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Bulk Operations

  • Bulk Insert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

  • Bulk Upsert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

Objects

  • Object ID
  • Object Created

    Triggers when a new object is created in Salesforce. Only objects queryable by the user are shown.

  • Object Updated

    Triggers when an object is updated in Salesforce. Only objects queryable by the user are shown.

  • Object Deleted

    Triggers when an object is deleted in Salesforce. Only objects queryable by the user are shown.

  • Create an Object

    Creates an object in Salesforce. Custom fields and custom objects are also supported. Only object types creatable by the user are shown.

  • Update an Object

    Updates a Salesforce object. Custom fields and custom objects are also supported. Only object types updatable by the user are shown.

  • Delete an Object

    Deletes a Salesforce object. Custom objects are also supported. Only object types deletable by the user are shown.

  • Get an Object by ID

    Get a Salesforce object by ID

  • Query Single Object

    Get a single Salesforce object by SOQL query.

  • Upsert Object

    Updates or Inserts object based on an external ID. If the External ID is present in Salesforce then the object is updated, otherwise it is created.

  • Look Up Object

  • Generic SOQL Query

    ADVANCED: Gives you a full freedom to execute an SOQL query. Each result contains a field named attributes which contains the raw attributes as returned buy Salesforce Rest API.The pipe is a low-level interface to Salesforce API. It does not provide schema info, so you will have to run it once to see what results look like. HINT you can add LIMIT 1 to your query, to fetch just one result while testing.

  • Search Objects (SOQL)

    Search for objects in Salesforce using Salesforce Object Query Language (SOQL). Only object types queryable by the user are shown. The query sent to Salesforce is SELECT <ALL FIELDS> FROM <Object Type> WHERE <Query>.

  • Search Objects (SOSL)

    Search for objects in Salesforce using Salesforce Object Search Language (SOSL). Only object types searchable by the user are shown. Always searches in all fields. The query sent to Salesforce is FIND {<Query>} RETURNING <Object Type>(<ALL FIELDS>). If the Search Type is sosl you can use queries like map* AND NOT paper. For the text option input is automatically escaped so that you don’t have to worry about escaping special SOSL characters, like { and *.


Contacts

  • ID
    First Name
    Middle Name
    Last Name
    Email
    Contact Notes
    Person Type
    Email Address2
    Email Address3
    Address1 Type
    Address2 Street1
    Address2 Street2
    Address2 Type
    Address3 Street1
    Address3 Street2
    Address3 Type
    Anniversary
    Assistant Name
    Assistant Phone
    Billing Information
    Birthday
    City
    City2
    City3
    Company
    Country
    Country2
    Country3
    Fax1
    Fax1 Type
    Fax2
    Fax2 Type
    Groups
    Job Title
    Created At
    Updated At
    Created By
    Updated By
    Lead Source
    Leadsource
    Nickname
    Owner
    Password
    Phone1
    Phone1 Ext
    Phone1 Type
    Phone2
    Phone2 Ext
    Phone2 Type
    Phone3
    Phone3 Ext
    Phone3 Type
    Phone4
    Phone4 Ext
    Phone4 Type
    Phone5
    Phone5 Ext
    Phone5 Type
    Postal Code
    Postal Code2
    Postal Code3
    Referral Code
    Spouse Name
    State
    State2
    State3
    Street Address1
    Street Address2
    Suffix
    Title
    Username
    Validated
    Website
    Zip Four1
    Zip Four2
    Zip Four3
  • Contact Created

    Triggers when a Contact is created in the selected account.

  • Contact Updated

    Triggers when a Contact is updated in the selected account.

  • Create a Contact

    Creates a new Contact.

  • Create or Update Contact

    Creates a new Contact or updates information on one if it already exists.

  • Update a Contact

    Updates the selected Contact.

  • Delete a Contact

    Deletes the selected Contact.

  • Search Contacts

    Searches for Contacts in the selected and returns a list.

Opportunities

  • ID
    Opportunity Title
    Opportunity Notes
    Affiliate
    Contact
    Stage
    User
    Estimated Close Date
    Leadsource
    Next Action Date
    Next Action Notes
    Objection
    Projected Revenue High
    Projected Revenue Low
    Created At
    Updated At
    Created By
    Updated By
  • Opportunity Created

    Triggers when a new Opportunity is created in the selected account.

  • Opportunity Updated

    Triggers when an Opportunity is updated in the selected account.

  • Create an Opportunity

    Creates a new Opportunity.

  • Update an Opportunity

    Updates the selected Opportunity.

  • Delete an Opportunity

    Deletes the selected Opportunity.

  • Search Opportunities

    Searches for Opportunities in the selected account and returns a list.