Salesforce
Connect Salesforce to read and write CRM records and run SOQL from a workflow.
The Salesforce integration lets a workflow create, read, update, and delete CRM records and run SOQL queries.
Connect
Salesforce uses credentials you provide: your instance URL and an access token.
Get an access token and your instance URL from Salesforce.
Open Agents → Credentials in the app, add a Salesforce credential, and enter the instance URL and token.
Save. Trodo validates the connection. Any Salesforce node can now use it.
Actions
| Area | What you can do |
|---|---|
| Standard objects | Create, read, update, and delete Accounts, Cases, Contacts, Leads, Opportunities, and Tasks. |
| Custom objects | CRUD on custom objects, plus raw sObject operations. |
| Files | Manage attachments and documents. |
| Query | Run SOQL. |
Triggers
Created and updated triggers for Salesforce objects appear in the builder. Event delivery is rolling out; until then, start from a schedule or pattern trigger plus a SOQL query.
Use it
- Create a Case when a pattern trigger detects a spike of failing runs for a customer.
- Update an Opportunity from an AI agent's summary of recent activity.