Salesforce
CRM & salesOAuth 2.0Connection test available
Salesforce CRM — create/update records and run SOQL (OAuth2 refresh token).
OCNORA ships 26 typed Salesforce operations and 1 trigger. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run.
Before you connect Salesforce
- Authentication
- OAuth 2.0
- Credential
- {"client_id", "client_secret", "refresh_token"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with Salesforce
Operations, grouped by what they do to your data, plus 1 trigger that start a run.
Create and send 6
Read and search 12
Update 1
Delete and cancel 3
Other operations 4
A sample Salesforce workflow
- 1Record Created or Updatedtrigger.salesforce_eventStart a run when a Salesforce record is created or updated (polled).
- 2Get Bulk Jobsalesforce.bulk_get_jobRead an ingest job's state and its processed/failed record counts.
- 3Close Bulk Jobsalesforce.bulk_close_jobClose an ingest job so Salesforce starts processing it, or abort it.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 26
- Close Bulk JobClose an ingest job so Salesforce starts processing it, or abort it.salesforce.bulk_close_job
- Create Bulk JobOpen a Bulk API 2.0 ingest job for a CSV load of one sObject.salesforce.bulk_create_job
- Delete Bulk JobDelete a finished ingest job and its result sets.salesforce.bulk_delete_job
- Get Bulk JobRead an ingest job's state and its processed/failed record counts.salesforce.bulk_get_job
- Get Bulk Job ResultsRead a finished ingest job's successful, failed or unprocessed rows.salesforce.bulk_get_results
- List Bulk JobsList the ingest jobs in the org, newest page first.salesforce.bulk_list_jobs
- Upload Bulk BatchUpload one CSV batch of records to an open Bulk API 2.0 ingest job.salesforce.bulk_upload_batch
- Composite BatchSend up to 25 independent REST subrequests in one call and get every result.salesforce.composite_batch
- Composite RequestSend up to 25 chained REST subrequests that can reference each other's output.salesforce.composite_request
- Convert LeadConvert a Lead into an Account, Contact and (optionally) an Opportunity.salesforce.convert_lead
- Create AttachmentAttach a file to a record the classic way, as an Attachment.salesforce.create_attachment
- Create RecordCreate an sObject record (Lead, Contact, Account, …) in Salesforce.salesforce.create_record
- Delete RecordDelete one sObject record by its Salesforce id.salesforce.delete_record
- Describe GlobalList every sObject in the org with its metadata flags.salesforce.describe_global
- Describe ObjectDescribe one sObject: its metadata and every field an author can write.salesforce.describe_object
- Get RecordRead one sObject record by its Salesforce id.salesforce.get_record
- Get Record by External IdRead one sObject record by the value of an external-id field.salesforce.get_record_by_external_id
- Link File to RecordShare an uploaded file with a record by creating a ContentDocumentLink.salesforce.link_file
- Query (SOQL)Run a SOQL query against Salesforce and return the records.salesforce.query
- Query All (SOQL)Run a SOQL query that also returns deleted and archived records.salesforce.query_all
- Query MoreFetch the next page of a SOQL query from its nextRecordsUrl.salesforce.query_more
- Query Page (SOQL)Run a SOQL query and return the first page with a cursor for the next.salesforce.query_page
- Search (SOSL)Run a SOSL search across several objects at once.salesforce.search
- Update RecordUpdate an sObject record by id in Salesforce.salesforce.update_record
- Upload FileUpload a file to Salesforce Files as a new ContentVersion.salesforce.upload_file
- Upsert RecordCreate or update a record matched on an external-id field.salesforce.upsert_record
Templates that use Salesforce
- Salesforce case to a Jira issueEvery new Salesforce case is raised as a Jira issue so engineering works from one queue.
- New Salesforce lead to SlackPoll Salesforce for new leads and post each one into the sales channel as it arrives.
- Weekly Salesforce pipeline digestRun a SOQL query against open opportunities every Monday and e-mail the result to the sales lead.
Where Salesforce fits
Salesforce questions
- How does OCNORA authenticate with Salesforce?
- With a stored OAuth 2.0 credential, shaped {"client_id", "client_secret", "refresh_token"}. A connection test can check it when you add it.
- What can I automate with Salesforce?
- 26 typed operations and 1 trigger, each with a reference page listing its config fields and the shapes it emits.
- What if the Salesforce operation I need is not listed?
- Where Salesforce has an HTTP API, call it from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Salesforce?
- Yes: 3 templates, listed above.
- How are Salesforce calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first Salesforce workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.