> ## Documentation Index > Fetch the complete documentation index at: https://docs.noclick.com/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce > Connect Salesforce to your workflows: 161 operations across 25 categories. 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](/agents/tools). ## Credentials Connect Salesforce under **Credentials** in the node settings. See [Connecting credentials](/credentials/connecting) 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 | Trigger | | -------------------------------------- | ------------------------------------ | -------------------------------------------- | ------- | | **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 | Trigger | | ------------------------------------ | ---------------------------------- | ---------------------------------------------------------- | ------- | | **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 | Trigger | | -------------------------------- | ------------------------------ | ------------------------------ | ------- | | **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 | Trigger | | --------------------------------- | ------------------------------- | --------------------------------------------------- | ------- | | **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 | Trigger | | --------------------------------- | ------------------------------- | ----------------------------- | ------- | | **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 | Trigger | | -------------------------------- | ------------------------------ | -------------------------------------- | ------- | | **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 | Trigger | | -------------------------- | ------------------------ | ---------------------- | ------- | | **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 | Trigger | | --------------------------- | ------------------------- | ----------------------- | ------- | | **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 | Trigger | | --------------------------------- | ------------------------------- | ----------------------------- | ------- | | **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 | Trigger | | ---------------------------------- | -------------------------------- | ------------------------------------------------------------------------------- | ------- | | **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 | Trigger | | -------------------------------- | ------------------------------ | ---------------------------- | ------- | | **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 | Trigger | | ------------------------------ | ---------------------------- | -------------------------- | ------- | | **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 | Trigger | | -------------------------------- | ------------------------------ | ------------------------------------------ | ------- | | **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 | Trigger | | ----------------------------- | --------------------------- | ------------------------- | ------- | | **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 | Trigger | | -------------------------------------- | ------------------------------------ | ----------------------------------- | ------- | | **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 | Trigger | | ------------------------------- | ----------------------------- | ---------------------------------------------------- | ------- | | **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 | Trigger | | ---------------------------------------- | -------------------------------------- | ----------------------------------------------------------- | ------- | | **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 | Trigger | | ----------------------------- | --------------------------- | ---------------------------------------- | ------- | | **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 | Trigger | | -------------------------------- | ------------------------------ | ----------------------------------------------------------------- | ------- | | **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 | Trigger | | ---------------------------------- | -------------------------------- | -------------------------------- | ------- | | **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 | Trigger | | ----------------- | --------------- | ------------- | ------- | | **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 |