# 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?** <a href="#how-to-connect-salesforce-to-zbrain-flow" id="how-to-connect-salesforce-to-zbrain-flow"></a>

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** <a href="#additional-settings-to-create-salesforce-connection" id="additional-settings-to-create-salesforce-connection"></a>

* **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)** <a href="#additional-settings-to-run-query-advanced" id="additional-settings-to-run-query-advanced"></a>

* **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)**  <a href="#additional-settings-to-create-object-advanced" id="additional-settings-to-create-object-advanced"></a>

* **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)**  <a href="#additional-settings-to-update-object-advanced" id="additional-settings-to-update-object-advanced"></a>

* **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)**  <a href="#additional-settings-to-batch-upsert-advanced" id="additional-settings-to-batch-upsert-advanced"></a>

* **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)**  <a href="#additional-settings-to-bulk-upsert-advanced" id="additional-settings-to-bulk-upsert-advanced"></a>

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** <a href="#additional-settings-for-custom-api-call" id="additional-settings-for-custom-api-call"></a>

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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.zbrain.ai/zbrain-documentation/zbrain-builder/flows/flow-components/salesforce.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.