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.
Refer to the Salesforce API documentation for a list of available endpoints.
Connect Salesforce to Make
Not all editions of Salesforce have API access. See here for more information.
To establish the connection in Make:
Log in to your Make account, add a Salesforce module to your scenario, 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 whether you are using a Salesforce Sandbox environment and click Save.
Optional: You can switch on the Advanced settings to enter credentials for your custom application. To create a custom application for this connection type, follow these steps.
If your Connection type is Salesforce (client credentials), complete the following fields:
- Salesforce My Domain Name - For more information, see the Salesforce My Domain documentation.
- Consumer Key
- Consumer Secret
To obtain your Consumer Key and Consumer Secret, follow the steps in Create a custom application in Salesforce below.
You have successfully established the connection. You can now edit your scenario and add more Salesforce modules. If your connection needs reauthorization at any point, follow the connection renewal steps herehere.
Migrating from v3 to v4
This guide covers the changes between v3 and v4 of the Salesforce integration. It lists the breaking changes and what to do about them, followed by new capabilities available in v4.
Breaking changes
Most scenarios will keep working as-is. See the breaking changes and what to do:
Change | What to do |
|---|---|
Legacy instance URLs no longer redirect For example: na1.salesforce.com | Update your connection to your My Domain URL found under Setup > My Domain. For example: yourcompany.my.salesforce.com |
New Connected App creation is disabled by default | Only affects new connections. Ask your Salesforce admin to enable it under Setup > Connected Apps, or use an External Client App. |
Number/Date filter type split into Number, Date, Datetime | Update any Search Records (SOQL) filters that used Number/Date for date values to the new Date or Datetime type. |
Empty mapped filter values are now skipped, not matched as empty | Use the explicit null pill in the filter row if you need to match empty fields. |
Forced 10-record cap removed when searching by filter with no limit set | Now returns up to 2,100 records. Add an explicit limit if you relied on the old 10-record default. |
Salesforce record types and objects
Make supports all Salesforce record types and objects, including those introduced after API v54 (Spring 2022). These record types and objects appear in the relevant dropdowns across all Salesforce modules.
See the Objects list V66 for the full list of supported record types and objects.
Date and time handling
Make correctly recognizes and parses timestamps with negative UTC offsets, including timezones west of UTC such as US Eastern and US Pacific. These values return as datetime values, not raw text.
For example, a CreatedDate field from a US Eastern org returns a value like 2024-06-10T09:30:00.000-0500 as a datetime value.
SOQL relationship queries
The Search records (SOQL) module supports nested relationship queries up to five levels deep when you write a query manually.
For example, to traverse relationships in a manual query, use dot notation between related object names:
SELECT Id, Name, Account.Name, Account.Owner.Name, Account.Owner.Manager.Name, Account.Owner.Manager.Manager.Name
FROM Opportunity
LIMIT 5Build Salesforce Scenarios
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
- Create or update a record
- Delete a record
Bulk Job
- Watch jobs
- List jobs
- Bulk create jobs (advanced)
- Get bulk job results (advanced)
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 or document