Integration

Connect Salesforce to Rocketlane

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

Salesforce2 triggersSalesforce9 actionsRocketlane6 triggersRocketlane11 actions

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What do you want Salesforce and Rocketlane 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.

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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.

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Everything your agent can do with Salesforce and Rocketlane

Triggers and actions 8 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).
Trigger
Account Created
Triggers when a new account is created.
Trigger
Account Updated
Triggers when a account is updated.
Trigger
Project Created
Triggers when a new project is created.
Trigger
Project Updated
Triggers when a project is updated.
Trigger
Task Created
Triggers when a new task is created.
Trigger
Task Updated
Triggers when a new task is updated.
Action
Archive Project
Archives a project.
Action
Create Account
Creates an account.
Action
Create Project
Creates a project.
Action
Create Task
Creates a Task.
Action
Delete Project
Deletes a project.
Action
Post Task Message
Creates a new Task message.
Action
Search Project
Search Project By Id.
Action
Search Task
Search Task By Id.
Action
Update Project
Updates a project.
Action
Update Task
Updates a Task.
Action
User
Search User By Email Id.

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