Requirements
To use Salesforce on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]
Get your Salesforce credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
Connect Salesforce in WEXTL
- Log in to your WEXTL account, add the Salesforce node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Salesforce account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Salesforce node modules
The list below is a reference of every Salesforce node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Salesforce node module below to inspect its input parameters, outputs, and connection requirements.
Watch Deleted RecordsTrigger
Watch RecordsTrigger
Describe List ViewSearch
Describe ObjectSearch
Describe Object Quick ActionSearch
Explain QuerySearch
Get Appointment CandidatesSearch
Get Appointment SlotsSearch
Get Approval LayoutsSearch
Get Approval Process LayoutSearch
Get ArticleSearch
Get Blob FieldSearch
Get CollectionSearch
Get Collection by BodySearch
Get Compact LayoutsSearch
Get Compact Layouts for ObjectsSearch
Get ConsentSearch
Get Contact TracingSearch
Output fields[3]
| Field | Type |
|---|---|
| Url | text |
Get Data CategorySearch
Get Deleted RecordsSearch
Get Embedded Service ConfigurationSearch
Get Event Schema by IDSearch
Get Event Schema by NameSearch
Get Global Publisher LayoutsSearch
Output fields[3]
| Field | Type |
|---|---|
| Id | text |
| Name | text |
Get Knowledge Language SettingsSearch
Output fields[3]
| Field | Type |
|---|---|
| Default Language | text |
| Languages | array |
| Name | text |
| Label | text |
Get LayoutsSearch
Get Lightning Exit by PageSearch
Output fields[3]
| Field | Type |
|---|---|
| Attributes | object |
| Type | text |
| Url | text |
Get Lightning Toggle MetricsSearch
Output fields[3]
| Field | Type |
|---|---|
| Attributes | object |
| Type | text |
| Url | text |
Get Lightning Usage by App TypeSearch
Output fields[3]
| Field | Type |
|---|---|
| Attributes | object |
| Type | text |
| Url | text |
Get Lightning Usage by BrowserSearch
Output fields[3]
| Field | Type |
|---|---|
| Attributes | object |
| Type | text |
| Url | text |
Get Lightning Usage by FlexiPageSearch
Output fields[3]
| Field | Type |
|---|---|
| Attributes | object |
| Type | text |
| Url | text |
Get Lightning Usage by PageSearch
Output fields[3]
| Field | Type |
|---|---|
| Attributes | object |
| Type | text |
| Url | text |
Get LimitsSearch
Output fields[3]
| Field | Type |
|---|---|
| Daily Api Requests | object |
| Max | number |
| Remaining | number |
Get List ViewSearch
Get List View ResultsSearch
Get Multiple ConsentsSearch
Get Named LayoutSearch
Get ObjectSearch
Get Object Quick ActionSearch
Get Password StatusSearch
Get Portability ExportSearch
Get Process RuleSearch
Get Product SchedulesSearch
Get Quick Action DefaultsSearch
Get Quick Action Defaults by IDSearch
Get RecordSearch
Get Record by External IDSearch
Get Record CountsSearch
Get Related RecordsSearch
Get Relevant ItemsSearch
No fields documented.
Get Rich Text ImageSearch
Get Search Result LayoutsSearch
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
Get Search ScopeSearch
Input fields[3]
| Field | Type |
|---|---|
LimitRequired | number |
Get Self-Service Password StatusSearch
Get Suggested Article TitlesSearch
Input fields[3]
| Field | Type |
|---|---|
QueryRequired | text |
LimitRequired | number |
| Language | text |
| Object | choice |
Get Suggested Articles by IDSearch
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
IdRequired | text |
LanguageRequired | text |
LimitRequired | number |
Get Suggested QueriesSearch
Input fields[3]
| Field | Type |
|---|---|
QueryRequired | text |
LimitRequired | number |
Get Suggested RecordsSearch
Get Survey TranslationSearch
Get ThemeSearch
Output fields[3]
| Field | Type |
|---|---|
| Theme Color | text |
| Theme Id | text |
Get Updated RecordsSearch
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
StartRequired | date |
EndRequired | date |
LimitRequired | number |
List API VersionsSearch
List App Menu ItemsSearch
List App Menu TypesSearch
List Approval ProcessesSearch
List ArticlesSearch
List Composite ResourcesSearch
List Custom Invocable ActionsSearch
List Data Category GroupsSearch
List List ViewsSearch
List Mobile App Menu ItemsSearch
List Object Process RulesSearch
List Object Quick ActionsSearch
List ObjectsSearch
List Process RulesSearch
List Quick ActionsSearch
List Recent ItemsSearch
List Recent List ViewsSearch
List ResourcesSearch
List Standard Invocable ActionsSearch
List Survey TranslationsSearch
List TabsSearch
Parameterized SearchSearch
QuerySearch
Query AllSearch
Query Platform ActionsSearch
No fields documented.
Run Named QuerySearch
SearchSearch
Bulk Delete Survey TranslationsAction
Input fields[3]
| Field | Type |
|---|---|
IdsRequired | text |
Bulk Update Survey TranslationsAction
Create Product SchedulesAction
Create RecordAction
Create Record by External IDAction
Create Record TreeAction
Create Record with FileAction
Create RecordsAction
Delete Event SeriesAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | text |
Delete Product SchedulesAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | text |
Delete RecordAction
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
IdRequired | text |
Delete Record by External IDAction
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
External ID FieldRequired | text |
External ID ValueRequired | text |
Delete RecordsAction
Delete Related RecordAction
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
IdRequired | text |
Relationship NameRequired | text |
Delete Survey TranslationAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | text |
Execute CompositeAction
Execute Composite BatchAction
Execute Composite GraphAction
Invoke Custom ActionAction
Invoke Standard ActionAction
Make an API Calluniversal
Reset Self-Service PasswordAction
Run Object Quick ActionAction
Run Quick ActionAction
Set PasswordAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | text |
New PasswordRequired | secret |
Set Self-Service PasswordAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | text |
New PasswordRequired | secret |
Start Portability ExportAction
Submit ApprovalAction
Translate Survey FieldAction
Trigger Object Process RuleAction
Trigger Process RulesAction
Update RecordAction
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
IdRequired | text |
FieldsRequired | text |
| Assignment Rule Header | choice |
Update RecordsAction
Update Related RecordAction
Input fields[3]
| Field | Type |
|---|---|
ObjectRequired | choice |
IdRequired | text |
Relationship NameRequired | text |
FieldsRequired | text |
Upsert Record by External IDAction
Upsert RecordsAction
Templates
Look for Salesforce templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Bigin[2]Simple pipeline-based CRM for small businesses, by Zoho.
- CirqllSimple CRM for SMBs to manage contacts, deals, tasks, and customer follow-up.
- BloomerangNonprofit CRM — constituents, donations, campaigns, and households.
- Bitrix24Online workspace for businesses with CRM, tasks, chats, and document storage.
- Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
References
- WEXTL® Salesforce Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Salesforce.
- WEXTL® visual workflow builder data.
Last updated: Aug 21, 2026 02:26