What actions can I run in Salesforce?

124 actions are available, including "Describe List View", "Describe Object", and "Describe Object Quick Action", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Salesforce Integrations

CRM for standard and custom objects — query, search, composite writes, and record watches. Keep Salesforce contacts, deals, and pipeline events in sync with the rest of your stack.

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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 Articles by IDReturns Knowledge articles suggested for a record.
Get Suggested Article TitlesReturns Knowledge article titles that match a query string.
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 RecordsCreates up to two hundred records in one request.
Create Record TreeCreates nested parent and child records in one tree.
Create Record with FileCreates a record and uploads its binary file.
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.

When to use Salesforce

Common scenarios where Salesforce automation saves time and reduces manual work.

Use Salesforce's "Watch Deleted Records" trigger to react the instant an event occurs and push data into connected tools.
Automate "Describe Object" in Salesforce as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Describe List View" from Salesforce with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Salesforce in your workflows.

Salesforce has 2 triggers, including "Watch Deleted Records" and "Watch Records". Use them to start workflows the moment Salesforce events fire — no polling required.

Salesforce Integrations

When to use Salesforce

Frequently asked questions

Salesforce Integrations

When to use Salesforce

Connect Salesforce to any app in workflows

Frequently asked questions

Connect Salesforce to any app in workflows

Connect Salesforce to any app in workflows

Connect Salesforce to any app in workflows

Salesforce Integrations

Salesforce triggers and actions

When to use Salesforce

Frequently asked questions

What triggers does Salesforce support?

What actions can I run in Salesforce?

Do I need to write code to automate this?

Is the integration secure?

Salesforce Integrations

Salesforce triggers and actions

When to use Salesforce

Connect Salesforce to any app in workflows

Frequently asked questions

What triggers does Salesforce support?

What actions can I run in Salesforce?

Do I need to write code to automate this?

Is the integration secure?

Connect Salesforce to any app in workflows

Connect Salesforce to any app in workflows

Connect Salesforce to any app in workflows