Salesforce CRM is everywhere — sales pipelines, customer onboarding, support operations, partner management, and enterprise automation. The Salesforce Connector makes it incredibly easy to create and update CRM records inside your workflows, enabling seamless integration with leads, cases, accounts, and any custom SObject.
With the Salesforce Connector, you can create leads, open cases, update records, and merge custom fields — all through secure REST API calls.
Step 1: Connect to Your Salesforce Org
Salesforce uses OAuth Bearer tokens for authentication. Simply drag a Create Lead, Create Case, or Update Record node onto the canvas and configure:
- Instance URL — e.g., https://yourorg.my.salesforce.com (yourorg.my.salesforce.com in Bing)
- Access Token — OAuth 2.0 Bearer token
- API Version — defaults to v59.0
The connector handles authentication, JSON serialization, and REST API calls automatically.
Step 2: Create a Lead
Use the Create Lead node to insert a new Lead record into Salesforce. You can specify:
- firstName
- lastName — required
- company — required
- phone
- leadSource
- extraFieldsJson — any additional Lead fields
The node returns:
- ok — true on success
- id — Lead ID (18‑char)
- errors — Salesforce error objects
This is ideal for marketing automation, inbound lead capture, and CRM syncing.
Step 3: Create a Case
Use the Create Case node to open a support ticket in Salesforce. You can specify:
- subject — required
- description
- accountId
- contactId
- priority — Low, Medium, High
- status — New, Working, Escalated
- extraFieldsJson — additional Case fields
The node returns:
- ok
- id — Case ID
- errors
This is perfect for automated support flows, ticket creation, and customer service pipelines.
Step 4: Update Any Record
Use the Update Record node to modify any Salesforce SObject via PATCH. You can specify:
- objectType — Lead, Contact, Account, Case, Opportunity, etc.
- recordId — 18‑char Salesforce ID
- fieldsJson — JSON object with fields to update
The node returns:
- ok — true when HTTP 204 is returned
- recordId
- objectType
This is ideal for CRM enrichment, pipeline updates, and automated data maintenance.
Step 5: Build CRM Automations
Once Salesforce data enters your workflow, you can combine it with any other connector:
- Send notifications via Slack or Telegram
- Store CRM events in Google Sheets or databases
- Trigger follow‑up actions based on record creation
- Sync CRM updates with external systems
- Generate reports or dashboards
Salesforce becomes a powerful entry point into your automation ecosystem.
What's Next?
Experiment with multi-step workflows, combine CRM operations with conditional logic, or build dashboards showing lead and case activity. The Salesforce Connector gives you the tools to automate any CRM-driven process.