ActionSalesforceUpdated June 2026

How do I search Salesforce across objects?

Short answer: Drop the "SalesforceSalesforce SOSL Search" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Inputs

The fields this action accepts.

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

FieldTypeRequiredDescription
Search Term
search_term
stringRequiredThe text to search for across Salesforce records
Objects to Search
objects
stringOptionalComma-separated object names with optional field lists in parentheses
WHERE Clause
where_clause
stringOptionalOptional WHERE clause to filter results (without WHERE keyword)
Sample request
{
"search_term": "e.g. Acme",
"objects": "e.g. Lead(Id,Name,Email), Contact(Id,Name,Email), Account(Id,Name)",
"where_clause": "e.g. Name != 'Test'"
}
Returns
{
"searchRecords": [
{
"Id": "003Dn00000XXXXX",
"Name": "John Doe",
"attributes": {
"url": "/services/data/v59.0/sobjects/Contact/003Dn00000XXXXX",
"type": "Contact"
}
},
{
"Id": "001Dn00000XXXXX",
"Name": "Acme Inc",
"attributes": {
"url": "/services/data/v59.0/sobjects/Account/001Dn00000XXXXX",
"type": "Account"
}
}
]
}

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

Triggered by

Apps that pair well as the trigger for Salesforce SOSL Search.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Salesforce SOSL Search.

What does the Salesforce SOSL Search action do in Salesforce?
Runs a SOSL (Salesforce Object Search Language) cross-object search. For "find all records mentioning this term across leads, contacts, accounts" workflows.
What inputs does Salesforce SOSL Search require?
Required: Search Term. 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 Salesforce SOSL Search support batch operations?
Yes. Run Salesforce SOSL Search 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

Other Salesforce actions.

Action
Create Salesforce Lead
Creates a lead with name, email, company, status, source. For "marketing form submission → push to Salesforce" lead-capture workflows.
Action
Create Salesforce Opportunity
Creates an opportunity tied to an account with amount, stage, close date, owner. For "qualified lead → create opportunity in the right pipeline" workflows.
Action
Create Salesforce Record (Any Object)
Generic create for any SObject (Contact, Lead, Custom Object, etc.). For workflows that need to create custom-object records not covered by typed actions.
Action
Create Salesforce Task
Creates a follow-up task linked to any SObject (lead, contact, opportunity). For "deal stagnant → create follow-up task" hygiene automation.
Action
Delete Salesforce Record
Generic delete for any SObject. Irreversible at the API level (though Salesforce keeps in Recycle Bin for 15 days). For GDPR compliance or cleanup workflows.
Action
Get Salesforce Record
Generic get by SObject and ID. Returns the record with selected fields. The standard lookup before update workflows.

Send salesforce sosl search from your workflows.

Triggered by anything in the catalog. Free tier available. No credit card.