Integration

Connect Salesforce to Shade

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

Salesforce2 triggersSalesforce9 actionsShade7 triggersShade7 actions

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What do you want Salesforce and Shade 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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Everything your agent can do with Salesforce and Shade

Triggers and actions 9 triggers · 16 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
Asset Updated
Triggers when an asset in the Shade drive and folder you select is added or changed.
Trigger
New Asset
Triggers when a new asset appears in the Shade drive and folder you select.
Trigger
New Collection
Triggers when a new collection is created in the Shade drive you select.
Trigger
New Drive
Triggers when a new drive is created in the Shade workspace you select.
Trigger
New Public Share Link
Triggers when a new public share link is created in the Shade drive you select.
Trigger
New Transcription
Triggers when an asset in the Shade drive and folder you select finishes transcription.
Trigger
Public Share Link Updated
Triggers when a public share link in the Shade drive you select is created or changed.
Action
Copy a File
Copies a file or folder to another location within the same Shade drive.
Action
Create Folder
Creates a folder at the path you supply in a Shade drive.
Action
Find an Asset
Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters.
Action
Get Public Links for a File or Folder
Returns the public share links that exist for a file or folder in a Shade drive.
Action
Search Asset Chunks
Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type.
Action
Search for an Asset by Description
Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index.
Action
Share File or Folder
Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation.

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