Salesforce

with salesforce modules in make you can broadcast messages, create and modify records and jobs, and make api calls from your salesforce account to use salesforce modules, you must have a salesforce account if you do not have one, you can create one at salesforce com https //www salesforce com/in/form/signup/freetrial sales/?d=cta jumbo trial refer to the salesforce api documentation https //developer salesforce com/docs/atlas en us api rest meta/api rest/resources list htm for a list of available endpoints connect salesforce to make note not all editions of salesforce have api access see here https //help salesforce com/articleview?id=000005140\&type=1 for more information to establish the connection in make log in to your make account, add a salesforce module to your {{scenario singular lowercase}} , and click create a connection select a connection type salesforce or salesforce (client credentials) optional in the connection name field, enter a name for the connection if your connection type is salesforce , select if you are using a salesforce sandbox environment and click save optional you can switch to advanced settings to enter credentials for your custom application to create a custom application for this connection type, salesforce docid 3zivhgpcsrnbhytbxwhcv if your connection type is salesforce (client credentials) , complete the following fields to obtain your consumer key and consumer secret, follow the steps in salesforce docid 3zivhgpcsrnbhytbxwhcv below you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more salesforce modules if your connection needs reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz create a custom application in salesforce for the salesforce (client credentials) connection type log in to your salesforce account in the left sidebar of the setup home page, click apps > app manager in the upper right, click new connected app click create a connected app > continue on the new connected app page, under basic information , fill in the mandatory fields connected app name api name contact email refer to salesforce documentation https //help salesforce com/s/articleview?id=sf connected app create basics htm\&type=5 to learn more about basic settings under api (enable oauth settings) , click enable oauth settings enter the following application details callback url https //www integromat com/oauth/cb/salesforce/ selected oauth scopes manage user data via apis ( api ) perform requests at any time ( refresh token , offline access ) once these scopes are selected, then the refresh token policy can be set to refresh token is valid until revoked require proof key for code exchange (pkce) extension for supported authorization flows must be off require secret for web server flow optional, but on is more secure require secret for refresh token flow optional, but on is more secure enable client credentials flow optional, but off is more secure enable authorization code and credentials flow required enable token exchange flow set up as off enable refresh token rotation set up as off issue json web token (jwt) based access tokens for named users optional introspect all tokens set up as off click save enable the client credentials flow for your connected app on the left sidebar, click apps > app manager find your connected app, click the dropdown arrow, and then select edit under api (enable oauth settings) , select enable client credentials flow when you understand the security risks, accept the warning click save select an execution user for the flow from the connected app detail page, click manage click edit policies under client credentials flow , for run as , click the inspect icon , and find the user that you want to assign the client credentials flow for enterprise edition orgs, select an execution user who has the api only user permission click save on the left sidebar, click apps > app manager , and find your new connected apps click dropdown arrow > view under the api (enable oauth settings) section, click manage consumer details copy your consumer key and consumer secret values and store them in a safe place you will use these values in the consumer key and consumer secret fields in make when adding the salesforce (client credentials) connection type create a custom application in salesforce for the salesforce connection type log in to your salesforce account in the left sidebar of the setup home page, click apps > app manager in the upper right, click new connected app click create a connected app > continue on the new connected app page, under basic information , fill in the mandatory fields refer to salesforce documentation https //help salesforce com/s/articleview?id=sf connected app create basics htm\&type=5 to learn more about basic settings under api (enable oauth settings) , click enable oauth settings enter the following application details callback url https //www integromat com/oauth/cb/salesforce/ selected oauth scopes manage user data via apis ( api ) perform requests at any time ( refresh token , offline access ) once these scopes are selected, then the refresh token policy can be set to refresh token is valid until revoked require proof key for code exchange (pkce) extension for supported authorization flows must be off require secret for web server flow optional, but on is more secure require secret for refresh token flow optional, but on is more secure enable client credentials flow optional, but off is more secure enable authorization code and credentials flow required enable token exchange flow set up as off enable refresh token rotation set up as off issue json web token (jwt) based access tokens for named users optional introspect all tokens set up as off click save on the manage connected apps page that is displayed for your new app, under the api (enable oauth settings) section, click manage consumer details copy your consumer key and consumer secret values and store them in a safe place choose the scopes you need and click add you will use these values in the consumer key and consumer secret fields in make when connecting using advanced settings build salesforce {{scenario plural}} after connecting the app, you can perform the following actions record watch records watch record fields search records (soql) search records (sosl) get a record create a record update a record upsert a record delete a record bulk job watch jobs list jobs create a job complete/abort a job note if you complete a job, salesforce queues the job, uploads data for processing, and you can’t add any more job data if you abort a job, the job does not get queued or processed other make an api call for the url, enter a path relative to \<instance url>/services/data for example /v51 0/query refer to the salesforce api documentation for a list of available endpoints make an api call (advanced) post a message to a chatter feed download an attachment/document