Salesforce

Integry supports a number of triggers and actions of Salesforce.

Triggers

Name	Type	Description
Contact Created	Polling	Triggers when a contact is created
Contact Updated	Polling	Triggers when a contact is updated
Contact Deleted	Polling	Triggers when a contact is deleted
Lead Created	Polling	Triggers when a lead is created
Lead Updated	Polling	Triggers when a lead is updated
Lead Deleted	Polling	Triggers when a lead is deleted
Lead Merged	Polling	Triggers when a lead is merged into another lead and returns the lead that gets deleted after the merge
Task Created	Polling	Triggers when a new task is created
Task Updated	Polling	Triggers when an existing task is updated
Task Deleted	Polling	Triggers when an existing task is deleted
Account Created	Polling	Triggers when a new account is created
Account Updated	Polling	Triggers when an existing account is updated
Account Deleted	Polling	Triggers when an existing account is deleted
Opportunity Created	Polling	Triggers when a new opportunity is created
Opportunity Updated	Polling	Triggers when an existing opportunity is updated
Opportunity Deleted	Polling	Triggers when an existing opportunity is deleted
Campaign Created	Polling	Triggers when a new campaign is created
Campaign Updated	Polling	Triggers when an existing campaign is updated
Campaign Deleted	Polling	Triggers when an existing campaign is deleted
Product Created	Polling	Triggers when a new product is created
Product Updated	Polling	Triggers when an existing product is updated
Order Created	Polling	Triggers when a new order is created
Order Updated	Polling	Triggers when an existing order is updated

For more, please see Salesforce API docs. If you're not sure how triggers work in Integry, go here.

Actions

Name	Method	Description
Delete Contact	DELETE	Deletes an existing contact
Contact Opt In/Out of Email	PATCH	Opts a contact in or out of email services
Lead Opt In/Out of Email	PATCH	Opts a lead in or out of email services
Create Task	POST	Creates a new task
Delete Task	DELETE	Deletes an existing task
Update Task	PATCH	Updates an existing task
Delete Opportunity	DELETE	Deletes an existing opportunity
Delete Account	DELETE	Deletes an existing account
Create Opportunity	POST	Creates a new opportunity
Update Opportunity	PATCH	Updates an existing opportunity
Create Account	POST	Creates a new account
Update Account	POST	Updates an existing account
Create Campaign	POST	Creates a new campaign
Update Campaign	PATCH	Updates an existing campaign
Create Product	POST	Creates a new product
Update Product	PATCH	Updates an existing product
Create Order	POST	Creates a new order
Update Order	PATCH	Updates an existing order
Delete Lead	DELETE	Deletes an existing lead
Create Lead	POST	Creates a new lead
Update Lead	PATCH	Updates an existing lead
Get All Lead Statuses	GET	Fetches the list of all the lead statuses from your account
Create User	POST	Creates a new user in your Salesforce organization
Get Lead by ID	GET	Fetches the details of a lead
Get Contact by ID	GET	Fetches the details of a contact
Add Lead or Contact to Campaign Members	POST	Adds the selected lead or contact to the selected campaign's members
Create Contact	POST	Creates a new contact
Update Contact	PATCH	Updates an existing contact

For more, please see Salesforce API docs.

Authorization

Your users will login to Salesforce via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.

Limitations

Following are the limitations in the Salesforce App Connector as yet.

• Boolean type custom fields are not supported for field mapping.

• Sandbox environment is not supported for Flow testing.

• If you try to connect an account that is not API enabled, you won't be able to authenticate your account.

FAQs

What does the “OAUTH_APP_BLOCKED” error in Salesforce mean, and how can I resolve it? The “OAUTH_APP_BLOCKED” error indicates that the app you are trying to access is blocked by an administrator. This can happen if the app's access has been restricted within the Salesforce CRM settings.

To resolve this issue, you need to check the “Connected Apps OAuth Usage” settings within an admin account and unblock the app. Follow these steps to do so:

1. Sign in to Salesforce CRM as an administrator.

2. Navigate to Setup.

3. Go to Platform Tools > Apps > Connected Apps > Connected Apps OAuth Usage.

4. Locate the app that is blocked.

5. Select Unblock for the app.

What does the “INVALID_SESSION_ID” error in response mean in salesforce and how can I resolve it? The “INVALID_SESSION_ID” error indicates that your access token has become invalid. This situation can occur for various reasons, such as the user revoking the app’s access or changes made to the user’s security settings. When this error occurs, it is necessary for you to re-authenticate in order to restore the integration’s functionality, simply trying to enable the integration again will result in the same error message. Here is an example of what the error payload will look like:

[
    {
        "message": "Session expired or invalid",
        "errorCode": "INVALID_SESSION_ID"
    }
]