The Salesforce integration allows you to search, create, update, and delete Salesforce objects (contacts, leads, cases) and make direct API requests.

[![image](https://i.imgur.com/v5l26vi.png)](https://youtu.be/fPORGBUJmG0?si=uZLh40GSFbmGpPZE)

## Integration Setup

1. Install the Integration
2. Click the **Authorize** or **Connect with OAuth** button to authorize with Salesforce and complete the installation process.
3. To use Salesforce's Sandbox environment instead, select the **Sandbox** configuration type before connecting.

## How-To

[![image](https://i.imgur.com/UcgcWJf.png)](https://youtu.be/lszZsLIXNf8?si=Vm20mCzUQyLiOoQm)

## Make API request

1. **Make API Request** action acting as a proxy allowing users to make request to the Salesforce API.
2. Pass valid HTTP method, URL path ("yourinstance.salesforce.com/services/data/v54.0/PATH"), and additional request data if needed.

## Search Contacts

1. In Studio, add the **Search Contacts** card to your flow.
2. Pass at least one search criteria in the card input.
3. You can store the result of the action in a variable.

## Create Contact

1. In Studio, add the **Create Contact** card to your flow.
2. Pass the contact information in the card input. `First Name`, `Last Name`, `Email` fields are required.
3. You can pass custom fields in JSON format
4. You can store the `Id` of the created contact in a variable.

## Update Contact

1. In Studio, add the **Update Contact** card to your flow.
2. Pass the `Id` of the contact to be updated and the field that need to be updated
3. You can pass custom fields in JSON format
4. You can store the `Id` of the updated contact in a variable.

## Search Leads

1. In Studio, add the **Search Leads** card to your flow.
2. Pass at least one search criteria in the card input.
3. You can store the result of the action in a variable.

## Create Leads

1. In Studio, add the **Create Leads** card to your flow.
2. Pass the contact information in the card input. `First Name`, `Last Name`, `Email`, `Company` fields are required.
3. You can pass custom fields in JSON format
4. You can store the `Id` of the created contact in a variable.

## Update Leads

1. In Studio, add the **Update Leads** card to your flow.
2. Pass the `Id` of the contact to be updated and the field that need to be updated
3. You can pass custom fields in JSON format
4. You can store the `Id` of the updated contact in a variable.
