capabilities.work

What you can do with Salesforce

Every task in plain language. Pick one, and we can help you get access.

413 things you can do

Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that provides a comprehensive suite of enterprise applications for sales, service, marketing, commerce, analytics and AI. Its Lightning Platform exposes REST, SOAP, Bulk 2.0, Streaming, GraphQL, Metadata, Tooling and gRPC Pub/Sub APIs, alongside the Agentforce agent and models APIs, letting developers query, write and subs

21 multi-step recipes

Recipes: multi-step jobs

Bulk Delete Records
Bulk delete records from a Salesforce object via the Bulk API 2.0 ingest lifecycle.Bulk Insert Records
Bulk insert records into a Salesforce object via the Bulk API 2.0 ingest lifecycle.Bulk Query
Extract records from Salesforce with a Bulk API 2.0 query job.Bulk Upsert Records
Bulk upsert records into a Salesforce object by external Id via the Bulk API 2.0 ingest lifecycle.Create Account with Contact
Create an Account and a Contact linked to that Account.Create Case for Contact
Create a Case linked to a Contact and Account.Create Lead and Follow-up Records
Create a Lead and attach a follow-up Task and CampaignMember to it.Create Opportunity with Contact Role
Create an Opportunity and link a Contact to it via an OpportunityContactRole.Create Record
Create a single Salesforce SObject record and retrieve it by id.Delete Record
Confirm a Salesforce SObject record exists, then delete it by id.Describe SObject
List all SObjects, then fully describe a single SObject's metadata.Get Picklist Values for a Record Type
Retrieve picklist values for an object's record type.Get Records for a List View
Retrieve a page of records for a specific list view of an object.Get a Record UI Representation
Retrieve a Salesforce record's UI representation with object metadata.Marketing Cloud Enter a Contact into a Journey
Locate a published journey and enter a contact via an entry event.Marketing Cloud Look Up and Remove a Contact
Read a specific contact by its contact key, then delete the contact.Marketing Cloud Send a Triggered Email
Trigger a Marketing Cloud email send and read its delivery status.Marketing Cloud Upsert and Read Data Extension Rows
Upsert rows into a Data Extension and read a page of rows back.SOQL Query
Run a SOQL query and page the next batch of results when more remain.Update Record
Update fields on a Salesforce SObject record and verify the change.Upsert by External Id
Upsert a Salesforce SObject record by an external id field.

Analytics & BI Management

List CRM Analytics dashboardsGet a CRM Analytics dashboardList CRM Analytics datasetsGet a CRM Analytics datasetList CRM Analytics lensesList CRM Analytics appsList CRM Analytics dataflowsGet a CRM Analytics dataflow definition

Artificial Intelligence Management

List models for a prediction definitionGet Einstein Discovery predictions

Customer Data Management

Delete Marketing Cloud contactsList Marketing Cloud contactsGet a contact by contact key

Customer Sign-In

Start headless user registrationStart a headless forgot-password flowStart a headless passwordless login

Digital Marketing Management

Enter a contact into a journeySend a triggered emailSend an SMS messageList Journey Builder journeysGet a journey's detailsCheck a triggered email's delivery status

Discount & Promotion Management

Get a promotion's detailsFind promotions a cart is eligible for

Environment Management

Create or clone a sandboxRefresh a sandbox

Generative Media

Generate a response from a prompt template

Identity & Access Management

Update a principal's stored credentialDelete a principal's stored credentialUpdate an external credentialDelete an external credentialUpdate a named credential's setupDelete a NamedCredential Tooling recordPatch a NamedCredential Tooling recordRevoke one user's tokens for an appRevoke all tokens for an external client appRevoke a single OAuth tokenCheck a user's password statusCheck a self-service user's password statusLook up a principal's stored credentialGet a named credential by developer nameRead a NamedCredential Tooling recordList external credentials the user can useList named credentials in the orgGet an external credential by developer nameQuery named credentials with the Tooling APIList external client apps and their usage

Loyalty & Retention Management

Cancel a loyalty member's voucherRedeem a loyalty member's voucherProcess loyalty transaction journalsEnroll an individual in a loyalty programEnroll a company in a loyalty programGet a loyalty member's profileList a loyalty member's vouchersGet a loyalty member's transaction historyGet a member's loyalty transaction ledgerList a loyalty member's benefits

Quote & Configuration Management

Save a CPQ quoteRead a CPQ quote

Software Quality Engineering

Run Apex tests synchronously

Subscription Lifecycle Management

Start cancelling subscription assetsStart renewing subscription assets

Other things you can do

Rename or reorder a favoriteRecord a click on a favoriteUpload or set my user profile photoRequest an OpenAPI document for sObjectsRegister an OAuth client dynamicallyCreate a Chatter groupRequest to join a private groupInvite people to a Chatter groupAdd a member to a Chatter groupApprove or decline a private group join requestRun a series of REST requests in one callRun composite graphs of related requestsAdd a batch of records to a Bulk API jobRun up to 25 subrequests in one callPost up to 500 feed elements at onceReorder and replace all favorites at onceLaunch an autolaunched flowStart a bulk query job to export recordsOpen a bulk ingest job for an objectStore a credential for a named principalCreate an external credential for calloutsCreate a named credential for a callout URLCreate a named credential via the Tooling APIDefine a new decision tableRecord donation gift transactionsCreate recurring donation commitmentsCreate an event relay configurationCreate a managed event subscriptionInsert a record into any objectSave a card payment methodPlace a subscription quoteConvert a quote into an orderCreate a record via the UI APIAdd an item to a user's favoritesUpdate a decision table definitionUpload a CSV file to a Bulk API 2.0 ingest jobCreate or update assets from an orderExecute anonymous Apex codeRun an AI agent evaluation testUpdate a record's field valuesComment on a feed postAmend the quantity of subscription assetsUpload CSV data to an open ingest jobCreate a generic streaming channelDelete a streaming channelUpdate a streaming channelPush a custom event to channel subscribersInsert or upsert rows into a Data ExtensionUpdate payment methods on gift commitmentsStart a bulk query jobDelete a bulk query job and its resultsAbort a running bulk query jobCreate a Bulk API 1.0 jobUpload a transformation spec to a bulk jobClose or abort a Bulk API 1.0 jobPublish multiple platform events via SOAPChange a gift commitment's scheduleReorder a user's personalized navigation itemsAdd a product to a B2B commerce cartAdd enriched fields to a platform event channel memberUpdate an expression setAbort a bulk query jobClose or abort a bulk ingest jobCreate a Content Builder assetReplace a Content Builder assetDelete a Content Builder assetChange an event relay's stateRevoke an OAuth tokenDelete a Chatter commentEdit a Chatter commentCreate a PushTopicDelete a PushTopicUpdate a PushTopicActivate or deactivate a Flow versionRestore records from the Recycle BinInvoke an OmniStudio integration procedurePost a feed element to a record or userGet a Marketing Cloud access tokenUpdate gift transaction payment detailsUpdate a record of a given objectPublish a single platform eventUpdate a managed event subscriptionRun Apex tests asynchronouslyCreate many records in one requestDelete several records by IDUpdate many existing records at onceUpsert records by external IDVerify and complete a user registrationCreate an expression setCreate a loyalty promotionCreate a Tooling API metadata recordCreate a platform event channelDelete a platform event channelUpdate a platform event channelRemove an event from a channelAdd an event to a platform event channelDelete a recordUpdate fields on a recordCreate a new recordFollow a record for a userSave an app as the last selectedDelete a bulk query jobDelete a bulk ingest jobDelete a fileDelete a Chatter feed postUnfollow a record or topicDelete a business rules expression setDelete a decision table definitionDelete an event relay configurationDelete a managed event subscriptionDelete a record of a given objectDelete a sandboxDelete a record via the UI APIRemove a favoriteUpload a file to my Files homeCreate a share link for a fileExchange an auth code for tokensSend a private Chatter messageCreate nested parent-child records in one callSubmit, approve or reject a record for approvalCreate a Bulk API 2.0 ingest jobDelete an aborted ingest jobClose or abort an ingest jobGet one favoriteGet in-app messaging conversation entriesList active workflow rulesGet user info from the OAuth endpointGet the public signing keysDownload a file's contentEvaluate a decision tableList Chatter groups in the orgSee pending requests to join a private groupCalculate the price of a new saleGet OpenID Connect discovery metadataCheck whether a token is still activeCheck the status of batches in a Bulk API jobList the result sets of a Bulk API batchDownload one result set of a Bulk API batchGet several records in one callList the standard invocable actionsList the custom invocable actionsList global and object-specific quick actionsGet the global actions shown in the UIGet actions on record detail pagesGet actions on a record's edit pageGet header actions on a record's related listsGet actions on records inside a related listGet header actions on list viewsGet record actions shown in list viewsGet list view chart actions for an objectGet actions on Lightning pagesGet actions offered in lookup fieldsGet header actions on recently used list viewsGet photo actions for user or group pagesList quick actions for one objectGet Lightning exit metrics by pageGet default values for a new recordLook up a decision matrix row's outputLook up a result in a decision tableRun an active expression setLook up an output from a decision matrix actionGet an object's approval layoutList an object's compact layoutsDescribe the PlatformAction objectList data category groups for an objectGet a data category and its childrenGet an online knowledge article's fieldsCheck org limits and remaining allocationsList items in the app menuRun a SOQL query including deleted recordsGet record data, layout and object metadataStart the OAuth user-agent flowSee who switched between Classic and LightningSee the most viewed standard Lightning pagesSee the most viewed custom Lightning pagesGet the ID token identity for a sessionCall a custom Apex REST endpointGet successfully processed records of a jobGet failed records of an ingest jobGet unprocessed records of an ingest jobGet failed records from an ingest jobList generic streaming channelsGet a streaming channelGet an Einstein prediction definitionGet an opportunity product's schedulesGet my own Chatter profileGet another user's Chatter profileGet basic info and recent records for an objectGet an object's field metadata and permissionsDescribe the EventRelayConfig objectDescribe the EventRelayFeedback objectDescribe the ManagedEventSubscription objectList every object in the orgDescribe an object's fields in fullDescribe global publisher layoutsDescribe all layouts for an objectDescribe an object's layout for one record typeDescribe a list view's columns and SOQLList all Tooling API objectsDescribe a Tooling API object's fieldsGet the user's global search scope orderGet a game participant's rewardRun a SOSL search across objectsSearch records with simple parametersSearch Tooling API metadata with SOSLGet the signed-in user's OAuth profileCheck the status of a Bulk API 2.0 query jobDownload the results of a bulk query jobGet result page links for parallel downloadCheck the status of a Bulk API 2.0 ingest jobGet records an ingest job loaded successfullyGet records an ingest job never processedGet a decision table definitionCheck the status of an AI evaluation runGet the results of an AI evaluation runRun an integration procedure with a GET callList records deleted in a time windowList records updated in a time windowList the list views for an objectGet the records in a list view by its IDGet the records in a list view by API nameQuery list view records with a filter bodyGet a list view's columns and filters by IDGet a list view's columns and filters by API nameGet a sandbox's detailsGet basic info for a Tooling API objectGet page layout metadata for an objectGet UI metadata for an objectGet one record's dataList my favoritesGet a user's personalized navigation tabsGet the org's active themeGet a Tooling API record by IDGet an image from a rich text fieldQuery account records with GraphQLRead rows from a Data ExtensionList bulk query jobsGet details of a bulk query jobList an expression set version's dependenciesFind a record by an external ID fieldGet approximate record counts per objectGet Apex code completionsGet compact layouts for several objectsList the tabs available to the userList the list views for an objectGet records from one list viewSuggest Knowledge articles for a caseList prediction definitionsGet recently viewed records of an objectGet the current user's most relevant itemsGet picklist values for a fieldGet lookup field suggestionsGet lookup suggestions for one target objectGet a business rules expression setRun an expression set against inputsList Content Builder assetsGet a Content Builder assetList available API versionsList Chatter topicsList an object's list viewsGet the results of a list viewList online knowledge articlesList the Scheduling resourcesDownload a ContentVersion file's dataGet an alternate named layout for an objectGet search result columns for objectsDownload a blob field from a recordSearch records for a lookup fieldGet a Chatter commentGet Knowledge language settingsList PushTopicsGet a PushTopicLook up customers' consent preferencesGet a specific Flow versionGet a Flow's overall definitionDescribe metadata via the SOAP Metadata APIFind available appointment time slotsFind service resources available for an appointmentSuggest Knowledge search queriesGet my Chatter news feedGet a user's profile feedGet the feed for a record or groupRead the org's auth configurationRetrieve a record of a given objectGet an event relay configurationQuery event relay feedback recordsGet one event relay feedback recordGet a platform event schema by schema IDGet a platform event schema by event nameGet a managed event subscriptionDownload an event log fileDownload results of a bulk query jobGet default values for cloning a recordList consumer credentials for a client appFetch several records of one objectList a participant's gamification gamesGet catalog details for non-bundle productsGet a platform event channelGet a platform event channel memberDescribe the platform event channel objectGet the icons and colors of themesGet a record with its field valuesFind business-rules lookup tablesRetrieve a generated OpenAPI documentList what a user followsList users of an external client appList a user's tokens for an OAuth appCount Lightning and mobile usersList the apps a user can accessGet metadata for one appGet the user's last selected appGet a record's related child recordsGet details about a fileList who a file is shared withExport decision matrices to DMN formatGet OAuth consumer key or secretList resources for an API versionList all approval processesGet picklist values for a record typeList bulk ingest jobs in the orgCheck an ingest job's progressList objects supported by the UI APIList bulk query jobsList all bulk ingest jobsGet picklist values for a record typeList navigation tabs available to the userLoad a CPQ product's configuration modelGet an Embedded Service deployment's settingsSuggest records matching typed textGet records through a relationship field