Salesforce

Salesforce integration on indie.money — manage leads, contacts, accounts, cases, and more via the Salesforce API

Written By pvdyck

Last updated About 1 hour ago

Salesforce

✅ Supported — Read and write Salesforce CRM records (leads, contacts, accounts, opportunities, cases, tasks, and custom objects), run SOQL queries, invoke Flows, and poll for new or updated records.

NodesSalesforce, Salesforce Trigger
AuthOAuth2 (PKCE) or OAuth2 JWT via Secure Vault

Credential Setup

The Salesforce node supports two authentication methods. Choose one when configuring the credential in Secure Vault.

Salesforce OAuth2 API

  • Environment Type — Production or Sandbox (selects the matching Salesforce login domain)

Salesforce JWT API

  • Environment Type — Production or Sandbox
  • Client ID — Consumer Key from your Salesforce Connected App
  • Username — the Salesforce user the integration acts as
  • Private Key — the RSA private key in standard PEM format, paired with the Connected App's certificate
  • My Domain URL — your org's My Domain URL (e.g. https://mycompany.my.salesforce.com). Required for Spring '26 and later orgs; leave blank to keep the default audience used by earlier orgs.

The Salesforce Trigger node uses the Salesforce OAuth2 API credential.

Operations

Account — Create, Create or update (upsert), Get, Get many, Get summary, Update, Delete, Add a note.

Contact — Create, Create or update (upsert), Get, Get many, Get summary, Update, Delete, Add a note, Add to a campaign.

Lead — Create, Create or update (upsert), Get, Get many, Get summary, Update, Delete, Add a note, Add to a campaign.

Opportunity — Create, Create or update (upsert), Get, Get many, Get summary, Update, Delete, Add a note.

Case — Create, Get, Get many, Get summary, Update, Delete, Add a comment.

Task — Create, Get, Get many, Get summary, Update, Delete.

Attachment — Create, Get, Get many, Get summary, Update, Delete.

Custom Object — Create, Create or update (upsert), Get, Get many, Update, Delete.

Document — Upload a document.

Flow — Get many, Invoke a flow.

User — Get, Get many.

Search — Run a custom SOQL query.

Salesforce Trigger — Polls on a schedule and starts the workflow when records are created or updated. Trigger events include Account Created/Updated, Attachment Created/Updated, Case Created/Updated, Contact Created/Updated, and equivalents for the other supported resources.

Compatibility

All operations supported.