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Salesforce

Salesforce Opportunities operations (create, update, search, delete).

Manage Salesforce Opportunities with CRUD operations. Supports key fields like name, stage, amount, probability, and custom properties.

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Toolssalesforce

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Salesforce

Salesforce Opportunities operations (create, update, search, delete).

Usage

Add the block to your workflow and connect it to the upstream step.
Configure any required credentials or tokens in the inputs.
Fill in required inputs and optional parameters for the run.
Run a test execution, inspect outputs, and iterate before deploying.
Deploy the salesforce block with monitoring enabled in production.

Inputs (UI)

API Key (Bearer)

short-input

Placeholder: Enter Salesforce API key

Layout: full

Action

dropdown

Layout: full

Options: Create, Update, Search, Delete

Opportunity ID

short-input

Layout: full

Name

short-input

Layout: full

Account ID

short-input

Layout: full

Stage Name

short-input

Layout: full

Amount

short-input

Layout: full

Close Date (YYYY-MM-DD)

short-input

Layout: full

Probability (%)

short-input

Layout: full

Additional Fields (JSON)

code

Placeholder: { "CustomField__c": "value" }

Layout: full

Limit

short-input

Layout: half

Offset

short-input

Layout: half

Inputs (API)

apiKey

string

Required

action

string

Required

id

string

Optional

name

string

Optional

accountId

string

Optional

stage

string

Optional

amount

string

Optional

closeDate

string

Optional

probability

string

Optional

properties

string

Optional

limit

string

Optional

offset

string

Optional

Outputs

Primary response type:

{
  "records": "json",
  "totalResults": "number",
  "pagination": "json"
}

Tool Access

salesforce_opportunities