OCNORA

Salesforce

CRM & salesOAuth 2.0credential probe

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.

Triggers 1

  • Record Created or Updated
    Start a run when a Salesforce record is created or updated (polled).
    trigger.salesforce_event

Operations 26

  • Close Bulk Job
    Close an ingest job so Salesforce starts processing it, or abort it.
    salesforce.bulk_close_job
  • Create Bulk Job
    Open a Bulk API 2.0 ingest job for a CSV load of one sObject.
    salesforce.bulk_create_job
  • Delete Bulk Job
    Delete a finished ingest job and its result sets.
    salesforce.bulk_delete_job
  • Get Bulk Job
    Read an ingest job's state and its processed/failed record counts.
    salesforce.bulk_get_job
  • Get Bulk Job Results
    Read a finished ingest job's successful, failed or unprocessed rows.
    salesforce.bulk_get_results
  • List Bulk Jobs
    List the ingest jobs in the org, newest page first.
    salesforce.bulk_list_jobs
  • Upload Bulk Batch
    Upload one CSV batch of records to an open Bulk API 2.0 ingest job.
    salesforce.bulk_upload_batch
  • Composite Batch
    Send up to 25 independent REST subrequests in one call and get every result.
    salesforce.composite_batch
  • Composite Request
    Send up to 25 chained REST subrequests that can reference each other's output.
    salesforce.composite_request
  • Convert Lead
    Convert a Lead into an Account, Contact and (optionally) an Opportunity.
    salesforce.convert_lead
  • Create Attachment
    Attach a file to a record the classic way, as an Attachment.
    salesforce.create_attachment
  • Create Record
    Create an sObject record (Lead, Contact, Account, …) in Salesforce.
    salesforce.create_record
  • Delete Record
    Delete one sObject record by its Salesforce id.
    salesforce.delete_record
  • Describe Global
    List every sObject in the org with its metadata flags.
    salesforce.describe_global
  • Describe Object
    Describe one sObject: its metadata and every field an author can write.
    salesforce.describe_object
  • Get Record
    Read one sObject record by its Salesforce id.
    salesforce.get_record
  • Get Record by External Id
    Read one sObject record by the value of an external-id field.
    salesforce.get_record_by_external_id
  • Link File to Record
    Share 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 More
    Fetch 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 Record
    Update an sObject record by id in Salesforce.
    salesforce.update_record
  • Upload File
    Upload a file to Salesforce Files as a new ContentVersion.
    salesforce.upload_file
  • Upsert Record
    Create or update a record matched on an external-id field.
    salesforce.upsert_record

Run your first Salesforce workflow today.

Create a free workspace, add the connection, pick a template or describe the workflow to Build with AI. Workflow Health checks it before it runs.