Salesforce connector specifications
Integrate with Salesforce for anywhere access to leads, accounts, opportunities, cases, and contracts.
Version details
Citrix microapps supports the latest Salesforce APIs.
Endpoints
Note:
Custom endpoints are not supported.
GET
describeGlobal()
describeSObject()
query()
queryMore()
retrieve()
POST
process()
create()
update()
convertLeads()
Service Actions
- Change Job Inbox Approval - Approve Change Job request
- Change Job Inbox Denial - Deny Change Job request
- Expense Report Inbox Approval - Approve Expense Report
- Expense Report Inbox Denial - Deny Expense Report
Key Entities
The following are the main business entities that this connector addresses:
- Account
- Contact
- Lead
- Opportunity
- Case
- Contract
- Event
- Task
- User
Entities with Attributes
The following is a full list of entities and their attributes (Salesforce v.0.1.0):
Account (List of Salesforce Accounts)
- Id: STRING(24), PK
- Account Number: STRING(40)
- Account Source: STRING(64)
- Annual Revenue: FLOAT(prec=20, scale=2)
- Billing City: STRING(40)
- Billing Country: STRING(80)
- Billing Latitude: STRING(40)
- Billing Longitude: STRING(40)
- Billing Postal Code: STRING(20)
- Billing State: STRING(80)
- Billing Street: STRING(255)
- Clean Status: STRING(64)
- Created Date: DATETIME
- Created By Id: STRING(24), FK(User.Id)
- Description: STRING(-1)
- DUNS Number: STRING(9)
- Fax: STRING(40)
- Industry: STRING(40)
- Is Deleted: BOOLEAN
- Data.com Key: STRING(20)
- Data.com Company Id: STRING(24)
- Last Activity Date: DATE
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified Date: DATETIME
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Master Record Id: STRING(24), FK(Account.Id)
- NAICS Code: STRING(8)
- NAICS Description: STRING(120)
- Name: STRING(256)
- Number of Employees: INTEGER(x32)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Ownership: STRING(40)
- Parent Id: STRING(24), FK(Account.Id)
- Phone: STRING(40)
- Photo Url: STRING(255)
- Rating: STRING(64)
- Shipping City: STRING(40)
- Shipping Country: STRING(80)
- Shipping Latitude: STRING(40)
- Shipping Longitude: STRING(40)
- Shipping Postal Code: STRING(20)
- Shipping State: STRING(80)
- Shipping Street: STRING(255)
- SIC Code: STRING(20)
- SIC Description: STRING(80)
- Site: STRING(80)
- SystemMod Stamp: DATETIME
- Ticker Symbol: STRING(20)
- Trade Style: STRING(255)
- Type: STRING(64)
- Website: STRING(255)
- Year Started: STRING(4)
Case (List of Salesforce Cases)
- Id: STRING(24), PK
- Account Id: STRING(24), FK(Account.Id)
- Case Number: STRING(24)
- Closed Date: DATE
- Contact Id: STRING(24), FK(Contact.Id)
- Created By Id: STRING(24), FK(User.Id)
- Created by Email: STRING(128)
- Created by Name: STRING(256)
- Created Date: DATETIME
- Description: STRING(-1)
- Is Closed: BOOLEAN
- Is Deleted: BOOLEAN
- Is Escalated: BOOLEAN
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified by Email: STRING(128)
- Last Modified by Name: STRING(256)
- Last Modified Date: DATETIME
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Origin: STRING(64)
- Owner Id: STRING(24)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Parent Id: STRING(24), FK(Case.Id)
- Priority: STRING(64)
- Reason: STRING(64)
- Status: STRING(80)
- Subject: STRING(256)
- Supplied City: STRING(256)
- Supplied Email: STRING(128)
- Supplied Name: STRING(256)
- Supplied Phone: STRING(40)
- SystemMod Stamp: DATETIME
- Type: STRING(64)
Contact (List of Salesforce Contacts)
- Id: STRING(24), PK
- Account Id: STRING(24), FK(Account.Id)
- Assistant Name: STRING(40)
- Assistant Phone: STRING(40)
- Birthdate: DATE
- Clean Status: STRING(64)
- Created By Id: STRING(24), FK(User.Id)
- Created Date: DATETIME
- Department: STRING(80)
- Description: STRING(-1)
- Email: STRING(128)
- Email Bounced Date: DATETIME
- Email Bounced Reason: STRING(255)
- Fax: STRING(40)
- First Name: STRING(64)
- Home Phone: STRING(40)
- Is Deleted: BOOLEAN
- Is Email Bounced: BOOLEAN
- Data.com Key: STRING(20)
- Data.com Contact Id: STRING(24)
- Last Activity Date: DATE
- Last Stay-in-Touch Req Date: DATETIME
- Last Stay-in-Touch Save Date: DATETIME
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified Date: DATETIME
- Last Name: STRING(128)
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Lead Source: STRING(64)
- Mailing City: STRING(40)
- Mailing Country: STRING(80)
- Mailing Latitude: STRING(40)
- Mailing Longitude: STRING(40)
- Mailing Postal Code: STRING(20)
- Mailing State: STRING(80)
- Mailing Street: STRING(255)
- Master Record Id: STRING(24), FK(Contact.Id)
- Mobile Phone: STRING(40)
- Name: STRING(256)
- Other City: STRING(40)
- Other Country: STRING(80)
- Other Latitude: STRING(40)
- Other Longitude: STRING(40)
- Other Postal Code: STRING(20)
- Other State: STRING(80)
- Other Street: STRING(255)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Phone: STRING(40)
- Photo Url: STRING(255)
- Reports To Id: STRING(24), FK(Contact.Id)
- Salutation: STRING(40)
- SystemMod Stamp: DATETIME
- Title: STRING(128)
Contract (List of Salesforce Contracts)
- Id: STRING(24), PK
- Account Id: STRING(24), FK(Account.Id)
- Activated by Email: STRING(128)
- Activated by Name: STRING(256)
- Activated Date: DATETIME
- Billing City: STRING(40)
- Billing Country: STRING(80)
- Billing GeocodeAccuracy: STRING(255)
- Billing Latitude: STRING(40)
- Billing Longitude: STRING(40)
- Billing Postal Code: STRING(20)
- Billing State: STRING(80)
- Billing Street: STRING(255)
- Company Signed Email: STRING(128)
- Company Signed Name: STRING(256)
- Company Signed Date: DATETIME
- Contract Number: STRING(24)
- Contract Term: INTEGER(x32)
- Created By Id: STRING(24), FK(User.Id)
- Created by Email: STRING(128)
- Created by Name: STRING(256)
- Created Date: DATETIME
- Customer Signed Id: STRING(24), FK(Contact.Id)
- Customer Signed Date: STRING(256)
- Customer Signed Title: STRING(256)
- Description: STRING(-1)
- End Date: DATE
- Is Deleted: BOOLEAN
- Last Activity Date: DATE
- Last Approved Date: DATE
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified by Email: STRING(128)
- Last Modified by Name: STRING(256)
- Last Modified Date: DATETIME
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Owner Id: STRING(24)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Special Terms: STRING(256)
- Start Date: DATE
- Status: STRING(80)
- Status Code: STRING(80)
- SystemMod Stamp: DATETIME
Event (List of Salesforce Events)
- Id: STRING(24), PK
- Account Id: STRING(24), FK(Account.Id)
- Activity Date: DATE
- Activity Date Time: DATETIME
- Created By Id: STRING(24), FK(User.Id)
- Created by Email: STRING(128)
- Created by Name: STRING(256)
- Created Date: DATETIME
- Description: STRING(-1)
- Duration In Minutes: INTEGER(x32)
- End Date Time: DATETIME
- Event SubType: STRING(64)
- Group Event Type: STRING(64)
- Is All Day Event: BOOLEAN
- Is Archived: BOOLEAN
- Is Child: BOOLEAN
- Is Deleted: BOOLEAN
- Is Private: BOOLEAN
- Is Recurrence: BOOLEAN
- Is Reminder Set: BOOLEAN
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified by Email: STRING(128)
- Last Modified by Name: STRING(256)
- Last Modified Date: DATETIME
- Location: STRING(256)
- Owner Id: STRING(24)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Recurrence Activity Id: STRING(24), FK(Event.Id)
- Recurrence Day Of Month: INTEGER(x32)
- Recurrence Day Of Week Mask: INTEGER(x32)
- Recurrence End Date Only: DATE
- Recurrence Instance: STRING(256)
- Recurrence Interval: INTEGER(x32)
- Recurrence Month Of Year: STRING(64)
- Recurrence Start Date Time: DATE
- Recurrence TimeZone Sid Key: STRING(256)
- Recurrence Type: STRING(256)
- Reminder Date Time: DATETIME
- Show As: STRING(256)
- Start Date Time: DATETIME
- Subject: STRING(256)
- SystemMod Stamp: DATETIME
- Who Id: STRING(24)
- Who Type: STRING(64)
- Who Name: STRING(256)
- Who Email: STRING(128)
- What Id: STRING(24)
- What Type: STRING(64)
- What Name: STRING(256)
Lead (List of Salesforce Leads)
- Id: STRING(24), PK
- Annual Revenue: FLOAT(prec=20, scale=2)
- City: STRING(40)
- Clean Status: STRING(64)
- Company: STRING(256)
- Company DUNS Number: STRING(9)
- Converted Account Id: STRING(24), FK(Account.Id)
- Converted Contact Id: STRING(24), FK(Contact.Id)
- Converted Date: DATE
- Converted Opportunity Id: STRING(24), FK(Opportunity.Id)
- Country: STRING(80)
- Created By Id: STRING(24), FK(User.Id)
- Created Date: DATETIME
- Description: STRING(-1)
- Email: STRING(128)
- Email Bounced Date: DATETIME
- Email Bounced Reason: STRING(255)
- Fax: STRING(40)
- First Name: STRING(64)
- Industry: STRING(64)
- Is Converted: BOOLEAN
- Is Deleted: BOOLEAN
- Is Unread By Owner: BOOLEAN
- Data.com Key: STRING(20)
- Data.com Contact Id: STRING(24)
- Last Activity Date: DATE
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified Date: DATETIME
- Last Name: STRING(128)
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Latitude: STRING(40)
- Lead Source: STRING(64)
- Longitude: STRING(40)
- Master Record Id: STRING(24), FK(Lead.Id)
- Mobile Phone: STRING(40)
- Name: STRING(256)
- Number of Employees: INTEGER(x32)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Phone: STRING(40)
- Photo Url: STRING(255)
- Postal Code: STRING(20)
- Rating: STRING(64)
- Salutation: STRING(40)
- State: STRING(80)
- Lead Status: STRING(64)
- Street: STRING(255)
- SystemMod Stamp: DATETIME
- Title: STRING(128)
- Website: STRING(255)
Opportunity (List of Salesforce Opportunities)
- Id: STRING(24), PK
- Account Id: STRING(24), FK(Account.Id)
- Amount: FLOAT(prec=16, scale=2)
- Close Date: DATE
- Created By Id: STRING(24), FK(User.Id)
- Created Date: DATETIME
- Description: STRING(-1)
- Expected Revenue: FLOAT(prec=16, scale=2)
- Fiscal: STRING(20)
- Fiscal Quarter: INTEGER(x32)
- Fiscal Year: INTEGER(x32)
- Forecast Category: STRING(80)
- Forecast Category Name: STRING(80)
- Has Opportunity Line Item: BOOLEAN
- Is Closed: BOOLEAN
- Is Deleted: BOOLEAN
- Is Private: BOOLEAN
- Is Won: BOOLEAN
- Last Activity Date: DATE
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified Date: DATETIME
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Lead Source: STRING(64)
- Name: STRING(256)
- Next Step: STRING(255)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Stage: STRING(64)
- SystemMod Stamp: DATETIME
- Probability: FLOAT(prec=5, scale=4)
- Quantity: FLOAT(prec=16, scale=4)
- Type: STRING(64)
ProcessInstance (List of Salesforce ProcessInstances)
- Id: STRING(24), PK
- Process Definition Id: STRING(24)
- Status: STRING(80)
- Completed Date: DATE
- Last Actor Id User: STRING(24), FK(User.Id)
- Last Actor Id Group: STRING(24)
- Last Modified By Id User: STRING(24), FK(User.Id)
- Last Modified Date: DATE
- Elapsed Time In Days: FLOAT(prec=16, scale=2)
- Elapsed Time In Hours: FLOAT(prec=16, scale=2)
- Elapsed Time In Minutes: FLOAT(prec=16, scale=2)
- Submitted By: STRING(24), FK(User.Id)
- Is Deleted: BOOLEAN
- Created Date: DATE
- Created By Id: STRING(24), FK(User.Id)
- ToId Contract: STRING(24), FK(Contract.Id)
- TargetObjectId Contact: STRING(24), FK(Contact.Id)
- TargetObjectId Account: STRING(24), FK(Account.Id)
- System Modstamp: DATETIME
ProcessInstanceWorkitem (List of Salesforce ProcessInstanceWorkItems)
- Id: STRING(24), PK
- Process Instance Id: STRING(24), FK(ProcessInstance.Id)
- Original Actor Id User: STRING(24), FK(User.Id)
- Original Actor Id Group: STRING(24)
- Actor Id User: STRING(24), FK(User.Id)
- Actor Id Group: STRING(24)
- Elapsed Time In Days: FLOAT(prec=16, scale=2)
- Elapsed Time In Hours: FLOAT(prec=16, scale=2)
- Elapsed Time In Minutes: FLOAT(prec=16, scale=2)
- Is Deleted: BOOLEAN
- Created Date: DATE
- Created By: STRING(24), FK(User.Id)
- System Modstamp: DATETIME
- Target Object Id: STRING(24)
- Table Enum Or Id: STRING(24)
- Actor User Name: STRING(128)
- Actor User Email: STRING(128)
ProcessInstanceStep (List of Salesforce ProcessInstanceWorkItems)
- Id: STRING(24), PK
- Process Instance Id: STRING(24), FK(ProcessInstance.Id)
- Step Status: STRING(64)
- Original Actor Id User: STRING(24), FK(User.Id)
- Original Actor Id Group: STRING(24)
- Actor Id User: STRING(24), FK(User.Id)
- Actor Id Group: STRING(24)
- Comments: STRING(255)
- Step Node Id: STRING(24)
- Elapsed Time In Days: FLOAT(prec=16, scale=2)
- Elapsed Time In Hours: FLOAT(prec=16, scale=2)
- Elapsed Time In Minutes: FLOAT(prec=16, scale=2)
- Created Date: DATETIME
- Created By Id: STRING(24), FK(User.Id)
- System Modstamp: DATETIME
- Actor User Name: STRING(128)
Task (List of Salesforce Tasks)
- Id: STRING(24), PK
- Account Id: STRING(24), FK(Account.Id)
- Activity Date: DATETIME
- Call Disposition: STRING(256)
- Call Duration In Seconds: INTEGER(x32)
- Call Object: STRING(256)
- Call Type: STRING(256)
- Created By Id: STRING(24), FK(User.Id)
- Created by Email: STRING(128)
- Created by Name: STRING(256)
- Created Date: DATETIME
- Description: STRING(-1)
- Is Archived: BOOLEAN
- Is Closed: BOOLEAN
- Is Deleted: BOOLEAN
- Is High Priority: BOOLEAN
- Is Recurrence: BOOLEAN
- Is Reminder Set: BOOLEAN
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified by Email: STRING(128)
- Last Modified by Name: STRING(256)
- Last Modified Date: DATETIME
- Owner Id: STRING(24)
- Owner Email: STRING(128)
- Owner Name: STRING(256)
- Priority: STRING(64)
- Recurrence Activity Id: STRING(24), FK(Task.Id)
- Recurrence Day Of Month: INTEGER(x32)
- Recurrence Day Of Week Mask: INTEGER(x32)
- Recurrence End Date Only: DATE
- Recurrence Instance: STRING(256)
- Recurrence Interval: INTEGER(x32)
- Recurrence Month Of Year: STRING(64)
- Recurrence Regenerated Type: STRING(256)
- Recurrence Start Date Only: DATE
- Recurrence TimeZone Sid Key: STRING(256)
- Recurrence Type: STRING(256)
- Reminder Date Time: DATETIME
- Status: STRING(80)
- Subject: STRING(256)
- Task SubType: STRING(64)
- Who Id: STRING(24)
- Who Type: STRING(64)
- Who Name: STRING(256)
- Who Email: STRING(128)
- What Id: STRING(24)
- What Type: STRING(64)
- What Name: STRING(256)
User (List of Salesforce Users)
- Id: STRING(24), PK
- About Me: STRING(1000)
- Is Active: BOOLEAN
- Account Id: STRING(24), FK(Account.Id)
- Alias: STRING(8)
- Badge Text: STRING(8)
- City: STRING(40)
- Community Nickname: STRING(40)
- Company Name: STRING(80)
- Contact Id: STRING(24), FK(Contact.Id)
- Country: STRING(80)
- Created By Id: STRING(24), FK(User.Id)
- Created Date: DATETIME
- Notification Joining Frequency: STRING(64)
- Delegate Approver Id: STRING(24), FK(User.Id)
- Department: STRING(80)
- Chatter Email Highlights Freq: STRING(64)
- Division: STRING(80)
- Email: STRING(128)
- Email Encoding: STRING(64)
- Auto Bcc: BOOLEAN
- Auto Bcc Stay-in-Touch: BOOLEAN
- Stay-in-Touch Reminder: BOOLEAN
- Employee Number: STRING(20)
- Extension: STRING(40)
- Fax: STRING(40)
- SAML Federation ID: STRING(512)
- First Name: STRING(64)
- Allow Forecasting: BOOLEAN
- Full Photo Url: STRING(255)
- Data.com Monthly Add Limit: FLOAT(prec=9, scale=0)
- Language: STRING(64)
- Last Login Date: DATETIME
- Last Modified By Id: STRING(24), FK(User.Id)
- Last Modified Date: DATETIME
- Last Name: STRING(128)
- Last Password Change Date: DATETIME
- Last Referenced Date: DATETIME
- Last Viewed Date: DATETIME
- Latitude: STRING(40)
- Locale: STRING(64)
- Longitude: STRING(40)
- Manager Id: STRING(24), FK(User.Id)
- Mobile Phone: STRING(40)
- Name: STRING(256)
- Phone: STRING(40)
- Postal Code: STRING(20)
- Receives Admin Info Emails: BOOLEAN
- Receives Info Emails: BOOLEAN
- Sender Email Address: STRING(128)
- Sender Name: STRING(256)
- Email Signature: STRING(-1)
- Small Photo Url: STRING(255)
- State: STRING(80)
- Stay-in-Touch Email Note: STRING(512)
- Stay-in-Touch Email Signature: STRING(512)
- Stay-in-Touch Email Subject: STRING(80)
- Street: STRING(255)
- SystemMod Stamp: DATETIME
- Timezone: STRING(64)
- Title: STRING(128)
- UserType: STRING(80)
- Username: STRING(80)