ZBrain Documentation
  • ZBrain Documentation
    • Components of ZBrain
    • Getting started with ZBrain
    • 📚Knowledge base
      • How to create a knowledge base?
      • Knowledge source
      • Information schema
      • File summary
      • Automated reasoning
      • Retrieval testing
      • Knowledge base settings
    • 📱APP
      • How to create a new app?
      • How to set up and customize your app?
      • How to access the app reporting dashboard?
    • 🤖ZBrain AI agents
      • Get started with agents on ZBrain
      • Deploying pre-built agents
      • Creating custom AI agents
        • Agent setup
        • Define input sources
        • Define Flow
          • Key elements of a Flow
          • Flow Components
            • Activepieces Platform
            • AITable
            • Airtable
            • Amazon S3
            • Amazon SNS
            • Amazon SQS
            • Amazon Textract
            • Apify
            • Apollo
            • Approval
            • Asana
            • Azure Communication Services
            • Azure Cosmos DB
            • Azure Document Intelligence
            • Azure OpenAI
            • Azure Translation
            • Bannerbear
            • Baserow
            • Beamer
            • Bedrock Claude
            • Bettermode
            • Binance
            • Bing Search
            • Blackbaud
            • Bonjoro
            • Box
            • Brevo
            • Brilliant Directories
            • Bubble
            • CSV
            • Calendly
            • Certopus
            • Clearout
            • Clockodo
            • Code
            • Confluence
            • Connections
            • Constant Contact
            • Contiguity
            • Contentful
            • Customer.io
            • Crypto
            • Databricks
            • Data Mapper
            • Date Helper
            • DeepL
            • Delay
            • Discord
            • Discourse
            • Drip
            • Dropbox
            • Dust
            • Facebook Pages
            • Figma
            • Files Helper
            • Flowise
            • Flowlu
            • Formbricks
            • Frame
            • Freshdesk
            • Freshsales
            • GCloud Pub/Sub
            • GenerateBanners
            • GhostCMS
            • GitHub
            • GitLab
            • Gmail
            • Google Calendar
            • Google Contacts
            • Google Docs
            • Google Drive
            • Google Forms
            • Google Gemini
            • Google My Business
            • Google Search
            • Google Search Console
            • Google Sheets
            • Google Tasks
            • Groq
            • Hacker News
            • Heartbeat
            • HubSpot
            • HTTP
            • Image Helper
            • Inputs
            • Instagram for Business
            • Intercom
            • Invoice Ninja
            • Jira Cloud
            • Jotform
            • Kimai
            • Kizeo Forms
            • LeadConnector
            • Line Bot
            • Linear
            • LinkedIn
            • LinkedIn Actions
            • LLMRails
            • Lusha
            • MailerLite
            • Mailchimp
            • Mautic
            • Microsoft Dynamics 365 Business Central
            • Microsoft Dynamics CRM
            • Microsoft Excel 365
            • Microsoft OneDrive
            • Microsoft Outlook Calendar
            • Microsoft Teams
            • Mixpanel
            • MongoDB
            • Notion
            • Odoo
            • OpenAI
            • OpenRouter
            • Pastebin
            • PDF
            • Postgres
            • PostHog
            • Pushover
            • Qdrant
            • Queue
            • Razorpay
            • Router
            • Salesforce
            • SendGrid
            • ServiceNow
            • SFTP
            • SharePoint
            • Slack
            • SMTP
            • Snowflake
            • SOAP
            • Spotify
            • Stability AI
            • Stable Diffusion Web UI
            • Storage
            • Stripe
            • SurrealDB
            • SurveyMonkey
            • Taskade
            • Telegram Bot
            • Text Helper
            • Trello
            • Twilio
            • Twitter
            • Utilities
            • WhatsApp Business
            • WordPress
            • XML
            • YouTube
            • ZBrain
            • Zendesk
            • ZeroBounce
            • Zoho Books
            • Zoho CRM
            • Zoho Invoice
            • Zoom
          • How to Define a Flow?
          • How to Test Each Step in the Flow?
        • Configure Additional Settings
        • Test and Deploy Agents
        • How to access, monitor, and manage agent performance and tasks?
    • Settings
    • 📖API Tutorials
      • 📚Knowledge base
        • Automated Reasoning
      • 📱APP
      • 🤖Agents
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On this page
  • How to Connect Salesforce to ZBrain Flow?
  • Additional Settings to Create Salesforce Connection
  • Additional Settings to Run Query (Advanced)
  • Additional Settings to Create Object (Advanced)
  • Additional Settings to Update Object (Advanced)
  • Additional Settings to Batch Upsert (Advanced)
  • Additional Settings to Bulk Upsert (Advanced)
  • Additional Settings for Custom API Call
  1. ZBrain Documentation
  2. ZBrain AI agents
  3. Creating custom AI agents
  4. Define Flow
  5. Flow Components

Salesforce

Salesforce is a comprehensive platform offering cloud-based CRM solutions that facilitate sales, customer service, and marketing processes. It enables organizations to manage customer interactions, streamline operations, and leverage analytics for improved decision-making, all within a customizable and scalable environment.

ZBrain and Salesforce integration unlocks these comprehensive capabilities:

Run Query (Advanced)

Run a salesforce query

Create Object (Advanced)

Create new object

Update Object (Advanced)

Update object by Id

Batch Upsert (Advanced)

Batch upsert a record by external id

Bulk Upsert (Advanced)

Bulk upsert a record by external id

Custom API Call

Make a custom API call to a specific endpoint

How to Connect Salesforce to ZBrain Flow?

To integrate Salesforce with ZBrain Flow, follow these steps to select and utilize the desired capabilities:

  1. Search for the Salesforce Component: Search the Salesforce component within the ZBrain interface.

  2. Select the Required Capability: Select the required element based on your need.

Additional Settings to Create Salesforce Connection

  • Connection Name: Name your connection, typically "Salesforce."

  • Environment: Select the environment type, like Production or Development.

  • Authenticate: Connect to your Salesforce account to authenticate and enable the integration.

  • Save: Save connection.

Additional Settings to Run Query (Advanced)

  • Connection: Select your pre-established Salesforce connection.

  • Query: Input your specific query to execute advanced data retrievals or operations within Salesforce's database.

Additional Settings to Create Object (Advanced)

  • Connection: Select the Salesforce connection to authenticate the session for data insertion.

  • Object: Choose the Salesforce object where the new data will be created (e.g., Lead, Opportunity).

  • Data: Provide the JSON formatted data for the new object being created in Salesforce.

Additional Settings to Update Object (Advanced)

  • Connection: Choose the Salesforce connection for accessing and modifying data.

  • Object: Select the Salesforce object type that contains the record to be updated (e.g., Case, Account).

  • Id: Input the unique identifier (ID) of the record you wish to update.

  • Data: Enter the JSON formatted data with the fields and values that need to be updated.

Additional Settings to Batch Upsert (Advanced)

  • Connection: Select your Salesforce connection to authenticate and establish a link for data operations.

  • Object: Choose the specific Salesforce object (e.g., Account, Contact) you want to modify or add records to.

  • External Field: Specify the field that Salesforce will use to determine if a record exists (typically a unique identifier or external ID).

  • Records: Enter the data for new or existing records in JSON format to be upserted into the specified Salesforce object.

Additional Settings to Bulk Upsert (Advanced)

  1. Connection: Choose the Salesforce connection to authenticate and enable data integration.

  2. Object: Select the Salesforce object type to be targeted for the upsert operation (e.g., Contact, Account).

  3. External Field: Specify the field in Salesforce that acts as an external identifier for the upsert operation.

  4. Records: Upload a CSV file containing the records to be inserted or updated based on the external field identifier.

Additional Settings for Custom API Call

  1. Connection: Choose the Salesforce connection that will authenticate and facilitate the API call.

  2. Method: Select the HTTP method (GET, POST, PUT, DELETE, etc.) to be used for the API request.

  3. Headers: Define custom headers for the API request, such as content type or authentication tokens.

  4. Query Parameters: Add parameters to refine the API request, such as filters or specific fields to retrieve.

  5. Body: Input the payload for the API call, typically used with POST or PUT methods to send data.

  6. No Error on Failure: Check this box if you want the process to continue even if the API call fails.

  7. Timeout: Specify the duration in seconds before the API call times out.

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Last updated 1 month ago

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