Connect Salesforce to Siftree.

Create Content Note

Create an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use this rather than Create Note on modern orgs; Create Note writes the classic plain-text note object. Use Update Content Note to…

Create CRM Record

Create a new Salesforce record of any object type. Use Describe Object first if you're unsure what fields are available or required. For picklist fields, use the API value from Describe Object , not the display label.…

Create Event

Create a Salesforce calendar event (a meeting or appointment with a start and end time). Use Create Task instead for to-do items with no scheduled time. Use Find Records to get the WhoId (contact or lead) and WhatId…

Create Lead

Create a Salesforce lead (an unqualified prospect not yet linked to an account). Use Create Contact instead when the person already belongs to a known account. Use Add Lead to Campaign afterwards to attribute the lead…

Create Note

Create a classic Salesforce note (up to 32 KB of plain text) attached to a parent record. Prefer Create Content Note on modern orgs - classic notes are legacy and do not support rich text. Use Find Records to get the…

Create Opportunities (Batch)

Create many Salesforce opportunities in one job using Bulk API 2.0. Use this instead of Create Opportunity when inserting more than roughly 200 records - it is asynchronous and returns a job ID, not the created…

Create Opportunity

Create a Salesforce opportunity (a potential deal with an amount and close date). Requires Name , StageName and CloseDate - use Describe Object on Opportunity to list the valid StageName values for your org. Use Find…

Create Record

Create a Salesforce record of any object type. Use List Objects to discover object types and Describe Object to discover fields.

Create Task

Create a Salesforce task (a to-do item with a due date, no specific time). Use Create Event instead for scheduled meetings with a start and end time. Use Find Records to get the WhoId (contact or lead) and WhatId…

Create User

Create a Salesforce user (a login for a person in your org). Requires an available user license and a unique Username in email form; the Username must be globally unique across all Salesforce orgs. Use Get User or Find…

Delete CRM Record

Delete a Salesforce record. This moves it to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use SOQL Query to find the record ID if you only have the record name.

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. This moves the note to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records on Note or ContentNote…

Delete Opportunity

Delete a Salesforce opportunity. This moves the record to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records on Opportunity to get the ID first, and…

Delete Record

Delete a Salesforce record of any object type. This moves the record to the Recycle Bin, where it stays recoverable for up to 15 days - storage limits can purge it sooner. Use Find Records or SOQL Query to confirm you…

Describe Object

Includes field names, types, required status, and picklist values. Use before Create Record or Update Record to discover available fields and valid picklist values. For picklist fields (like StageName on Opportunity, Status on Case), this returns all valid values — use the API value, not the display label. Use the fieldsFilter parameter to narrow results — full object descriptions can be very large (100+ fields). Use List Objects if you're unsure of the object's API name, and more

Insert Blob Data

Upload binary file data to a Salesforce object such as ContentVersion or Attachment . Use this for Salesforce Files ( ContentVersion ); use Create Attachment only for the legacy attachment object. The file content must…

Post a Message to Chatter Feed

Post a Chatter message to a Salesforce record's feed. Use List Case Feed Items to read a case feed, or Create Case Comment to add a case comment instead of a Chatter post. The message is built from segments - a plain…

Send Email

Send an email through Salesforce. Use List Email Templates to find a template ID first when sending templated mail. Sent mail is logged against the related record - use List Email Messages to read it back.

SOQL Query

Execute a SOQL query against Salesforce. This is the primary tool for querying Salesforce data — use for all structured queries. For free-text search across multiple objects, use Text Search instead. When the user uses…

SOQL Query (Object Query)

Run a SOQL query with guided prompts for the object, fields and filter. Prefer SOQL Query for agent and API use - it accepts a complete query string and pages through every result, while this action returns only the…

SOSL Search (Object Search)

Run a SOSL text search with guided prompts. Prefer Text Search for agent and API use - it takes a plain keyword and searches several object types at once. SOSL matches indexed text fields, so it finds partial words but…

Text Search

Search Salesforce records by keyword across multiple object types simultaneously. Use for free-text search when the user mentions a name, term, or keyword without specifying an object type. Use SOQL Query instead for…

Update Account

Update fields on an existing Salesforce account. Only the fields you supply change; everything else is left as-is. Use Find Records on Account to get the record ID first.

Update Accounts (Batch)

Update many Salesforce accounts in one job using Bulk API 2.0. Use this instead of Update Account when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records. Every…

Update Contact

Update fields on an existing Salesforce contact. Only the fields you supply change; everything else is left as-is. Use Find Records on Contact to get the record ID first.

Update Content Note

Update an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use Update Note instead for classic plain-text notes - the two are different objects. Supplying Content replaces the note body…

Update CRM Record

Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged. Use Describe Object for valid field names and picklist values. Use SOQL Query to find the record ID if…

Update Email Template

Update an existing Salesforce email template. Use List Email Templates to find the template ID first. Only the fields you supply change; everything else is left as-is.

Update Note

Update a classic Salesforce note (up to 32 KB of plain text). Use Update Content Note instead for enhanced rich-text notes - the two are different objects. Supplying Body replaces the note text outright rather than…

Update Opportunities (Batch)

Update many Salesforce opportunities in one job using Bulk API 2.0. Use this instead of Update Opportunity when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records.…

Update Opportunity

Update fields on an existing Salesforce opportunity, such as moving it to a new stage. Use Describe Object on Opportunity to list the valid StageName values for your org. Only the fields you supply change; everything…

Update Record

Update a Salesforce record of any object type. Only the fields you supply change; everything else is left as-is.

Upsert Record

Create a Salesforce record, or update it if a matching one already exists, matched on an external ID field. The object must have an external ID field defined - use Describe Object to find one before calling. Use Create…