Salesforce actions

Every Salesforce action

• Salesforce: Activate ContractMark a signed contract as Activated so it counts as live. Salesforce stamps who activated it and when. Activating is one-way, so this is the step to run once the signature is actually in.
• Salesforce: Activate OrderActivate an order once its product lines are in place, so it counts as a real order rather than a draft. Salesforce stamps who activated it and when, and locks the product lines from further changes.
• Salesforce: Add Campaign MemberSign a lead or a contact up to a Salesforce campaign and set where they have got to: Sent, Responded, Registered, whatever your campaign uses. Give either a Lead or a Contact, not both.
• Salesforce: Add Case CommentPost a comment onto a Salesforce case: an internal note for the team, or a reply the customer can see in the portal.
• Salesforce: Add Contact to CampaignSign a contact up to a Salesforce campaign with a member status such as Sent, Registered or Responded. Optionally update their status if they are already on the list.
• Salesforce: Add Contact to OpportunityLink a contact to a deal and say what part they play in it - decision maker, influencer, technical buyer. This is how a deal stays reportable and how anyone knows who to ring.
• Salesforce: Add Lead to CampaignSign a lead up to a campaign: an event, a webinar, a mailshot, and set how they are taking part, such as Sent, Registered or Responded.
• Salesforce: Add Note to Account (Classic)Attach a note to a Salesforce account: a call summary, a delivery instruction, anything the team should see on the record. This writes a Classic Note, which appears in the account's Notes & Attachments list.
• Salesforce: Add Note to Contact (Classic)Attach a note to a contact using Salesforce's Classic Notes. If your org uses Lightning Enhanced Notes, notes added this way appear under Notes & Attachments rather than the Notes panel.
• Salesforce: Add Note to Lead (Classic)Attach a Classic note to a lead. Note: in orgs using the newer Lightning notes, a Classic note will not show in the Notes panel.
• Salesforce: Add Note to Opportunity (Classic)Attach a Classic note to a deal. Orgs on Lightning Enhanced Notes should use the Files and Notes actions instead - a Classic note does not appear in the Lightning Notes list.
• Salesforce: Add Product to OpportunityPut a product line on a deal. Pick the product and we work out its price book entry and list price for you - a deal with no product lines has no real value and never reaches the forecast.
• Salesforce: Add Product to OrderPut a product line on an order. Pick the product and we find its price book entry, read the list price and put the order on the right price book for you - an order needs at least one product line before it can be activated.
• Salesforce: Add Product to Price BookGive a product a price in one of your price books, so it can be quoted and put on deals. Add it to the standard price book first - Salesforce insists on a list price before it will accept any other.
• Salesforce: Add Product to QuotePut a product line on a quote. Pick the product and we find its price book entry, read the list price and put the quote on the right price book for you - a quote with no product lines totals nothing and cannot be sent.
• Salesforce: Approve RequestApprove a Salesforce record that is waiting for approval, with an optional comment recorded against the decision.
• Salesforce: Attach File To RecordShare a file that is already in Salesforce onto another record, so it appears in that record's Files list too. The file itself is not duplicated.
• Salesforce: Cancel Event SeriesCancel a repeating Salesforce appointment from one occurrence onwards: the standing weekly check-in that stops when a customer leaves. Earlier occurrences stay in the calendar as a record of what happened.
• Salesforce: Change Product PriceChange what a product costs in a price book, or switch the price off so nobody can quote it. Anything you leave blank is left exactly as it was.
• Salesforce: Close CaseClose a Salesforce case and record why. Leave Status blank and Flomation uses whichever status your own org treats as closed, so the flow keeps working in an org that renamed it.
• Salesforce: Convert LeadTurn a qualified lead into an account, a contact and an opportunity in one step. This cannot be undone, so run it only once the lead is genuinely qualified.
• Salesforce: Create AccountAdd a company to Salesforce as an Account, with its billing and shipping addresses, phone, website, owner and classification. Any field your org has added can be set through Additional Fields.
• Salesforce: Create AssetRecord something a customer owns - which product it is, its serial number, when it was installed and when the warranty runs out. It is what turns "they bought a boiler two years ago" into something the person answering the phone can actually look up.
• Salesforce: Create Attachment (Classic)Attach a file to a record using Salesforce's older Attachment object. For most orgs Upload File is the better choice: Classic attachments do not show in the Lightning Files list.
• Salesforce: Create CampaignSet up a marketing campaign in Salesforce: a webinar, open day, trade show or email blast, so people can be added to it and its results tracked. Leave a box blank to let Salesforce use its own default.
• Salesforce: Create CaseRaise a support case in Salesforce from an email, phone call or web form, and link it to the customer's account or contact. Every field is optional: Salesforce accepts a case with nothing but a subject.
• Salesforce: Create ContactAdd a new contact to Salesforce. Last Name is the only field Salesforce insists on; link the contact to a company with Account, and use Additional Fields for anything custom to your org.
• Salesforce: Create ContractSet up a contract against a customer's account - when it starts, how many months it runs for and who signed it. Salesforce gives it its own contract number and works the end date out from the term, so this is the record to hang the signed PDF off. New contracts always start as a draft; add an Activate Contract step to make one live.
• Salesforce: Create Custom Object RecordAdd a record to one of your organisation's own Salesforce objects: an Invoice, a Booking, a Property, whatever your administrator has built. Fill in the standard Name, Owner and Record Type, and supply the object's own fields as JSON.
• Salesforce: Create EventPut a meeting, site visit or call in the diary in Salesforce and link it to the person and the deal it is about: the step that turns an online booking into an appointment on the rep's calendar.
• Salesforce: Create LeadAdd a new lead to Salesforce from a web form, phone enquiry or spreadsheet row. Company Name and Last Name are the only fields Salesforce insists on; everything else is optional.
• Salesforce: Create Many RecordsCreate a whole list of records on any Salesforce object in one go. Up to 200 records per API call, split automatically, so a big import does not eat your org's daily Salesforce allowance.
• Salesforce: Create NoteLog a note against any Salesforce record: a call summary, a handover note, so it appears in the Notes related list your team reads.
• Salesforce: Create OpportunityCreate a deal in Salesforce with its value, stage and expected close date. Use it when an enquiry turns into something worth quoting for.
• Salesforce: Create or Update AccountKeep Salesforce in step with another system: match an account on your own reference (an External ID field) and update it if it exists, or create it if it does not. Safe to run over and over: it will not create duplicates.
• Salesforce: Create or Update CaseCreate a Salesforce case, or update the existing one with the same reference. Use it to sync tickets from another system without ever creating a duplicate, however many times the flow re-runs.
• Salesforce: Create or Update ContactCreate a contact, or update the one that already matches. Salesforce matches on a field you choose: usually Email, so re-running a flow updates the same person instead of adding a duplicate.
• Salesforce: Create or Update Custom Object RecordFind a record on one of your organisation's own Salesforce objects by an External ID field and update it, or create it if nothing matches. This is how you keep Salesforce in step with another system without ever creating duplicates.
• Salesforce: Create or Update LeadUpdate the lead that matches an ID from your own system, or create it if there is no match. Safe to re-run: it never makes a duplicate.
• Salesforce: Create or Update Many RecordsImport a whole list of records on any Salesforce object, matching each one on a reference of your own: an order number, a customer code, an email. Re-running never creates duplicates. Up to 200 records per API call.
• Salesforce: Create or Update OpportunityMatch a deal on one of your own reference numbers and update it if it exists, or create it if it does not. This is what stops a re-run from creating a second copy of every deal.
• Salesforce: Create or Update ProductKeep your Salesforce catalogue in step with a spreadsheet, shop or ERP: match a product on its name, code or your own reference and update it if it exists, or create it if it does not. Safe to run over and over - it will not create duplicates.
• Salesforce: Create or Update RecordCreate a record, or update the existing one that matches: on any Salesforce object. Salesforce matches on a field you choose (an order number, a customer reference, an email), so re-running the flow never creates a duplicate.
• Salesforce: Create or Update TaskCreate a task, or update the existing one that carries the same reference from your other system. Re-running the flow: or a webhook that fires twice, updates the same follow-up instead of piling up duplicates.
• Salesforce: Create OrderRaise an order against a customer's account in Salesforce - the record that turns a won deal or an online sale into something the warehouse and finance can work from. Add its product lines next, then activate it.
• Salesforce: Create ProductAdd a product to your Salesforce catalogue so it can be priced, quoted and put on deals. New products are created ready to sell unless you turn that off.
• Salesforce: Create QuoteCreate a quote on a deal in Salesforce, ready for product lines to be added and sent to the customer. Salesforce works out the quote number, the customer's account and the totals for you.
• Salesforce: Create TaskAdd a to-do to Salesforce: a call to make, an email to send or a follow-up to chase, and link it to the person and the record it is about. Set it to repeat if it happens on a schedule.
• Salesforce: Create UserSet up a new starter's Salesforce login from an HR record: name, email, profile, role and manager. Needs the Manage Users permission and a spare user licence.
• Salesforce: Custom API CallAdvanced: call any part of the Salesforce API with your existing connection. For anything the other Salesforce actions do not cover yet, including your org's own Apex REST endpoints.
• Salesforce: Deactivate UserSwitch off a leaver's Salesforce login and free up their licence. Salesforce users can never be deleted, only deactivated, and their records stay exactly where they are.
• Salesforce: Delete AccountSend a Salesforce account to the Recycle Bin, where it can be restored for 15 days. Contacts, opportunities and cases under the account go with it.
• Salesforce: Delete AssetSend an asset to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. If a unit has simply been retired rather than recorded by mistake, set its status to Obsolete instead so the customer's history is kept. Deleting an asset that other assets sit under empties their Part Of link without warning.
• Salesforce: Delete Attachment (Classic)Delete a Classic attachment from the record it is on. It goes to the Recycle Bin, so it can be restored for 15 days.
• Salesforce: Delete CampaignSend a Salesforce campaign to the Recycle Bin. Everyone who was signed up to it goes with it, and restoring the campaign from the Recycle Bin within 15 days brings them all back.
• Salesforce: Delete CaseSend a Salesforce case to the Recycle Bin. It is recoverable there for 15 days, so this is not permanent: but the case disappears from list views and reports straight away.
• Salesforce: Delete Case CommentRemove a comment from a Salesforce case: for a note posted in error, or one published to the customer portal by mistake. Give it the comment's ID, not the case's.
• Salesforce: Delete ContactSend a contact to the Salesforce Recycle Bin, where an administrator can restore it for the next 15 days.
• Salesforce: Delete ContractSend a contract to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. Activated contracts can be deleted too, so use this carefully on anything live.
• Salesforce: Delete Custom Object RecordSend a record of one of your organisation's own Salesforce objects to the Recycle Bin. It stays recoverable there for 15 days, so this is not immediately permanent.
• Salesforce: Delete EventTake a single appointment out of the Salesforce diary. It goes to the Recycle Bin rather than disappearing, so it can still be restored for the next 15 days.
• Salesforce: Delete FileDelete a file from Salesforce Files, including every version of it and every record it was shared with. It goes to the Recycle Bin for 15 days.
• Salesforce: Delete LeadDelete a lead. It goes to your Salesforce Recycle Bin and can be restored there for 15 days.
• Salesforce: Delete Many RecordsDelete a list of Salesforce records in one go: up to 200 per API call, split automatically. Deleted records go to the Recycle Bin and can be restored for 15 days.
• Salesforce: Delete OpportunitySend a deal to the Salesforce Recycle Bin, where an administrator can restore it for 15 days.
• Salesforce: Delete OrderSend an order and its product lines to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. Only draft orders can be deleted - an activated one has to be put back to Draft first.
• Salesforce: Delete ProductSend a product to the Salesforce Recycle Bin, where it can be restored for 15 days. Its prices go with it. Salesforce will refuse if the product is already on a deal - retire it with Update Product instead.
• Salesforce: Delete QuoteSend a quote and its product lines to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. Use it to clear out superseded drafts.
• Salesforce: Delete TaskRemove a task from Salesforce. It goes to the Recycle Bin rather than disappearing, so it can still be restored for the next 15 days.
• Salesforce: Describe Attachments (Classic)Check what your org stores on a Classic attachment and list the attachments you opened most recently: handy for finding the right field names.
• Salesforce: Describe Case ObjectCheck what your Salesforce connection is allowed to do with cases, and list the cases this user has viewed recently. Optionally list the Status, Priority, Type, Origin and Reason values your org actually accepts.
• Salesforce: Describe Lead ObjectCheck what your Salesforce connection is allowed to do with leads, and list the leads this user has viewed recently. Useful for confirming a connection works.
• Salesforce: Describe ObjectLook up everything about a Salesforce object: its fields, which are required, the values a dropdown field accepts, its record types and its related lists. Works for any standard or custom object.
• Salesforce: Download Attachment (Classic)Download a Classic attachment's contents so a later step can email it, save it to Drive or send it on.
• Salesforce: Download FileDownload a Salesforce file's contents so a later step can email it, save it to Drive or send it on. Accepts a file ID or a specific version ID.
• Salesforce: Find Record by FieldLook up a single record by one of its values: an email address, an order number, a reference from another system. If nothing matches, the action still succeeds with an empty Record ID, so your flow can go on to create the record instead.
• Salesforce: Find RecordsSearch Salesforce for anything: a name, an email address, a phone number, a reference, and get back the matching records across whichever objects you choose. No query writing required.
• Salesforce: Get AccountLook up one Salesforce account by its record ID and return its details. Leave Fields blank to get everything the connected Salesforce user is allowed to see.
• Salesforce: Get Account Setup InfoFind out how the Account object is set up in your Salesforce org: the accounts you viewed most recently, and (in Full detail) every field, picklist choice and record type available to build flows against.
• Salesforce: Get AssetLook up one asset by its Salesforce ID and return everything on it - which product it is, its serial number, install and purchase dates, when the warranty ends and every custom field.
• Salesforce: Get Attachment (Classic)Look up a Classic attachment's details: its name, size, type, owner and which record it belongs to. Use Download Attachment to get the file itself.
• Salesforce: Get CampaignLook up one Salesforce campaign and everything it has recorded: its dates, budget and the running totals of how many leads, contacts, responses and opportunities it has produced.
• Salesforce: Get CaseLook up a single Salesforce case by its record ID and return its details. Leave Fields blank to get everything the connected user can see.
• Salesforce: Get ContactFetch a single contact by its Salesforce record ID, with every field the connected user can see. Narrow it to specific fields if you only need a few.
• Salesforce: Get Contact MetadataFetch details about the Contact object in your org: what it is called, what the connected user may do with it, and the contacts they viewed recently. Useful as a quick connection check.
• Salesforce: Get ContractLook up one contract by its Salesforce ID and return everything on it - its contract number, status, start date, term, the end date Salesforce works out for you, who signed it and every custom field.
• Salesforce: Get Current UserCheck the Salesforce connection and see who it is signed in as: the username, email, org and time zone the rest of your flow will run under.
• Salesforce: Get Custom Object RecordRead a single record from one of your organisation's own Salesforce objects using its record ID. Returns every field the connected Salesforce user can see, or just the ones you name.
• Salesforce: Get Deleted RecordsList the records deleted on any Salesforce object between two times, with when each one went. Deletions are invisible to ordinary searches, so this is the only way a flow can keep another system in step.
• Salesforce: Get EventLook up one calendar event in Salesforce by its record ID and return everything on it: when it is, where it is, who it is with.
• Salesforce: Get Files On A RecordList the files attached to any Salesforce record, with their names, sizes and IDs: ready to download or forward in a later step.
• Salesforce: Get LeadLook up one lead by its Salesforce record ID and return everything the connected user is allowed to see.
• Salesforce: Get Many Account-Contact RelationshipsList who is connected to a company and in what role: or, given a contact, every company they are connected to. Covers the related contacts a company has as well as its own direct ones.
• Salesforce: Get Many AccountsList accounts from Salesforce, optionally narrowed by a filter such as Industry or Billing City. Turn on Return All to fetch every match, page by page.
• Salesforce: Get Many Approval ProcessesList the approval processes set up in your Salesforce org, and optionally the records currently waiting for approval in each.
• Salesforce: Get Many AssetsList what customers own - everything on one account when they ring up, every unit of one product, everything whose warranty runs out in the next month. Turn on Return All to fetch every match instead of one page.
• Salesforce: Get Many Attachments (Classic)List Classic attachments, optionally filtered and sorted: for example every attachment on one record, or everything added since yesterday.
• Salesforce: Get Many Campaign MembersSee who is signed up to a Salesforce campaign and where each of them has got to: invited, responded, registered, attended. Filter by status to pull just the people you need to chase.
• Salesforce: Get Many CampaignsList your Salesforce campaigns: all of them, or just the ones you care about, such as active campaigns or everything with a status of In Progress. Turn on Return All to fetch every match instead of one page.
• Salesforce: Get Many Case CommentsRead the comments on a Salesforce case, newest first. Set Limit to 1 to grab just the latest reply: the usual way to push an agent's update into Slack or Teams.
• Salesforce: Get Many CasesList Salesforce cases, optionally filtered: open cases, cases for one account, cases raised this week. Enable Return All to fetch every match rather than a single page.
• Salesforce: Get Many ContactsList contacts, optionally filtered and sorted. Turn on Return All to fetch every match, or set a limit for a single page. No query writing needed.
• Salesforce: Get Many ContractsList contracts from Salesforce - everything ending in the next 60 days, every contract on one account, everything still in Draft. Pair it with a schedule and an email step and you have a renewals reminder. Turn on Return All to fetch every match instead of one page.
• Salesforce: Get Many Custom Object RecordsList records from one of your organisation's own Salesforce objects, narrowed by a filter and sorted however you like. Turn on Return All to page through every match.
• Salesforce: Get Many EmailsRead the emails logged against a Case or another Salesforce record, newest first. Enable Return All to fetch every message in the thread.
• Salesforce: Get Many EventsSee what is in the diary: every Salesforce event in a date range, on one person's calendar, or booked against a particular customer or deal.
• Salesforce: Get Many FlowsList the Salesforce flows that can be run from an automation, with the exact name to use in Run Flow.
• Salesforce: Get Many LeadsList leads, optionally filtered and sorted. Turn on Return All to fetch every match, page by page, instead of just the first batch.
• Salesforce: Get Many List ViewsList the saved views your Salesforce administrator has already built on a record type: 'My Open Opportunities', 'Hot Leads This Week'. Use the ID of the one you want with Run List View.
• Salesforce: Get Many OpportunitiesList deals from Salesforce, optionally filtered - everything closing this month, every deal on one account, everything still open. Turn on Return All to fetch every match.
• Salesforce: Get Many OrdersList orders from Salesforce, optionally filtered - everything still in draft, every order on one account, everything activated this week. Turn on Return All to fetch every match.
• Salesforce: Get Many Price Book EntriesFind what a product costs, and get the price book entry ID you need to put it on a deal. Pick a price book, a product, or both - this is the lookup Salesforce makes you write SOQL for.
• Salesforce: Get Many Price BooksList your Salesforce price books and see which one is the standard list price. Use it to find the price book ID a deal or a price needs, without hunting through Setup.
• Salesforce: Get Many ProductsList products from your Salesforce catalogue - everything you sell, one product family, or just the items that are still ready to sell. Turn on Return All to fetch every match.
• Salesforce: Get Many Quick ActionsList the quick actions your Salesforce administrator has set up, either across the whole org or on one type of record.
• Salesforce: Get Many QuotesList quotes from Salesforce, optionally filtered - everything expiring this month, every quote on one deal, everything still waiting to be accepted. Turn on Return All to fetch every match.
• Salesforce: Get Many ReportsList the saved Salesforce reports you can run, with the ID that Run Report needs. Search by name or narrow it to one report folder.
• Salesforce: Get Many TasksFind Salesforce tasks: everything due this week, everything still open for one rep, everything logged against a customer. Fill in the simple filters, or add your own for anything more involved.
• Salesforce: Get Many UsersList the people in your Salesforce org, with optional filters such as active users only. Enable Return All to fetch every match.
• Salesforce: Get Notes On A RecordRead the notes logged against a Salesforce record: call summaries and handover notes, with a preview of each, or the full text on request.
• Salesforce: Get OpportunityLook up one deal by its Salesforce ID and return everything on it - value, stage, close date, owner and every custom field.
• Salesforce: Get Opportunity ContactsList everyone involved in a deal and the part each of them plays, so a flow can email the decision maker or check a deal actually has one.
• Salesforce: Get Opportunity MetadataReturn how the Opportunity object is set up in your Salesforce org, along with the deals the connected user looked at most recently.
• Salesforce: Get Opportunity ProductsList the product lines on a deal with their quantity, price each and line total - what you need to build a quote, an invoice or an order from the deal.
• Salesforce: Get OrderLook up one order by its Salesforce ID and return everything on it - the order number, its status, what it adds up to, the dates and the delivery address.
• Salesforce: Get Order ProductsList the product lines on an order with their quantity, price each and line total - what you need to send a picking list to the warehouse, raise an invoice or check an order before activating it.
• Salesforce: Get Org LimitsCheck how much of your Salesforce allowance is left: daily API calls, data storage, file storage, so a flow can stop or warn before it uses it all up.
• Salesforce: Get ProductLook up one product in your Salesforce catalogue by its record ID and return its details. Leave Fields blank to get everything the connected Salesforce user is allowed to see.
• Salesforce: Get QuoteLook up one quote by its Salesforce ID and return everything on it - the quote number, its status, what it adds up to, when it expires and who it was sent to.
• Salesforce: Get Quote ProductsList the product lines on a quote with their quantity, price each, discount and line total - what you need to email the quote, build a PDF or turn it into an order.
• Salesforce: Get Related RecordsList the records linked to a parent record: the contacts at an account, the deals on a company, the cases for a customer. Pick the parent and the relationship; no query writing needed.
• Salesforce: Get TaskLook up one Salesforce task by its record ID and return everything on it, so a later step can check who it is assigned to, when it is due or whether it is done.
• Salesforce: Get Task Object InfoReturn what your Salesforce org's Task object looks like, plus the tasks you last viewed. Handy for checking which status, priority and subject values your org actually uses, and as a quick test that the connection works.
• Salesforce: Get Tasks On a RecordList the tasks logged against one contact, lead, account, opportunity or case: open and completed alike. This is what a follow-up chaser needs: point it at the customer and get back everything outstanding.
• Salesforce: Get Updated RecordsList the records on any Salesforce object that were created or changed between two times. One cheap call instead of re-reading the whole object, so a scheduled flow can act on just what moved.
• Salesforce: Get UserLook up one Salesforce user by their record ID: their name, email, job title, profile and whether their login is still active.
• Salesforce: List ObjectsList every object in your Salesforce org: the standard ones and your own custom ones, so a flow can work with whatever this org is actually set up for.
• Salesforce: Log EmailRecord an email sent or received against a Case or another Salesforce record, so the whole thread is visible on the record.
• Salesforce: Mark Task CompleteTick a Salesforce task off. No need to know which status value your org counts as done: it uses Completed unless you tell it otherwise.
• Salesforce: Merge Duplicate RecordsMerge duplicate accounts, contacts, leads or cases into one surviving record. Activities, notes and related items move across to the record you keep; the duplicates go to the Recycle Bin.
• Salesforce: Reject RequestReject a Salesforce record that is waiting for approval, recording the reason against the decision.
• Salesforce: Relate Contact to AccountLink a contact to another company they work with, and say what their role is there: a consultant who advises three of your customers, or a buyer who also sits on a parent company's board. The contact keeps their own main account.
• Salesforce: Remove Campaign MemberTake someone off a Salesforce campaign when they cancel. Give the campaign member's ID, or just the campaign plus the lead or contact and they will be found for you. The lead or contact itself is untouched.
• Salesforce: Remove Contact from AccountRemove the link between a contact and one of the other companies they work with. The contact and both companies are untouched: only the relationship is removed.
• Salesforce: Remove Contact from OpportunityUnlink a contact from a deal. The contact record itself is untouched - only their involvement in this deal is removed.
• Salesforce: Remove Product from OpportunityTake a product line off a deal. Salesforce recalculates the deal's value straight away.
• Salesforce: Restore Deleted RecordBring a record back from the Salesforce Recycle Bin after it was deleted by mistake. Works for 15 days after the deletion, on any object.
• Salesforce: Run FlowRun one of your Salesforce flows and pass it the values it asks for. Use this to trigger automation your Salesforce administrator has already built.
• Salesforce: Run List ViewRun one of the saved views your Salesforce administrator has already built and get its records back. No query writing at all: and because it uses the org's own view, the results stay right when the admin changes the filters.
• Salesforce: Run Query (SOQL)Run a Salesforce query you have written yourself and return the matching records. This is the advanced, power-user path: if you would rather not write a query, use Find Records or Find Record by Field instead.
• Salesforce: Run Query Including DeletedRun a Salesforce query that also returns records in the Recycle Bin and archived activities: the records people think have vanished. Select IsDeleted in your query to see which ones are deleted, or add WHERE IsDeleted = true to see only those.
• Salesforce: Run Quick ActionCreate or update a record using one of your Salesforce quick actions, so it comes out exactly the way your administrator set the action up.
• Salesforce: Run ReportRun one of your saved Salesforce reports and get its totals back, optionally overriding the report's filters just for this run.
• Salesforce: Send EmailSend an email through Salesforce, optionally from an email template and logged against a record so it shows in the timeline.
• Salesforce: Submit for ApprovalSend a Salesforce record into an approval process so the right person is asked to approve it.
• Salesforce: Sync Quote to OpportunityMake the deal match the quote the customer actually received. Salesforce copies the quote's product lines and total onto the deal and keeps the two in step from then on, so the forecast shows the quoted figure rather than an old estimate.
• Salesforce: Update AccountChange details on an existing Salesforce account. Only the fields you fill in are changed: everything you leave blank is left exactly as it is.
• Salesforce: Update AssetChange an asset in Salesforce - mark it Installed once the engineer has been, extend the warranty date, move it to a new owner, retire it as Obsolete. Anything you leave blank is left exactly as it was.
• Salesforce: Update Attachment (Classic)Rename a Classic attachment, change its description, owner or privacy, or replace the file itself. Anything you leave blank is left as it was.
• Salesforce: Update CampaignChange a Salesforce campaign after the event: mark it Completed, move its dates, or record what it actually cost. Boxes you leave blank are left exactly as they are, so you can change one thing without disturbing the rest.
• Salesforce: Update Campaign MemberMove someone along in a Salesforce campaign: Registered to Attended, or Sent to Responded. Give the campaign member's ID, or just the campaign plus the lead or contact and they will be found for you.
• Salesforce: Update CaseChange an existing Salesforce case: reassign it, raise its priority, escalate it or move it to the next status. Fields you leave blank are left exactly as they are.
• Salesforce: Update ContactChange one or more fields on an existing contact. Anything you leave blank is left exactly as it is in Salesforce, so you can update a single phone number without touching the rest.
• Salesforce: Update ContractChange a contract in Salesforce - push the start date, extend the term, record the signatures, hand it to a new owner. Anything you leave blank is left exactly as it was.
• Salesforce: Update Custom Object RecordChange fields on an existing record of one of your organisation's own Salesforce objects. Only the fields you fill in are sent, so everything else on the record is left exactly as it was.
• Salesforce: Update EventMove, shorten or amend an appointment already in Salesforce: a reschedule, a change of room, a different attendee. Anything left blank stays as it is.
• Salesforce: Update LeadChange one or more fields on an existing lead. Anything you leave blank is left exactly as it is in Salesforce.
• Salesforce: Update Many RecordsUpdate a whole list of existing records on any Salesforce object in one go. Each record needs its Salesforce ID. Up to 200 per API call, split automatically, with an optional roll-everything-back checkbox.
• Salesforce: Update OpportunityChange a deal in Salesforce - move it to the next stage, revise the value, push the close date out. Anything you leave blank is left exactly as it was.
• Salesforce: Update Opportunity ContactChange what part a contact plays in a deal, or make them the primary contact. Anything you leave blank is left exactly as it was.
• Salesforce: Update Opportunity ProductChange the quantity, price or discount on a product line, and Salesforce recalculates the deal's value. Anything you leave blank is left exactly as it was.
• Salesforce: Update OrderChange an order in Salesforce - correct the delivery address, add the customer's PO number, move the dates, or put an activated order back to Draft so its products can be edited. Anything you leave blank is left exactly as it was.
• Salesforce: Update ProductChange a product in your Salesforce catalogue - rename it, correct its code, or retire it so nobody can put it on a new deal. Anything you leave blank is left exactly as it was.
• Salesforce: Update QuoteChange a quote in Salesforce - mark it Presented or Accepted, push the expiry out, correct the tax or the delivery address. Anything you leave blank is left exactly as it was.
• Salesforce: Update TaskChange an existing Salesforce task: hand it to someone else, move the due date, raise the priority or record how a call went. Anything left blank is left exactly as it is.
• Salesforce: Update UserChange a Salesforce user's profile, role, manager, job title or contact details. Only the fields you fill in are changed: the rest are left alone.
• Salesforce: Upload FileUpload a file to Salesforce Files and optionally attach it to a record, so it shows up in the Files related list your team actually looks at.

Also in CRM