Integrations
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Salesforce

These Salesforce native actions allow integrating your Arengu forms to work directly with your leads.

Connect your Salesforce account

To connect your Salesforce account to Arengu you will need to login to your Salesforce account using the OAuth protocol:

Create lead

Creates a new lead.

Input settings

Parameter Description
ID (required) Action ID. It is used to reference the output values of the action.
Alias Short description to be displayed in the action.
Connection (required) Select an existing connection from the vault or create a new connection by login to your Salesforce account using the OAuth protocol.
First name First name of new lead.
Last name (required) Last name of new lead.
Company (required) Company name of new lead.
Email Email of new lead.
Phone Phone number of new lead. It must be in international E.164 format.
Extra Fields Additional field names and their value*

Find expected response and extra API information at Salesforce's documentation.

Get lead

Gets detail of an existing lead.

Input settings

Parameter Description
ID (required) Action ID. It is used to reference the output values of the action.
Alias Short description to be displayed in the action.
Connection (required) Select an existing connection from the vault or create a new connection by login to your Salesforce account using the OAuth protocol.
Lead Id (required) The Id of the lead.

Find expected response and extra API information at Salesforce's documentation.

Update lead

Updates an existing lead.

Input settings

Parameter Description
ID (required) Action ID. It is used to reference the output values of the action.
Alias Short description to be displayed in the action.
Connection (required) Select an existing connection from the vault or create a new connection by login to your Salesforce account using the OAuth protocol.
Lead Id (required) The Id of the lead.
Update fields field names and their value*

Find expected response and extra API information at Salesforce's documentation.

Search lead

Searches details of an existing lead.

Input settings

Parameter Description
ID (required) Action ID. It is used to reference the output values of the action.
Alias Short description to be displayed in the action.
Connection (required) Select an existing connection from the vault or create a new connection by login to your Salesforce account using the OAuth protocol.
Search field (required) The field to search, it can be Email, Name, Phone or All.
Value (required) The value to be used for searching.
Lead fields (required) The expected fields to be returned from the search.*

Find expected response and extra API information at Salesforce's documentation.

* In addition to the Salesforce standard fields, custom fields can also be referenced using their field names. Custom field names are followed by “__c” for example: CurrentGenerators__c. These names can be found at Setup -> ObjectManager -> Lead -> Fields & Relationships
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Salesforce guides & tutorials

Discover our step-by-step guides and tutorials to learn using Arengu with Salesforce.

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