To use any of the above modules, you need to connect your Salesforce.com account to Integromat.
To connect your Salesforce account to Integromat, follow the general instructions for Connecting to services. After you click the Continue button, Integromat will redirect you to the Salesforce website where you will be prompted to grant Integromat access to your account:
Here, allow access by clicking the Allow button. Afterwards, you will be redirected back to the Integromat administration page. Now, you can continue creating your scenario.
Please note that not all editions of Salesforce have API access. More information here.
Allows you to perform a custom API call.
|Connection||Establish a connection to your Salesforce account.|
Enter a path relative to
For the list of available endpoints, refer to the Salesforce REST API Developer Guide.
Select the HTTP method you want to use:
|Headers||Enter the desired request headers. You don't have to add authorization headers; we already did that for you.|
|Query String||Enter the request query string.|
|Body||Enter the body content for your API call.|
The following API call returns the list of all users in your Salesforce account:
SELECT Id, Name, CreatedDate, LastModifiedDate FROM User LIMIT 10
Matches of the search can be found in the module's Output under Bundle > Body > records.
In our example, 6 users were returned:
To get an object ID, open the object in your browser and look at the URL in the address bar. The object ID is the text at the end of the URL after the last forward slash (/). Example:
When searching for objects, you can either enter individual search words, or you can create a more complex query using:
*as a substitute for zero or more characters. For example, a search for Ca* finds items that start with Ca
?as a substitute for a single character. For example, a search for Jo?n finds items with the term John or Joan but not Jon
" "quotation marks to find an exact phrase match. For example: "Monday meeting"
More information about search possibilities can be found here.