Salesforce Integration

CRM for standard and custom objects — query, search, composite writes, and record watches. Keep Salesforce contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Deleted Records fires, automatically continue with Describe List View or Describe Object.

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Supported triggers and actions for Salesforce integration

Triggers can detect changes in Salesforce and run actions that can create, search or modify data inside Salesforce automatically [3] — exactly how you set them.

Watch Deleted RecordsTriggers when records of the selected object are deleted.
Watch RecordsTriggers when records of the selected object are created or updated.
Describe List ViewReturns columns and SOQL for a list view.
Describe ObjectReturns fields, URLs, and child relationships for an object.
Describe Object Quick ActionReturns details for an object quick action.
Explain QueryReturns the query optimizer plan without running the query.
Get Appointment CandidatesRetrieves service resources that can take an appointment.
Get Appointment SlotsRetrieves available appointment slots.
Get Approval LayoutsRetrieves approval layouts for an object.
Get Approval Process LayoutReturns the layout for one approval process.
Get ArticleReturns one online Knowledge article.
Get Blob FieldDownloads the binary value of a blob field.
Get CollectionRetrieves multiple records by ID.
Get Collection by BodyRetrieves multiple records using a request body.
Get Compact LayoutsRetrieves compact layouts for an object.
Get Compact Layouts for ObjectsRetrieves compact layouts for several objects.
Get ConsentRetrieves compiled consent settings.
Get Contact TracingRetrieves contact-tracing resources.
Get Data CategoryReturns a data category and its children.
Get Deleted RecordsRetrieves records deleted in a time window.
Get Embedded Service ConfigurationReturns an Embedded Service configuration.
Get Event Schema by IDReturns a platform event schema by schema ID.
Get Event Schema by NameReturns a platform event schema by event name.
Get Global Publisher LayoutsRetrieves global publisher layouts.
Get Knowledge Language SettingsReturns Knowledge language settings.
Get LayoutsRetrieves page layouts for an object.
Get Lightning Exit by PageReturns how often users left Lightning on each standard page.
Get Lightning Toggle MetricsReturns metrics for users who switched between Classic and Lightning.
Get Lightning Usage by App TypeReturns Lightning and mobile user totals.
Get Lightning Usage by BrowserReturns Lightning usage grouped by browser.
Get Lightning Usage by FlexiPageReturns the custom Lightning pages viewed most often.
Get Lightning Usage by PageReturns the standard Lightning pages viewed most often.
Get LimitsReturns remaining and maximum allocations for the org.
Get List ViewReturns basic information for one list view.
Get List View ResultsRuns a list view and returns its rows.
Get Multiple ConsentsRetrieves several consent types in one call.
Get Named LayoutReturns an alternate named layout for an object.
Get ObjectReturns basic metadata for one object.
Get Object Quick ActionReturns one object quick action.
Get Password StatusReturns whether a user’s password has expired.
Get Portability ExportReturns the status of a data-portability export.
Get Process RuleReturns one workflow rule.
Get Product SchedulesRetrieves schedules for an opportunity line item.
Get Quick Action DefaultsReturns default field values for a quick action.
Get Quick Action Defaults by IDReturns default values for a quick action in a record context.
Get RecordReturns a single record by ID.
Get Record by External IDReturns a record that matches an external ID.
Get Record CountsReturns record counts for the requested objects.
Get Related RecordsRetrieves records across a relationship.
Get Relevant ItemsRetrieves the current user’s most relevant records.
Get Rich Text ImageDownloads an image stored in a rich text field.
Get Search Result LayoutsReturns search-result columns for the given objects.
Get Search ScopeReturns the default global search object order.
Get Self-Service Password StatusReturns whether a self-service user’s password has expired.
Get Suggested Article TitlesReturns Knowledge article titles that match a query string.
Get Suggested Articles by IDReturns Knowledge articles suggested for a record.
Get Suggested QueriesReturns suggested searches for a query string.
Get Suggested RecordsReturns records suggested by autocomplete and instant results.
Get Survey TranslationReturns the translation of one survey field.
Get ThemeReturns icons and colors for the org theme.
Get Updated RecordsRetrieves records updated in a time window.
List API VersionsRetrieves available Salesforce REST API versions.
List App Menu ItemsRetrieves App Menu items.
List App Menu TypesRetrieves App Menu types.
List Approval ProcessesRetrieves approval processes.
List ArticlesRetrieves Knowledge articles.
List Composite ResourcesRetrieves the composite resource family.
List Custom Invocable ActionsRetrieves custom invocable actions.
List Data Category GroupsRetrieves Knowledge data category groups.
List List ViewsRetrieves list views for an object.
List Mobile App Menu ItemsRetrieves mobile App Menu items.
List Object Process RulesRetrieves workflow rules for an object.
List Object Quick ActionsRetrieves quick actions for an object.
List ObjectsRetrieves standard and custom objects available to the user.
List Process RulesRetrieves active workflow rules.
List Quick ActionsRetrieves global quick actions.
List Recent ItemsRetrieves items the current user viewed or referenced recently.
List Recent List ViewsRetrieves recently used list views for an object.
List ResourcesRetrieves resources published for this API version.
List Standard Invocable ActionsRetrieves standard invocable actions.
List Survey TranslationsRetrieves translations of survey fields.
List TabsRetrieves tabs available to the current user.
Parameterized SearchSearches records with REST parameters instead of SOSL.
QueryRetrieves records that match a SOQL query.
Query AllRetrieves records that match a SOQL query, including deleted ones.
Query Platform ActionsRetrieves actions shown in the UI for a context.
Run Named QueryRuns a Named Query API defined in the org.
SearchSearches records with SOSL.
Bulk Delete Survey TranslationsDeletes translations of several survey fields in one request.
Bulk Update Survey TranslationsUpdates translations of several survey fields in one request.
Create Product SchedulesCreates schedules for an opportunity line item.
Create RecordCreates a record of the selected object.
Create Record by External IDCreates a record using an external ID.
Create Record TreeCreates nested parent and child records in one tree.
Create Record with FileCreates a record and uploads its binary file.
Create RecordsCreates up to two hundred records in one request.
Delete Event SeriesDeletes this Lightning event and later events in the series.
Delete Product SchedulesDeletes schedules for an opportunity line item.
Delete RecordDeletes a record.
Delete Record by External IDDeletes a record by external ID.
Delete RecordsDeletes up to two hundred records in one request.
Delete Related RecordDeletes the record reached through a relationship.
Delete Survey TranslationDeletes the translation of a survey field.
Execute CompositeRuns a series of REST requests in one call.
Execute Composite BatchRuns up to twenty-five independent subrequests.
Execute Composite GraphRuns a composite graph of related records.
Invoke Custom ActionRuns a custom invocable action.
Invoke Standard ActionRuns a standard invocable action.
Make an API CallPerforms an arbitrary authorized API call.
Reset PasswordResets a user’s password.
Reset Self-Service PasswordResets a self-service user’s password.
Run Object Quick ActionCreates a record from an object quick action.
Run Quick ActionCreates a record from a global quick action.
Set PasswordSets a user’s password.
Set Self-Service PasswordSets a self-service user’s password.
Start Portability ExportStarts a data-portability export.
Submit ApprovalSubmits, approves, or rejects records in an approval process.
Translate Survey FieldAdds or changes the translation of a survey field.
Trigger Object Process RuleTriggers one workflow rule.
Trigger Process RulesTriggers all active workflow rules.
Update RecordUpdates fields on a record.
Update RecordsUpdates up to two hundred records in one request.
Update Related RecordUpdates the record reached through a relationship.
Upsert Record by External IDInserts or updates a record by external ID.
Upsert RecordsInserts or updates up to two hundred records by external ID.
Write ConsentWrites consent preferences.

How to integrate Salesforce in automation workflow?

3 simple steps to make your Salesforce connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Salesforce in workflow

Pick Salesforce app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Salesforce

When prompted, authorize access to Salesforce in WEXTL once. Salesforce credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Salesforce account. Approve?

STEP 3

Build a workflow

Build your workflow with Salesforce yourself or with WEXTL® AI Builder. Connect Salesforce to any available integrations [5], or use HTTP node to go beyond them.

Salesforce

How Salesforce connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Salesforce app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Salesforce supports.

Full Salesforce API documentation

The following table illustrates what fields Salesforce integration require during authorization flow inside our workflow builder [4].

Demonstration of Salesforce connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
EnvironmentRequired	select	Production uses login.salesforce.com. Sandbox uses test.salesforce.com. Custom is a My Domain login host.
Consumer KeyRequired	text	Connected App / External Client App Consumer Key.
Consumer SecretRequired	password	Consumer Secret.

Connect Salesforce to popular apps on WEXTL

Enter a name of the other app you want to sync with Salesforce below. Click on selected app to explore integration options with Salesforce. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Salesforce integration

Select Watch Deleted Records trigger from Salesforce - this will be a starting point in your automation. Whenever event happens in Salesforce, workflow will start [7] from Watch Deleted Records node.

Search for Create Record, connect it as the next step of integration sequence. You can use filters between Watch Deleted Records and Create Record, so only important data pass from Watch Deleted Records to the next step. WEXTL gives you full control over the process of Salesforce automation. All parts of workflow are visible on the canvas [4].

Salesforce on WEXTL has 126 modules for combining crm automations. Explore Salesforce documentation for more.

Salesforce

Watch Deleted Records

Bigin

Performs action

Bigin

Triggers

Salesforce

Create Record

Demonstration of how visual Salesforce automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Salesforce in your workflows.

Salesforce has 2 triggers, including "Watch Deleted Records" and "Watch Records". Triggers are start points of the workflow, and automations may start from them.

Integration has 124 actions, including "Describe List View", "Describe Object", and "Describe Object Quick Action", and more. Refer to our Salesforce Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Salesforce integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Salesforce official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Salesforce provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Salesforce or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Salesforce inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Salesforce modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Salesforce integration.

Salesforce integration source code, module specs and credentials implementation.
Internal Salesforce integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Salesforce vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Salesforce App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Salesforce Integration

Supported triggers and actions for Salesforce integration