Salesforce Action Block

Supported Actions

See the block settings panel for available operations.

Newly added actions:

• Create Event — create a calendar Event (subject, start/end, WhoId, WhatId, location, description).
• Convert Lead — creates an Account (or reuses one), a Contact, optionally an Opportunity, then marks the Lead status as converted. Returns all created IDs.
• SOQL Query — run a raw SOQL query with optional fetchAll pagination across nextRecordsUrl.
• Create Note — create a ContentNote and link it to a parent record.
• Attach File — upload a file (from URL or base64) as a ContentVersion linked to a parent record.
• Create Campaign / Add Campaign Member — manage Campaigns and add Contacts/Leads as members.
• Get User — fetch a User by ID, or the current authenticated user when no ID is given.
• Describe Object — return the trimmed field metadata (name, label, type, picklist values) of an SObject.