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)