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Account8 capabilities+
- Get many accountsRead
- Get an account summaryRead
Returns an overview of account's metadata
- Get an accountRead
- Add a note to an accountWrite
Add note to an account
- Create or update an accountWrite
Create a new account, or update the current one if it already exists (upsert)
- Create an accountWrite
- Delete an accountWrite
- Update an accountWrite
Attachment6 capabilities+
- Get many attachmentsRead
- Get an attachment summaryRead
Returns an overview of attachment's metadata
- Get an attachmentRead
Get a attachment
- Create an attachmentWrite
Create a attachment
- Delete an attachmentWrite
Delete a attachment
- Update an attachmentWrite
Update a attachment
Case7 capabilities+
- Get many casesRead
- Get a case summaryRead
Returns an overview of case's metadata
- Get a caseRead
- Add a comment to a caseWrite
- Create a caseWrite
- Delete a caseWrite
- Update a caseWrite
Contact9 capabilities+
- Get many contactsRead
- Get a contact summaryRead
Returns an overview of contact's metadata
- Get a contactRead
- Add a contact to a campaignWrite
Add contact to a campaign
- Add a note to a contactWrite
Add note to a contact
- Create or update a contactWrite
Create a new contact, or update the current one if it already exists (upsert)
- Create a contactWrite
- Delete a contactWrite
- Update a contactWrite
Custom Object6 capabilities+
- Get many custom objectsRead
Get many custom object records
- Get a custom objectRead
Get a custom object record
- Create or update a custom objectWrite
Create a new record, or update the current one if it already exists (upsert)
- Create a custom objectWrite
Create a custom object record
- Delete a custom objectWrite
Delete a custom object record
- Update a custom objectWrite
Update a custom object record
Flow2 capabilities+
- Get many flowsRead
- Invoke a flow
Lead9 capabilities+
- Get many leadsRead
- Get a lead summaryRead
Returns an overview of Lead's metadata
- Get a leadRead
- Add a lead to a campaignWrite
Add lead to a campaign
- Add a note to a leadWrite
Add note to a lead
- Create or update a leadWrite
Create a new lead, or update the current one if it already exists (upsert)
- Create a leadWrite
- Delete a leadWrite
- Update a leadWrite
Opportunity8 capabilities+
- Get many opportunitiesRead
- Get an opportunity summaryRead
Returns an overview of opportunity's metadata
- Get an opportunityRead
- Add a note to an opportunityWrite
Add note to an opportunity
- Create or update an opportunityWrite
Create a new opportunity, or update the current one if it already exists (upsert)
- Create an opportunityWrite
- Delete an opportunityWrite
- Update an opportunityWrite
Task6 capabilities+
- Get many tasksRead
- Get a task summaryRead
Returns an overview of task's metadata
- Get a taskRead
- Create a taskWrite
- Delete a taskWrite
- Update a taskWrite
User2 capabilities+
- Get many usersRead
- Get a userRead
Document1 capabilities+
- Upload a documentWrite
Search1 capabilities+
- Perform a query
Execute a SOQL query that returns all the results in a single response
Update events18 capabilities+
- Account CreatedEvent
- Account UpdatedEvent
- Attachment CreatedEvent
- Attachment UpdatedEvent
- Case CreatedEvent
- Case UpdatedEvent
- Contact CreatedEvent
- Contact UpdatedEvent
- Custom Object CreatedEvent
- Custom Object UpdatedEvent
- Lead CreatedEvent
- Lead UpdatedEvent
- Opportunity CreatedEvent
- Opportunity UpdatedEvent
- Task CreatedEvent
- Task UpdatedEvent
- User CreatedEvent
- User UpdatedEvent
Frequently asked
questions.
What could an Ambacti integration do with Salesforce?
The documented operations include Account: Get many accounts; Account: Get an account summary; Account: Get an account; Attachment: Get many attachments.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Salesforce?
Decide which work could run on its own and which steps need your review.