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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"
    }
]