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\ mfpgclq0ldvye7y6bd781 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\ mfpgclq0ldvye7y6bd781 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 connection with a custom application (client credentials) to create a connection using the client credentials you first need to create a new external client app create a new integration user assign the integration user to the external client app create the connection in {{product name}} to create a new external client app log in to your salesforce account in the quick find bar, search for external client app manager and select it in the upper right, click new external client app under basic information , fill in the mandatory external client app name , api name , contact email fields keep the distribution state option as local under api (enable oauth settings) , click enable oauth settings under app settings , enter the following application details callback url https //www integromat com/oauth/cb/salesforce/ selected oauth scopes manage user data via apis ( api ) introspect all tokens off configure id token off under flow enablement , enter the following application details enable client credentials flow on click ok in the confirmation alert enable authorization code and credentials flow off enable device flow off enable jwt bearer flow off enable token exchange flow off under security , enter the following application details optional require secret for web server flow it does not affect client credentials flow optional require secret for refresh token flow it does not affect client credentials flow require proof key for code exchange (pkce) extension for supported authorization flows off optional enable refresh token rotation it does not affect client credentials flow issue json web token (jwt) based access tokens for named users off click create after that, create a new integration user in your salesforce account, click setup > administration > users > users click new user fill in the required user information in user license , choose salesforce integration if you don't have this option, your subscription either doesn't include any integration users, or you've used up all integration user licenses in profile , choose minimum access api only integrations or equivalent check the required user type(s) for example, marketing user click save then, assign the integration user to the connected app in the quick find bar, search for external client app manager and select it click the external client app you've created in the previous steps click edit under oauth flows and external client app enhancements click enable client credentials flow in run as (username) , enter the email address of the integration user that you've created in the previous steps click save switch to the settings tab under oauth settings section, click consumer key and secret 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 once you've completed all the steps, you can proceed to create the connection to create the connection log in to your {{product name}} account, add a salesforce module to your scenario, and click create a connection optional in the connection name field, enter a name for the connection in the salesforce my domain url field, enter the salesforce my domain url for example mydomainname my salesforce com to find your my domain url, enter my domain in the quick find search bar on salesforce and then select my domain in the consumer key and consumer secret fields, enter the client credentials copied in the previous section click save you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more salesforce modules if your connection requires reauthorization at any point, follow the connection renewal steps here 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