Salesforce actions let an agent work with CRM records directly in a flow. An agent can create, read, update, and delete leads, accounts, contacts, and opportunities, then pass the results to later steps.Documentation Index
Fetch the complete documentation index at: https://explore.airia.com/llms.txt
Use this file to discover all available pages before exploring further.
Supported actions
| Group | Actions |
|---|---|
| Lead | Create, Update, Get, Get All, Delete |
| Account | Create, Update, Get, Get All, Delete |
| Contact | Create, Update, Get, Get All, Delete |
| Opportunity | Create, Update, Get, Get All, Delete |
Prerequisites
Create a Salesforce credential
Create a Salesforce credential
Connect Salesforce as a Salesforce OAuth credential in Credential Management, then select it on every Salesforce action. For the connection steps, see the Salesforce OAuth setup guide. These actions also support end user authentication, so a step can run against the credential of the person using the agent.
How to use these actions
- Map text inputs from earlier steps. Inputs such as names, IDs, and field values accept a value mapped from a previous step. The Limit number takes a fixed value.
- Filter the Get All actions with SOQL. The Where Clause is the part of a SOQL query that comes after
WHERE, entered without the keyword. - Choose which fields to return. The Fields input is a comma separated list of fields. Leave it empty to return the default set.
- Set fields that are not shown. Additional Fields JSON accepts a JSON object for any fields not shown as their own input.
Actions
Lead
Salesforce Lead Create
Creates a new lead.| Input | Required | Description |
|---|---|---|
| Last Name | Yes | The lead’s last name. |
| Company | Yes | The company name. |
| First Name | No | The lead’s first name. |
| No | The lead’s email address. | |
| Phone | No | The lead’s phone number. |
| Title | No | The lead’s job title. |
| Lead Source | No | Where the lead came from, for example Web, Phone Inquiry, or Partner Referral. |
| Status | No | The lead status, for example Open, Working, or Closed. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the lead. |
Salesforce Lead Update
Updates an existing lead.| Input | Required | Description |
|---|---|---|
| Lead ID | Yes | The unique identifier of the lead to update. |
| Last Name | No | The lead’s last name. |
| Company | No | The company name. |
| First Name | No | The lead’s first name. |
| No | The lead’s email address. | |
| Phone | No | The lead’s phone number. |
| Title | No | The lead’s job title. |
| Lead Source | No | Where the lead came from. |
| Status | No | The lead status. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the lead. |
Salesforce Lead Get
Retrieves a lead by ID.| Input | Required | Description |
|---|---|---|
| Lead ID | Yes | The unique identifier of the lead to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Lead Get All
Lists leads.| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Lead Delete
Deletes a lead.| Input | Required | Description |
|---|---|---|
| Lead ID | Yes | The unique identifier of the lead to delete. |
Account
Salesforce Account Create
Creates a new account.| Input | Required | Description |
|---|---|---|
| Name | Yes | The account name. |
| Industry | No | The account’s industry. |
| Phone | No | The account’s phone number. |
| Website | No | The account’s website. |
| Description | No | A description of the account. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the account. |
Salesforce Account Update
Updates an existing account.| Input | Required | Description |
|---|---|---|
| Account ID | Yes | The unique identifier of the account to update. |
| Name | No | The account name. |
| Industry | No | The account’s industry. |
| Phone | No | The account’s phone number. |
| Website | No | The account’s website. |
| Description | No | A description of the account. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the account. |
Salesforce Account Get
Retrieves an account by ID.| Input | Required | Description |
|---|---|---|
| Account ID | Yes | The unique identifier of the account to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Account Get All
Lists accounts.| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Account Delete
Deletes an account.| Input | Required | Description |
|---|---|---|
| Account ID | Yes | The unique identifier of the account to delete. |
Contact
Salesforce Contact Create
Creates a new contact.| Input | Required | Description |
|---|---|---|
| Last Name | Yes | The contact’s last name. |
| First Name | No | The contact’s first name. |
| No | The contact’s email address. | |
| Phone | No | The contact’s phone number. |
| Account ID | No | The associated account. |
| Title | No | The contact’s job title. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the contact. |
Salesforce Contact Update
Updates an existing contact.| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to update. |
| Last Name | No | The contact’s last name. |
| First Name | No | The contact’s first name. |
| No | The contact’s email address. | |
| Phone | No | The contact’s phone number. |
| Account ID | No | The associated account. |
| Title | No | The contact’s job title. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the contact. |
Salesforce Contact Get
Retrieves a contact by ID.| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Contact Get All
Lists contacts.| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Contact Delete
Deletes a contact.| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to delete. |
Opportunity
Salesforce Opportunity Create
Creates a new opportunity.| Input | Required | Description |
|---|---|---|
| Name | Yes | The opportunity name. |
| Stage Name | Yes | The sales stage, for example Prospecting, Qualification, or Closed Won. |
| Close Date | Yes | The expected close date in YYYY-MM-DD format. |
| Account ID | No | The associated account. |
| Amount | No | The monetary amount, entered as a fixed number. |
| Probability | No | The win probability from 0 to 100, entered as a fixed number. |
| Description | No | A description of the opportunity. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the opportunity. |
Salesforce Opportunity Update
Updates an existing opportunity.| Input | Required | Description |
|---|---|---|
| Opportunity ID | Yes | The unique identifier of the opportunity to update. |
| Name | No | The opportunity name. |
| Stage Name | No | The sales stage. |
| Close Date | No | The expected close date in YYYY-MM-DD format. |
| Account ID | No | The associated account. |
| Amount | No | The monetary amount, entered as a fixed number. |
| Probability | No | The win probability, entered as a fixed number. |
| Description | No | A description of the opportunity. |
| Additional Fields JSON | No | A JSON object of extra fields to set on the opportunity. |
Salesforce Opportunity Get
Retrieves an opportunity by ID.| Input | Required | Description |
|---|---|---|
| Opportunity ID | Yes | The unique identifier of the opportunity to retrieve. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
Salesforce Opportunity Get All
Lists opportunities.| Input | Required | Description |
|---|---|---|
| Where Clause | No | A SOQL filter, the part after WHERE entered without the keyword. |
| Fields | No | A comma separated list of fields to return. Leave empty for the default set. |
| Limit | No | Maximum number of records to return. Defaults to 200. |
Salesforce Opportunity Delete
Deletes an opportunity.| Input | Required | Description |
|---|---|---|
| Opportunity ID | Yes | The unique identifier of the opportunity to delete. |
Example
An agent that turns an inbound inquiry into a tracked deal:Find the account
A Salesforce Account Get All action filters with a Where Clause such as
Name = 'Acme Corp' so a model step can confirm whether the company already exists.Create the contact
A Salesforce Contact Create action sets Last Name and Email from the inquiry and maps Account ID to the account from the previous step.
Open the opportunity
A Salesforce Opportunity Create action sets Name, Stage Name to
Prospecting, and Close Date, mapping Account ID to the same account.Troubleshooting
Required field missing
Required field missing
Salesforce rejects records that lack a required field. A lead needs Last Name and Company, and an opportunity needs Name, Stage Name, and Close Date.
Invalid Where Clause
Invalid Where Clause
The Where Clause must be valid SOQL with the
WHERE keyword removed. Quote string values with single quotes, for example Status = 'Open'.Insufficient access rights on object
Insufficient access rights on object
The connected user does not have permission for the object or record. Confirm the user’s profile grants access to the leads, accounts, contacts, or opportunities you are calling.
Authentication or token expired
Authentication or token expired
Reconnect the Salesforce OAuth credential. If a step uses end user authentication, the person running the agent may need to authorize Salesforce again.