Salesforce - NoClick

The Salesforce node adds Salesforce operations to your workflows. Add it on the canvas or ask the AI builder for it by name, then pick an operation and fill in its fields. Salesforce also includes 17 trigger operations (marked in the tables below) that can start a workflow when something happens in Salesforce.

You can wire the Salesforce node into an AI agent as a tool provider: the agent calls the operations you allow. See Agent tools.

Credentials

Connect Salesforce under Credentials in the node settings. See Connecting credentials for the general flow. Sign in with your Salesforce account when prompted; no keys to copy. NoClick requests the following permissions:

api
refresh_token
full

Operations

Approval

Operation	ID	Description
Approve or Reject Approval Request	`approve_or_reject_approval_request`	Approve or reject a pending approval request
Get Approval History	`get_approval_history`	Get Approval History
Get Pending Approval Items	`get_pending_approval_items`	Get Pending Approval Items
List Approval Processes	`list_approval_processes`	List all approval processes in the org
Recall Approval Request	`recall_approval_request`	Recall Approval Request
Submit Record for Approval	`submit_record_for_approval`	Submit a record for approval

Bulk job

Operation	ID	Description
Abort Bulk Data Job	`abort_bulk_data_job`	Abort a bulk job
Close Bulk Data Job	`close_bulk_data_job`	Close a bulk job to start processing
Create Bulk Data Job	`create_bulk_data_job`	Create a bulk ingest job for large data operations
Create Bulk Query Job	`create_bulk_query_job`	Create Bulk Query Job
Delete Bulk Data Job	`delete_bulk_data_job`	Delete Bulk Data Job
Get Bulk Job Failed Results	`get_bulk_job_failed_results`	Get Bulk Job Failed Results
Get Bulk Job Results	`get_bulk_job_results`	Get results (successful or failed records) from a bulk job
Get Bulk Job Status	`get_bulk_job_status`	Get the status of a bulk job
Get Bulk Job Unprocessed Results	`get_bulk_job_unprocessed_results`	Get Bulk Job Unprocessed Results
Get Bulk Query Job Results	`get_bulk_query_job_results`	Get Bulk Query Job Results
List Bulk Data Jobs	`list_bulk_data_jobs`	List bulk jobs
Upload Csv to Bulk Job	`upload_csv_to_bulk_job`	Upload CSV data to a bulk job

Chatter

Operation	ID	Description
Create Chatter Comment	`create_chatter_comment`	Create Chatter Comment
Delete Chatter Comment	`delete_chatter_comment`	Delete Chatter Comment
Delete Chatter Feed Item	`delete_chatter_feed_item`	Delete Chatter Feed Item
Get Chatter Comments	`get_chatter_comments`	Get Chatter Comments
Get Chatter Direct Messages	`get_chatter_direct_messages`	Get Chatter Direct Messages
Get Chatter Feed Item	`get_chatter_feed_item`	Get Chatter Feed Item
Get Chatter Feed Items	`get_chatter_feed_items`	Get Chatter feed items
Get Chatter Group Members	`get_chatter_group_members`	Get Chatter Group Members
Get Chatter News Feed	`get_chatter_news_feed`	Get Chatter News Feed
Get Chatter User Profile	`get_chatter_user_profile`	Get Chatter User Profile
Get Record Chatter Feed	`get_record_chatter_feed`	Get Record Chatter Feed
Like Chatter Feed Item	`like_chatter_feed_item`	Like Chatter Feed Item
List Chatter Groups	`list_chatter_groups`	List Chatter Groups
Post Message to Chatter Feed	`post_message_to_chatter_feed`	Post a message to Chatter feed
Post to Chatter Group	`post_to_chatter_group`	Post to Chatter Group
Search Chatter	`search_chatter`	Search Chatter
Send Chatter Direct Message	`send_chatter_direct_message`	Send Chatter Direct Message

Composite request

Operation	ID	Description
Bulk Retrieve Records	`bulk_retrieve_records`	Bulk Retrieve Records
Composite Update Multiple	`composite_update_multiple`	Composite Update Multiple
Execute Composite Api Request	`execute_composite_api_request`	Execute multiple REST API requests in a single call
Execute Composite Batch	`execute_composite_batch`	Execute Composite Batch

CRM actions

Operation	ID	Description
Add Campaign Member	`add_campaign_member`	Add Campaign Member
Add Case Comment	`add_case_comment`	Add Case Comment
Add Contact to Opportunity	`add_contact_to_opportunity`	Add Contact to Opportunity
Add Opportunity Line Item	`add_opportunity_line_item`	Add Opportunity Line Item
Assign Permission Set to User	`assign_permission_set_to_user`	Assign Permission Set to User
Convert Lead	`convert_lead`	Convert Lead
Create Campaign	`create_campaign`	Create Campaign
Create Event	`create_event`	Create Event
Create Note	`create_note`	Create Note
Create Task	`create_task`	Create Task
Merge Records	`merge_records`	Merge Records
Reset User Password	`reset_user_password`	Reset User Password
Update Campaign Member Status	`update_campaign_member_status`	Update Campaign Member Status
Update Event	`update_event`	Update Event
Update Task	`update_task`	Update Task

Dashboard

Operation	ID	Description
Get Dashboard Component Data	`get_dashboard_component_data`	Get Dashboard Component Data
Get Dashboard Data	`get_dashboard_data`	Get dashboard data and metadata
List Available Dashboards	`list_available_dashboards`	List available dashboards
Refresh Dashboard Data	`refresh_dashboard_data`	Refresh a dashboard to get latest data

Developer tools

Operation	ID	Description
Create Trace Flag	`create_trace_flag`	Create Trace Flag
Execute Anonymous Apex	`execute_anonymous_apex`	Execute Anonymous Apex
Get Apex Code Coverage	`get_apex_code_coverage`	Get Apex Code Coverage
Get Apex Test Results	`get_apex_test_results`	Get Apex Test Results
Get Debug Log Body	`get_debug_log_body`	Get Debug Log Body
Query Debug Logs	`query_debug_logs`	Query Debug Logs
Run Apex Tests	`run_apex_tests`	Run Apex Tests
Tooling SOQL Query	`tooling_soql_query`	Tooling SOQL Query

Email

Operation	ID	Description
List Email Templates	`list_email_templates`	List Email Templates
Send Email via Template	`send_email_via_template`	Send Email via Template
Send Mass Email	`send_mass_email`	Send Mass Email
Send Single Email	`send_single_email`	Send Single Email

External object

Operation	ID	Description
Create External Object Record	`create_external_object_record`	Create External Object Record
List External Data Sources	`list_external_data_sources`	List External Data Sources
Query External Object	`query_external_object`	Query External Object

File

Operation	ID	Description
Create Record Attachment	`create_record_attachment`	Create an attachment on a record
Get Blob Field Content	`get_blob_field_content`	Get blob (binary) data for a record field like Attachment body or Document body
Upload File As Content Version	`upload_file_as_content_version`	Upload a file as ContentVersion (Files)

Files

Operation	ID	Description
Create Content Document Link	`create_content_document_link`	Create Content Document Link
Delete Content Document	`delete_content_document`	Delete Content Document
Download Content Version	`download_content_version`	Download Content Version
Get Content Document	`get_content_document`	Get Content Document
List Content Versions	`list_content_versions`	List Content Versions
List Files Linked to Record	`list_files_linked_to_record`	List Files Linked to Record

Flow

Operation	ID	Description
Execute Flow	`execute_flow`	Execute Flow
Invoke Email Alert Action	`invoke_email_alert_action`	Invoke Email Alert Action
Invoke Field Update Action	`invoke_field_update_action`	Invoke Field Update Action
List Flows	`list_flows`	List Flows

Invocable action

Operation	ID	Description
Execute Invocable Action	`execute_invocable_action`	Execute an invocable action
Get Invocable Action Details	`get_invocable_action_details`	Get details of a specific invocable action
List Invocable Actions	`list_invocable_actions`	List available standard invocable actions

Knowledge

Operation	ID	Description
Attach Article to Case	`attach_article_to_case`	Attach Article to Case
Create Knowledge Article	`create_knowledge_article`	Create Knowledge Article
List Knowledge Articles	`list_knowledge_articles`	List Knowledge Articles
Publish Knowledge Article	`publish_knowledge_article`	Publish Knowledge Article

Layout

Operation	ID	Description	Trigger
Get Sobject Compact Layouts	`get_sobject_compact_layouts`	Get compact layouts for an object
Get Sobject Page Layouts	`get_sobject_page_layouts`	Get page layouts for an object

List view

Operation	ID	Description
Execute List View Query	`execute_list_view_query`	Execute a list view and get results
Get List View Details	`get_list_view_details`	Get details of a specific list view
Get List View Results with Columns	`get_list_view_results_with_columns`	Get List View Results with Columns
List Object List Views	`list_object_list_views`	Get list views for an object

Org

Operation	ID	Description
Get Available Api Versions	`get_available_api_versions`	Get available Salesforce API versions
Get Current User Info	`get_current_user_info`	Get information about the current authenticated user
Get Org Api Limits	`get_org_api_limits`	Get org API usage limits
Get Org Global Metadata	`get_org_global_metadata`	Get global metadata about the org
Get Org Info	`get_org_info`	Get Org Info
Get Org Storage Usage	`get_org_storage_usage`	Get Org Storage Usage
Get Recently Viewed Records	`get_recently_viewed_records`	Get recently viewed records
Get Record Count	`get_record_count`	Get Record Count

Platform event

Operation	ID	Description	Trigger
List Platform Event Channels	`list_platform_event_channels`	List Platform Event Channels
Publish Platform Event	`publish_platform_event`	Publish Platform Event

Query

Operation	ID	Description
Execute Soql Query	`execute_soql_query`	Execute a SOQL query to retrieve records
Execute Soql Query Including Deleted	`execute_soql_query_including_deleted`	Execute a SOQL query including deleted and archived records
Explain Query Plan	`explain_query_plan`	Explain Query Plan
Get Query Result Next Batch	`get_query_result_next_batch`	Get the next batch of query results using a query locator

Quick action

Operation	ID	Description
Execute Quick Action	`execute_quick_action`	Execute a quick action
List Global Quick Actions	`list_global_quick_actions`	List available global quick actions
List Object Quick Actions	`list_object_quick_actions`	List quick actions for a specific object

Record

Operation	ID	Description
Create Multiple Records	`create_multiple_records`	Create multiple records in a single request (up to 200)
Create Nested Record Tree	`create_nested_record_tree`	Create a tree of nested, parent-child records in a single request
Create Single Record	`create_single_record`	Create a new record
Delete Multiple Records	`delete_multiple_records`	Delete multiple records in a single request (up to 200)
Delete Single Record	`delete_single_record`	Delete a record
Execute Sosl Search	`execute_sosl_search`	Execute a SOSL search across multiple objects
Get Deleted Records in Range	`get_deleted_records_in_range`	Get records deleted within a time range
Get Search Suggestions	`get_search_suggestions`	Get Search Suggestions
Get Single Record	`get_single_record`	Get a single record by ID
Get Sobject Metadata	`get_sobject_metadata`	Get detailed metadata for a specific sObject including all fields
Get Updated Records in Range	`get_updated_records_in_range`	Get records updated within a time range
List Available Sobjects	`list_available_sobjects`	List all available sObjects in the org
Parameterized Search	`parameterized_search`	Parameterized Search
Update Multiple Records	`update_multiple_records`	Update multiple records in a single request (up to 200)
Update Single Record	`update_single_record`	Update an existing record
Upsert Record by External Id	`upsert_record_by_external_id`	Create or update a record using an external ID field

Report

Operation	ID	Description
Execute Report and Get Results	`execute_report_and_get_results`	Execute a report and get results
Get Async Report Result	`get_async_report_result`	Get Async Report Result
Get Report Metadata	`get_report_metadata`	Get metadata for a report
List Available Reports	`list_available_reports`	List available reports
List Report Folders	`list_report_folders`	List Report Folders
Run Report Async	`run_report_async`	Run Report Async

Tab

Operation	ID	Description	Trigger
Get User Available Tabs	`get_user_available_tabs`	Get available tabs for the user

User admin

Operation	ID	Description
Get User	`get_user`	Get User
List Profiles	`list_profiles`	List Profiles
List Roles	`list_roles`	List Roles
List Users	`list_users`	List Users
Update User	`update_user`	Update User

Other

Operation	ID	Description	Trigger
On Approval Decision	`on_approval_decision`	On Approval Decision	Yes
On Chatter Mention	`on_chatter_mention`	On Chatter Mention	Yes
On New Account	`on_new_account`	On New Account	Yes
On New Approval Request	`on_new_approval_request`	On New Approval Request	Yes
On New Case	`on_new_case`	On New Case	Yes
On New Chatter Post on Record	`on_new_chatter_post_on_record`	On New Chatter Post on Record	Yes
On New Contact	`on_new_contact`	On New Contact	Yes
On New File Upload	`on_new_file_upload`	On New File Upload	Yes
On New Lead	`on_new_lead`	On New Lead	Yes
On New Opportunity	`on_new_opportunity`	On New Opportunity	Yes
On New Task	`on_new_task`	On New Task	Yes
On New User	`on_new_user`	On New User	Yes
On Opportunity Stage Change	`on_opportunity_stage_change`	On Opportunity Stage Change	Yes
On Report Threshold Crossed	`on_report_threshold_crossed`	On Report Threshold Crossed	Yes
On Updated Case	`on_updated_case`	On Updated Case	Yes
On Updated Lead	`on_updated_lead`	On Updated Lead	Yes
On Updated Opportunity	`on_updated_opportunity`	On Updated Opportunity	Yes

​Credentials

​Operations

​Approval

​Bulk job

​Chatter

​Composite request

​CRM actions

​Dashboard

​Developer tools

​Email

​External object

​File

​Files

​Flow

​Invocable action

​Knowledge

​Layout

​List view

​Org

​Platform event

​Query

​Quick action

​Record

​Report

​Tab

​User admin

​Other

Credentials

Operations

Approval

Bulk job

Chatter

Composite request

CRM actions

Dashboard

Developer tools

Email

External object

File

Files

Flow

Invocable action

Knowledge

Layout

List view

Org

Platform event

Query

Quick action

Record

Report

Tab

User admin

Other