Salesforce — Integration

Overview

Build flows that create or update Cases, Opportunities, or custom objects, with schema-aware field pickers and safe bulk operations.

Capabilities

• Create/Update/Upsert on any sObject (Cases, Leads, custom)

• Field pickers resolved from your org schema

• Bulk operations with chunking and partial failure routing

• Bidirectional status sync patterns via webhooks

1. 1

   Step 1

   Create a Connected App (JWT or Web Server) in Salesforce.

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2. 2

   Step 2

   Add a **Salesforce** connection in FlowForge and authorize the org.

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3. 3

   Step 3

   Drag **Salesforce: Upsert** or **Create Case** nodes, then map fields.

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4. 4

   Step 4

   Test in sandbox; promote to production via FlowForge environments.

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Limitations

• Complex validation rules can block writes; consider an integration profile with bypass.

• Large file attachments are stored in SecureStore with deep links placed in Salesforce.

FAQs

Pricing