CloudTools for Salesforce (Preview)

Reference

Apptigent CloudTools provides a range of data integration actions for Salesforce that can be accessed by any cloud-connected app or workflow.

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following: - US Government (GCC) - 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) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)

Contact
Name	Apptigent Support
URL	https://www.apptigent.com/help
Email	support@apptigent.com

Connector Metadata
Publisher	Apptigent
Website	https://www.apptigent.com
Privacy policy	https://www.apptigent.com/help/privacy-policy/
Categories	Productivity

Automate critical business processes with seamless cross-platform cloud integration for Salesforce. Easily connect Power Apps and Power Automate with your Salesforce org to retrieve customer information, close deals, create records, convert leads, run bulk jobs, execute quick actions, upload files, associate documents with records, update feeds, retrieve linked files, and much more. You can even execute advanced queries and seaches using SOQL, SOSL, and GraphQL. CloudTools unlocks the potential of your enterprise CRM data by making it easily accessible from any app or workflow.

Prerequisites

CloudTools requires a valid Salesforce license, installation of the CloudTools managed package in a Salesforce org (any edition), and a current CloudTools subscription (billed separately). For step-by-step instructions on how to get started visit https://www.apptigent.com/solutions/cloudtools/configuration.

How to get credentials

Generate a license (API) key by following these simple steps:

Install the CloudTools managed package via the Salesforce App Exchange.
Launch the CloudTools configuration page by selecting the "Apptigent CloudTools" link in the App Launcher.
Follow the on-screen instructions to create a connected app and generate a license key.
Copy the key and provide it in the new connection dialog in Power Apps, Power Automate, or Azure Logic Apps.

Known issues and limitations

Installing and configuring CloudTools for Salesforce Sales Cloud requires System Administrator permissions in Salesforce. Contact your Salesforce administrator for assistance if you do not have sufficient permissions within your org.

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
License Key	securestring	The CloudTools License Key	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Actions - Describe Quick Action	Retrieve all properties of a Quick Action
Actions - Execute Quick Action	Execute a Quick Action with necessary data
Actions - Retrieve Quick Actions	Retrieve a list of all Quick Actions in an org
Feeds - Create Feed Item	Create a new feed item associated with a record
Feeds - Get Record Feed	Retrieve the Chatter record feed
Files - Create Public Link	Create a public file link that unauthenticated users can access
Files - Create Version	Upload a file as a new ContentVersion object
Files - Document Metadata	Retrieve information about a file (ContentDocument)
Files - Document Versions	Retrieve a list of version information for an individual file (ContentDocument)
Files - Get Version	Retrieve an individual file version (ContentVersion)
Files - Share Document	Associate a file (ContentDocument) with a record and set the sharing properties
Files - Version Information	Retrieve information about an individual file version (ContentVersion)
Jobs - Abort Job	Abort a job
Jobs - Create Bulk Insert Job	Create a bulk insert job
Jobs - Create Bulk Query Job	Create a bulk query job
Jobs - Delete Job	Delete a job
Jobs - Get All Jobs	Get information about all jobs
Jobs - Get Bulk Job Result	Get bulk job result information
Jobs - Get Bulk Job Status	Check the status of a job
Leads - Convert a Lead	Convert a lead
Objects - Describe Object	Retrieve all metadata and fields of an sObject
Objects - List sObjects	Retrieve a list of all sObjects in an org
Objects - Object Fields	Retrieve the fields of an sObject
Objects - Object Metadata	Retrieve the metadata of an sObject
Objects - Object Updateable Fields	Retrieve the updateable fields of an sObject
Organization - Latest API Version	Get the latest supported API version for an org
Organization - List API Versions	Get a list of all supported API versions in an org
Queries - GraphQL Query	Execute a Graph QL query to retrieve object and record data
Queries - Search Query	Execute a search (SOSL) query
Queries - SOQL Query	Execute a SOQL query
Records - Create Record	Create a new record of the specified object type
Records - Delete Record	Delete a record of the specified object type
Records - Get Record	Retrieve a record of the specified object type
Records - Linked Files	Retrieve information about all files linked to a record
Records - Update Record	Update a record of the specified object type

Actions - Describe Quick Action

Operation ID:: ActionsDescribeQuickAction

Retrieve all properties of a Quick Action

Parameters

Name	Key	Required	Type	Description
Name	name	True	string	Object or item name

Returns

Body: outputStringResult

Actions - Execute Quick Action

Operation ID:: ActionsExecuteQuickAction

Execute a Quick Action with necessary data

Parameters

Name	Key	Required	Type	Description
Name	name	True	string	Quick Action Name
Data	data	True	object	Quick Action Data

Returns

Body: outputStringResult

Actions - Retrieve Quick Actions

Operation ID:: ActionsListQuickActions

Retrieve a list of all Quick Actions in an org

Returns

Body: outputActionList

Feeds - Create Feed Item

Operation ID:: FeedCreateItem

Create a new feed item associated with a record

Parameters

Name	Key	Required	Type	Description
Feed Content	body	True	string	Feed item content. Accepts plain text values or a 'messageSegments' JSON object for more complex post types (refer to https://bit.ly/4706k0M).
Record ID	recordId	True	string	Associated record ID

Returns

response: object

Feeds - Get Record Feed

Operation ID:: FeedsGetRecordElements

Retrieve the Chatter record feed

Parameters

Name	Key	Required	Type	Description
Record ID	recordId	True	string	ID of the record

Returns

response: object

Files - Create Public Link

Operation ID:: FilesCreatePublicLink

Create a public file link that unauthenticated users can access

Parameters

Name	Key	Required	Type	Description
Version ID	versionId	True	string	Content Version ID of the file
File Name	name	True	string	File name
View In Browser	viewInBrowser		boolean	Create preview link for viewing in browser
Allow Download	allowDownload		boolean	Create download link to retrieve file contents
Password	password		boolean	Password
Expiration	expiration		string	Expiration date (optional)

Returns

Body: outputPublicLink

Files - Create Version

Operation ID:: FilesCreateVersion

Upload a file as a new ContentVersion object

Parameters

Name	Key	Type	Description
Name	name	string	Name of the file (including extension)
Title	title	string	Title of the file
Document ID	documentId	string	(Optional) ID of the ContentDocument object (used only when appending a new version to an existing file)
Reason for Change	reasonForChange	string	(Optional) Description of the change
File	file	file	Binary file data

Returns

response: object

Files - Document Metadata

Operation ID:: FilesDocumentMetadata

Retrieve information about a file (ContentDocument)

Parameters

Name	Key	Required	Type	Description
Document ID	documentId	True	string	ID of file content document to be retrieved

Returns

response: object

Files - Document Versions

Operation ID:: FilesListVersions

Retrieve a list of version information for an individual file (ContentDocument)

Parameters

Name	Key	Required	Type	Description
Version ID	documentId	True	string	ID of the content document object containing the versions to be retrieved

Returns

response: object

Files - Get Version

Operation ID:: FilesGetVersion

Retrieve an individual file version (ContentVersion)

Parameters

Name	Key	Required	Type	Description
Version ID	versionId	True	string	ID of file version to be retrieved

Returns

response: object

Operation ID:: FilesShareDocument

Associate a file (ContentDocument) with a record and set the sharing properties

Parameters

Name	Key	Required	Type	Description
Document ID	documentId	True	string	ID of the file (ContentDocument object)
Record ID	recordId	True	string	ID of the record the file will be associated with
Visibility	visibility	True	string	Users who can access the file
Permissions	permissions	True	string	Sharing permissions (Viewer [View only], Collaborator [View/Edit/Share], Inferred from related record)

Returns

response: object

Files - Version Information

Operation ID:: FilesVersionMetadata

Retrieve information about an individual file version (ContentVersion)

Parameters

Name	Key	Required	Type	Description
Version ID	versionId	True	string	ID of file content version to be retrieved

Returns

response: object

Jobs - Abort Job

Operation ID:: GlobalJobsAbortJob

Abort a job

Parameters

Name	Key	Required	Type	Description
ID	id	True	string	Object ID
Type	type	True	string	Object Type

Returns

Body: outputStringResult

Jobs - Create Bulk Insert Job

Operation ID:: JobsCreateInsertJob

Create a bulk insert job

Parameters

Name	Key	Type	Description
Object Name	objectName	string	Name of the sObject type (e.g. Opportunity)
File Format	fileFormat	string	File format (only CSV supported currently)
Line Ending	lineEnding	string	Line terminator of input file. LF for Unix/Linus/Mac OS, CRLF for Windows
File	file	file	Binary file data (25MB limit)

Returns

response: object

Jobs - Create Bulk Query Job

Operation ID:: JobsCreateQueryJob

Create a bulk query job

Parameters

Name	Key	Type	Description
Query Operation	operation	string	Type of query operation
Column Delimiter	delimiter	string	Column delimiter in output file
Line Ending	lineEnding	string	Line terminator of output file. LF for Unix/Linux/Mac OS, CRLF for Windows
Query	query	string	Large result set SOQL query (unencoded)

Returns

response: object

Jobs - Delete Job

Operation ID:: GlobalJobsDeleteJob

Delete a job

Parameters

Name	Key	Required	Type	Description
ID	id	True	string	Object ID
Type	type	True	string	Object Type

Returns

Body: outputStringResult

Jobs - Get All Jobs

Operation ID:: JobsGetAllJobs

Get information about all jobs

Returns

response: object

Jobs - Get Bulk Job Result

Operation ID:: JobsGetJobResult

Get bulk job result information

Parameters

Name	Key	Type	Description
Job ID	jobId	string	Job ID
Job Type	jobType	string	Type of job
Result Type	resultType	string	Type of result set to retrieve
Locator	locator	string	Record locator
Max Records	maxRecords	string	Maximum number of records to return

Returns

response: object

Jobs - Get Bulk Job Status

Operation ID:: GlobalJobsGetStatus

Check the status of a job

Parameters

Name	Key	Required	Type	Description
ID	id	True	string	Object ID
Type	type	True	string	Object Type

Returns

Body: outputStringResult

Leads - Convert a Lead

Operation ID:: RecordsLeadsConvertLead

Convert a lead

Parameters

Name	Key	Required	Type	Description
Lead ID	leadId	True	string	Lead identifier
Create Opportunity	createOpportunity		boolean	Create an opportunity record upon conversion. Default is true.
Opportunity Name	opportunityName		string	Sets the name of the opportunity to create. If no name is specified, this value defaults to the company name of the lead.
Overwrite Lead Source	overwriteLeadSource		boolean	Overwrite the LeadSource field on the target contact object with the contents of the LeadSource field in the source lead object. Default is false.
Send Notification Email	sendNotificationEmail		boolean	Send a notification email to the owner. Default is false.
Merge with Account ID	mergeAccountId		string	ID of the account into which the lead is merged. Use only when updating an existing account.
Merge with Contact ID	mergeContactId		string	ID of the contact into which the lead will be merged (must already be associated with the account specified in mergeAccountId). Use only when updating an existing contact.
Merge with Opportunity ID	mergeOpportunityId		string	ID of the opportunity into which the lead is merged. Use only when updating an existing opportunity.
Owner ID	ownerId		string	ID of the person who owns any newly created account, contact, or opportunity. If blank the lead owner value will be used.

Returns

response: object

Objects - Describe Object

Operation ID:: GlobalDescribeObject

Retrieve all metadata and fields of an sObject

Parameters

Name	Key	Required	Type	Description
Select Object Name	name	True	string	Name of the sObject

Returns

Body: outputStringResult

Objects - List sObjects

Operation ID:: GlobalListObjects

Retrieve a list of all sObjects in an org

Returns

Body: outputStringResult

Objects - Object Fields

Operation ID:: GlobalObjectFields

Retrieve the fields of an sObject

Parameters

Name	Key	Required	Type	Description
Object Name	name	True	string	Name of the sObject

Returns

Body: outputStringResult

Objects - Object Metadata

Operation ID:: GlobalObjectMetadata

Retrieve the metadata of an sObject

Parameters

Name	Key	Required	Type	Description
Object Name	name	True	string	Name of the sObject

Returns

Body: outputStringResult

Objects - Object Updateable Fields

Operation ID:: GlobalObjectUpdateFields

Retrieve the updateable fields of an sObject

Parameters

Name	Key	Required	Type	Description
Object Name	name	True	string	Name of the sObject

Returns

Body: outputStringResult

Organization - Latest API Version

Operation ID:: OrgLatestVersion

Get the latest supported API version for an org

Returns

Body: outputStringResult

Organization - List API Versions

Operation ID:: OrgListVersions

Get a list of all supported API versions in an org

Returns

Body: outputVersionList

Queries - GraphQL Query

Operation ID:: QueriesGraphQuery

Execute a Graph QL query to retrieve object and record data

Parameters

Name	Key	Required	Type	Description
Query	query	True	string	GraphQL query text

Returns

response: object

Queries - Search Query

Operation ID:: QueriesSearchQuery

Execute a search (SOSL) query

Parameters

Name	Key	Required	Type	Description
Name	query	True	string	Search query text (unencoded)

Returns

response: object

Queries - SOQL Query

Operation ID:: QueriesSOQlQuery

Execute a SOQL query

Parameters

Name	Key	Required	Type	Description
query	query	True	string	SOQL query text (unencoded)

Returns

response: object

Records - Create Record

Operation ID:: GlobalCreateRecord

Create a new record of the specified object type

Parameters

Name	Key	Required	Type	Description
Select object name	name	True	string	Object type that will be created
body	body	True	dynamic	Record creation input

Returns

response: object

Records - Delete Record

Operation ID:: GlobalDeleteObject

Delete a record of the specified object type

Parameters

Name	Key	Required	Type	Description
Select Object Name	name	True	string	Object type that will be deleted
Record ID	recordId	True	string	ID of record to be deleted

Returns

response: object

Records - Get Record

Operation ID:: GlobalGetRecord

Retrieve a record of the specified object type

Parameters

Name	Key	Required	Type	Description
Select Object Name	name	True	string	Object type that will be retrieved
Record ID	recordId	True	string	ID of record to be retrieved

Returns

response: object

Records - Linked Files

Operation ID:: GlobalRecordLinkedFiles

Retrieve information about all files linked to a record

Parameters

Name	Key	Required	Type	Description
Record ID	recordId	True	string	Record ID
Link Types	linkTypes	True	string	Type of linked files to include

Returns

response: object

Records - Update Record

Operation ID:: GlobalUpdateRecord

Update a record of the specified object type

Parameters

Name	Key	Required	Type	Description
Select Object Name	name	True	string	Object type that will be updated
Record ID	recordId	True	string	ID of record to be updated
body	body	True	dynamic	Record update input

Returns

response: object

Definitions

outputActionList

Name	Path	Type	Description
Results	results	array of object	Results
items	results	object

outputPublicLink

Name	Path	Type	Description
Object ID	objectId	string	Content Distribution Object ID
Success	success	boolean	Indicates success or failure of the operation
Password	password	string	Auto-generated password value
Url	url	string	Public URL

outputStringResult

Name	Path	Type	Description
result	result	string	Text response

outputVersionList

Name	Path	Type	Description
Results	results	array of object	Results
items	results	object

object

This is the type 'object'.

Udostępnij za pośrednictwem

CloudTools for Salesforce (Preview)

Prerequisites

How to get credentials

Known issues and limitations

Creating a connection

Default

Throttling Limits

Actions

Actions - Describe Quick Action

Parameters

Returns

Actions - Execute Quick Action

Parameters

Returns

Actions - Retrieve Quick Actions

Returns

Feeds - Create Feed Item

Parameters

Returns

Feeds - Get Record Feed

Parameters

Returns

Files - Create Public Link

Parameters

Returns

Files - Create Version

Parameters

Returns

Files - Document Metadata

Parameters

Returns

Files - Document Versions

Parameters

Returns

Files - Get Version

Parameters

Returns

Files - Share Document

Parameters

Returns

Files - Version Information

Parameters

Returns

Jobs - Abort Job

Parameters

Returns

Jobs - Create Bulk Insert Job

Parameters

Returns

Jobs - Create Bulk Query Job

Parameters

Returns

Jobs - Delete Job

Parameters

Returns

Jobs - Get All Jobs

Returns

Jobs - Get Bulk Job Result

Parameters

Returns

Jobs - Get Bulk Job Status

Parameters

Returns

Leads - Convert a Lead

Parameters

Returns

Objects - Describe Object

Parameters

Returns

Objects - List sObjects

Returns

Objects - Object Fields

Parameters

Returns

Objects - Object Metadata

Parameters

Returns

Objects - Object Updateable Fields

Parameters