This document outlines the functionality and characteristics of the Salesforce API Request node, which enables direct interaction with Salesforce’s API.

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Node Inputs

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Required Field

  • URL: Salesforce API endpoint to call

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Optional Fields

  • Method: HTTP method (GET/POST/PATCH)
  • Query Parameters: For GET requests
  • Body: For POST/PATCH requests
  • Headers: Additional HTTP headers

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Node Output

  • API Response JSON: Response data from Salesforce API

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Node Functionality

The Salesforce API Request node performs direct API calls to Salesforce’s CRM.

Key features include:

  • Multiple HTTP method support
  • SOQL query execution
  • Data modification capabilities
  • Rate limit management
  • Loop Mode for batch requests
  • Secure authentication with Gumloop

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Example

To fetch account data:

URL: https://instance.salesforce.com/services/data/v60.0/query/
Query: SELECT Id, Name, Type FROM Account WHERE Type = 'Customer'

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Important Considerations:

  1. Requires Authentication with Salesforce - Set up in the Credentials page
  2. Respects Salesforce API rate limits
  3. SOQL queries must follow Salesforce syntax
  4. Response format depends on endpoint
  5. Error handling follows Salesforce standards

In summary, the Salesforce API Request node provides direct access to Salesforce’s API, enabling custom integrations and data operations within your Salesforce CRM.