Add a Salesforce activity

Once you have configured a connection, you can use the salesforce connection to perform various actions in a workflow. To configure a flow, perform the following steps:

1. In the Workflow Studio, open the new or existing flow to which you want to add this activity.
2. In the Workflow Canvas, open the activity wheel and search for “Salesforce” activities.

   The following list of Salesforce actions is displayed.

   • Salesforce Create or Update Record
   • Salesforce Query SOQL
   • Salesforce Get Record Field Values

   Refer to the Actions section to view the definition of Salesforce actions.

3. Click on any one of the actions to add it to the flow.
4. Configure the parameters in the respective fields.
5. Click Save to save the flow.