Salesforce

CRM software solutions and enterprise cloud computing

27 actions

8 triggers

Actions

Triggers

Name	Description
`new_case_attachment` Fires when a new Attachment or File is added to any Case record.	Fires when a new Attachment or File is added to any Case record.
`new_contact` Fires when a new Contact record is created in Salesforce.	Fires when a new Contact record is created in Salesforce.
`new_field_history_event` Fires when a tracked field is updated on a specified object.	Fires when a tracked field is updated on a specified object.
`new_lead` Fires when a new Lead record is created in Salesforce.	Fires when a new Lead record is created in Salesforce.
`new_or_updated_record` Triggers when there is new or updated record	Triggers when there is new or updated record
`new_outbound_message` Fires when a new outbound message is received from Salesforce.	Fires when a new outbound message is received from Salesforce.
`new_record` Triggers when there is new record	Triggers when there is new record
`new_updated_file` Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.	Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.

Quick Start

TypeScript

import { WeavzClient } from '@weavz/sdk'

const weavz = new WeavzClient({ apiKey: 'wvz_...' })

const result = await weavz.actions.execute({
  integrationName: 'salesforce',
  actionName: 'add_contact_to_campaign',
  input: { /* ... */ },
  connectionId: 'conn_id',
  workspaceId: 'ws_id',
})

API Reference TypeScript SDK Python SDK All Features Pricing

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Works well with

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Frequently Asked Questions

How do I connect Salesforce to my app?

Use Weavz Hosted Connect for OAuth2 authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.

What actions does Salesforce support?

Salesforce supports 27 actions including Add Contact to Campaign, Add File to Record, Add Lead to Campaign, Create Attachment (Legacy), Create Case, and more.

Can I use Salesforce with AI agents?

Yes. Add Salesforce to an MCP server in TOOLS mode or CODE mode. CODE mode provides 80-98% context reduction with 3 meta-tools for efficient agent access.

What authentication does Salesforce use?

Salesforce uses OAuth2. Weavz handles token management, refresh, and secure credential storage automatically.

How much does the Salesforce integration cost?

The Salesforce integration is included on all Weavz plans including the free tier with 1,000 actions per month. No credit card required.

What triggers does Salesforce support?

Salesforce supports 8 triggers including New Case Attachment, New Contact, New Field History Event, New Lead, New or Updated Record, and more.

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Name	Description
`add_contact_to_campaign` Add a contact to a campaign.	Add a contact to a campaign.
`add_file_to_record` Uploads a file and attaches it to an existing record.	Uploads a file and attaches it to an existing record.
`add_lead_to_campaign` Adds an existing lead to an existing campaign.	Adds an existing lead to an existing campaign.
`create_attachment` Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.	Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
`create_case` Creates a Case, which represents a customer issue or problem.	Creates a Case, which represents a customer issue or problem.
`create_contact` Creates a new contact record.	Creates a new contact record.
`create_lead` Creates a new lead.	Creates a new lead.
`create_note` Creates a note and attaches it to a record.	Creates a note and attaches it to a record.
`create_opportunity` Creates a new opportunity.	Creates a new opportunity.
`create_record` Create a record of a given object.	Create a record of a given object.
`create_task` Creates a new task.	Creates a new task.
`delete_opportunity` Deletes an opportunity.	Deletes an opportunity.
`delete_record` Deletes an existing record in an object.	Deletes an existing record in an object.
`export_report` Export a Salesforce report as an Excel file.	Export a Salesforce report as an Excel file.
`find_child_records` Finds child records related to a parent record.	Finds child records related to a parent record.
`find_record` Finds a record by a field value.	Finds a record by a field value.
`find_records_by_query` Finds records in an object using a SOQL WHERE clause.	Finds records in an object using a SOQL WHERE clause.
`get_record_attachments` Get all attachments (both classic and modern Files) for a record.	Get all attachments (both classic and modern Files) for a record.
`run_query` Run a salesforce query	Run a salesforce query
`run_report` Execute a Salesforce analytics report.	Execute a Salesforce analytics report.
`send_email` Sends an email to a Contact or Lead by creating an EmailMessage record.	Sends an email to a Contact or Lead by creating an EmailMessage record.
`update_contact` Update an existing contact.	Update an existing contact.
`update_lead` Update an existing lead.	Update an existing lead.
`update_record` Updates an existing record.	Updates an existing record.
`upsert_by_external_id` Batch upsert a record by external id	Batch upsert a record by external id
`upsert_by_external_id_bulk` Bulk upsert a record by external id	Bulk upsert a record by external id
`custom_api_call` Make a custom API call to a specific endpoint	Make a custom API call to a specific endpoint