Integration

Connect Salesforce to PickFu

When something happens in Salesforce, your agent does the next thing in PickFu. Describe it in plain language and the automation is built, tested on every branch and kept running.

Salesforce2 triggersSalesforce9 actionsPickFu11 actions

Browse all apps

Build it

What do you want Salesforce and PickFu to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Salesforce and PickFu

Triggers and actions 2 triggers · 20 actions

Trigger
New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object record
Deletes an existing SObject record by object type and record ID.
Action
Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objects
Lists all available SObject types (standard and custom) on the org.
Action
SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
Action
Add Tag
Create a new tag for organizing polls/surveys. Endpoint: POST /tags.
Action
Create Poll
Publish an Open-Ended or Head-To-Head poll with 1-4 options
Action
Delete Poll
Delete a poll/survey by id. Endpoint: DELETE /surveys/{id}.
Action
Generate Media
Generate media (e.g. AI-generated image/mockup) for use in a poll/survey. Endpoint: POST /media/generate.
Action
Get Poll
Fetch a single poll/survey's metadata by id. Endpoint: GET /surveys/{id}.
Action
Get Project
Fetch a single project by id. Endpoint: GET /projects/{id}.
Action
List Projects
List all projects (folders grouping polls/surveys). Endpoint: GET /projects.
Action
List Tags
List all tags in the account. Endpoint: GET /tags.
Action
Update Poll
Update fields on an existing poll/survey. Endpoint: PATCH /surveys/{id}.
Action
Update Project
Update a project's name/details. Endpoint: PATCH /projects/{id}.
Action
Upload Media
Upload a media file (image/video) for use in a poll/survey. Endpoint: POST /media/upload.

Each app on its own

The other way round: PickFu to Salesforce