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Salesforce

Create, read, update and delete Salesforce Accounts, and create and list Contacts and Opportunities.
Nodes Salesforce CRM (actions), Salesforce CRM Trigger (polling)
Auth Flero-managed sign-in, or your own connected app
Availability Limited release. Not yet in the palette for customer workspaces.

Connecting

Salesforce uses OAuth 2.0 only. Flero finds your org's address from the sign-in, so you never type a host.

Flero-managed sign-in

Click Sign in with Salesforce CRM in the node. The managed connected app requests api, refresh_token, openid, id, profile and email.

Your Salesforce admin may need to install or approve the connected app first. If the sign-in ends with an "app not installed" error, Flero's callback page explains it. Ask your admin to approve the app.

Your own connected app

  1. In Salesforce Setup, create a connected app with OAuth enabled.
  2. Add the Redirect URL from Flero's credential dialog as the callback URL.
  3. Select at least the api and refresh_token scopes.
  4. Paste the consumer key and secret into Flero as the client ID and secret, and click Connect with Salesforce CRM.

Flero uses PKCE, which Salesforce requires for new connected apps.

Operations

Object Operations
Account List, Create, Get, Update, Delete
Contact List, Create
Opportunity List, Create

Create Contact takes FirstName, LastName, Email, Phone and AccountId. Get, Update and Delete take the record ID. The new record's ID is {{ $node["Create Contact"].output.data.id }}.

There are no Lead, SOQL query or SOSL search operations. For those, call the Salesforce REST API with the HTTP Request node.

Triggers

The Salesforce CRM Trigger polls the list operations, every 5 minutes by default. It is in limited release.

Common errors

Symptom Check
"App not installed" at sign-in Your admin must install or approve the connected app.
401 The session was revoked or the refresh token expired. Reconnect.
403 / INSUFFICIENT_ACCESS The signed-in user lacks permission on the object or field.
REQUEST_LIMIT_EXCEEDED Your org hit its daily API limit.

Found something out of date? This page lives in the Flero docs content set.