Salesforce entegrasyonu | Zervanor
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Salesforce

Aynı zamanda bir ajan aracı
sales-crm

Salesforce CRM REST + Bulk API 2.0 connector: generic sObject CRUD/upsert, SOQL/SOSL, describe/metadata, composite, org/utility resources, and bulk ingest/query jobs

71 eylemler · 1 tetikleyiciler

Salesforce entegrasyonu — 71 aksiyon ve 1 tetikleyici ile Salesforce'ı otomasyonlarına bağla; her aksiyon aynı zamanda bir AI agent aracı. Örnek: Get Record, Get Record by External ID, Get Record Blob Field, Traverse Relationship, Create Record. Boş bir tuvalde uğraşmadan — bağla ve workflow'larında kullan.

Aşağıdaki her eylem, bir AI ajanının da çağırabileceği bir araçtır — aynı pack hem iş akışlarınızı hem ajanlarınızı çalıştırır.

Tetikleyiciler 1

Salesforce üzerinde bir iş akışını başlatabilen olaylar.

polling

New or updated Salesforce record

Polls with SOQL filtered on SystemModstamp; set updated_since to last run

Eylemler 71

Zervanor'un Salesforce üzerinde yapabilecekleri.

Sobjects23

GET

Get Record

Retrieve a single record by ID (GET /sobjects/{sobject}/{id}). Optional fields list limits returned fields.

GET

Get Record by External ID

Retrieve a record by an external-ID / unique field value (GET /sobjects/{sobject}/{fieldName}/{fieldValue}).

GET

Get Record Blob Field

Retrieve a binary blob field of a record, e.g. Attachment.Body, ContentVersion.VersionData (GET /sobjects/{sobject}/{id}/{blobField}).

GET

Traverse Relationship

Traverse a relationship field to the related record(s) (GET /sobjects/{sobject}/{id}/{relationshipField}).

POST

Create Record

Create a record of any standard or custom object (POST /sobjects/{sobject}). Body is a field map.

PATCH

Update Record

Update a record (PATCH /sobjects/{sobject}/{id}). Only supplied fields change. Returns 204.

PATCH

Upsert Record by External ID

Insert or update a record by external-ID field (PATCH /sobjects/{sobject}/{externalIdField}/{value}). Idempotent.

DELETE

Delete Record

Delete a record by ID (DELETE /sobjects/{sobject}/{id}). Returns 204.

DELETE

Delete Record by External ID

Delete a record matched on an external-ID field (DELETE /sobjects/{sobject}/{externalIdField}/{value}).

GET

List Objects (Global Describe)

List all objects accessible to the user with summary metadata (GET /sobjects/).

GET

Describe Object (Basic)

Basic object metadata, recent items and URIs (GET /sobjects/{sobject}).

GET

Describe Object (Full)

Full field, relationship and permission metadata for an object (GET /sobjects/{sobject}/describe).

GET

Describe Approval Layouts

Approval layout metadata for an object (GET /sobjects/{sobject}/describe/approvalLayouts).

GET

Describe Compact Layouts

Compact layout metadata for an object (GET /sobjects/{sobject}/describe/compactLayouts).

GET

Describe Page Layouts

Page-layout metadata for an object (GET /sobjects/{sobject}/describe/layouts).

GET

Describe Named Layout

Named (special) layout metadata for an object (GET /sobjects/{sobject}/describe/namedLayouts/{layoutName}).

GET

List Quick Actions

List the quick actions available for an object (GET /sobjects/{sobject}/quickActions).

GET

Describe Quick Action

Describe a specific quick action for an object (GET /sobjects/{sobject}/quickActions/{actionName}).

POST

Invoke Quick Action

Invoke a quick action for an object (POST /sobjects/{sobject}/quickActions/{actionName}).

GET

Get Updated Records

IDs of records updated within a time window (GET /sobjects/{sobject}/updated/?start=&end=).

GET

Get Deleted Records

IDs of records deleted within a time window (GET /sobjects/{sobject}/deleted/?start=&end=).

GET

Run List View

Run a list view and return its results (GET /sobjects/{sobject}/listviews/{id}/results).

GET

Describe List View

List-view SOQL and columns (GET /sobjects/{sobject}/listviews/{id}/describe).

Jobs15

POST

Bulk: Create Ingest Job

Create a Bulk API 2.0 ingest job (POST /jobs/ingest).

PUT

Bulk: Upload Ingest Data

Upload CSV record data to an ingest job (PUT /jobs/ingest/{jobId}/batches).

PATCH

Bulk: Set Ingest Job State

Set ingest job state to UploadComplete (process) or Aborted (PATCH /jobs/ingest/{jobId}).

GET

Bulk: Get Ingest Job

Get ingest job status/info (GET /jobs/ingest/{jobId}).

GET

Bulk: List Ingest Jobs

List all ingest jobs (GET /jobs/ingest).

GET

Bulk: Get Ingest Successful Results

Download successfully processed rows as CSV (GET /jobs/ingest/{jobId}/successfulResults).

GET

Bulk: Get Ingest Failed Results

Download failed rows + error as CSV (GET /jobs/ingest/{jobId}/failedResults).

GET

Bulk: Get Ingest Unprocessed Records

Download unprocessed rows as CSV (GET /jobs/ingest/{jobId}/unprocessedrecords).

DELETE

Bulk: Delete Ingest Job

Delete a completed/aborted ingest job (DELETE /jobs/ingest/{jobId}).

POST

Bulk: Create Query Job

Create a Bulk API 2.0 query job (POST /jobs/query).

GET

Bulk: Get Query Job

Get query job status/info (GET /jobs/query/{jobId}).

GET

Bulk: List Query Jobs

List all query jobs (GET /jobs/query).

GET

Bulk: Get Query Results

Download query results as CSV; page via Sforce-Locator header (GET /jobs/query/{jobId}/results?locator=&maxRecords=).

PATCH

Bulk: Abort Query Job

Abort a query job by setting state Aborted (PATCH /jobs/query/{jobId}).

DELETE

Bulk: Delete Query Job

Delete a completed/aborted query job (DELETE /jobs/query/{jobId}).

Composite10

POST

Composite Request

Run up to 25 chained subrequests; output of one usable as input to the next (POST /composite/).

POST

Composite Batch

Run up to 25 independent subrequests in one call (POST /composite/batch/).

POST

Composite Tree

Create nested parent-child record trees, up to 200 records (POST /composite/tree/{sobject}).

POST

Composite Graph

Execute multiple dependent graphs, up to 500 records total (POST /composite/graph/).

GET

Collections Retrieve

Retrieve up to 800 records of one type by ID (GET /composite/sobjects?ids=&fields=).

POST

Collections Create

Create up to 200 records of mixed types in one call (POST /composite/sobjects).

PATCH

Collections Update

Update up to 200 records in one call (PATCH /composite/sobjects).

DELETE

Collections Delete

Delete up to 200 records by ID in one call (DELETE /composite/sobjects?ids=).

GET

Collections Retrieve (Typed)

Retrieve multiple records of a given type (GET /composite/sobjects/{sobject}?ids=&fields=).

POST

Collections Upsert

Upsert up to 200 records by external ID (POST /composite/sobjects/{sobject}/{externalIdField}).

Search5

GET

Search Records (SOSL)

Execute a SOSL full-text search across objects (GET /search/?q=).

GET

Get Search Scope Order

User's default object search order (GET /search/scopeOrder).

GET

Get Search Layout

Search result layout for given objects (GET /search/layout/?q=).

GET

Suggest Title Matches

Article/title match suggestions (GET /search/suggestTitleMatches?q=&sobject=).

GET

Suggest Search Queries

Suggested search queries from history (GET /search/suggestSearchQueries?q=&language=).

Process4

GET

List Approval Processes

List approval processes (GET /process/approvals/).

POST

Submit / Approve / Reject Approval

Submit, approve or reject an approval request (POST /process/approvals/).

GET

List Workflow Rules

List active workflow rules (GET /process/rules/).

POST

Trigger Workflow Rules

Trigger active workflow rules for records (POST /process/rules/).

Limits2

GET

Get Limits

Org limits with max + remaining allocation per limit, e.g. DailyApiRequests (GET /limits/).

GET

Get Record Counts

Approximate record counts per object (GET /limits/recordCount?sObjects=).

ParameterizedSearch2

GET

Parameterized Search (GET)

Search using URI parameters instead of raw SOSL (GET /parameterizedSearch/).

POST

Parameterized Search (POST)

Search using a JSON request body (POST /parameterizedSearch/).

Query2

GET

Query Records (SOQL)

Execute a SOQL query, excluding deleted/archived rows (GET /query/?q=). Paginate via nextRecordsUrl. Carries the polling block powering the v1 trigger.

GET

Query Next Page

Fetch the next page of a SOQL result set via its query locator (GET /query/{queryLocator}).

QueryAll2

GET

Query All Records (SOQL)

Execute SOQL including deleted and archived records (GET /queryAll/?q=).

GET

Query All Next Page

Fetch the next page of a queryAll result set (GET /queryAll/{queryLocator}).

AppMenu1

GET

Get App Menu

App menu items for AppSwitcher or Salesforce1 (GET /appMenu/{menuType}).

Other1

GET

List REST Resources

List available REST resources for the configured version (GET / version root).

Recent1

GET

Get Recently Viewed

Recently viewed items for the user (GET /recent/?limit=).

Services1

GET

List API Versions

List available API versions (GET /services/data/, no version prefix).

Tabs1

GET

List Tabs

Tabs available to the user (GET /tabs/).

Theme1

GET

Get Theme

Org theme icons/colors metadata (GET /theme/).

Salesforce kullanan Çözüm Şablonları

Salesforce ile kendi otomasyonunu görsel tasarımcıda kur.

Sıkça sorulan sorular

Salesforce ile neler otomatikleştirebilirim?

71 aksiyon var — örneğin: Get Record, Get Record by External ID, Get Record Blob Field, Traverse Relationship, Create Record ve daha fazlası.

Hangi Salesforce olayları bir workflow başlatabilir?

1 tetikleyici — örneğin: New or updated Salesforce record.

Salesforce bir AI agent aracı olarak kullanılabilir mi?

Evet. Salesforce'ın her aksiyonu otomatik olarak bir AI agent aracına dönüşür — aynı pack hem workflow'larını hem agent'larını besler.

Salesforce entegrasyonu nasıl modellenir?

Salesforce sürümlü bir connector pack olarak modellenir; muhakeme gerektiren adımlar workflow'larla aynı runtime'da barınan first-party agent'lara düşer.