✨ This integration is included in the Business
Plan and above. View
pricing.
Setup Guide
1. Add Salesforce to Paragon
Click the ”+” button in the workflow canvas and choose Salesforce from the sidebar. Under Choose your Salesforce account, select “Add new account for Salesforce” and log in to the Salesforce account you want to connect to.Note: You can also connect to a Sandbox Salesforce environment if you have
one. Select “Add new sandbox account for Salesforce”.
2. Query Salesforce
Once your Salesforce account is connected, you can add steps to perform the following actions:- Create record
- Update record
- Delete record
- Get record by ID
- Search records
- Search records by SOQL query
- Get record metadata
{{ to invoke the variable menu.
