Salesforce
CertifiedEnterprise EditionTasks that connect to Salesforce in Kestra to query data, manage records, and trigger flows from CRM events.
Use the Partner API with a connection (username, password, authEndpoint) to run SOQL queries, create, update, or delete objects, and trigger flows from query results. Provide object API names, record IDs, or SOQL statements along with fetch options when you need to return or store rows for downstream tasks.
Salesforce
Tasks that connect to Salesforce in Kestra to query data, manage records, and trigger flows from CRM events.
Use the Partner API with a connection (username, password, authEndpoint) to run SOQL queries, create, update, or delete objects, and trigger flows from query results. Provide object API names, record IDs, or SOQL statements along with fetch options when you need to return or store rows for downstream tasks.
tasks
How to use the Salesforce plugin
Create, update, delete, and query Salesforce records from Kestra flows.
Authentication
All tasks require connection (required). Authenticate with username + password (append the security token when required, e.g. mypasswordMYTOKEN) and optionally a custom authEndpoint (default https://login.salesforce.com/services/Soap/u/63.0/). Alternatively, set accessToken (a session or OAuth token) + instanceUrl (the Salesforce instance URL, e.g. https://mydomain.my.salesforce.com) — when accessToken is set, username and password are ignored. Store secrets in secrets and apply connection properties globally with plugin defaults.
Tasks
Create inserts records — set connection, objectName (the Salesforce object API name, e.g. Account), and records (list of field maps, all required). Optionally set skipDuplicate (default true). Outputs recordCount and ids.
Update updates existing records — set connection, objectName, and records (each entry must include Id plus fields to update, all required). Outputs recordCount and ids.
Delete deletes records by ID — set connection and objectIds (list of record IDs, both required). Outputs deletedCount and ids.
SoqlQuery runs a SOQL query — set connection and query (both required). Optionally set batchSize (records per page, default 2000, min 200, max 2000), queryMore (follow pagination, default true), and fetchType (FETCH, FETCH_ONE, STORE, or NONE, default NONE). Outputs size, total, and depending on fetchType: rows (list), row (first row), or uri (ION file).
Triggers
Trigger polls Salesforce with a SOQL query and fires when results are returned — set connection, query, and fetchType (all required). Optionally set interval (default PT60S). Outputs records and size.
