Salesforce

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following:      -   US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following:      -   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 High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)

Connector Metadata
Publisher	Microsoft

To use this integration, you will need access to a Salesforce account with API access enabled. To see what Salesforce editions have API access, please check Salesforce article. To make a connection, select Sign In. You will be prompted to provide your Salesforce login, follow the remainder of the screens to create a connection. The default API version currently utilized by the connector is v41.0.

You're now ready to start using this integration.

Known Issues and Limitations

1. There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, etc. When you receive an error "Query is either selecting too many fields or the filter conditions are too complicated" it means that your query exceeds the limit. To avoid this, use "Select Query" advanced option and specify fields that you really need.
2. Salesforce session settings can block this integration. Please ensure that setting "Lock sessions to the IP address from which they originated" is disabled.
3. Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for "API Enabled" checkbox.
4. Salesforce trial accounts do not have API access and thus cannot be used.
5. Custom fields of type "Picklist (Multi-Select)" are not supported by Create record and Update record (V3) actions (including their respective deprecated versions).
6. Creating a new connection using Salesforce "Custom Domain" sign in is not supported.
7. Using nullable fields in Order By parameter should be avoided as this may cause runtime error in following operations: Get records, When a record is created, When a record is created or modified.
8. When a record is modified trigger can only detect the standard object’s record change, but cannot detect the standard object’s attachment change.
9. Following triggers and actions could not function properly on a custom tables without "Id" column: When a record is created, When a record is created or modified, Get record, Create record, Update record (V3), Delete record.
10. When a record is created or modified trigger will return both new and modified items. To check whether a returned item is new or modified, compare its "CreatedDate" and "LastModifiedDate" field values. On new items, these values are expected to be equal. In this regard, both fields are mandatory for the items for which this trigger is applied.
11. Complex objects (objects with nested objects, see example below) are not supported by Create record and Update record (V3) (including their respective deprecated versions). To workaround this limitation, flat object structures should be used.
12. Execute a SOQL query and Get records actions are based on 'Query' API. Therefore, not all records may be returned due to API limitations (e.g. deleted items).
13. If facing any issue with data getting set to default value using Update record (V3), this is due to header "sforce-auto-assign" set to true. To workaround this, it is suggested to use Send an HTTP request action and set custom header value as "sforce-auto-assign: false"
14. The Salesforce connector has special handling for authentication however due to a limitation on the Salesforce backend, tokens will expire if not used for a long amount of time and users might face a "Bad_OAuth_Token/Session expired or invalid" error. Please re-login with your credentials.
    • This limitation is now addressed however a new connection must be created for use. The pre-existing connection will still work but the above issue may be faced.

Example of a complex object that is not supported because it has a nested object with MerchandiseExtID__c field:

{
    "Name" : "LineItemCreatedViaExtID",
    "Merchandise__r" :
    {
        "MerchandiseExtID__c" : 123
    }
}

Example of the above complex object rewritten as a flat object that IS supported:

{
    "Name" : "LineItemCreatedViaExtID",
    "MerchandiseExtID__c" : 123
}

Uploading attachments

Salesforce API supports uploading attachments for the following objects: 'Account', 'Asset', 'Campaign', 'Case', 'Contact', 'Contract', 'Custom objects', 'EmailMessage', 'EmailTemplate', 'Event', 'Lead', 'Opportunity', 'Product2', 'Solution', 'Task'. In order to upload attachment file, please use Create record action and refer to the Salesforce documentation page about required fields and parameters meaning.

Power Apps delegable functions and operations for Salesforce

These Power Apps operations, for a given data type, may be delegated to Salesforce for processing (rather than processing locally within Power Apps).

Top-level functions

	Delegable
Average	No
Filter	Yes
LookUp	Yes
Max	No
Min	No
Search	Yes
Sort	Yes
SortByColumns	Yes
Sum	No

Filter and LookUp predicates

	Salesforce
Not	Yes
IsBlank	No
TrimEnds	No
Len	No
+, -	No
<, <=, =, <>, >, >=	Yes
And (&&), Or (||), Not (!)	Yes
in	Yes
StartsWith	No

Connector in-depth

For more information about the connector, see the in-depth section.

General Limits

Name	Value
Maximum number of requests being processed by the connector concurrently	50

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
Login URI (Environment)	string	The Salesforce Login URI. For Production, leave blank or use https://login.salesforce.com
Salesforce API Version	string	The Salesforce API Version. For default, leave blank or use v41.0

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	900	60 seconds

Actions

Close or abort a job	Closes or aborts a job. Use UploadComplete to close a job, or Aborted to abort a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data. If you abort a job, the job does not get queued or processed.
Create a job (V2)	Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.
Create a job [DEPRECATED]	This action has been deprecated. Please use Create a job (V2) instead. Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.
Create record	This operation creates a record and allows null values.
Create record [DEPRECATED]	This operation creates a record.
Delete a job	Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
Delete record	This operation deletes a record.
Execute a SOQL query	Execute a SOQL query.
Execute SOSL search query	Execute the specified SOSL search qyery
Get a Record by External ID	This operation retrieves a record using an external ID.
Get all jobs	Get a list of all jobs
Get job info	Retrieves detailed information about a job.
Get job results	Retrieves a list of records based on the result type for a completed job.
Get object types	This operation lists the available Salesforce object types.
Get record	This operation gets a record.
Get record [DEPRECATED]	This action has been deprecated. Please use Get record instead. This operation gets a record.
Get records	This operation gets records of a certain Salesforce object type like 'Leads'.
Insert or Update (Upsert) a Record by External ID (V2)	This operation inserts or updates (upserts) a record using an external ID.
Insert or Update (Upsert) a Record by External ID [DEPRECATED]	This action has been deprecated. Please use Insert or Update (Upsert) a Record by External ID (V2) instead. This operation inserts or updates (upserts) a record using an external ID.
Send an HTTP request	Construct a Salesforce REST API request to invoke
Update record (V3)	This operation updates a record and allows null values.
Update record [DEPRECATED]	This action has been deprecated. Please use Update record (V3) instead. This operation updates a record and allows null values.
Update record [DEPRECATED]	This operation updates a record.
Upload job data	Uploads data for a job using CSV data.

Close or abort a job

Create a job (V2)

Create a job [DEPRECATED]

Create record

Create record [DEPRECATED]

Delete a job

Delete record

Execute a SOQL query

Execute SOSL search query

Get a Record by External ID

Get all jobs

Get job info

Get job results

Get object types

Get record

Get record [DEPRECATED]

Get records

Insert or Update (Upsert) a Record by External ID (V2)

Insert or Update (Upsert) a Record by External ID [DEPRECATED]

Send an HTTP request

Update record (V3)

Update record [DEPRECATED]

Update record [DEPRECATED]

Upload job data

Triggers

When a record is created	This operation triggers when there are newly created records.
When a record is modified	This operation triggers when there are newly modified records.

When a record is created

When a record is modified

Definitions

CreateJobResponse

Table

TablesList

GetAllJobsResponse

JobInfo

CheckJobResponse

SOSLSearchQueryResponse

SearchRecordObject

ObjectWithoutType

string

object