Synchronize reviewed Accounts and Contacts with NodeHub and approve supported record updates.
Explore 73 workflow actions for Salesforce, including account permissions and operation limits.
35 read actions38 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add case comment
Write
Create a Salesforce comment on one case.
Permissions and limits
Account permissions
CaseComment create
Operation limits
Comment text is limited to 4,000 UTF-8 bytes. Publishing can make it visible to customers. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add contact to campaign
Write
Create a Salesforce campaign membership for one contact.
Permissions and limits
Account permissions
CampaignMember create
Operation limits
The selected account needs campaign access and may need Marketing User permission. Status must be a valid text value for that campaign. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add lead to campaign
Write
Create a Salesforce campaign membership for one lead.
Permissions and limits
Account permissions
CampaignMember create
Operation limits
The selected account needs campaign access and may need Marketing User permission. Status must be a valid text value for that campaign. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create account
Write
Create a account using a bounded set of CRM fields.
Permissions and limits
Account permissions
Account create
Operation limits
A lost response stays uncertain and is not resent automatically. Organization rules may require additional fields or reject a provided value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create attachment
Write
Upload a protected workflow file to a Salesforce parent record.
Permissions and limits
Account permissions
Attachment create
Operation limits
Uses Salesforce's multipart sObject upload. A lost response stays uncertain and is not retried.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create case
Write
Create a case using a bounded set of CRM fields.
Permissions and limits
Account permissions
Case create
Operation limits
A lost response stays uncertain and is not resent automatically. Organization rules may require additional fields or reject a provided value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create classic note
Write
Attach a Salesforce classic note to an Account, Contact, Lead, or Opportunity.
Permissions and limits
Account permissions
Note create
Operation limits
Creates a classic Note, not a Lightning enhanced note. The body is limited to 32 KiB in UTF-8 bytes. Private notes can become inaccessible to nonowners. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create a contact using a bounded set of CRM fields.
Permissions and limits
Account permissions
Contact create
Operation limits
A lost response stays uncertain and is not resent automatically. Organization rules may require additional fields or reject a provided value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create custom record
Write
Create a record in a named Salesforce custom object.
Permissions and limits
Account permissions
Create access to the selected custom object
Operation limits
The organization may require additional fields or validation. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create lead
Write
Create a lead using a bounded set of CRM fields.
Permissions and limits
Account permissions
Lead create
Operation limits
A lost response stays uncertain and is not resent automatically. Organization rules may require additional fields or reject a provided value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create opportunity
Write
Create a opportunity using a bounded set of CRM fields.
Permissions and limits
Account permissions
Opportunity create
Operation limits
A lost response stays uncertain and is not resent automatically. Organization rules may require additional fields or reject a provided value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create task
Write
Create a task using a bounded set of CRM fields.
Permissions and limits
Account permissions
Task create
Operation limits
A lost response stays uncertain and is not resent automatically. Organization rules may require additional fields or reject a provided value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete account
Write
Delete a account by record ID.
Permissions and limits
Account permissions
Account delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete attachment
Write
Delete an attachment by Salesforce record ID.
Permissions and limits
Account permissions
Attachment delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete case
Write
Delete a case by record ID.
Permissions and limits
Account permissions
Case delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Delete a contact by record ID.
Permissions and limits
Account permissions
Contact delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete custom record
Write
Delete one Salesforce custom-object record.
Permissions and limits
Account permissions
Delete access to the selected custom object
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete lead
Write
Delete a lead by record ID.
Permissions and limits
Account permissions
Lead delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete opportunity
Write
Delete a opportunity by record ID.
Permissions and limits
Account permissions
Opportunity delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete task
Write
Delete a task by record ID.
Permissions and limits
Account permissions
Task delete
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Download attachment
Read
Save Salesforce attachment bytes as a protected workflow file.
Permissions and limits
Account permissions
Attachment read
Operation limits
The attachment must fit NodeHub's 16 MB protected workflow file limit.
Download file version
Read
Save a modern Salesforce File version into protected workflow storage.
Permissions and limits
Account permissions
ContentVersion read
Operation limits
The version must fit NodeHub's 16 MB protected workflow file limit.
Get account
Read
Read a account by Salesforce record ID.
Permissions and limits
Account permissions
Account read
Get account metadata
Read
Read Salesforce field definitions and permissions for accounts.
Permissions and limits
Account permissions
Account describe
Get attachment metadata
Read
Read an attachment's record details without downloading its body.
Permissions and limits
Account permissions
Attachment read
Get case
Read
Read a case by Salesforce record ID.
Permissions and limits
Account permissions
Case read
Get case metadata
Read
Read Salesforce field definitions and permissions for cases.
Permissions and limits
Account permissions
Case describe
Get contact
Read
Read a contact by Salesforce record ID.
Permissions and limits
Account permissions
Contact read
Get contact metadata
Read
Read Salesforce field definitions and permissions for contacts.
Permissions and limits
Account permissions
Contact describe
Get custom object metadata
Read
Read field definitions and permissions for a Salesforce custom object.
Permissions and limits
Account permissions
Describe access to the selected custom object
Get custom record
Read
Read one record from a named Salesforce custom object.
Permissions and limits
Account permissions
Read access to the selected custom object
Get file version
Read
Read metadata for one modern Salesforce File version.
Permissions and limits
Account permissions
ContentVersion read
Get flow action
Read
Read the inputs and outputs for one invocable Salesforce flow.
Permissions and limits
Account permissions
Flow action read
Operation limits
Only invocable flows visible to the connected account can be described. Input and output variables depend on the flow's active version.
Get lead
Read
Read a lead by Salesforce record ID.
Permissions and limits
Account permissions
Lead read
Get lead metadata
Read
Read Salesforce field definitions and permissions for leads.
Permissions and limits
Account permissions
Lead describe
Get next query page
Read
Continue a Salesforce SOQL result using its opaque query locator.
Permissions and limits
Account permissions
Access to the original query's objects
Operation limits
Use only the locator returned by Salesforce for this connection. Query locators expire; pass the last segment of nextRecordsUrl, never a full URL.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Get opportunity
Read
Read a opportunity by Salesforce record ID.
Permissions and limits
Account permissions
Opportunity read
Get opportunity metadata
Read
Read Salesforce field definitions and permissions for opportunities.
Permissions and limits
Account permissions
Opportunity describe
Get replication record
Read
Read the identity and change timestamps of a Salesforce record for a replication workflow.
Permissions and limits
Account permissions
Read access to the selected object
Operation limits
A record deleted or hidden after the update-ID scan cannot be read and must be retried or skipped explicitly by the caller.
Get task
Read
Read a task by Salesforce record ID.
Permissions and limits
Account permissions
Task read
Get task metadata
Read
Read Salesforce field definitions and permissions for tasks.
Permissions and limits
Account permissions
Task describe
Get updated record IDs
Read
Read record IDs changed in a bounded UTC time window using Salesforce's replication API.
Permissions and limits
Account permissions
Read access to the selected object
Operation limits
Salesforce uses SystemModstamp or LastModifiedDate and ignores seconds in the requested window.
Salesforce accepts only the past 30 days and can refuse a window with more than 600,000 IDs. This action refuses oversized answers rather than omitting IDs.
Get user
Read
Read one Salesforce user by record ID.
Permissions and limits
Account permissions
User read
Invoke flow
Write
Run one invocable Salesforce flow with explicitly supplied input variables.
Permissions and limits
Account permissions
Run access to the selected flow
Operation limits
This runs one autolaunched flow. Waiting means accepted, not finished. Inputs must match the flow's configured variables. A lost response stays uncertain and is not retried.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link File to record
Write
Share an existing Salesforce File with a selected record.
Permissions and limits
Account permissions
ContentDocumentLink create
Operation limits
Salesforce checks sharing permissions and whether the link already exists. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List accounts
Read
Read the latest accounts, one Salesforce query page at a time.
Permissions and limits
Account permissions
Account read
Operation limits
Returns one page of up to 2,000 records. The nextRecordsUrl is returned but continuation is not yet supported as a NodeHub action.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List attachments
Read
List attachment metadata for a parent record, one bounded page at a time.
Permissions and limits
Account permissions
Attachment read
Operation limits
Returns up to 2,000 attachments for one parent. Use Get next query page for continuation.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List cases
Read
Read the latest cases, one Salesforce query page at a time.
Permissions and limits
Account permissions
Case read
Operation limits
Returns one page of up to 2,000 records. The nextRecordsUrl is returned but continuation is not yet supported as a NodeHub action.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List contacts
Read
Read the latest contacts, one Salesforce query page at a time.
Permissions and limits
Account permissions
Contact read
Operation limits
Returns one page of up to 2,000 records. The nextRecordsUrl is returned but continuation is not yet supported as a NodeHub action.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List custom records
Read
Read the latest records from a named Salesforce custom object.
Permissions and limits
Account permissions
Read access to the selected custom object
Operation limits
Returns one page of up to 2,000 records with Id, Name, CreatedDate, and LastModifiedDate. Pass the query locator to Get next query page for more.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List flow actions
Read
Discover invocable Salesforce flow actions available to the connected account.
Permissions and limits
Account permissions
Flow action read
Operation limits
Lists invocable flow actions visible to the connected account. The discovery response envelope has not been verified against a live organization.
List leads
Read
Read the latest leads, one Salesforce query page at a time.
Permissions and limits
Account permissions
Lead read
Operation limits
Returns one page of up to 2,000 records. The nextRecordsUrl is returned but continuation is not yet supported as a NodeHub action.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List opportunities
Read
Read the latest opportunities, one Salesforce query page at a time.
Permissions and limits
Account permissions
Opportunity read
Operation limits
Returns one page of up to 2,000 records. The nextRecordsUrl is returned but continuation is not yet supported as a NodeHub action.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List record files
Read
List modern Salesforce Files linked to one record.
Permissions and limits
Account permissions
ContentDocumentLink read
Operation limits
Returns one bounded query page for a selected record. Continue with Get next query page when Salesforce provides a locator.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List tasks
Read
Read the latest tasks, one Salesforce query page at a time.
Permissions and limits
Account permissions
Task read
Operation limits
Returns one page of up to 2,000 records. The nextRecordsUrl is returned but continuation is not yet supported as a NodeHub action.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List users
Read
Read active Salesforce users in one bounded query page.
Permissions and limits
Account permissions
User read
Operation limits
Only active users and one page of up to 2,000 records are returned. Pagination continuation is not yet supported.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Search records with SOQL
Read
Run a bounded read-only Salesforce SOQL query.
Permissions and limits
Account permissions
Read access to every object and field in the query
Operation limits
Only one SELECT query ending in LIMIT 1 to 2,000 is accepted. Salesforce enforces object and field visibility. Returns one result page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Unlink File from record
Write
Remove one Salesforce File link without deleting the underlying File.
Permissions and limits
Account permissions
ContentDocumentLink delete
Operation limits
This removes only the selected link. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update account
Write
Update selected account fields by record ID.
Permissions and limits
Account permissions
Account edit
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update attachment
Write
Update an attachment's name or description.
Permissions and limits
Account permissions
Attachment edit
Operation limits
Changes record fields only, not file bytes. Provide a name or description. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update case
Write
Update selected case fields by record ID.
Permissions and limits
Account permissions
Case edit
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Update selected contact fields by record ID.
Permissions and limits
Account permissions
Contact edit
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update custom record
Write
Change selected fields of a Salesforce custom-object record.
Permissions and limits
Account permissions
Edit access to the selected custom object
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update lead
Write
Update selected lead fields by record ID.
Permissions and limits
Account permissions
Lead edit
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update opportunity
Write
Update selected opportunity fields by record ID.
Permissions and limits
Account permissions
Opportunity edit
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update task
Write
Update selected task fields by record ID.
Permissions and limits
Account permissions
Task edit
Operation limits
Salesforce returns HTTP 204 with no body. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload classic document
Write
Upload a protected workflow file to a Salesforce Classic document folder.
Permissions and limits
Account permissions
Document create
Operation limits
Documents are a Salesforce Classic feature and may not appear in Lightning. The folder must be a Salesforce Document folder. File size is limited to 5 MB. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload file to record
Write
Upload a protected workflow file as a modern Salesforce File and publish it to one record.
Permissions and limits
Account permissions
ContentVersion create
File publish access to the selected record
Operation limits
Uses FirstPublishLocationId to attach the new File to the selected record. The protected file is limited to 16 MB. A lost response stays uncertain and is not retried.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert account
Write
Create or update a account using an external ID custom field.
Permissions and limits
Account permissions
Account create or edit
Operation limits
The selected field must be configured as a unique external ID in Salesforce. Required create fields and validation rules are enforced by the organization. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert contact
Write
Create or update a contact using an external ID custom field.
Permissions and limits
Account permissions
Contact create or edit
Operation limits
The selected field must be configured as a unique external ID in Salesforce. Required create fields and validation rules are enforced by the organization. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert custom record
Write
Create or update a custom-object record by an external ID field.
Permissions and limits
Account permissions
Create or edit access to the selected custom object
Operation limits
The selected field must be a unique external ID. Required fields and validation rules are enforced by Salesforce. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert lead
Write
Create or update a lead using an external ID custom field.
Permissions and limits
Account permissions
Lead create or edit
Operation limits
The selected field must be configured as a unique external ID in Salesforce. Required create fields and validation rules are enforced by the organization. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert opportunity
Write
Create or update a opportunity using an external ID custom field.
Permissions and limits
Account permissions
Opportunity create or edit
Operation limits
The selected field must be configured as a unique external ID in Salesforce. Required create fields and validation rules are enforced by the organization. A lost response stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Salesforce. A saved workflow is not a completed provider action.