- Retrieve a paginated list of Account records from Salesforce using SOQL query. Returns account information including name, type, industry, website, and other standard fields.
- Retrieve a specific Account record by its unique Salesforce ID. Returns complete account details including all standard and accessible custom fields.
- Create a new Account record in Salesforce with specified field values. Returns the ID of the newly created account.
- Update an existing Account record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete an Account record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Search for Account records using Salesforce SOSL (Salesforce Object Search Language). Returns accounts matching the search term.
- Retrieve a list of all custom invocable actions including Apex and Flow actions.
- Retrieve a list of all autolaunched flows available as invocable actions.
- Retrieve a list of all Apex invocable methods available as actions.
- Send an email using the emailSimple standard invocable action.
- Retrieve combined activity history (tasks, events, emails) for a specific record.
- Retrieve open (pending) activities for a specific record.
- Retrieve all tasks where a contact is the Who (related person).
- Retrieve all events where a contact is the Who (related person).
- Retrieve tasks assigned to a specific user.
- Retrieve calendar events for a specific user.
- Retrieve all overdue tasks that are not completed.
- Retrieve all tasks due today that are not completed.
- Retrieve upcoming calendar events within the next specified days.
- Retrieve recently completed tasks and past events.
- Create a calendar event to schedule a meeting with a contact.
- Mark a task as completed.
- Retrieve a list of recently viewed reports available to the current user.
- Retrieve metadata about a specific report including columns, filters, and groupings.
- Execute a report synchronously and return the results immediately.
- Start an asynchronous report execution and get an instance ID for results.
- Retrieve a list of asynchronous report execution instances for a report.
- Retrieve a list of recently viewed dashboards available to the current user.
- Retrieve metadata and current data for a specific dashboard.
- Refresh a dashboard to get the latest data for all components.
- Retrieve metadata about a dashboard including components, filters, and layout.
- Check the refresh status of a dashboard.
- Retrieve all available approval processes for the organization.
- Recall a previously submitted approval request before it has been fully processed.
- Retrieve pending approval work items for processing.
- Retrieve process instances showing approval history for records.
- Retrieve step history for a process instance showing each approval step's outcome.
- Retrieve a paginated list of Asset records from Salesforce using SOQL query.
- Retrieve a specific Asset record by its unique Salesforce ID.
- Create a new Asset record in Salesforce with specified field values.
- Update an existing Asset record in Salesforce with specified field values.
- Delete an Asset record from Salesforce by its unique ID.
- Retrieve child assets for a parent asset to understand asset hierarchy.
- Search for Asset records using Salesforce full-text search (SOSL).
- Create a new Bulk API 2.0 ingest job for inserting, updating, upserting, or deleting records.
- Upload CSV data to a bulk ingest job for processing.
- Abort a bulk ingest job to stop processing.
- Retrieve status and details of a bulk ingest job.
- Retrieve a list of all bulk ingest jobs.
- Retrieve successfully processed records from a completed bulk ingest job.
- Retrieve failed records from a completed bulk ingest job with error details.
- Retrieve unprocessed records from an aborted bulk ingest job.
- Delete a bulk ingest job and its associated data.
- Create a new Bulk API 2.0 query job for extracting large volumes of data.
- Retrieve status and details of a bulk query job.
- Retrieve a list of all bulk query jobs.
- Retrieve query results from a completed bulk query job.
- Abort a bulk query job to stop processing.
- Delete a bulk query job and its associated data.
- Retrieve a paginated list of Campaign records from Salesforce using SOQL query. Returns campaign information including name, status, type, dates, and budget details.
- Retrieve a specific Campaign record by its unique Salesforce ID. Returns complete campaign details including all standard and accessible custom fields.
- Search for Campaign records using Salesforce SOSL (Salesforce Object Search Language). Returns campaigns matching the search term.
- Add a Contact or Lead as a member of a Campaign. Creates a CampaignMember record linking the individual to the campaign.
- Retrieve a paginated list of Case records from Salesforce using SOQL query. Returns case information including subject, status, priority, origin, and related records.
- Retrieve a specific Case record by its unique Salesforce ID. Returns complete case details including all standard and accessible custom fields.
- Create a new Case record in Salesforce with specified field values. Returns the ID of the newly created case.
- Update an existing Case record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete a Case record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Search for Case records using Salesforce SOSL (Salesforce Object Search Language). Returns cases matching the search term.
- Create a new post on a user's feed, group, or record feed.
- Retrieve a specific feed element (post) by its ID.
- Delete a feed element (post) from Chatter.
- Add a comment to a feed element (post).
- Add a like to a feed element (post) or comment.
- Retrieve a list of Chatter groups in the organization.
- Execute multiple independent subrequests in a single API call. Returns results for all subrequests.
- Create up to 200 records of the same object type in a single API call using sObject Collections.
- Update up to 200 records of mixed object types in a single API call using sObject Collections.
- Delete up to 200 records in a single API call using sObject Collections.
- Execute multiple composite graphs containing dependent and independent subrequests in a single API call.
- Retrieve a paginated list of Contact records from Salesforce using SOQL query. Returns contact information including name, email, phone, account association, and other standard fields.
- Retrieve a specific Contact record by its unique Salesforce ID. Returns complete contact details including all standard and accessible custom fields.
- Create a new Contact record in Salesforce with specified field values. Returns the ID of the newly created contact.
- Update an existing Contact record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete a Contact record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Search for Contact records using Salesforce SOSL (Salesforce Object Search Language). Returns contacts matching the search term.
- Retrieve a paginated list of Contract records from Salesforce using SOQL query.
- Retrieve a specific Contract record by its unique Salesforce ID.
- Create a new Contract record in Salesforce with specified field values.
- Update an existing Contract record in Salesforce with specified field values.
- Delete a Contract record from Salesforce by its unique ID.
- Activate a draft Contract by updating its status to Activated.
- Search for Contract records using Salesforce full-text search (SOSL).
- Retrieve a list of all available sObjects in the Salesforce organization with metadata.
- Retrieve detailed describe metadata for a specific Salesforce object (sObject), including field definitions and permissions.
- Retrieve all global quick actions available in the organization.
- Retrieve detailed metadata about a specific quick action.
- Retrieve information about all tabs available to the current user.
- Retrieve theme information for displaying Salesforce icons and colors.
- Get search suggestions based on user input for building autocomplete functionality.
- Execute a parameterized SOSL search with additional filtering options.
- Retrieve a paginated list of EmailMessage records from Salesforce using SOQL query.
- Retrieve a specific EmailMessage record by its unique Salesforce ID.
- Create a new EmailMessage record in Salesforce to log an email.
- Delete an EmailMessage record from Salesforce by its unique ID.
- Retrieve a list of EmailTemplate records from Salesforce.
- Retrieve a specific EmailTemplate record by its unique Salesforce ID.
- Retrieve email message relations linking emails to recipients and related records.
- Retrieve all email messages associated with a specific record (Case, Contact, etc.).
- Retrieve a paginated list of Entitlement records from Salesforce using SOQL query.
- Retrieve a specific Entitlement record by its unique Salesforce ID.
- Create a new Entitlement record in Salesforce with specified field values.
- Update an existing Entitlement record in Salesforce with specified field values.
- Delete an Entitlement record from Salesforce by its unique ID.
- Retrieve a paginated list of ServiceContract records from Salesforce.
- Retrieve a specific ServiceContract record by its unique Salesforce ID.
- Create a new ServiceContract record in Salesforce.
- Update an existing ServiceContract record in Salesforce.
- Delete a ServiceContract record from Salesforce by its unique ID.
- Retrieve a paginated list of Event records from Salesforce using SOQL query. Returns event information including subject, start/end times, location, and related records.
- Retrieve a specific Event record by its unique Salesforce ID. Returns complete event details including all standard and accessible custom fields.
- Create a new Event record in Salesforce with specified field values. Returns the ID of the newly created event.
- Update an existing Event record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete an Event record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Retrieve a list of ContentDocument records representing files stored in Salesforce.
- Delete a ContentDocument record and all its versions from Salesforce.
- Retrieve ContentVersion records representing file versions in Salesforce.
- Retrieve a specific ContentVersion record by its unique Salesforce ID.
- Download the binary content of a file version using the VersionData blob field.
- Remove the link between a file and a Salesforce record by deleting a ContentDocumentLink.
- Retrieve legacy Attachment records linked to Salesforce records.
- Retrieve a specific Attachment record by its unique Salesforce ID.
- Download the binary content of a legacy Attachment using the Body blob field.
- Create a new legacy Attachment linked to a parent Salesforce record.
- Delete a legacy Attachment record from Salesforce.
- Retrieve a list of published knowledge articles visible to the current user.
- Retrieve the full content of a knowledge article by its ID.
- Search knowledge articles by keyword with optional category filtering.
- Retrieve data category groups used to organize knowledge articles.
- Retrieve a paginated list of Lead records from Salesforce using SOQL query. Returns lead information including name, company, status, source, and other standard fields.
- Retrieve a specific Lead record by its unique Salesforce ID. Returns complete lead details including all standard and accessible custom fields.
- Create a new Lead record in Salesforce with specified field values. Returns the ID of the newly created lead.
- Update an existing Lead record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete a Lead record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Search for Lead records using Salesforce SOSL (Salesforce Object Search Language). Returns leads matching the search term.
- Retrieve all record types for a specific object.
- Retrieve a specific RecordType record by its unique Salesforce ID.
- Retrieve a record type by its developer name and object type.
- Retrieve values from a global value set (global picklist).
- Retrieve compact layout information for an object.
- Retrieve page layout information for an object.
- Retrieve approval layout information for an object.
- Retrieve a paginated list of Note records from Salesforce using SOQL query. Returns note information including title, body, and parent record association.
- Retrieve a specific Note record by its unique Salesforce ID. Returns complete note details including title, body, and parent record information.
- Create a new Note record in Salesforce attached to a parent record. Returns the ID of the newly created note.
- Update an existing Note record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete a Note record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Retrieve a specific ContentNote record by its unique Salesforce ID. Returns enhanced note details including rich text content.
- Retrieve a paginated list of Opportunity records from Salesforce using SOQL query. Returns opportunity information including name, stage, amount, close date, and other standard fields.
- Retrieve a specific Opportunity record by its unique Salesforce ID. Returns complete opportunity details including all standard and accessible custom fields.
- Create a new Opportunity record in Salesforce with specified field values. Returns the ID of the newly created opportunity.
- Update an existing Opportunity record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete an Opportunity record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Search for Opportunity records using Salesforce SOSL (Salesforce Object Search Language). Returns opportunities matching the search term.
- Retrieve a paginated list of Order records from Salesforce using SOQL query.
- Retrieve a specific Order record by its unique Salesforce ID.
- Create a new Order record in Salesforce with specified field values.
- Update an existing Order record in Salesforce with specified field values.
- Delete an Order record from Salesforce by its unique ID.
- Retrieve all line items for a specific Order.
- Retrieve a specific OrderItem record by its unique Salesforce ID.
- Add a line item to an Order in Salesforce.
- Update an existing OrderItem record in Salesforce.
- Delete an OrderItem record from Salesforce by its unique ID.
- Search for Order records using Salesforce full-text search (SOSL).
- Retrieve all orders associated with a specific Account.
- Change an order's status from Draft to Activated.
- Retrieve a paginated list of Pricebook2 records from Salesforce using SOQL query.
- Retrieve a specific Pricebook2 record by its unique Salesforce ID.
- Retrieve the standard pricebook for the organization.
- Create a new custom Pricebook2 record in Salesforce.
- Update an existing Pricebook2 record in Salesforce.
- Delete a Pricebook2 record from Salesforce by its unique ID.
- Retrieve pricebook entries for a specific pricebook.
- Retrieve a specific PricebookEntry record by its unique Salesforce ID.
- Add a product to a pricebook with specified pricing.
- Update an existing PricebookEntry record in Salesforce.
- Delete a PricebookEntry record from Salesforce by its unique ID.
- Retrieve all pricebook entries for a specific product across all pricebooks.
- Search for PricebookEntry records by product name or code.
- Retrieve a paginated list of Product2 records from Salesforce using SOQL query.
- Retrieve a specific Product2 record by its unique Salesforce ID.
- Create a new Product2 record in Salesforce with specified field values.
- Update an existing Product2 record in Salesforce with specified field values.
- Delete a Product2 record from Salesforce by its unique ID.
- Execute a custom SOQL query against Salesforce. Allows querying any standard or custom object with full SOQL syntax support.
- Execute a custom SOSL search against Salesforce. Allows full-text searching across multiple objects simultaneously.
- Retrieve a list of all available Salesforce objects in the organization including standard and custom objects.
- Retrieve the current API usage limits and remaining capacity for the Salesforce organization.
- Retrieve a list of all available Salesforce REST API versions supported by the instance.
- Retrieve recently viewed records for the current user across specified or all object types.
- Execute multiple API requests in a single call using Salesforce Composite API. Supports referencing results between requests.
- Retrieve a list of ServiceResource records from Salesforce.
- Retrieve a specific ServiceResource record by its unique Salesforce ID.
- Create a new ServiceResource record in Salesforce.
- Update an existing ServiceResource record in Salesforce.
- Retrieve a list of ServiceTerritory records from Salesforce.
- Retrieve a specific ServiceTerritory record by its unique Salesforce ID.
- Retrieve a list of ServiceAppointment records from Salesforce.
- Retrieve a specific ServiceAppointment record by its unique Salesforce ID.
- Create a new ServiceAppointment record in Salesforce.
- Update an existing ServiceAppointment record in Salesforce.
- Retrieve assigned resources for a service appointment.
- Assign a service resource to a service appointment.
- Retrieve all public groups in the organization.
- Retrieve all queues in the organization.
- Retrieve permission set assignments for a specific user.
- Retrieve all permission sets in the organization.
- Assign a permission set to a user.
- Remove a permission set assignment from a user.
- Transfer ownership of a record to a different user.
- Retrieve a paginated list of Task records from Salesforce using SOQL query. Returns task information including subject, status, priority, due date, and related records.
- Retrieve a specific Task record by its unique Salesforce ID. Returns complete task details including all standard and accessible custom fields.
- Create a new Task record in Salesforce with specified field values. Returns the ID of the newly created task.
- Update an existing Task record in Salesforce with specified field values. Only include fields that need to be modified.
- Delete a Task record from Salesforce by its unique ID. This action moves the record to the Recycle Bin.
- Retrieve a list of Topic records from Salesforce.
- Retrieve a specific Topic record by its unique Salesforce ID.
- Create a new Topic record in Salesforce.
- Update an existing Topic record in Salesforce.
- Delete a Topic record from Salesforce by its unique ID.
- Retrieve topic assignments linking topics to records.
- Assign a topic to a record (account, contact, case, etc.).
- Remove a topic assignment from a record.
- Retrieve all topics assigned to a specific record.
- Search for Topic records using Salesforce full-text search (SOSL).
- Retrieve a paginated list of User records from Salesforce using SOQL query. Returns user information including name, email, profile, role, and other standard fields.
- Retrieve a specific User record by its unique Salesforce ID. Returns complete user details including all standard and accessible custom fields.
- Update an existing User record in Salesforce with specified field values. Only include fields that need to be modified.
- Search for User records using Salesforce SOSL (Salesforce Object Search Language). Returns users matching the search term.
- Retrieve the currently authenticated user's information. Returns complete details of the logged-in user.
- Retrieve a paginated list of WorkOrder records from Salesforce using SOQL query.
- Retrieve a specific WorkOrder record by its unique Salesforce ID.
- Create a new WorkOrder record in Salesforce with specified field values.
- Update an existing WorkOrder record in Salesforce with specified field values.
- Delete a WorkOrder record from Salesforce by its unique ID.
- Retrieve all line items for a specific WorkOrder.
- Add a line item to a WorkOrder.
- Search for WorkOrder records using Salesforce full-text search (SOSL).
- Retrieve all contact roles for an account.
- Assign a role to a contact on an account.
- Update a contact role on an account.
- Remove a contact role from an account.
- Retrieve all contact roles for an opportunity.
- Assign a role to a contact on an opportunity.
- Update a contact role on an opportunity.
- Remove a contact role from an opportunity.
- Retrieve all product line items for an opportunity.
- Retrieve a specific opportunity line item by ID.
- Add a product line item to an opportunity.
- Update an existing opportunity line item.
- Remove a product line item from an opportunity.
- Get a summary of all products on an opportunity with totals.
- Retrieve all user roles in the organization.
- Retrieve a specific user role by ID.
- Retrieve the role hierarchy tree structure.
- Retrieve all profiles in the organization.
- Retrieve a specific profile by ID.
- Retrieve all users assigned to a specific role.
- Retrieve all users assigned to a specific profile.
- Retrieve all user licenses in the organization.
- Retrieve the forecast category for an opportunity.
- Update the forecast category for an opportunity.
- Get aggregated opportunity amounts grouped by stage.
- Get aggregated opportunity amounts grouped by forecast category.
- Add a Contact or Lead to a Campaign.
- Retrieve a list of CampaignMember records for a specific campaign.
- Retrieve a specific CampaignMember record by ID.
- Update a CampaignMember record's status or other fields.
- Remove a member from a campaign.
- Get all available member statuses for a campaign.
- Get aggregated statistics for a campaign's membership.
- Search for campaign members by name or email.
- Retrieve all comments for a specific case.
- Retrieve a specific case comment by ID.
- Add a new comment to a case.
- Update an existing case comment.
- Delete a case comment.
- Retrieve only published (public) comments for a case.
- Retrieve all opportunity stages defined in the sales process.
- Retrieve only active opportunity stages.
- Retrieve all lead status values.
- Retrieve all case status values.
- Retrieve all task status values.
- Retrieve all contract status values.
- Retrieve all order status values.
- Retrieve all solution status values.
- Retrieve all work order status values.
- Retrieve information about the Salesforce organization.
- Retrieve fiscal periods for a given fiscal year.
- Retrieve all holidays defined in the organization.
- Retrieve a specific holiday by ID.
- Retrieve all organization-wide email addresses.
- Retrieve all members of a specific group or queue.
- Retrieve a specific group membership record.
- Add a user or group as a member of a group.
- Remove a member from a group.
- Retrieve details of a specific group.
- Retrieve all groups in the organization.
- Retrieve all users who are members of a specific group.
- Retrieve the objects supported by a queue.
- Retrieve all business hours records in the organization.
- Retrieve a specific business hours record by ID.
- Retrieve the default business hours record.
- Retrieve all milestone records for entitlement management.
- Retrieve a specific milestone type by ID.
- Retrieve milestone instances for a specific case.
- Retrieve all entitlement processes (SLA processes).
- Retrieve documents from a folder.
- Retrieve a specific document by ID.
- Download the body of a document.
- Delete a document.
- Retrieve all folders for documents, reports, or dashboards.
- Retrieve a specific folder by ID.
- Retrieve field change history for an account.
- Retrieve field change history for a contact.
- Retrieve field change history for an opportunity.
- Retrieve field change history for a lead.
- Retrieve field change history for a case.
- Retrieve field change history for a contract.
- Retrieve setup audit trail entries for admin changes.
- Retrieve granular field change history for an opportunity.
- Retrieve Individual records for privacy management.
- Retrieve a specific Individual record by ID.
- Create a new Individual record for privacy tracking.
- Update an Individual record including personal info and privacy preferences.
- Delete an Individual record.
- Retrieve consent records for contact points (email, phone, etc.).
- Retrieve authorization form consent records.
- Retrieve a paginated list of Solution records from Salesforce using SOQL query.
- Retrieve a specific Solution record by its unique Salesforce ID.
- Create a new Solution record in Salesforce with specified field values.
- Update an existing Solution record in Salesforce with specified field values.
- Delete a Solution record from Salesforce by its unique ID.
- Search for Solution records using Salesforce full-text search (SOSL).
- Retrieve solutions associated with a specific case through CaseSolution junction object.
- Associate a solution with a case by creating a CaseSolution record.
- Remove the association between a solution and a case by deleting the CaseSolution record.
- Retrieve a paginated list of Partner records from Salesforce using SOQL query.
- Retrieve a specific Partner record by its unique Salesforce ID.
- Create a new Partner relationship record in Salesforce.
- Delete a Partner record from Salesforce by its unique ID.
- Retrieve a paginated list of FeedItem records from Salesforce Chatter feeds.
- Retrieve a specific FeedItem record by its unique Salesforce ID.
- Create a new FeedItem (Chatter post) in Salesforce.
- Delete a FeedItem record from Salesforce.
- Retrieve comments on a specific FeedItem.
- Create a comment on a FeedItem.
- Delete a FeedComment from Salesforce.
- Retrieve a paginated list of Location records from Salesforce.
- Retrieve a specific Location record by its unique Salesforce ID.
- Create a new Location record in Salesforce.
- Update an existing Location record in Salesforce.
- Delete a Location record from Salesforce.
- Search for Location records using Salesforce full-text search (SOSL).
- Retrieve a paginated list of ReturnOrder records from Salesforce.
- Retrieve a specific ReturnOrder record by its unique Salesforce ID.
- Create a new ReturnOrder record in Salesforce.
- Update an existing ReturnOrder record in Salesforce.
- Delete a ReturnOrder record from Salesforce.
- Retrieve line items for a specific return order.
No matching actions