Salesforce
Aynı zamanda bir ajan aracıSalesforce 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.
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 Record
Retrieve a single record by ID (GET /sobjects/{sobject}/{id}). Optional fields list limits returned fields.
Get Record by External ID
Retrieve a record by an external-ID / unique field value (GET /sobjects/{sobject}/{fieldName}/{fieldValue}).
Get Record Blob Field
Retrieve a binary blob field of a record, e.g. Attachment.Body, ContentVersion.VersionData (GET /sobjects/{sobject}/{id}/{blobField}).
Traverse Relationship
Traverse a relationship field to the related record(s) (GET /sobjects/{sobject}/{id}/{relationshipField}).
Create Record
Create a record of any standard or custom object (POST /sobjects/{sobject}). Body is a field map.
Update Record
Update a record (PATCH /sobjects/{sobject}/{id}). Only supplied fields change. Returns 204.
Upsert Record by External ID
Insert or update a record by external-ID field (PATCH /sobjects/{sobject}/{externalIdField}/{value}). Idempotent.
Delete Record
Delete a record by ID (DELETE /sobjects/{sobject}/{id}). Returns 204.
Delete Record by External ID
Delete a record matched on an external-ID field (DELETE /sobjects/{sobject}/{externalIdField}/{value}).
List Objects (Global Describe)
List all objects accessible to the user with summary metadata (GET /sobjects/).
Describe Object (Basic)
Basic object metadata, recent items and URIs (GET /sobjects/{sobject}).
Describe Object (Full)
Full field, relationship and permission metadata for an object (GET /sobjects/{sobject}/describe).
Describe Approval Layouts
Approval layout metadata for an object (GET /sobjects/{sobject}/describe/approvalLayouts).
Describe Compact Layouts
Compact layout metadata for an object (GET /sobjects/{sobject}/describe/compactLayouts).
Describe Page Layouts
Page-layout metadata for an object (GET /sobjects/{sobject}/describe/layouts).
Describe Named Layout
Named (special) layout metadata for an object (GET /sobjects/{sobject}/describe/namedLayouts/{layoutName}).
List Quick Actions
List the quick actions available for an object (GET /sobjects/{sobject}/quickActions).
Describe Quick Action
Describe a specific quick action for an object (GET /sobjects/{sobject}/quickActions/{actionName}).
Invoke Quick Action
Invoke a quick action for an object (POST /sobjects/{sobject}/quickActions/{actionName}).
Get Updated Records
IDs of records updated within a time window (GET /sobjects/{sobject}/updated/?start=&end=).
Get Deleted Records
IDs of records deleted within a time window (GET /sobjects/{sobject}/deleted/?start=&end=).
Run List View
Run a list view and return its results (GET /sobjects/{sobject}/listviews/{id}/results).
Describe List View
List-view SOQL and columns (GET /sobjects/{sobject}/listviews/{id}/describe).
Jobs15
Bulk: Create Ingest Job
Create a Bulk API 2.0 ingest job (POST /jobs/ingest).
Bulk: Upload Ingest Data
Upload CSV record data to an ingest job (PUT /jobs/ingest/{jobId}/batches).
Bulk: Set Ingest Job State
Set ingest job state to UploadComplete (process) or Aborted (PATCH /jobs/ingest/{jobId}).
Bulk: Get Ingest Job
Get ingest job status/info (GET /jobs/ingest/{jobId}).
Bulk: List Ingest Jobs
List all ingest jobs (GET /jobs/ingest).
Bulk: Get Ingest Successful Results
Download successfully processed rows as CSV (GET /jobs/ingest/{jobId}/successfulResults).
Bulk: Get Ingest Failed Results
Download failed rows + error as CSV (GET /jobs/ingest/{jobId}/failedResults).
Bulk: Get Ingest Unprocessed Records
Download unprocessed rows as CSV (GET /jobs/ingest/{jobId}/unprocessedrecords).
Bulk: Delete Ingest Job
Delete a completed/aborted ingest job (DELETE /jobs/ingest/{jobId}).
Bulk: Create Query Job
Create a Bulk API 2.0 query job (POST /jobs/query).
Bulk: Get Query Job
Get query job status/info (GET /jobs/query/{jobId}).
Bulk: List Query Jobs
List all query jobs (GET /jobs/query).
Bulk: Get Query Results
Download query results as CSV; page via Sforce-Locator header (GET /jobs/query/{jobId}/results?locator=&maxRecords=).
Bulk: Abort Query Job
Abort a query job by setting state Aborted (PATCH /jobs/query/{jobId}).
Bulk: Delete Query Job
Delete a completed/aborted query job (DELETE /jobs/query/{jobId}).
Composite10
Composite Request
Run up to 25 chained subrequests; output of one usable as input to the next (POST /composite/).
Composite Batch
Run up to 25 independent subrequests in one call (POST /composite/batch/).
Composite Tree
Create nested parent-child record trees, up to 200 records (POST /composite/tree/{sobject}).
Composite Graph
Execute multiple dependent graphs, up to 500 records total (POST /composite/graph/).
Collections Retrieve
Retrieve up to 800 records of one type by ID (GET /composite/sobjects?ids=&fields=).
Collections Create
Create up to 200 records of mixed types in one call (POST /composite/sobjects).
Collections Update
Update up to 200 records in one call (PATCH /composite/sobjects).
Collections Delete
Delete up to 200 records by ID in one call (DELETE /composite/sobjects?ids=).
Collections Retrieve (Typed)
Retrieve multiple records of a given type (GET /composite/sobjects/{sobject}?ids=&fields=).
Collections Upsert
Upsert up to 200 records by external ID (POST /composite/sobjects/{sobject}/{externalIdField}).
Search5
Search Records (SOSL)
Execute a SOSL full-text search across objects (GET /search/?q=).
Get Search Scope Order
User's default object search order (GET /search/scopeOrder).
Get Search Layout
Search result layout for given objects (GET /search/layout/?q=).
Suggest Title Matches
Article/title match suggestions (GET /search/suggestTitleMatches?q=&sobject=).
Suggest Search Queries
Suggested search queries from history (GET /search/suggestSearchQueries?q=&language=).
Process4
List Approval Processes
List approval processes (GET /process/approvals/).
Submit / Approve / Reject Approval
Submit, approve or reject an approval request (POST /process/approvals/).
List Workflow Rules
List active workflow rules (GET /process/rules/).
Trigger Workflow Rules
Trigger active workflow rules for records (POST /process/rules/).
Limits2
Get Limits
Org limits with max + remaining allocation per limit, e.g. DailyApiRequests (GET /limits/).
Get Record Counts
Approximate record counts per object (GET /limits/recordCount?sObjects=).
ParameterizedSearch2
Parameterized Search (GET)
Search using URI parameters instead of raw SOSL (GET /parameterizedSearch/).
Parameterized Search (POST)
Search using a JSON request body (POST /parameterizedSearch/).
Query2
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.
Query Next Page
Fetch the next page of a SOQL result set via its query locator (GET /query/{queryLocator}).
QueryAll2
Query All Records (SOQL)
Execute SOQL including deleted and archived records (GET /queryAll/?q=).
Query All Next Page
Fetch the next page of a queryAll result set (GET /queryAll/{queryLocator}).
AppMenu1
Get App Menu
App menu items for AppSwitcher or Salesforce1 (GET /appMenu/{menuType}).
Other1
List REST Resources
List available REST resources for the configured version (GET / version root).
Recent1
Get Recently Viewed
Recently viewed items for the user (GET /recent/?limit=).
Services1
List API Versions
List available API versions (GET /services/data/, no version prefix).
Tabs1
List Tabs
Tabs available to the user (GET /tabs/).
Theme1
Get Theme
Org theme icons/colors metadata (GET /theme/).
Aramanızla eşleşen bir şey yok.
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.