Salesforce

Reference

The Salesforce Connector provides an API to work with Salesforce objects.

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following: - US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following: - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)
Power Apps	Premium	All Power Apps regions except the following: - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)

Connector Metadata
Publisher	Microsoft

To use this integration, you will need access to a Salesforce account with API access enabled. To see what Salesforce editions have API access, please check Salesforce article. To make a connection, select Sign In. You will be prompted to provide your Salesforce login, follow the remainder of the screens to create a connection. The default API version currently utilized by the connector is v41.0.

You're now ready to start using this integration.

Note

The Salesforce connector is now available in Microsoft CoPilot Studio.

Known Issues and Limitations

There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, etc. When you receive an error "Query is either selecting too many fields or the filter conditions are too complicated" it means that your query exceeds the limit. To avoid this, use "Select Query" advanced option and specify fields that you really need.
Salesforce session settings can block this integration. Please ensure that setting "Lock sessions to the IP address from which they originated" is disabled.
Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for "API Enabled" checkbox.
Salesforce trial accounts do not have API access and thus cannot be used.
Custom fields of type "Picklist (Multi-Select)" are not supported by Create record and Update record (V3) actions (including their respective deprecated versions).
Creating a new connection using Salesforce "Custom Domain" sign in is not supported.
Using nullable fields in Order By parameter should be avoided as this may cause runtime error in following operations: Get records, When a record is created, When a record is created or modified.
When a record is modified trigger can only detect the standard object’s record change, but cannot detect the standard object’s attachment change.
Following triggers and actions could not function properly on a custom tables without "Id" column: When a record is created, When a record is created or modified, Get record, Create record, Update record (V3), Delete record.
When a record is created or modified trigger will return both new and modified items. To check whether a returned item is new or modified, compare its "CreatedDate" and "LastModifiedDate" field values. On new items, these values are expected to be equal. In this regard, both fields are mandatory for the items for which this trigger is applied.
Complex objects (objects with nested objects, see example below) are not supported by Create record and Update record (V3) (including their respective deprecated versions). To workaround this limitation, flat object structures should be used.
Execute a SOQL query and Get records actions are based on 'Query' API. Therefore, not all records may be returned due to API limitations (e.g. deleted items).
If facing any issue with data getting set to default value using Update record (V3), this is due to header "sforce-auto-assign" set to true. To workaround this, it is suggested to use Send an HTTP request action and set custom header value as "sforce-auto-assign: false"
The Salesforce connector has special handling for authentication however due to a limitation on the Salesforce backend, tokens will expire if not used for a long amount of time and users might face a "Bad_OAuth_Token/Session expired or invalid" error. Please re-login with your credentials.
- This limitation is now addressed however a new connection must be created for use. The pre-existing connection will still work but the above issue may be faced.

Example of a complex object that is not supported because it has a nested object with MerchandiseExtID__c field:

{
    "Name" : "LineItemCreatedViaExtID",
    "Merchandise__r" :
    {
        "MerchandiseExtID__c" : 123
    }
}

Example of the above complex object rewritten as a flat object that IS supported:

{
    "Name" : "LineItemCreatedViaExtID",
    "MerchandiseExtID__c" : 123
}

Uploading attachments

Salesforce API supports uploading attachments for the following objects: 'Account', 'Asset', 'Campaign', 'Case', 'Contact', 'Contract', 'Custom objects', 'EmailMessage', 'EmailTemplate', 'Event', 'Lead', 'Opportunity', 'Product2', 'Solution', 'Task'. In order to upload attachment file, please use Create record action and refer to the Salesforce documentation page about required fields and parameters meaning.

Power Apps delegable functions and operations for Salesforce

These Power Apps operations, for a given data type, may be delegated to Salesforce for processing (rather than processing locally within Power Apps).

Top-level functions

	Delegable
Average	No
Filter	Yes
LookUp	Yes
Max	No
Min	No
Search	Yes
Sort	Yes
SortByColumns	Yes
Sum	No

Filter and LookUp predicates

	Salesforce
Not	Yes
IsBlank	No
TrimEnds	No
Len	No
+, -	No
<, <=, =, <>, >, >=	Yes
And (&&), Or (\|\|), Not (!)	Yes
in	Yes
StartsWith	No

Connector in-depth

For more information about the connector, see the in-depth section.

General Limits

Name	Value
Maximum number of requests being processed by the connector concurrently	50

Creating a connection

The connector supports the following authentication types:


Default	Parameters for creating connection.	All regions	Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
Login URI (Environment)	string	The Salesforce Login URI. For Production, leave blank or use https://login.salesforce.com
Salesforce API Version	string	The Salesforce API Version. For default, leave blank or use v41.0

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	900	60 seconds

Actions

Close or abort a job	Closes or aborts a job. Use UploadComplete to close a job, or Aborted to abort a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data. If you abort a job, the job does not get queued or processed.
Create a job (V2)	Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.
Create a job [DEPRECATED]	This action has been deprecated. Please use Create a job (V2) instead. ~~Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.~~
Create record	This operation creates a record and allows null values.
Create record [DEPRECATED]	This operation creates a record.
Delete a job	Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
Delete record	This operation deletes a record.
Execute a SOQL query	Execute a SOQL query.
Execute SOSL search query	Execute the specified SOSL search qyery
Get a Record by External ID	This operation retrieves a record using an external ID.
Get all jobs	Get a list of all jobs
Get job info	Retrieves detailed information about a job.
Get job results	Retrieves a list of records based on the result type for a completed job.
Get object types	This operation lists the available Salesforce object types.
Get record	This operation gets a record.
Get record [DEPRECATED]	This action has been deprecated. Please use Get record instead. ~~This operation gets a record.~~
Get records	This operation gets records of a certain Salesforce object type like 'Leads'.
Insert or Update (Upsert) a Record by External ID (V2)	This operation inserts or updates (upserts) a record using an external ID.
Insert or Update (Upsert) a Record by External ID [DEPRECATED]	This action has been deprecated. Please use Insert or Update (Upsert) a Record by External ID (V2) instead. ~~This operation inserts or updates (upserts) a record using an external ID.~~
Send an HTTP request	Construct a Salesforce REST API request to invoke
Update record (V3)	This operation updates a record and allows null values.
Update record [DEPRECATED]	This action has been deprecated. Please use Update record (V3) instead. ~~This operation updates a record and allows null values.~~
Update record [DEPRECATED]	This operation updates a record.
Upload job data	Uploads data for a job using CSV data.

Close or abort a job

Operation ID:: CloseJob

Closes or aborts a job. Use UploadComplete to close a job, or Aborted to abort a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data. If you abort a job, the job does not get queued or processed.

Parameters

Name	Key	Required	Type	Description
Job ID	jobId	True	string	Job ID
state	state	True	string	state

Returns

Body: JobInfo

Create a job (V2)

Operation ID:: CreateJobV2

Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.

Parameters

Name	Key	Required	Type	Description
Object	object	True	string	The object type for the data being processed.
Operation	operation	True	string	The processing operation for the job.
Column Delimiter	columnDelimiter		string	The column delimiter used for CSV job data.
External ID Field Name	externalIdFieldName		string	The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
Line Ending	lineEnding		string	The line ending used for CSV job data, marking the end of a data row.
Content Type	contentType		string	The content type for the job.

Returns

Output for 'CreateJobV2' operation

Body: CreateJobResponse

Create a job [DEPRECATED]

Operation ID:: CreateJob

This action has been deprecated. Please use Create a job (V2) instead.

~~Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.~~

Parameters

Name	Key	Required	Type	Description
Column Delimiter	columnDelimiter		string	Column Delimiter
External ID Field Name	externalIdFieldName		string	External ID Field Name
Line Ending	lineEnding		string	Line Ending
Object	object	True	string	Object
Operation	operation	True	string	Operation

Returns

Body: JobInfo

Create record

Operation ID:: PostItem_V2

This operation creates a record and allows null values.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	table name
Record	item	True	dynamic	Record

Returns

The outputs of this operation are dynamic.

Create record [DEPRECATED]

Operation ID:: PostItem

This operation creates a record.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
Record	item	True	dynamic	The record to create.

Returns

The outputs of this operation are dynamic.

Delete a job

Operation ID:: DeleteJob

Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.

Parameters

Name	Key	Required	Type	Description
Job ID	jobId	True	string	Job ID

Delete record

Operation ID:: DeleteItem

This operation deletes a record.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
Record Id	id	True	string	The unique identifier of record to delete.

Execute a SOQL query

Operation ID:: ExecuteSoqlQuery

Execute a SOQL query.

Parameters

Name	Key	Required	Type	Description
SOQL Query	query	True	string	SOQL Query text. Dynamic parameters can be specified using '@paramName' syntax.
Query parameters	parameters		object	SOQL Query dynamic parameters. Key is parameter name (without '@' at sign), value is parameter value.

Returns

response: object

Execute SOSL search query

Operation ID:: ExecuteSOSLQuery

Execute the specified SOSL search qyery

Parameters

Name	Key	Required	Type	Description
SOSL search string	q	True	string	SOSL search string

Returns

SOSL search query response

Body: SOSLSearchQueryResponse

Get a Record by External ID

Operation ID:: GetItemByExternalId

This operation retrieves a record using an external ID.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
External ID Field	externalIdField	True	string	Field marked as external ID field on Salesforce object.
External ID	externalId	True	string	External ID of the record to retrieve.

Returns

The outputs of this operation are dynamic.

Get all jobs

Operation ID:: GetAllJobs

Get a list of all jobs

Parameters

Name	Key	Type	Description
Concurrency Mode	concurrenyMode	string	Concurrency Mode
Is PK Chunking Enabled	isPkChunkingEnabled	boolean	Is PK Chunking Enabled
Job Type	jobType	string	Job Type
Query Locator	queryLocator	string	Query Locator

Returns

Body: GetAllJobsResponse

Get job info

Operation ID:: GetJobInfo

Retrieves detailed information about a job.

Parameters

Name	Key	Required	Type	Description
Job ID	jobId	True	string	Job ID

Returns

Body: CheckJobResponse

Get job results

Operation ID:: GetJobRecordResults

Retrieves a list of records based on the result type for a completed job.

Parameters

Name	Key	Required	Type	Description
Job ID	jobId	True	string	Job ID
Result Type	resultType	True	string	Result Type

Returns

response: string

Get object types

Operation ID:: GetTables

This operation lists the available Salesforce object types.

Returns

Represents a list of tables.

Body: TablesList

Get record

Operation ID:: GetItem_V2

This operation gets a record.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	table name
Record Id	id	True	string	item key
Select Query	$select		string	Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Get record [DEPRECATED]

Operation ID:: GetItem

This action has been deprecated. Please use Get record instead.

~~This operation gets a record.~~

Parameters

Name	Key	Required	Type	Description
table	table	True	string
id	id	True	string

Returns

The outputs of this operation are dynamic.

Get records

Operation ID:: GetItems

This operation gets records of a certain Salesforce object type like 'Leads'.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
Filter Query	$filter		string	An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Order By	$orderby		string	An ODATA orderBy query for specifying the order of entries.
Top Count	$top		integer	Total number of entries to retrieve (default = all).
Skip Count	$skip		integer	The number of entries to skip (default = 0).
Select Query	$select		string	Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Insert or Update (Upsert) a Record by External ID (V2)

Operation ID:: PatchItemByExternalIdV2

This operation inserts or updates (upserts) a record using an external ID.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
External ID Field	externalIdField	True	string	Field marked as external ID field on Salesforce object.
External ID	externalId	True	string	External ID of the record to upsert.
Record	item	True	dynamic	The record with changed properties.

Returns

The outputs of this operation are dynamic.

Insert or Update (Upsert) a Record by External ID [DEPRECATED]

Operation ID:: PatchItemByExternalId

This action has been deprecated. Please use Insert or Update (Upsert) a Record by External ID (V2) instead.

~~This operation inserts or updates (upserts) a record using an external ID.~~

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
External ID Field	externalIdField	True	string	Field marked as external ID field on Salesforce object.
External ID	externalId	True	string	External ID of the record to upsert.
Record	item	True	dynamic	The record with changed properties.

Returns

The outputs of this operation are dynamic.

Send an HTTP request

Operation ID:: HttpRequest

Construct a Salesforce REST API request to invoke

Parameters

Name	Key	Required	Type	Description
URI	Uri	True	string	The full or relative URI. Example of relative URI: /services/data/v41.0/sobjects/account
Method	Method	True	string	The HTTP method (default is GET).
Body	Body		binary	The request body content.
Content-Type	ContentType		string	The content-type header for the body (default is application/json).
CustomHeader1	CustomHeader1		string	Custom header 1. Specify in format: header-name: header-value
CustomHeader2	CustomHeader2		string	Custom header 2. Specify in format: header-name: header-value
CustomHeader3	CustomHeader3		string	Custom header 3. Specify in format: header-name: header-value
CustomHeader4	CustomHeader4		string	Custom header 4. Specify in format: header-name: header-value
CustomHeader5	CustomHeader5		string	Custom header 5. Specify in format: header-name: header-value

Returns

response: ObjectWithoutType

Update record (V3)

Operation ID:: PatchItem_V3

This operation updates a record and allows null values.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	table name
Record Id	id	True	string	item key
item to be updated	item	True	dynamic	item to be updated
Select Query	$select		string	Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Update record [DEPRECATED]

Operation ID:: PatchItem_V2

This action has been deprecated. Please use Update record (V3) instead.

~~This operation updates a record and allows null values.~~

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	table name
Record Id	id	True	string	item key
item to be updated	item	True	dynamic	item to be updated
Select Query	$select		string	Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Update record [DEPRECATED]

Operation ID:: PatchItem

This operation updates a record.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
Record Id	id	True	string	The unique identifier of record to update.
Record	item	True	dynamic	The record with changed properties.

Returns

The outputs of this operation are dynamic.

Upload job data

Operation ID:: UploadJobData

Uploads data for a job using CSV data.

Parameters

Name	Key	Required	Type	Description
Job ID	jobId	True	string	Job ID
CSV File Content	body	True	binary	CSV Data to upload

Triggers

When a record is created	This operation triggers when there are newly created records.
When a record is modified	This operation triggers when there are newly modified records.

When a record is created

Operation ID:: GetOnNewItems

This operation triggers when there are newly created records.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
Filter Query	$filter		string	An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Order By	$orderby		string	An ODATA orderBy query for specifying the order of entries.
Select Query	$select		string	Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

When a record is modified

Operation ID:: GetOnUpdatedItems

This operation triggers when there are newly modified records.

Parameters

Name	Key	Required	Type	Description
Salesforce Object Type	table	True	string	The Salesforce object type like 'Leads'.
Filter Query	$filter		string	An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123).
Order By	$orderby		string	An ODATA orderBy query for specifying the order of entries.
Select Query	$select		string	Specific fields to retrieve from entries (default = all).

Returns

The outputs of this operation are dynamic.

Definitions

CreateJobResponse

Output for 'CreateJobV2' operation

Name	Path	Type	Description
Object	object	string	The object type for the data being processed.
Operation	operation	string	The processing operation for the job.
Column Delimiter	columnDelimiter	string	The column delimiter used for CSV job data.
External ID Field Name	externalIdFieldName	string	The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
Line Ending	lineEnding	string	The line ending used for CSV job data, marking the end of a data row.
Content Type	contentType	string	The content type for the job.
API Version	apiVersion	float	The API version that the job was created in.
Concurrency Mode	concurrencyMode	string	The concurrency mode for the job.
Content Url	contentUrl	string	The URL to use for Upload Job Data requests for this job. Only valid if the job is in 'Open' state.
Created By Id	createdById	string	The ID of the user who created the job.
Created Date	createdDate	date-time	The date and time in the UTC time zone when the job was created.
Id	id	string	Unique ID for this job.
Job Type	jobType	string	The job’s type.
State	state	string	The current state of processing for the job.
System Modstamp	systemModstamp	date-time	Date and time in the UTC time zone when the job finished.

Table

Represents a table.

Name	Path	Type	Description
Name	Name	string	The name of the table. The name is used at runtime.
DisplayName	DisplayName	string	The display name of the table.
DynamicProperties	DynamicProperties	object	Additional table properties provided by the connector to the clients.

TablesList

Represents a list of tables.

Name	Path	Type	Description
value	value	array of Table	List of Tables

GetAllJobsResponse

Name	Path	Type	Description
Done	done	boolean	Done
records	records	array of JobInfo
Next Recored URL	nextRecordUrl	string	Next Record URL

JobInfo

Name	Path	Type	Description
API Version	apiVersion	float	API Version
Column Delimiter	columnDelimiter	string	Column Delimiter
Concurrency Mode	concurrencyMode	string	Concurrency Mode
Content Type	contentType	string	Content Type
Content URL	contentUrl	string	Content URL
Created By ID	createdById	string	Created By ID
Created Date	createdDate	date-time	Created Date
External ID Field Name	externalIdFieldName	string	External ID Field Name
ID	id	string	ID
Job Type	jobType	string	Job Type
Line Ending	lineEnding	string	Line Ending
Object	object	string	Object
Operation	operation	string	Operation
State	state	string	State
System Mod Stamp	systemModstamp	date-time	System Mod Stamp

CheckJobResponse

Name	Path	Type	Description
APEX Processing Time	apexProcessingTime	number	APEX Processing Time
API Active Processing Time	apiActiveProcessingTime	number	API Active Processing Time
API Version	apiVersion	float	API Version
Column Delimiter	columnDelimiter	string	Column Delimiter
Concurrency Mode	concurrencyMode	string	Concurrency Mode
Content Type	contentType	string	Content Type
Content URL	contentUrl	string	Content URL
Created By ID	createdById	string	Created By ID
Created Date	createdDate	date-time	Created Date
External Field Name	externalFieldName	string	External Field Name
ID	id	string	ID
Job Type	jobType	string	Job Type
Line Ending	lineEnding	string	Line Ending
Object	object	string	Object
Operation	operation	string	Operation
Retries	retries	number	Retries
State	state	string	State
systemModStamp	systemModStamp	date-time
Total Processing Time	totalProcessingTime	number	Total Processing Time

SOSLSearchQueryResponse

SOSL search query response

Name	Path	Type	Description
searchRecords	searchRecords	array of SearchRecordObject	A list of search records returned by an SOSL search query

SearchRecordObject

Individual record returned by SOSL query

Name	Path	Type	Description
type	attributes.type	string	Type of the record
url	attributes.url	string	API path that can be used to the retrieve the object
Id	Id	string	Unique identifier of the record

ObjectWithoutType

string

This is the basic data type 'string'.

object

This is the type 'object'.

Sdílet prostřednictvím

Salesforce

Known Issues and Limitations

Uploading attachments

Power Apps delegable functions and operations for Salesforce

Top-level functions

Filter and LookUp predicates

Connector in-depth

General Limits

Creating a connection

Default

Throttling Limits

Actions

Close or abort a job

Parameters

Returns

Create a job (V2)

Parameters

Returns

Create a job [DEPRECATED]

Parameters

Returns

Create record

Parameters

Returns

Create record [DEPRECATED]

Parameters

Returns

Delete a job

Parameters

Delete record

Parameters

Execute a SOQL query

Parameters

Returns

Execute SOSL search query

Parameters

Returns

Get a Record by External ID

Parameters

Returns

Get all jobs

Parameters

Returns

Get job info

Parameters

Returns

Get job results

Parameters

Returns

Get object types

Returns

Get record

Parameters

Returns

Get record [DEPRECATED]

Parameters

Returns

Get records

Parameters

Returns

Insert or Update (Upsert) a Record by External ID (V2)

Parameters

Returns

Insert or Update (Upsert) a Record by External ID [DEPRECATED]

Parameters

Returns

Send an HTTP request

Parameters

Returns

Update record (V3)

Parameters

Returns

Update record [DEPRECATED]

Parameters

Returns

Update record [DEPRECATED]

Parameters

Returns

Upload job data