Jaa


Salesforce

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.

You're now ready to start using this integration.

Known Issues and Limitations

  1. 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.
  2. Salesforce session settings can block this integration. Please ensure that setting "Lock sessions to the IP address from which they originated" is disabled.
  3. Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for "API Enabled" checkbox.
  4. Salesforce trial accounts do not have API access and thus cannot be used.
  5. Custom fields of type "Picklist (Multi-Select)" are not supported by Create record and Update record (V3) actions (including their respective deprecated versions).
  6. Creating a new connection using Salesforce "Custom Domain" sign in is not supported.
  7. 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.
  8. When a record is modified trigger can only detect the standard object’s record change, but cannot detect the standard object’s attachment change.
  9. 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.
  10. 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.
  11. 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.
  12. 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).
  13. 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"
  14. 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

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)

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

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.

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

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]

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

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

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

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

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

Get a Record by External ID

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

Get a list of all jobs

Parameters

Name Key Required 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

Get job info

Retrieves detailed information about a job.

Parameters

Name Key Required Type Description
Job ID
jobId True string

Job ID

Returns

Get job results

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

This operation lists the available Salesforce object types.

Returns

Represents a list of tables.

Body
TablesList

Get record

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]

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

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)

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]

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

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

Update record (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]

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]

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

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

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

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'.