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CloudTools for Salesforce (Preview)

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Apptigent CloudTools provides a range of data integration actions for Salesforce that can be accessed by any cloud-connected app or workflow.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Apptigent Support
URL https://www.apptigent.com/help
Email support@apptigent.com
Connector Metadata
Publisher Apptigent
Website https://www.apptigent.com
Privacy policy https://www.apptigent.com/help/privacy-policy/
Categories Productivity

Automate critical business processes with seamless cross-platform cloud integration for Salesforce. Easily connect Power Apps and Power Automate with your Salesforce org to retrieve customer information, close deals, create records, convert leads, run bulk jobs, execute quick actions, upload files, associate documents with records, update feeds, retrieve linked files, and much more. You can even execute advanced queries and seaches using SOQL, SOSL, and GraphQL. CloudTools unlocks the potential of your enterprise CRM data by making it easily accessible from any app or workflow.

Prerequisites

CloudTools requires a valid Salesforce license, installation of the CloudTools managed package in a Salesforce org (any edition), and a current CloudTools subscription (billed separately). For step-by-step instructions on how to get started visit https://www.apptigent.com/solutions/cloudtools/configuration.

How to get credentials

Generate a license (API) key by following these simple steps:

  1. Install the CloudTools managed package via the Salesforce App Exchange.
  2. Launch the CloudTools configuration page by selecting the "Apptigent CloudTools" link in the App Launcher.
  3. Follow the on-screen instructions to create a connected app and generate a license key.
  4. Copy the key and provide it in the new connection dialog in Power Apps, Power Automate, or Azure Logic Apps.

Known issues and limitations

Installing and configuring CloudTools for Salesforce Sales Cloud requires System Administrator permissions in Salesforce. Contact your Salesforce administrator for assistance if you do not have sufficient permissions within your org.

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
License Key securestring The CloudTools License Key True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Actions - Describe Quick Action

Retrieve all properties of a Quick Action
Actions - Execute Quick Action

Execute a Quick Action with necessary data
Actions - Retrieve Quick Actions

Retrieve a list of all Quick Actions in an org
Feeds - Create Feed Item

Create a new feed item associated with a record
Feeds - Get Record Feed

Retrieve the Chatter record feed
Files - Create Public Link

Create a public file link that unauthenticated users can access
Files - Create Version

Upload a file as a new ContentVersion object
Files - Document Metadata

Retrieve information about a file (ContentDocument)
Files - Document Versions

Retrieve a list of version information for an individual file (ContentDocument)
Files - Get Version

Retrieve an individual file version (ContentVersion)
Files - Share Document

Associate a file (ContentDocument) with a record and set the sharing properties
Files - Version Information

Retrieve information about an individual file version (ContentVersion)
Jobs - Abort Job

Abort a job
Jobs - Create Bulk Insert Job

Create a bulk insert job
Jobs - Create Bulk Query Job

Create a bulk query job
Jobs - Delete Job

Delete a job
Jobs - Get All Jobs

Get information about all jobs
Jobs - Get Bulk Job Result

Get bulk job result information
Jobs - Get Bulk Job Status

Check the status of a job
Leads - Convert a Lead

Convert a lead
Objects - Describe Object

Retrieve all metadata and fields of an sObject
Objects - List sObjects

Retrieve a list of all sObjects in an org
Objects - Object Fields

Retrieve the fields of an sObject
Objects - Object Metadata

Retrieve the metadata of an sObject
Objects - Object Updateable Fields

Retrieve the updateable fields of an sObject
Organization - Latest API Version

Get the latest supported API version for an org
Organization - List API Versions

Get a list of all supported API versions in an org
Queries - GraphQL Query

Execute a Graph QL query to retrieve object and record data
Queries - Search Query

Execute a search (SOSL) query
Queries - SOQL Query

Execute a SOQL query
Records - Create Record

Create a new record of the specified object type
Records - Delete Record

Delete a record of the specified object type
Records - Get Record

Retrieve a record of the specified object type
Records - Linked Files

Retrieve information about all files linked to a record
Records - Update Record

Update a record of the specified object type

Actions - Describe Quick Action

Operation ID:
ActionsDescribeQuickAction

Retrieve all properties of a Quick Action

Parameters

Name Key Required Type Description
Name
 name True string

Object or item name

Returns

Actions - Execute Quick Action

Operation ID:
ActionsExecuteQuickAction

Execute a Quick Action with necessary data

Parameters

Name Key Required Type Description
Name
 name True string

Quick Action Name
Data
 data True object

Quick Action Data

Returns

Actions - Retrieve Quick Actions

Operation ID:
ActionsListQuickActions

Retrieve a list of all Quick Actions in an org

Returns

Feeds - Create Feed Item

Operation ID:
FeedCreateItem

Create a new feed item associated with a record

Parameters

Name Key Required Type Description
Feed Content
 body True string

Feed item content. Accepts plain text values or a 'messageSegments' JSON object for more complex post types (refer to https://bit.ly/4706k0M).
Record ID
 recordId True string

Associated record ID

Returns

response
object

Feeds - Get Record Feed

Operation ID:
FeedsGetRecordElements

Retrieve the Chatter record feed

Parameters

Name Key Required Type Description
Record ID
 recordId True string

ID of the record

Returns

response
object

Files - Create Public Link

Operation ID:
FilesCreatePublicLink

Create a public file link that unauthenticated users can access

Parameters

Name Key Required Type Description
Version ID
 versionId True string

Content Version ID of the file
File Name
 name True string

File name
View In Browser
 viewInBrowser boolean

Create preview link for viewing in browser
Allow Download
 allowDownload boolean

Create download link to retrieve file contents
Password
 password boolean

Password
Expiration
 expiration string

Expiration date (optional)

Returns

Files - Create Version

Operation ID:
FilesCreateVersion

Upload a file as a new ContentVersion object

Parameters

Name Key Required Type Description
Name
 name string

Name of the file (including extension)
Title
 title string

Title of the file
Document ID
 documentId string

(Optional) ID of the ContentDocument object (used only when appending a new version to an existing file)
Reason for Change
 reasonForChange string

(Optional) Description of the change
File
 file file

Binary file data

Returns

response
object

Files - Document Metadata

Operation ID:
FilesDocumentMetadata

Retrieve information about a file (ContentDocument)

Parameters

Name Key Required Type Description
Document ID
 documentId True string

ID of file content document to be retrieved

Returns

response
object

Files - Document Versions

Operation ID:
FilesListVersions

Retrieve a list of version information for an individual file (ContentDocument)

Parameters

Name Key Required Type Description
Version ID
 documentId True string

ID of the content document object containing the versions to be retrieved

Returns

response
object

Files - Get Version

Operation ID:
FilesGetVersion

Retrieve an individual file version (ContentVersion)

Parameters

Name Key Required Type Description
Version ID
 versionId True string

ID of file version to be retrieved

Returns

response
object

Files - Share Document

Operation ID:
FilesShareDocument

Associate a file (ContentDocument) with a record and set the sharing properties

Parameters

Name Key Required Type Description
Document ID
 documentId True string

ID of the file (ContentDocument object)
Record ID
 recordId True string

ID of the record the file will be associated with
Visibility
 visibility True string

Users who can access the file
Permissions
 permissions True string

Sharing permissions (Viewer [View only], Collaborator [View/Edit/Share], Inferred from related record)

Returns

response
object

Files - Version Information

Operation ID:
FilesVersionMetadata

Retrieve information about an individual file version (ContentVersion)

Parameters

Name Key Required Type Description
Version ID
 versionId True string

ID of file content version to be retrieved

Returns

response
object

Jobs - Abort Job

Operation ID:
GlobalJobsAbortJob

Abort a job

Parameters

Name Key Required Type Description
ID
 id True string

Object ID
Type
 type True string

Object Type

Returns

Jobs - Create Bulk Insert Job

Operation ID:
JobsCreateInsertJob

Create a bulk insert job

Parameters

Name Key Required Type Description
Object Name
 objectName string

Name of the sObject type (e.g. Opportunity)
File Format
 fileFormat string

File format (only CSV supported currently)
Line Ending
 lineEnding string

Line terminator of input file. LF for Unix/Linus/Mac OS, CRLF for Windows
File
 file file

Binary file data (25MB limit)

Returns

response
object

Jobs - Create Bulk Query Job

Operation ID:
JobsCreateQueryJob

Create a bulk query job

Parameters

Name Key Required Type Description
Query Operation
 operation string

Type of query operation
Column Delimiter
 delimiter string

Column delimiter in output file
Line Ending
 lineEnding string

Line terminator of output file. LF for Unix/Linux/Mac OS, CRLF for Windows
Query
 query string

Large result set SOQL query (unencoded)

Returns

response
object

Jobs - Delete Job

Operation ID:
GlobalJobsDeleteJob

Delete a job

Parameters

Name Key Required Type Description
ID
 id True string

Object ID
Type
 type True string

Object Type

Returns

Jobs - Get All Jobs

Operation ID:
JobsGetAllJobs

Get information about all jobs

Returns

response
object

Jobs - Get Bulk Job Result

Operation ID:
JobsGetJobResult

Get bulk job result information

Parameters

Name Key Required Type Description
Job ID
 jobId string

Job ID
Job Type
 jobType string

Type of job
Result Type
 resultType string

Type of result set to retrieve
Locator
 locator string

Record locator
Max Records
 maxRecords string

Maximum number of records to return

Returns

response
object

Jobs - Get Bulk Job Status

Operation ID:
GlobalJobsGetStatus

Check the status of a job

Parameters

Name Key Required Type Description
ID
 id True string

Object ID
Type
 type True string

Object Type

Returns

Leads - Convert a Lead

Operation ID:
RecordsLeadsConvertLead

Convert a lead

Parameters

Name Key Required Type Description
Lead ID
 leadId True string

Lead identifier
Create Opportunity
 createOpportunity boolean

Create an opportunity record upon conversion. Default is true.
Opportunity Name
 opportunityName string

Sets the name of the opportunity to create. If no name is specified, this value defaults to the company name of the lead.
Overwrite Lead Source
 overwriteLeadSource boolean

Overwrite the LeadSource field on the target contact object with the contents of the LeadSource field in the source lead object. Default is false.
Send Notification Email
 sendNotificationEmail boolean

Send a notification email to the owner. Default is false.
Merge with Account ID
 mergeAccountId string

ID of the account into which the lead is merged. Use only when updating an existing account.
Merge with Contact ID
 mergeContactId string

ID of the contact into which the lead will be merged (must already be associated with the account specified in mergeAccountId). Use only when updating an existing contact.
Merge with Opportunity ID
 mergeOpportunityId string

ID of the opportunity into which the lead is merged. Use only when updating an existing opportunity.
Owner ID
 ownerId string

ID of the person who owns any newly created account, contact, or opportunity. If blank the lead owner value will be used.

Returns

response
object

Objects - Describe Object

Operation ID:
GlobalDescribeObject

Retrieve all metadata and fields of an sObject

Parameters

Name Key Required Type Description
Select Object Name
 name True string

Name of the sObject

Returns

Objects - List sObjects

Operation ID:
GlobalListObjects

Retrieve a list of all sObjects in an org

Returns

Objects - Object Fields

Operation ID:
GlobalObjectFields

Retrieve the fields of an sObject

Parameters

Name Key Required Type Description
Object Name
 name True string

Name of the sObject

Returns

Objects - Object Metadata

Operation ID:
GlobalObjectMetadata

Retrieve the metadata of an sObject

Parameters

Name Key Required Type Description
Object Name
 name True string

Name of the sObject

Returns

Objects - Object Updateable Fields

Operation ID:
GlobalObjectUpdateFields

Retrieve the updateable fields of an sObject

Parameters

Name Key Required Type Description
Object Name
 name True string

Name of the sObject

Returns

Organization - Latest API Version

Operation ID:
OrgLatestVersion

Get the latest supported API version for an org

Returns

Organization - List API Versions

Operation ID:
OrgListVersions

Get a list of all supported API versions in an org

Returns

Queries - GraphQL Query

Operation ID:
QueriesGraphQuery

Execute a Graph QL query to retrieve object and record data

Parameters

Name Key Required Type Description
Query
 query True string

GraphQL query text

Returns

response
object

Queries - Search Query

Operation ID:
QueriesSearchQuery

Execute a search (SOSL) query

Parameters

Name Key Required Type Description
Name
 query True string

Search query text (unencoded)

Returns

response
object

Queries - SOQL Query

Operation ID:
QueriesSOQlQuery

Execute a SOQL query

Parameters

Name Key Required Type Description
query
 query True string

SOQL query text (unencoded)

Returns

response
object

Records - Create Record

Operation ID:
GlobalCreateRecord

Create a new record of the specified object type

Parameters

Name Key Required Type Description
Select object name
 name True string

Object type that will be created
body
 body True dynamic

Record creation input

Returns

response
object

Records - Delete Record

Operation ID:
GlobalDeleteObject

Delete a record of the specified object type

Parameters

Name Key Required Type Description
Select Object Name
 name True string

Object type that will be deleted
Record ID
 recordId True string

ID of record to be deleted

Returns

response
object

Records - Get Record

Operation ID:
GlobalGetRecord

Retrieve a record of the specified object type

Parameters

Name Key Required Type Description
Select Object Name
 name True string

Object type that will be retrieved
Record ID
 recordId True string

ID of record to be retrieved

Returns

response
object

Records - Linked Files

Operation ID:
GlobalRecordLinkedFiles

Retrieve information about all files linked to a record

Parameters

Name Key Required Type Description
Record ID
 recordId True string

Record ID
Link Types
 linkTypes True string

Type of linked files to include

Returns

response
object

Records - Update Record

Operation ID:
GlobalUpdateRecord

Update a record of the specified object type

Parameters

Name Key Required Type Description
Select Object Name
 name True string

Object type that will be updated
Record ID
 recordId True string

ID of record to be updated
body
 body True dynamic

Record update input

Returns

response
object

Definitions

outputActionList

Name Path Type Description
Results
 results array of object

Results
items
 results object

outputPublicLink

Name Path Type Description
Object ID
 objectId string

Content Distribution Object ID
Success
 success boolean

Indicates success or failure of the operation
Password
 password string

Auto-generated password value
Url
 url string

Public URL

outputStringResult

Name Path Type Description
result
 result string

Text response

outputVersionList

Name Path Type Description
Results
 results array of object

Results
items
 results object

object

This is the type 'object'.