Salesforce

Connect Salesforce to FastHook

Connect Salesforce to FastHook to automate leads, contacts, accounts, opportunities, cases, and custom objects with OAuth and dynamic field metadata.

Choose from 9 Triggers and 12 Actions.

Connect your organization

Install the FastHook Packaged External Client App in the Salesforce organization, then connect an authorized Salesforce user through OAuth. FastHook stores the access and refresh tokens encrypted.

  1. Ask a Salesforce administrator to install and allow the FastHook External Client App.
  2. In FastHook Sources or Actions, choose Salesforce and connect the Salesforce user whose permissions the Workflow should use.
  3. Select a standard or custom object. FastHook loads accessible objects and fields from Salesforce Describe metadata.
  4. Test the Trigger or Action, inspect the returned record shape, map fields, and activate the Workflow.

Connect Salesforce →

Example automations

  • Send a Slack alert for each new Salesforce lead.
  • Append new opportunities to Google Sheets for forecasting.
  • Upsert contacts from forms or marketing tools using an external ID.
  • Create cases from support requests and update custom objects after approval.

Triggers

  • New Record
  • Updated Record
  • Deleted Record
  • New Lead
  • New Contact
  • New Account
  • New Opportunity
  • Updated Opportunity
  • New Case

Actions

  • List Objects
  • Describe Object
  • Create Record
  • Get Record
  • Update Record
  • Upsert Record
  • Delete Record
  • Run SOQL Query
  • Run SOSL Search
  • Create Multiple Records
  • Get Recently Updated Records
  • Custom API Request

Working with Salesforce

FastHook loads the connected organization's objects and fields through Salesforce Describe metadata, including custom objects and custom fields.

Polling Sources establish a baseline on the first check and then request changes every five minutes. Deleted-record history is limited by Salesforce's deleted-record retention window.

The connected user must have API access plus object-level and field-level permissions for every record the Workflow reads or writes.

Create Multiple Records uses Salesforce Composite SObject Collections and accepts up to 200 records per request.

Custom API Request stays on the OAuth instance URL and the negotiated REST API version; it cannot override the host or Authorization header.

Record output schemas stay open because each Salesforce organization can define different custom objects and fields. Describe Object returns the authoritative runtime schema.

Salesforce reference · Explore Salesforce integrations · Salesforce REST API documentation