Salesforce

with salesforce modules in , 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 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 , 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 docid 3zivhgpcsrnbhytbxwhcv if your connection type is salesforce (client credentials) , complete the following fields salesforce my domain name for more information, see the salesforce my domain https //help salesforce com/s/articleview?id=xcloud domain name overview\ htm\&type=5 documentation consumer key consumer secret to obtain your consumer key and consumer secret, follow the steps in create a custom application in salesforce docid 3zivhgpcsrnbhytbxwhcv below you have successfully established the connection you can now edit your 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 connection type salesforce (client credentials) to obtain client credentials and create a connection in make 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 connection type salesforce to create a connection with the advanced settings 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 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 you will use these values in the consumer key and consumer secret fields in make when connecting using advanced settings 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 https //developer salesforce com/docs/atlas en us 260 0 object reference meta/object reference/sforce api objects list htm 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 5 build salesforce 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 https //developer salesforce com/docs/atlas en us api rest meta/api rest/resources list htm for a list of available endpoints make an api call (advanced) post a message to a chatter feed download an attachment or document