Salesforce Module Reference

Applies to

Bridge by Smartsheet

Create

Use this module to create a new record in Salesforce.

Create fields

  • Use System OAuth
  • Record Name: name of the record table, such as Contact or Account
  • Entries: The name and values of the columns to be set on the new record when it is created.

Create Salesforce module fields


Delete

Delete a record from the specified record table.

Delete fields

  • Use System Oauth
  • Record Name: The name of the record table, e.g. Contact or Account
  • Id: the unique record ID

Delete Module fields


Query

Return a list of records that match the specified query.

Query fields

  • Use System OAuth: Use system OAuth for the request.
  • Record Name: The name of the record table, such as Contact or Account.
  • Start Index: The starting index of the returned results. Defaults to 0.
  • Max Results: The maximum number of results that should be returned. Defaults to 10.
  • Columns: The names of the columns that should be returned for each record.
  • Query: Query parameters that can be used to filter the returned results.

Salesforce Query fields

  • Type: Specify the column type that is being queried. This can be String, Boolean, or Number.
  • Column: The name of the column to be queried.
  • Condition: The condition to be applied to the column. This could be Equals, Not Equals, In, Not In, Less Than, Less Than or Equal To, Greater Than, or Greater Than or Equal To
  • Value: The value, or values, to be used to compare to the column with the condition.

Salesforce Query module fields continued


Retrieve

Retrieve a complete record from the specified record table.

Retrieve fields

  • Use System OAuth: Use system OAuth for the request.
  • Record Name: The name of the record table, such as Contact or Account.
  • Id: The unique Id of the record.

Salesforce retrieve fields


Update

Update an existing record in the specified record table.

Update fields

  • Use System OAuth: Use system OAuth for the request.
  • Record Name: The name of the record table, such as Contact or Account.
  • Id: The unique Id of the record.
  • Entries: The name and values of the columns to be updated on the record.

Salesforce update module fields