custom fields.

  • List casesSourceIncremental

    Service cases with status, priority, origin, account and contact.

  • Search casesSource

    Finds Salesforce Case records by name, email, phone or any text field (SOSL).

  • Update caseDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Case. Omitted fields are unchanged.

companies1
  • List CompaniesSource

    List operation for Companies.

contacts5
  • Create contactDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Contact record.

  • Get contactSource

    Reads one Salesforce Contact by record ID with typed fields and requested custom fields.

  • List contacts (full)SourceIncremental

    Contacts with account, mailing address and email/call consent flags. Complements the built-in customers list.

  • Search contactsSource

    Finds Salesforce Contact records by name, email, phone or any text field (SOSL).

  • Update contactDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Contact. Omitted fields are unchanged.

content document links1
  • List files linked to a recordSourceIncremental

    Links between Salesforce Files and a record, with sharing settings.

content documents1
  • List files (metadata)SourceIncremental

    Salesforce Files metadata: title, type, size and latest version. No file content.

customers2
  • List CustomersSource

    List operation for Customers.

  • Upsert CustomersDestinationNexra idempotency keyApproval before production

    Upsert operation for Customers.

deals1
  • List DealsSource

    List operation for Deals.

events3
  • Create eventDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Event record.

  • List eventsSourceIncremental

    Calendar events with start, end, location and related records.

  • Update eventDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Event. Omitted fields are unchanged.

fields1
  • List object fieldsSource

    Fields of an object with types, picklist values and external ID flags (sObject describe).

global1
  • Search across objects (SOSL)Source

    Finds records across up to 10 standard or custom objects with one search term, returning IDs and object types.

leads5
  • Create leadDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Lead record.

  • Get leadSource

    Reads one Salesforce Lead by record ID with typed fields and requested custom fields.

  • List leadsSourceIncremental

    Leads with status, source, conversion results and email consent.

  • Search leadsSource

    Finds Salesforce Lead records by name, email, phone or any text field (SOSL).

  • Update leadDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Lead. Omitted fields are unchanged.

objects1
  • List objectsSource

    Standard and custom objects available to the user (describeGlobal).

opportunities5
  • Create opportunityDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Opportunity record.

  • Get opportunitySource

    Reads one Salesforce Opportunity by record ID with typed fields and requested custom fields.

  • List opportunitiesSourceIncremental

    Opportunities with stage, amount, close date, probability and forecast category.

  • Search opportunitiesSource

    Finds Salesforce Opportunity records by name, email, phone or any text field (SOSL).

  • Update opportunityDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Opportunity. Omitted fields are unchanged.

opportunity line items3
  • Create opportunity productDestinationNot retried automaticallyApproval before production

    Creates a Salesforce OpportunityLineItem record.

  • List opportunity productsSourceIncremental

    Opportunity line items (products) with quantity, prices and discount.

  • Update opportunity productDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce OpportunityLineItem. Omitted fields are unchanged.

order items1
  • List order productsSourceIncremental

    Order line items with product, quantity and prices.

orders1
  • List ordersSourceIncremental

    Orders with account, status, effective date and total amount.

pricebook entries3
  • Create price book entryDestinationNot retried automaticallyApproval before production

    Creates a Salesforce PricebookEntry record.

  • List price book entriesSourceIncremental

    Product prices per price book.

  • Update price book entryDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce PricebookEntry. Omitted fields are unchanged.

pricebooks1
  • List price booksSourceIncremental

    Price books, including the standard price book.

products4
  • Create productDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Product2 record.

  • Get productSource

    Reads one Salesforce Product2 by record ID with typed fields and requested custom fields.

  • List productsSourceIncremental

    Product catalogue (Product2) with code, family and SKU.

  • Update productDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Product2. Omitted fields are unchanged.

quote line items3
  • Create quote line itemDestinationNot retried automaticallyApproval before production

    Creates a Salesforce QuoteLineItem record.

  • List quote line itemsSourceIncremental

    Quote line items with product, quantity, prices and discount.

  • Update quote line itemDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce QuoteLineItem. Omitted fields are unchanged.

quotes4
  • Create draft quoteDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Quote record.

  • Get quoteSource

    Reads one Salesforce Quote by record ID with typed fields and requested custom fields.

  • List quotesSourceIncremental

    Quotes with opportunity, status, expiration and totals.

  • Update draft quoteDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Quote. Omitted fields are unchanged.

record types1
  • List record typesSourceIncremental

    Record types per object, for mapping RecordTypeId values.

records5
  • Create recordDestinationNot retried automaticallyApproval before production

    Creates a record of any createable standard or custom object.

  • Get recordSource

    Reads one record of any object by Salesforce ID.

  • Query records (SOQL)SourceIncremental

    Reads any standard or custom object with a validated field list, optional equality filter and SystemModstamp increments.

  • Update recordDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a record of any object.

  • Upsert record by external IDDestinationProvider duplicate protectionApproval before production

    Creates or updates a record matched on an external ID field. Repeats converge on the same record.

tasks3
  • Create taskDestinationNot retried automaticallyApproval before production

    Creates a Salesforce Task record.

  • List tasksSourceIncremental

    Tasks with status, priority, due date and related records.

  • Update taskDestinationProvider duplicate protectionApproval before production

    Updates supplied fields on a Salesforce Task. Omitted fields are unchanged.

users1
  • List usersSourceIncremental

    Salesforce users for owner mapping.

Access and limits

Authentication
OAuth access token (same credential as the built-in Salesforce connection)
Plans and access
Enterprise, Unlimited, Developer and Performance editions (API access enabled). Results follow the object, field-level and sharing permissions of the authorised user. Orders require Orders to be enabled in Setup.
Test environment
Developer Edition orgs and sandboxes use the same REST API.
Rate limits
Rolling 24-hour API request allocation per org (edition and licence based); concurrent long-running request limits. HTTP 403 REQUEST_LIMIT_EXCEEDED when exhausted.
Pagination
SOQL results return up to 2,000 records per batch with a nextRecordsUrl locator; Sforce-Query-Options batchSize requests 200-2,000.
Provider events
Change Data Capture and Platform Events through the Pub/Sub API. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.

Before you build a flow

  • Account/company and opportunity/deal reads require object and field permissions. Company website is normalized to its hostname; missing websites need explicit mapping. The companies and deals reads are read-only views; create and update accounts and opportunities through accounts.create, accounts.update, opportunities.create and opportunities.update. Pipeline conversion is not implemented.
  • Contact reads and email-matched upsert with read-back verification of identity, email and names. Contact and field read permissions are required even for destinations.
  • SOQL fails if a named operation references a field the org or user cannot see (for example Orders not enabled); grant field-level access or use records.search with an explicit field list.
  • describeGlobal returns every object in one response; orgs with more than 2,000 objects should filter with customOnly.
  • Record creates have no idempotency key; uncertain creates are not repeated automatically. Use records.upsert with an external ID field for repeat-safe writes.
  • SOQL reads order by SystemModstamp, so objects without that field (for example big objects and external objects) cannot be read with records.search.
  • Named searches use parameterized search (SOSL) with a POST body; they return one relevance-ranked page of up to 200 records. SOQL is built only from validated identifiers and escaped, quoted values.
  • Quotes are created as drafts (Status Draft); quote status, syncing, PDF generation and quote email are not exposed. Campaigns are read-only.
  • Events are logged without invitees, so no invitations are sent. ContentDocument and ContentDocumentLink return file metadata only, never file content.
  • Composite and sObject Collections APIs are not used; each write is one REST request.
  • Intentionally excluded: deletes, merges, lead conversion, email sends (including quote and case email), approval submissions, and user, permission set and profile changes.

Developer reference

  1. Create the Salesforce credentials described above with the narrowest permissions your flows need.
  2. In Nexra, open Connect, then Connections, then New connection, choose Salesforce, enter its settings and credentials, and tick only the write actions you need. Connection guide
  3. Test the connection, then use its actions as flow sources and destinations. Flow guide
Salesforce docsAPI referenceSalesforce docsAuthenticationSalesforce docsRate limitsSalesforce docsWebhooks

Machine-readable detail: GET /api/public/connect/connectors/salesforce and the Connections API.