List Salesforce Records: Salesforce action

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Object Type sobject	options	Required	Object Type. Options: Lead, Contact, Account, Opportunity, Case, Task
Fields fields	string	Optional	Comma-separated field names to retrieve
WHERE Clause where_clause	string	Optional	Optional SOQL WHERE clause to filter results (without the WHERE keyword)
Order By order_by	string	Optional	Field name and direction to sort results
Limit limit	string	Optional	Maximum number of records to return

Sample request

{
  "sobject": "{{trigger.sobject}}",
  "fields": "e.g. Id,Name,Email,CreatedDate",
  "where_clause": "e.g. CreatedDate = THIS_MONTH AND Status = 'Open'",
  "order_by": "e.g. CreatedDate DESC",
  "limit": "e.g. 50"
}

Returns

{
  "done": true,
  "records": [
    {
      "Id": "001Dn00000XXXXX",
      "Name": "Acme Inc",
      "CreatedDate": "2025-01-15T12:00:00.000Z"
    }
  ],
  "totalSize": 5
}

Use these fields in downstream nodes for routing, logging, or error handling.

FAQ

Questions about List Salesforce Records.

What does the List Salesforce Records action do in Salesforce?

Paginated records of a specific SObject with filters. For "all opportunities in this pipeline" or "leads created since timestamp" sync workflows.

What inputs does List Salesforce Records require?

Required: Object Type. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Salesforce returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does List Salesforce Records support batch operations?

Yes. Run List Salesforce Records inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.

More actions