CloudTools for Salesforce (Preview)
![](https://connectoricons-prod.azureedge.net/u/jayawan/releases/v1.0.1694/1.0.1694.3753/apptigentcloudtools/icon.png)
Apptigent CloudTools provides a range of data integration actions for Salesforce that can be accessed by any cloud-connected app or workflow.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Apptigent Support |
URL | https://www.apptigent.com/help |
[email protected] |
Connector Metadata | |
---|---|
Publisher | Apptigent |
Website | https://www.apptigent.com |
Privacy policy | https://www.apptigent.com/help/privacy-policy/ |
Categories | Productivity |
Automate critical business processes with seamless cross-platform cloud integration for Salesforce. Easily connect Power Apps and Power Automate with your Salesforce org to retrieve customer information, close deals, create records, convert leads, run bulk jobs, execute quick actions, upload files, associate documents with records, update feeds, retrieve linked files, and much more. You can even execute advanced queries and seaches using SOQL, SOSL, and GraphQL. CloudTools unlocks the potential of your enterprise CRM data by making it easily accessible from any app or workflow.
Prerequisites
CloudTools requires a valid Salesforce license, installation of the CloudTools managed package in a Salesforce org (any edition), and a current CloudTools subscription (billed separately). For step-by-step instructions on how to get started visit https://www.apptigent.com/solutions/cloudtools/configuration.
How to get credentials
Generate a license (API) key by following these simple steps:
- Install the CloudTools managed package via the Salesforce App Exchange.
- Launch the CloudTools configuration page by selecting the "Apptigent CloudTools" link in the App Launcher.
- Follow the on-screen instructions to create a connected app and generate a license key.
- Copy the key and provide it in the new connection dialog in Power Apps, Power Automate, or Azure Logic Apps.
Known issues and limitations
Installing and configuring CloudTools for Salesforce Sales Cloud requires System Administrator permissions in Salesforce. Contact your Salesforce administrator for assistance if you do not have sufficient permissions within your org.
Creating a connection
The connector supports the following authentication types:
Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Name | Type | Description | Required |
---|---|---|---|
License Key | securestring | The CloudTools License Key | True |
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Actions
Actions - Describe Quick Action |
Retrieve all properties of a Quick Action |
Actions - Execute Quick Action |
Execute a Quick Action with necessary data |
Actions - Retrieve Quick Actions |
Retrieve a list of all Quick Actions in an org |
Feeds - Create Feed Item |
Create a new feed item associated with a record |
Feeds - Get Record Feed |
Retrieve the Chatter record feed |
Files - Create Public Link |
Create a public file link that unauthenticated users can access |
Files - Create Version |
Upload a file as a new ContentVersion object |
Files - Document Metadata |
Retrieve information about a file (ContentDocument) |
Files - Document Versions |
Retrieve a list of version information for an individual file (ContentDocument) |
Files - Get Version |
Retrieve an individual file version (ContentVersion) |
Files - Share Document |
Associate a file (ContentDocument) with a record and set the sharing properties |
Files - Version Information |
Retrieve information about an individual file version (ContentVersion) |
Jobs - Abort Job |
Abort a job |
Jobs - Create Bulk Insert Job |
Create a bulk insert job |
Jobs - Create Bulk Query Job |
Create a bulk query job |
Jobs - Delete Job |
Delete a job |
Jobs - Get All Jobs |
Get information about all jobs |
Jobs - Get Bulk Job Result |
Get bulk job result information |
Jobs - Get Bulk Job Status |
Check the status of a job |
Leads - Convert a Lead |
Convert a lead |
Objects - Describe Object |
Retrieve all metadata and fields of an sObject |
Objects - List s |
Retrieve a list of all sObjects in an org |
Objects - Object Fields |
Retrieve the fields of an sObject |
Objects - Object Metadata |
Retrieve the metadata of an sObject |
Objects - Object Updateable Fields |
Retrieve the updateable fields of an sObject |
Organization - Latest API Version |
Get the latest supported API version for an org |
Organization - List API Versions |
Get a list of all supported API versions in an org |
Queries - GraphQL Query |
Execute a Graph QL query to retrieve object and record data |
Queries - Search Query |
Execute a search (SOSL) query |
Queries - SOQL Query |
Execute a SOQL query |
Records - Create Record |
Create a new record of the specified object type |
Records - Delete Record |
Delete a record of the specified object type |
Records - Get Record |
Retrieve a record of the specified object type |
Records - Linked Files |
Retrieve information about all files linked to a record |
Records - Update Record |
Update a record of the specified object type |
Actions - Describe Quick Action
Retrieve all properties of a Quick Action
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string |
Object or item name |
Returns
- Body
- outputStringResult
Actions - Execute Quick Action
Execute a Quick Action with necessary data
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string |
Quick Action Name |
Data
|
data | True | object |
Quick Action Data |
Returns
- Body
- outputStringResult
Actions - Retrieve Quick Actions
Feeds - Create Feed Item
Create a new feed item associated with a record
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Feed Content
|
body | True | string |
Feed item content. Accepts plain text values or a 'messageSegments' JSON object for more complex post types (refer to https://bit.ly/4706k0M). |
Record ID
|
recordId | True | string |
Associated record ID |
Returns
- response
- object
Feeds - Get Record Feed
Retrieve the Chatter record feed
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Record ID
|
recordId | True | string |
ID of the record |
Returns
- response
- object
Files - Create Public Link
Create a public file link that unauthenticated users can access
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Version ID
|
versionId | True | string |
Content Version ID of the file |
File Name
|
name | True | string |
File name |
View In Browser
|
viewInBrowser | boolean |
Create preview link for viewing in browser |
|
Allow Download
|
allowDownload | boolean |
Create download link to retrieve file contents |
|
Password
|
password | boolean |
Password |
|
Expiration
|
expiration | string |
Expiration date (optional) |
Returns
- Body
- outputPublicLink
Files - Create Version
Upload a file as a new ContentVersion object
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | string |
Name of the file (including extension) |
|
Title
|
title | string |
Title of the file |
|
Document ID
|
documentId | string |
(Optional) ID of the ContentDocument object (used only when appending a new version to an existing file) |
|
Reason for Change
|
reasonForChange | string |
(Optional) Description of the change |
|
File
|
file | file |
Binary file data |
Returns
- response
- object
Files - Document Metadata
Retrieve information about a file (ContentDocument)
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
ID of file content document to be retrieved |
Returns
- response
- object
Files - Document Versions
Retrieve a list of version information for an individual file (ContentDocument)
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Version ID
|
documentId | True | string |
ID of the content document object containing the versions to be retrieved |
Returns
- response
- object
Files - Get Version
Retrieve an individual file version (ContentVersion)
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Version ID
|
versionId | True | string |
ID of file version to be retrieved |
Returns
- response
- object
Files - Share Document
Associate a file (ContentDocument) with a record and set the sharing properties
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Document ID
|
documentId | True | string |
ID of the file (ContentDocument object) |
Record ID
|
recordId | True | string |
ID of the record the file will be associated with |
Visibility
|
visibility | True | string |
Users who can access the file |
Permissions
|
permissions | True | string |
Sharing permissions (Viewer [View only], Collaborator [View/Edit/Share], Inferred from related record) |
Returns
- response
- object
Files - Version Information
Retrieve information about an individual file version (ContentVersion)
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Version ID
|
versionId | True | string |
ID of file content version to be retrieved |
Returns
- response
- object
Jobs - Abort Job
Abort a job
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ID
|
id | True | string |
Object ID |
Type
|
type | True | string |
Object Type |
Returns
- Body
- outputStringResult
Jobs - Create Bulk Insert Job
Create a bulk insert job
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Name
|
objectName | string |
Name of the sObject type (e.g. Opportunity) |
|
File Format
|
fileFormat | string |
File format (only CSV supported currently) |
|
Line Ending
|
lineEnding | string |
Line terminator of input file. LF for Unix/Linus/Mac OS, CRLF for Windows |
|
File
|
file | file |
Binary file data (25MB limit) |
Returns
- response
- object
Jobs - Create Bulk Query Job
Create a bulk query job
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Query Operation
|
operation | string |
Type of query operation |
|
Column Delimiter
|
delimiter | string |
Column delimiter in output file |
|
Line Ending
|
lineEnding | string |
Line terminator of output file. LF for Unix/Linux/Mac OS, CRLF for Windows |
|
Query
|
query | string |
Large result set SOQL query (unencoded) |
Returns
- response
- object
Jobs - Delete Job
Delete a job
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ID
|
id | True | string |
Object ID |
Type
|
type | True | string |
Object Type |
Returns
- Body
- outputStringResult
Jobs - Get All Jobs
Jobs - Get Bulk Job Result
Get bulk job result information
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Job ID
|
jobId | string |
Job ID |
|
Job Type
|
jobType | string |
Type of job |
|
Result Type
|
resultType | string |
Type of result set to retrieve |
|
Locator
|
locator | string |
Record locator |
|
Max Records
|
maxRecords | string |
Maximum number of records to return |
Returns
- response
- object
Jobs - Get Bulk Job Status
Check the status of a job
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ID
|
id | True | string |
Object ID |
Type
|
type | True | string |
Object Type |
Returns
- Body
- outputStringResult
Leads - Convert a Lead
Convert a lead
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Lead ID
|
leadId | True | string |
Lead identifier |
Create Opportunity
|
createOpportunity | boolean |
Create an opportunity record upon conversion. Default is true. |
|
Opportunity Name
|
opportunityName | string |
Sets the name of the opportunity to create. If no name is specified, this value defaults to the company name of the lead. |
|
Overwrite Lead Source
|
overwriteLeadSource | boolean |
Overwrite the LeadSource field on the target contact object with the contents of the LeadSource field in the source lead object. Default is false. |
|
Send Notification Email
|
sendNotificationEmail | boolean |
Send a notification email to the owner. Default is false. |
|
Merge with Account ID
|
mergeAccountId | string |
ID of the account into which the lead is merged. Use only when updating an existing account. |
|
Merge with Contact ID
|
mergeContactId | string |
ID of the contact into which the lead will be merged (must already be associated with the account specified in mergeAccountId). Use only when updating an existing contact. |
|
Merge with Opportunity ID
|
mergeOpportunityId | string |
ID of the opportunity into which the lead is merged. Use only when updating an existing opportunity. |
|
Owner ID
|
ownerId | string |
ID of the person who owns any newly created account, contact, or opportunity. If blank the lead owner value will be used. |
Returns
- response
- object
Objects - Describe Object
Retrieve all metadata and fields of an sObject
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Select Object Name
|
name | True | string |
Name of the sObject |
Returns
- Body
- outputStringResult
Objects - List sObjects
Objects - Object Fields
Retrieve the fields of an sObject
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Name
|
name | True | string |
Name of the sObject |
Returns
- Body
- outputStringResult
Objects - Object Metadata
Retrieve the metadata of an sObject
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Name
|
name | True | string |
Name of the sObject |
Returns
- Body
- outputStringResult
Objects - Object Updateable Fields
Retrieve the updateable fields of an sObject
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Object Name
|
name | True | string |
Name of the sObject |
Returns
- Body
- outputStringResult
Organization - Latest API Version
Organization - List API Versions
Queries - GraphQL Query
Execute a Graph QL query to retrieve object and record data
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Query
|
query | True | string |
GraphQL query text |
Returns
- response
- object
Queries - Search Query
Execute a search (SOSL) query
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
query | True | string |
Search query text (unencoded) |
Returns
- response
- object
Queries - SOQL Query
Execute a SOQL query
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
query
|
query | True | string |
SOQL query text (unencoded) |
Returns
- response
- object
Records - Create Record
Create a new record of the specified object type
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Select object name
|
name | True | string |
Object type that will be created |
body
|
body | True | dynamic |
Record creation input |
Returns
- response
- object
Records - Delete Record
Delete a record of the specified object type
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Select Object Name
|
name | True | string |
Object type that will be deleted |
Record ID
|
recordId | True | string |
ID of record to be deleted |
Returns
- response
- object
Records - Get Record
Retrieve a record of the specified object type
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Select Object Name
|
name | True | string |
Object type that will be retrieved |
Record ID
|
recordId | True | string |
ID of record to be retrieved |
Returns
- response
- object
Records - Linked Files
Retrieve information about all files linked to a record
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Record ID
|
recordId | True | string |
Record ID |
Link Types
|
linkTypes | True | string |
Type of linked files to include |
Returns
- response
- object
Records - Update Record
Update a record of the specified object type
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Select Object Name
|
name | True | string |
Object type that will be updated |
Record ID
|
recordId | True | string |
ID of record to be updated |
body
|
body | True | dynamic |
Record update input |
Returns
- response
- object
Definitions
outputActionList
Name | Path | Type | Description |
---|---|---|---|
Results
|
results | array of object |
Results |
items
|
results | object |
outputPublicLink
Name | Path | Type | Description |
---|---|---|---|
Object ID
|
objectId | string |
Content Distribution Object ID |
Success
|
success | boolean |
Indicates success or failure of the operation |
Password
|
password | string |
Auto-generated password value |
Url
|
url | string |
Public URL |
outputStringResult
Name | Path | Type | Description |
---|---|---|---|
result
|
result | string |
Text response |
outputVersionList
Name | Path | Type | Description |
---|---|---|---|
Results
|
results | array of object |
Results |
items
|
results | object |
object
This is the type 'object'.