Salesforce Block

Create records, run SOQL queries, update records, and get records for any Salesforce sObject. Authenticate with a Salesforce access token and your instance URL.

Overview

When to Use

• Create new Contacts, Accounts, Leads, or Opportunities in Salesforce from workflow data
• Run SOQL queries to retrieve filtered sets of records for downstream processing
• Update existing records (e.g. mark a Lead as converted, change an Opportunity stage)
• Fetch a single record by ID when you already know the Salesforce record identifier
• Automate CRM data entry from form submissions, webhook payloads, or other workflow outputs
• Sync external data into Salesforce as part of a multi-step integration workflow

Configuration

Operation

Selects which Salesforce action to perform. All other visible fields depend on this selection.

Default: salesforce_create_record

sObject Type

• ID: sobject
• Type: short-input
• Placeholder: Contact
• Visible for operations: salesforce_create_record, salesforce_update_record, salesforce_get_record

The API name of the Salesforce object to operate on (e.g. Contact, Account, Lead, Opportunity, or any custom object API name ending in __c).

Record ID

• ID: recordId
• Type: short-input
• Placeholder: 003xx000004TmiQAAS
• Visible for operations: salesforce_update_record, salesforce_get_record

The 18-character Salesforce record ID of the record to update or retrieve. Use {{previousBlock.data.id}} to pass an ID from a prior step.

Fields (JSON) — for Create and Update

• ID: fields
• Type: long-input
• Placeholder: {"LastName": "Doe", "Email": "john@example.com"}
• Visible for operations: salesforce_create_record, salesforce_update_record

A JSON object of field API names to their values. For salesforce_create_record all required fields for the sObject must be included. For salesforce_update_record only include the fields you want to change.

Fields (comma-separated) — for Get Record

• ID: fields
• Type: short-input
• Placeholder: Id,Name,Email
• Visible for operations: salesforce_get_record

Optional comma-separated list of field API names to return. If omitted, Salesforce returns all accessible fields for the record.

SOQL Query

• ID: query
• Type: long-input
• Placeholder: SELECT Id, Name FROM Account LIMIT 10
• Visible for operations: salesforce_query

A full SOQL query string. Supports all standard SOQL clauses: SELECT, FROM, WHERE, ORDER BY, LIMIT, OFFSET, relationship queries, and aggregate functions.

Instance URL

• ID: instanceUrl
• Type: short-input
• Required: yes
• Placeholder: https://your-domain.my.salesforce.com

Your Salesforce org's instance URL. Do not include a trailing slash. Use {{SALESFORCE_INSTANCE_URL}} to inject from an environment variable.

Access Token

• ID: apiKey
• Type: short-input (password)
• Required: yes
• Placeholder: Salesforce OAuth access token

A valid Salesforce OAuth 2.0 access token (Bearer token). Use {{SALESFORCE_ACCESS_TOKEN}} to inject from an environment variable. Tokens are masked in the UI.

Inputs & Outputs

Inputs (all subBlock ids passed at runtime):

• operation (string) — Operation to perform; one of salesforce_create_record, salesforce_query, salesforce_update_record, salesforce_get_record
• apiKey (string) — Salesforce OAuth access token
• instanceUrl (string) — Salesforce instance URL
• sobject (string) — sObject type (e.g. Contact, Account, Lead)
• recordId (string) — Record ID (used by update and get operations)
• fields (json) — Field values as a JSON object (create/update) or comma-separated field names (get)
• query (string) — SOQL query string (query operation only)

Outputs:

• data (json) — Result object or array from Salesforce. For salesforce_query this is an array of record objects; for salesforce_create_record, salesforce_update_record, and salesforce_get_record it is a single record object (or {"updated": true} on a successful PATCH).
• metadata (json) — Response metadata. For create/update/get: { id: string } containing the affected record's ID. For query: { totalSize: number, done: boolean }.

Tools

• Salesforce Create Record (salesforce_create_record) — POSTs a new record to /services/data/v59.0/sobjects/{sObject}. Returns the new record ID and create result.
• Salesforce Query (salesforce_query) — Executes a SOQL query via /services/data/v59.0/query?q=.... Returns an array of matching records plus totalSize and done pagination metadata.
• Salesforce Update Record (salesforce_update_record) — PATCHes an existing record at /services/data/v59.0/sobjects/{sObject}/{recordId}. Salesforce returns HTTP 204 on success; the block normalises this to { updated: true }.
• Salesforce Get Record (salesforce_get_record) — GETs a single record at /services/data/v59.0/sobjects/{sObject}/{recordId} with an optional ?fields= projection. Returns the full record object.

YAML Example

salesforce_1:
  type: salesforce
  name: "Create Salesforce Contact"
  inputs:
    operation: salesforce_create_record
    instanceUrl: "{{SALESFORCE_INSTANCE_URL}}"
    apiKey: "{{SALESFORCE_ACCESS_TOKEN}}"
    sobject: Contact
    fields: '{"LastName": "{{form_block.lastName}}", "Email": "{{form_block.email}}", "Company": "{{form_block.company}}"}'
  connections:
    outgoing:
      - target: next-block-id