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Salesforce + NodeHub

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.

Follow the workflow quickstart
EXPLORE YOUR STACK

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