Salesforce Actions

The following table describes the various actions supported under Salesforce category in the Workflow Canvas:

For the Salesforce Integration procedure, refer to the Salesforce Integration (Premier) section.

Table 1. Salesforce Actions
Action Name Icon Availability License Type

Salesforce create, update or delete record

Salesforce create, update or delete record action

Beta

Premier

Salesforce get record field values

Salesforce get record field values action

Beta

Premier

Salesforce query SOQL

Salesforce query SOQL action

Beta

Premier