This article covers the Salesforce workflow actions for searching, creating, and updating Opportunity records, plus the generic object actions that work against any Salesforce object type. For Lead, Contact, and Account actions, see how to manage leads in Salesforce from HappyFox Workflows and how to manage contacts and accounts in Salesforce from HappyFox Workflows.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this step without a value. |
| Optional | The field can be left blank; the action will still run. |
| Text | A plain string of characters. |
| Number | A numeric value (integer or decimal). |
| List of extra fields | A list of key/value pairs used to set additional Salesforce fields beyond the standard ones. Each entry has a Key (the Salesforce field API name) and a Value. |
| File list | One or more file attachments to upload to the Salesforce record. |
Opportunity Actions
Search for an Opportunity
Searches Salesforce for an Opportunity record matching the given search text and returns the first result found.
| Field | Description | Validation |
|---|---|---|
| The email or search text to use when looking up Opportunities. | Required · Text |
Create an Opportunity in Salesforce
Creates a new Opportunity record in Salesforce. Both the opportunity name and expected close date are required.
| Field | Description | Validation |
|---|---|---|
| Close Date | The expected close date for the opportunity (YYYY-MM-DD format). |
Required · Text |
| Name | The name of the Opportunity. | Required · Text |
Update an Opportunity in Salesforce
Updates an existing Opportunity record in Salesforce, identified by its record ID.
| Field | Description | Validation |
|---|---|---|
| Opportunity ID | The Salesforce record ID of the Opportunity to update. | Required · Text |
| Extra Fields | The Salesforce Opportunity fields to update. Each entry has a Key and a Value. | Optional · List of extra fields |
Generic Object Actions
Use these actions when you need to work with a Salesforce object type that doesn't have a dedicated action above — for example, Case, or a custom object.
Search for a Salesforce Object (Find One)
Searches any Salesforce object type by name and returns the single best-matching record. Use this when you know exactly which record you're looking for.
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The API name of the Salesforce object to search (for example, Lead, Contact, Case). |
Required · Text |
| Search Text | The value to search for within the specified object. | Required · Text |
Search for Salesforce Objects (Find Many)
Searches any Salesforce object type and returns multiple matching records, up to the specified limit. Use this when you need a list of results rather than a single record.
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The API name of the Salesforce object to search. | Required · Text |
| Search Text | The value to search for within the specified object. | Required · Text |
| Limit | The maximum number of matching records to return. Defaults to 1 if not provided. |
Optional · Number |
Create an Object in Salesforce
Creates a new record of any Salesforce object type.
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The API name of the Salesforce object to create (for example, Case, Lead, Custom_Object__c). |
Required · Text |
| Extra Fields | The field values to set on the new record. Each entry has a Key and a Value. | Required (at least one of Extra Fields or Attachments) · List of extra fields |
| Attachments | Files to attach to the newly created record. | Required (at least one of Extra Fields or Attachments) · File list |
Update Salesforce Object
Updates an existing record of any Salesforce object type, identified by its record ID.
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The API name of the Salesforce object to update. | Required · Text |
| Object ID | The Salesforce record ID of the record to update. | Required · Text |
| Extra Fields | The field values to update on the record. Each entry has a Key and a Value. | Required (at least one of Extra Fields or Attachments) · List of extra fields |
| Attachments | Files to attach to the record. | Required (at least one of Extra Fields or Attachments) · File list |
Get Object by Id
Retrieves a single Salesforce record of any object type using its record ID and returns all of its field data.
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The API name of the Salesforce object to look up. | Required · Text |
| Object ID | The Salesforce record ID of the record to retrieve. | Required · Text |
Your workflow can now search, create, and update Salesforce Opportunities and any other Salesforce object type.