All action nodes require setting up in a node form, where you specify the parameters for the selected action.
In this article, we will guide you on how to set up every “Salesforce” action node so your flow can execute the appropriate tasks to achieve your desired outcome.
Before configuring Salesforce trigger nodes, you will need to set up your Salesforce integration first. You can refer to the help center article here to connect to your Salesforce organization.
Supported Salesforce objects
When configuring Salesforce trigger nodes, it’s important to recognize the various supported Salesforce objects, as these will dictate the range of actions you can perform within SleekFlow. Below is a list of the supported Salesforce objects:
| Salesforce object | Description |
| Contact | Represents an individual person associated with your business, such as a customer or partner. |
| Lead | Represents a potential customer who has shown interest in your products or services but has not yet been qualified as a sales opportunity. |
| Opportunity | Represents a potential revenue-generating event, such as a sale or deal that is being pursued |
| Account | Represents a company or organization that you do business with, containing information about the relationship |
| Campaign | Represents a marketing initiative or event aimed at generating leads or opportunities |
| Custom object | Represents any custom-defined object in your Salesforce organization, allowing for tailored data management specific to your business needs |
By selecting the relevant Salesforce object action nodes, you can update or create Salesforce records directly within SleekFlow’s Flow Builder. These capabilities enhance your ability to manage Salesforce records seamlessly, improving workflow efficiency and ensuring that your data remains current and actionable.
Search Salesforce object records
The “Search Salesforce Object Records” action allows you to search for and retrieve the first matching record within your Salesforce organization based on the specified search parameters. You can save this relevant property as a flow variable for later use in the flow.
To set up the node, follow the steps below:
- Click on the “Search Salesforce object records action node to open up its form, which will appear on the right side of the screen
- Select the Salesforce organization you want to use within this node. If you have not connected to a Salesforce organization, you can refer to the Connect to your Salesforce organization help center article
- The node form contains the following fields for you to configure your action:
- Search conditions: This is an optional step for you to define the search condition. The first match record found will be used for you to set up the flow variable
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Save as flow variable: Choose the property you want to save under the “Save” field and name the variable under “As.” The variable should be wrapped with
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Create Salesforce object records
The “Create Salesforce object records” action allows you to create a new object record in your selected Salesforce organization effortlessly. This node streamlines the process of adding records, enabling you to integrate data seamlessly between SleekFlow and Salesforce.
To set up the node, follow these steps:
- Click on the “Create Salesforce object records” action node to open up its form, which will appear on the right side of the screen
- Select the Salesforce organization you want to use within this node. If you have not connected to a Salesforce organization, you can refer to the Connect to your Salesforce organization help center article
- The node form contains the following fields for you to configure your action:
- Mandatory fields: These fields are pre-filled with the mandatory Salesforce properties required to create a record. For example, when creating a contact, “Last Name” is automatically included since it’s a required field for Salesforce. Input the value directly into the text bar or insert a variable by clicking (x)
- Add set: To add more details, click “+ Add set,” select the record property from the dropdown, and define the property value in the “Set to” field
Update Salesforce object records
The “Update Salesforce Object Records” action allows you to modify your organization's existing object records. This node simplifies the process of keeping records up-to-date, ensuring your Salesforce data reflects the latest information.
To set up the node:
- Click on the “Update Salesforce Object Records” action node to open up its form, which will appear on the right side of the screen
- Select the Salesforce organization you want to use within this node, if you have not connected to a Salesforce organization, you can refer to the Connect to your Salesforce organization help center article
- The node form contains the following fields for you to configure your action:
- Record identifier: Provide the Salesforce record ID of the record you wish to update, either by manually entering the ID or using a variable
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Record property: Select the property you want to update
Set to: Enter the new value or content for the selected record property