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 Integrations in the app, choose Salesforce, 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.