Salesforce

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Connecting Salesforce to Callers

1

Open App Center and select Salesforce

• Choose your environment (Production/Development)
• Click Connect

Select Salesforce and click Connect

2

Authorize in Salesforce

• Sign in to your Salesforce account and grant access

Salesforce login and consent

3

Finish and verify

• Return to Callers and ensure the connection shows as Connected

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Available Actions

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Create Object (Advanced)

• When to use: creating a new record in the selected object.
• Required fields:
  • Object — target object (e.g., Contact)
  • Data — JSON with object fields
• Sample Data:

{
  "LastName": "{{ lastName }}",
  "FirstName": "{{ firstName }}",
  "Email": "{{ email }}",
  "AccountId": "001XXXXXXXXXXXX"
}

Create Object — example configuration

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Update Object (Advanced)

• When to use: modify fields on an existing record by its Id.
• Required fields:
  • Object — target object (e.g., Account)
  • Id — record Id (e.g., 001XXXXXXXXXXXX)
  • Data — JSON with fields to update
• Sample Data:

{
  "Name": "{{ accountName }}",
  "Website": "{{ website }}"
}

Update Object — example configuration

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Upsert (Advanced)

• When to use: idempotent create/update by an external key.
• Required fields:
  • Object — target object (e.g., Lead)
  • External Id Field — external key field name (e.g., External_Id__c)
  • Data — JSON with record data
• Sample Data:

{
  "External_Id__c": "{{ leadExternalId }}",
  "Company": "{{ company }}",
  "LastName": "{{ lastName }}",
  "Email": "{{ email }}"
}

Upsert — created new record (insert)

Upsert — updated existing record

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Run Query (Advanced)

• When to use: fetch records using SOQL.
• Required fields:
  • SOQL Query — query string
• Sample SOQL:

SELECT Id, FirstName, LastName, Email FROM Contact WHERE Email = '{{ email }}'

Run Query — example configuration

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Custom API Call

• When to use: you need an endpoint not covered by built‑in actions.
• Parameters: Method, Endpoint, Headers, Body (JSON)
• Sample Body:

{
  "Name": "{{ accountName }}",
  "Website": "{{ website }}"
}

Custom API Call — example configuration

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Using Variables

• Variables are defined in previous steps
• Value types match Salesforce fields (Email, Phone, Date/Time, etc.)
• Numeric/boolean fields receive properly typed values