Salesforce Integration

The Salesforce integration provides comprehensive access to the Salesforce REST API, including SOQL queries, record CRUD operations, batch/composite operations, and email functionality.

Setup

You must configure Salesforce before using it in your code. Only configured integrations are available to your agent.

Open Integrations panel

In your spreadsheet, click Integrations in the left panel (or visit orangeslice.com/spreadsheets/<spreadsheet_id>/edits?panel=integrations)

Configure Salesforce

Select Salesforce and enter your instance URL and access token

Use in your code

Once configured, access Salesforce via integrations.salesforce

Query Operations

SOQL Query

// Basic query
const result = await integrations.salesforce.query<{
  Id: string;
  Name: string;
  Email: string;
}>(`
  SELECT Id, Name, Email 
  FROM Contact 
  WHERE Email != null 
  LIMIT 100
`);

console.log(`Total records: ${result.totalSize}`);
for (const record of result.records) {
  console.log(record.Name, record.Email);
}

Query with Pagination

let result = await integrations.salesforce.query('SELECT Id, Name FROM Account');

while (!result.done) {
  // Process current batch
  for (const record of result.records) {
    console.log(record.Name);
  }
  
  // Get next batch
  if (result.nextRecordsUrl) {
    result = await integrations.salesforce.queryMore(result.nextRecordsUrl);
  }
}

Include Deleted Records

const result = await integrations.salesforce.query(
  'SELECT Id, Name FROM Account WHERE IsDeleted = true',
  { includeDeleted: true }
);

SOSL Search

const result = await integrations.salesforce.search(
  'FIND {John*} IN ALL FIELDS RETURNING Contact(Id, Name, Email), Lead(Id, Name, Email)'
);

for (const record of result.searchRecords) {
  console.log(record.attributes.type, record.Name);
}

Single Record Operations

Create Record

const result = await integrations.salesforce.createRecord('Contact', {
  FirstName: 'John',
  LastName: 'Doe',
  Email: 'john.doe@example.com',
  Phone: '+1-555-0123',
  AccountId: 'account-id'
});

console.log('Created:', result.id);
console.log('Success:', result.success);

Get Record

// Get all fields
const contact = await integrations.salesforce.getRecord('Contact', 'contact-id');

// Get specific fields
const contactWithFields = await integrations.salesforce.getRecord<{
  Id: string;
  FirstName: string;
  LastName: string;
  Email: string;
}>('Contact', 'contact-id', {
  fields: ['FirstName', 'LastName', 'Email']
});

Update Record

await integrations.salesforce.updateRecord('Contact', 'contact-id', {
  Phone: '+1-555-9999',
  Description: 'Updated via API'
});

Delete Record

await integrations.salesforce.deleteRecord('Contact', 'contact-id');

Upsert Record

Upsert using an external ID field:

const result = await integrations.salesforce.upsertRecord(
  'Contact',
  'External_Id__c',  // External ID field name
  'EXT-12345',       // External ID value
  {
    FirstName: 'John',
    LastName: 'Doe',
    Email: 'john@example.com'
  }
);

console.log('Record ID:', result.id);
console.log('Created:', result.created ?? 'updated');

Batch/Collection Operations

Create Multiple Records

const results = await integrations.salesforce.createRecords({
  allOrNone: false, // Continue on partial failures
  records: [
    { attributes: { type: 'Contact' }, FirstName: 'John', LastName: 'Doe', Email: 'john@example.com' },
    { attributes: { type: 'Contact' }, FirstName: 'Jane', LastName: 'Doe', Email: 'jane@example.com' },
    { attributes: { type: 'Contact' }, FirstName: 'Bob', LastName: 'Smith', Email: 'bob@example.com' }
  ]
});

for (const result of results) {
  if (result.success) {
    console.log('Created:', result.id);
  } else {
    console.error('Failed:', result.errors);
  }
}

Retrieve Multiple Records

const contacts = await integrations.salesforce.retrieveRecords<{
  Id: string;
  FirstName: string;
  LastName: string;
  Email: string;
}>({
  sobject: 'Contact',
  ids: ['id1', 'id2', 'id3'],
  fields: ['FirstName', 'LastName', 'Email']
});

Update Multiple Records

const results = await integrations.salesforce.updateRecords({
  allOrNone: true, // All must succeed
  records: [
    { Id: 'id1', attributes: { type: 'Contact' }, Phone: '111-111-1111' },
    { Id: 'id2', attributes: { type: 'Contact' }, Phone: '222-222-2222' }
  ]
});

Delete Multiple Records

const results = await integrations.salesforce.deleteRecords({
  ids: ['id1', 'id2', 'id3'],
  allOrNone: false
});

Upsert Multiple Records

const results = await integrations.salesforce.upsertRecords({
  sobject: 'Contact',
  externalIdField: 'External_Id__c',
  allOrNone: false,
  records: [
    { External_Id__c: 'EXT-001', FirstName: 'John', LastName: 'Doe' },
    { External_Id__c: 'EXT-002', FirstName: 'Jane', LastName: 'Smith' }
  ]
});

Metadata Operations

Describe Global

List all available SObjects:

const describe = await integrations.salesforce.describeGlobal();

console.log(`Max batch size: ${describe.maxBatchSize}`);

for (const sobject of describe.sobjects) {
  if (sobject.queryable) {
    console.log(`${sobject.name} (${sobject.label})`);
  }
}

Describe SObject

Get detailed metadata for a specific object:

const describe = await integrations.salesforce.describeSObject('Contact');

console.log(`Object: ${describe.label}`);
console.log(`Key Prefix: ${describe.keyPrefix}`);

// List fields
for (const field of describe.fields) {
  console.log(`${field.name}: ${field.type} (${field.label})`);
  
  if (field.picklistValues?.length) {
    console.log('  Values:', field.picklistValues.map(p => p.value));
  }
}

// List relationships
for (const rel of describe.childRelationships) {
  console.log(`Child: ${rel.childSObject} via ${rel.field}`);
}

Email Operations

Send Email

const result = await integrations.salesforce.sendEmail({
  emailAddresses: 'recipient@example.com',
  emailSubject: 'Hello from Salesforce',
  emailBody: 'This is a test email sent via the Salesforce API.',
  senderType: 'CurrentUser'
});

if (result.isSuccess) {
  console.log('Email sent successfully');
} else {
  console.error('Failed:', result.errors);
}

Send Email as Org-Wide Address

const result = await integrations.salesforce.sendEmail({
  emailAddresses: 'recipient@example.com, another@example.com',
  emailSubject: 'Company Newsletter',
  emailBody: 'Monthly newsletter content...',
  senderType: 'OrgWideEmailAddress',
  orgWideEmailAddressId: 'org-wide-email-id'
});

Sender Types

Type	Description
`CurrentUser`	Send as the authenticated user (default)
`DefaultWorkflowUser`	Send as the org’s default workflow user
`OrgWideEmailAddress`	Send from an org-wide email address

Types Reference

SalesforceRecord

interface SalesforceRecord {
  Id: string;
  attributes?: {
    type: string;
    url: string;
  };
  [key: string]: unknown;
}

SalesforceQueryResult

interface SalesforceQueryResult<T = SalesforceRecord> {
  totalSize: number;
  done: boolean;
  records: T[];
  nextRecordsUrl?: string;
}

SalesforceCreateResult

interface SalesforceCreateResult {
  id: string;
  success: boolean;
  errors: SalesforceError[];
}

SalesforceError

interface SalesforceError {
  statusCode?: string;
  message?: string;
  fields?: string[];
}

SalesforceField

interface SalesforceField {
  name: string;
  label: string;
  type: string;
  length?: number;
  precision?: number;
  scale?: number;
  nillable: boolean;
  createable: boolean;
  updateable: boolean;
  defaultValue?: unknown;
  picklistValues?: Array<{
    active: boolean;
    label: string;
    value: string;
    defaultValue: boolean;
  }>;
  referenceTo?: string[];
  relationshipName?: string;
  externalId?: boolean;
  unique?: boolean;
  calculated?: boolean;
  custom?: boolean;
}

SendEmailInput

interface SendEmailInput {
  /** Email address(es) - single or comma-separated */
  emailAddresses: string;
  /** The email subject line */
  emailSubject: string;
  /** The plain text email body */
  emailBody: string;
  /** Who to send as */
  senderType?: 'CurrentUser' | 'DefaultWorkflowUser' | 'OrgWideEmailAddress';
  /** Required for OrgWideEmailAddress */
  orgWideEmailAddressId?: string;
  /** Optional reply-to address */
  replyTo?: string;
}

Common SOQL Patterns

Join Queries

// Get Contacts with Account info
const result = await integrations.salesforce.query(`
  SELECT Id, Name, Email, Account.Name, Account.Industry
  FROM Contact
  WHERE Account.Industry = 'Technology'
`);

Aggregate Queries

const result = await integrations.salesforce.query(`
  SELECT COUNT(Id) total, StageName
  FROM Opportunity
  GROUP BY StageName
`);

Date Filters

const result = await integrations.salesforce.query(`
  SELECT Id, Name, CreatedDate
  FROM Lead
  WHERE CreatedDate = LAST_N_DAYS:30
`);

Relationship Queries

// Parent to child (subquery)
const result = await integrations.salesforce.query(`
  SELECT Id, Name, (SELECT Id, FirstName, LastName FROM Contacts)
  FROM Account
  WHERE Id = 'account-id'
`);

Third-Party Integrations

Documentation Index

​Salesforce Integration

​Setup

​Query Operations

​SOQL Query

​Query with Pagination

​Include Deleted Records

​SOSL Search

​Single Record Operations

​Create Record

​Get Record

​Update Record

​Delete Record

​Upsert Record

​Batch/Collection Operations

​Create Multiple Records

​Retrieve Multiple Records

​Update Multiple Records

​Delete Multiple Records

​Upsert Multiple Records

​Metadata Operations

​Describe Global

​Describe SObject

​Email Operations

​Send Email

​Send Email as Org-Wide Address

​Sender Types

​Types Reference

​SalesforceRecord

​SalesforceQueryResult

​SalesforceCreateResult

​SalesforceError

​SalesforceField

​SendEmailInput

​Common SOQL Patterns

​Join Queries

​Aggregate Queries

​Date Filters

​Relationship Queries

Salesforce Integration

Setup

Query Operations

SOQL Query

Query with Pagination

Include Deleted Records

SOSL Search

Single Record Operations

Create Record

Get Record

Update Record

Delete Record

Upsert Record

Batch/Collection Operations

Create Multiple Records

Retrieve Multiple Records

Update Multiple Records

Delete Multiple Records

Upsert Multiple Records

Metadata Operations

Describe Global

Describe SObject

Email Operations

Send Email

Send Email as Org-Wide Address

Sender Types

Types Reference

SalesforceRecord

SalesforceQueryResult

SalesforceCreateResult

SalesforceError

SalesforceField

SendEmailInput

Common SOQL Patterns

Join Queries

Aggregate Queries

Date Filters

Relationship Queries