@pipedream/salesforce_rest_api 1.11.8 → 1.12.1

package/actions/common/base-create-update.mjs

@@ -16,6 +16,7 @@ export function getProps({
   docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_concepts.htm",
   showDocsInfo = true,
   showDateInfo = false,
+  advancedProps = true,
 }) {
   let { initialProps } = objType;
   if (initialProps && createOrUpdate === "update") {
@@ -53,12 +54,18 @@ export function getProps({
       ? "createProps"
       : "updateProps"],
     ...initialProps,
-    useAdvancedProps: {
-      propDefinition: [
-        salesforce,
-        "useAdvancedProps",
-      ],
-    },
+    ...advancedProps
+      ? {
+        useAdvancedProps: {
+          propDefinition: [
+            salesforce,
+            "useAdvancedProps",
+          ],
+        },
+      }
+      : {
+        ...objType.extraProps,
+      },
   };
 }
 

package/actions/create-account/create-account.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-account",
   name: "Create Account",
   description: `Creates a Salesforce account. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-attachment/create-attachment.mjs

@@ -18,7 +18,7 @@ export default {
   key: "salesforce_rest_api-create-attachment",
   name: "Create Attachment",
   description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`,
-  version: "0.5.7",
+  version: "0.5.8",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-campaign/create-campaign.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-campaign",
   name: "Create Campaign",
   description: `Creates a marketing campaign. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-case/create-case.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-case",
   name: "Create Case",
   description: `Creates a Case, which represents a customer issue or problem. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-casecomment/create-casecomment.mjs

@@ -17,7 +17,7 @@ export default {
   key: "salesforce_rest_api-create-casecomment",
   name: "Create Case Comment",
   description: `Creates a Case Comment on a selected Case. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-contact/create-contact.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-contact",
   name: "Create Contact",
   description: `Creates a contact. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-content-note/create-content-note.mjs

@@ -28,7 +28,7 @@ export default {
   key: "salesforce_rest_api-create-content-note",
   name: "Create Content Note",
   description: `Creates a content note. [See the documentation](${docsLink}) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).`,
-  version: "0.0.6",
+  version: "0.0.7",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-crm-record/create-crm-record.mjs

@@ -0,0 +1,62 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-create-crm-record",
+  name: "Create Record",
+  description:
+    "Create a new Salesforce record of any object type."
+    + " Use **Describe Object** first if you're unsure what fields are available or required."
+    + " For picklist fields, use the API value from **Describe Object**, not the display label."
+    + "\n\n"
+    + "**Common required fields:**"
+    + "\n- Account: `Name`"
+    + "\n- Contact: `LastName`"
+    + "\n- Lead: `LastName`, `Company`"
+    + "\n- Opportunity: `Name`, `StageName`, `CloseDate`"
+    + "\n- Case: `Subject`"
+    + "\n- Task: `Subject`"
+    + "\n- Event: `Subject`, `StartDateTime`, `EndDateTime`"
+    + "\n\n"
+    + "To add a Contact/Lead to a Campaign, create a CampaignMember:"
+    + " `{\"CampaignId\": \"701xxx\", \"ContactId\": \"003xxx\"}` or `{\"CampaignId\": \"701xxx\", \"LeadId\": \"00Qxxx\"}`.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: false,
+    destructiveHint: false,
+    openWorldHint: true,
+  },
+  props: {
+    salesforce,
+    objectType: {
+      type: "string",
+      label: "Object Type",
+      description:
+        "The Salesforce object API name (e.g. `Account`, `Contact`, `Lead`, `Opportunity`, `Case`, `Task`, `Event`)."
+        + " Use **List Objects** to discover custom object types (ending in `__c`).",
+    },
+    properties: {
+      type: "object",
+      label: "Record Properties",
+      description:
+        "Field name → value pairs for the new record."
+        + " Example for Contact: `{\"FirstName\": \"Jane\", \"LastName\": \"Doe\", \"Email\": \"jane@example.com\", \"AccountId\": \"001xxx\"}`."
+        + " Example for Opportunity: `{\"Name\": \"Acme Deal\", \"StageName\": \"Prospecting\", \"CloseDate\": \"2025-12-31\", \"Amount\": 50000}`."
+        + " Use **Describe Object** to discover valid field names and picklist values.",
+    },
+  },
+  async run({ $ }) {
+    const response = await this.salesforce.createRecord(this.objectType, {
+      $,
+      data: this.properties,
+    });
+
+    $.export(
+      "$summary",
+      `Created ${this.objectType} with ID ${response.id}`,
+    );
+
+    return response;
+  },
+};

package/actions/create-event/create-event.mjs

@@ -9,7 +9,7 @@ export default {
   key: "salesforce_rest_api-create-event",
   name: "Create Event",
   description: `Creates an event. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-lead/create-lead.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-lead",
   name: "Create Lead",
   description: `Creates a lead. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-note/create-note.mjs

@@ -18,7 +18,7 @@ export default {
   key: "salesforce_rest_api-create-note",
   name: "Create Note",
   description: `Creates a note. [See the documentation](${docsLink})`,
-  version: "0.3.6",
+  version: "0.3.7",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-opportunity/create-opportunity.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-opportunity",
   name: "Create Opportunity",
   description: `Creates an opportunity. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -28,6 +28,7 @@ export default {
     objType: opportunity,
     docsLink,
     showDateInfo: true,
+    advancedProps: false,
   }),
   async run({ $ }) {
     /* eslint-disable no-unused-vars */

package/actions/create-record/create-record.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-create-record",
   name: "Create Record",
   description: "Create a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm)",
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-task/create-task.mjs

@@ -9,7 +9,7 @@ export default {
   key: "salesforce_rest_api-create-task",
   name: "Create Task",
   description: `Creates a task. [See the documentation](${docsLink})`,
-  version: "0.4.5",
+  version: "0.4.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/create-user/create-user.mjs

@@ -9,7 +9,7 @@ export default {
   key: "salesforce_rest_api-create-user",
   name: "Create User",
   description: `Creates a Salesforce user. [See the documentation](${docsLink})`,
-  version: "0.1.5",
+  version: "0.1.6",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/delete-crm-record/delete-crm-record.mjs

@@ -0,0 +1,52 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-delete-crm-record",
+  name: "Delete Record",
+  description:
+    "Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days)."
+    + " Use **SOQL Query** to find the record ID if you only have the record name.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: false,
+    destructiveHint: true,
+    openWorldHint: true,
+  },
+  props: {
+    salesforce,
+    objectType: {
+      type: "string",
+      label: "Object Type",
+      description:
+        "The Salesforce object API name (e.g. `Account`, `Contact`, `Opportunity`).",
+    },
+    recordId: {
+      type: "string",
+      label: "Record ID",
+      description:
+        "The ID of the record to delete."
+        + " Use **SOQL Query** to find the ID if you only have the record name.",
+    },
+  },
+  async run({ $ }) {
+    await this.salesforce.deleteRecord({
+      sobjectType: this.objectType,
+      recordId: this.recordId,
+      $,
+    });
+
+    $.export(
+      "$summary",
+      `Deleted ${this.objectType} ${this.recordId}`,
+    );
+
+    return {
+      success: true,
+      objectType: this.objectType,
+      recordId: this.recordId,
+      deleted: true,
+    };
+  },
+};

package/actions/describe-object/describe-object.mjs

@@ -0,0 +1,86 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-describe-object",
+  name: "Describe Object",
+  description:
+    "Get field metadata for a Salesforce object type, including field names, types, required status, and picklist values."
+    + " Use before **Create Record** or **Update Record** to discover available fields and valid picklist values."
+    + " For picklist fields (like `StageName` on Opportunity, `Status` on Case), this returns all valid values"
+    + " — use the API value, not the display label."
+    + " Use the `fieldsFilter` parameter to narrow results — full object descriptions can be very large (100+ fields)."
+    + " Use **List Objects** if you're unsure of the object's API name.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: true,
+    destructiveHint: false,
+    openWorldHint: false,
+  },
+  props: {
+    salesforce,
+    objectType: {
+      type: "string",
+      label: "Object Type",
+      description:
+        "The Salesforce object API name (e.g. `Account`, `Contact`, `Opportunity`, `CustomObject__c`)."
+        + " Use **List Objects** to discover available object types.",
+    },
+    fieldsFilter: {
+      type: "string",
+      label: "Fields Filter",
+      description:
+        "Optional keyword to filter field names and labels (case-insensitive)."
+        + " For example, `stage` returns fields like `StageName`, `ForecastCategoryName`."
+        + " Omit to return all fields.",
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    const fields = await this.salesforce.getFieldsForObjectType(this.objectType);
+
+    const filter = this.fieldsFilter?.toLowerCase();
+    const filtered = filter
+      ? fields.filter((f) =>
+        f.name.toLowerCase().includes(filter)
+        || f.label.toLowerCase().includes(filter))
+      : fields;
+
+    const result = filtered.map((f) => {
+      const field = {
+        name: f.name,
+        label: f.label,
+        type: f.type,
+        required: !f.nillable && !f.defaultedOnCreate,
+        updateable: f.updateable,
+        createable: f.createable,
+      };
+      if (f.type === "picklist" || f.type === "multipicklist") {
+        field.picklistValues = f.picklistValues
+          .filter((v) => v.active)
+          .map((v) => ({
+            value: v.value,
+            label: v.label,
+            defaultValue: v.defaultValue,
+          }));
+      }
+      if (f.type === "reference" && f.referenceTo?.length) {
+        field.referenceTo = f.referenceTo;
+        field.relationshipName = f.relationshipName;
+      }
+      return field;
+    });
+
+    $.export(
+      "$summary",
+      `Found ${result.length} field${result.length === 1
+        ? ""
+        : "s"} on ${this.objectType}${filter
+        ? ` matching "${this.fieldsFilter}"`
+        : ""}`,
+    );
+
+    return result;
+  },
+};

package/actions/get-related-records/get-related-records.mjs

@@ -0,0 +1,80 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-get-related-records",
+  name: "Get Related Records",
+  description:
+    "Get child records related to a parent Salesforce record via a relationship."
+    + " Use to traverse relationships without writing SOQL joins."
+    + " Common relationships: Account → Contacts, Opportunities, Cases, Tasks;"
+    + " Contact → Cases, Opportunities, Tasks;"
+    + " Opportunity → OpportunityLineItems, Tasks."
+    + " Use **Describe Object** to discover available relationship names if unsure"
+    + " (look for `relationshipName` on reference fields).",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: true,
+    destructiveHint: false,
+    openWorldHint: true,
+  },
+  props: {
+    salesforce,
+    objectType: {
+      type: "string",
+      label: "Parent Object Type",
+      description:
+        "The SObject API name of the parent record (e.g. `Account`, `Contact`, `Opportunity`).",
+    },
+    recordId: {
+      type: "string",
+      label: "Record ID",
+      description: "The ID of the parent record.",
+    },
+    relationshipName: {
+      type: "string",
+      label: "Relationship Name",
+      description:
+        "The API name of the relationship to traverse (e.g. `Contacts`, `Opportunities`, `Cases`, `Tasks`)."
+        + " This is the plural relationship name, not the field name."
+        + " Use **Describe Object** on the parent type to discover available relationships.",
+    },
+    fields: {
+      type: "string[]",
+      label: "Fields",
+      description:
+        "Fields to return on the related records (e.g. `[\"Id\", \"Name\", \"Email\"]`)."
+        + " If omitted, returns default fields.",
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    let url = `${this.salesforce._sObjectDetailsApiUrl(this.objectType, this.recordId)}/${this.relationshipName}`;
+
+    if (this.fields?.length) {
+      url += `?fields=${this.fields.join(",")}`;
+    }
+
+    const response = await this.salesforce._makeRequest({
+      $,
+      url,
+    });
+
+    const records = response.records || [];
+    const totalSize = response.totalSize || records.length;
+
+    $.export(
+      "$summary",
+      `Found ${totalSize} related ${this.relationshipName} record${totalSize === 1
+        ? ""
+        : "s"}`,
+    );
+
+    return {
+      totalSize,
+      records,
+      hasMore: totalSize > records.length,
+    };
+  },
+};

package/actions/get-user-info/get-user-info.mjs

@@ -0,0 +1,44 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-get-user-info",
+  name: "Get User Info",
+  description:
+    "Get the current authenticated Salesforce user's identity, including user ID, email, org ID, and instance URL."
+    + " **Must be called before any query that uses first-person language ('my', 'I', 'me').**"
+    + " The `userId` can be used as an `OwnerId` filter in SOQL queries (e.g. `WHERE OwnerId = '{userId}'`)."
+    + " The `instanceUrl` is needed to construct clickable links to Salesforce records:"
+    + " `{instanceUrl}/lightning/r/{objectType}/{recordId}/view`.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: true,
+    destructiveHint: false,
+    openWorldHint: false,
+  },
+  props: {
+    salesforce,
+  },
+  async run({ $ }) {
+    const userInfo = await this.salesforce.getUserInfo(
+      this.salesforce._authToken(),
+    );
+
+    const result = {
+      userId: userInfo.user_id,
+      userName: userInfo.preferred_username || userInfo.email,
+      userEmail: userInfo.email,
+      displayName: userInfo.name,
+      orgId: userInfo.organization_id,
+      instanceUrl: this.salesforce._baseApiUrl(),
+    };
+
+    $.export(
+      "$summary",
+      `Authenticated as ${result.userEmail} (User ID: ${result.userId}, Org: ${result.orgId})`,
+    );
+
+    return result;
+  },
+};

package/actions/list-objects/list-objects.mjs

@@ -0,0 +1,61 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-list-objects",
+  name: "List Objects",
+  description:
+    "List available Salesforce object types (SObjects) in the org."
+    + " Use when the user references an object type you're not sure about, or to discover custom objects."
+    + " Custom objects end in `__c`."
+    + " Standard CRM objects: Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User."
+    + " Use **Describe Object** to get field details for a specific object type.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: true,
+    destructiveHint: false,
+    openWorldHint: false,
+  },
+  props: {
+    salesforce,
+    filter: {
+      type: "string",
+      label: "Filter",
+      description:
+        "Optional keyword to filter object names and labels (case-insensitive)."
+        + " For example, `custom` returns only custom objects, `account` returns Account-related objects.",
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    const { sobjects } = await this.salesforce.listSObjectTypes();
+
+    const filterLower = this.filter?.toLowerCase();
+    const filtered = filterLower
+      ? sobjects.filter((o) =>
+        o.name.toLowerCase().includes(filterLower)
+        || o.label.toLowerCase().includes(filterLower))
+      : sobjects;
+
+    const result = filtered.map((o) => ({
+      name: o.name,
+      label: o.label,
+      custom: o.custom,
+      queryable: o.queryable,
+      createable: o.createable,
+      updateable: o.updateable,
+    }));
+
+    $.export(
+      "$summary",
+      `Found ${result.length} object type${result.length === 1
+        ? ""
+        : "s"}${filterLower
+        ? ` matching "${this.filter}"`
+        : ""}`,
+    );
+
+    return result;
+  },
+};

package/actions/soql-query/soql-query.mjs

@@ -0,0 +1,87 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-soql-query",
+  name: "SOQL Query",
+  description:
+    "Execute a SOQL query against Salesforce. This is the **primary tool for querying Salesforce data** — use for all structured queries."
+    + " For free-text search across multiple objects, use **Text Search** instead."
+    + "\n\n"
+    + "**When the user uses first-person language ('my', 'I', 'me'),** filter by `OwnerId` using the `userId` from **Get User Info**."
+    + " Use **Describe Object** to discover field names and picklist values before querying non-obvious fields."
+    + "\n\n"
+    + "**SOQL syntax reference:**"
+    + "\n- Basic: `SELECT Id, Name, Email FROM Contact WHERE AccountId = '001xxx'`"
+    + "\n- Operators: `=`, `!=`, `>`, `<`, `>=`, `<=`, `LIKE '%text%'`, `IN ('a','b')`, `NOT IN`"
+    + "\n- Date literals: `TODAY`, `THIS_MONTH`, `LAST_N_DAYS:30`, `THIS_QUARTER`, `LAST_QUARTER`, `THIS_YEAR`"
+    + "\n- NULL checks: `WHERE Email != null`"
+    + "\n- Aggregates: `SELECT StageName, COUNT(Id) c, SUM(Amount) s FROM Opportunity GROUP BY StageName`"
+    + "\n- **SOQL does NOT support the `AS` keyword** — write `COUNT(Id) c`, not `COUNT(Id) AS c`"
+    + "\n- **Reserved words cannot be aliases** — `count`, `sum`, `avg` are reserved. Use short aliases like `c`, `s`, `a`"
+    + "\n- **Cannot ORDER BY alias** — repeat the aggregate: `ORDER BY COUNT(Id) DESC`, not `ORDER BY c DESC`"
+    + "\n- Parent relationship: `SELECT Name, Account.Name FROM Contact`"
+    + "\n- Child subquery: `SELECT Name, (SELECT Name FROM Contacts) FROM Account`"
+    + "\n- Sorting/limits: `ORDER BY CreatedDate DESC LIMIT 10`"
+    + "\n\n"
+    + "**Always include `Id` in SELECT.** Include a clickable Salesforce link for every record"
+    + " using the format `{instanceUrl}/lightning/r/{objectType}/{Id}/view` (get `instanceUrl` from **Get User Info**).",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: true,
+    destructiveHint: false,
+    openWorldHint: true,
+  },
+  props: {
+    salesforce,
+    query: {
+      type: "string",
+      label: "SOQL Query",
+      description:
+        "The SOQL query string to execute."
+        + " Example: `SELECT Id, Name, Amount, StageName FROM Opportunity WHERE OwnerId = '005xxx' AND StageName = 'Closed Won' ORDER BY Amount DESC LIMIT 10`",
+    },
+  },
+  async run({ $ }) {
+    const firstPage = await this.salesforce.query({
+      $,
+      query: this.query,
+    });
+
+    const totalSize = firstPage.totalSize;
+    const allRecords = [
+      ...(firstPage.records || []),
+    ];
+    let nextUrl = firstPage.nextRecordsUrl
+      ? `${this.salesforce._baseApiUrl()}${firstPage.nextRecordsUrl}`
+      : null;
+    const maxPages = 5;
+
+    for (let page = 1; page < maxPages && nextUrl; page++) {
+      const response = await this.salesforce._makeRequest({
+        $,
+        url: nextUrl,
+      });
+      allRecords.push(...(response.records || []));
+      nextUrl = response.nextRecordsUrl
+        ? `${this.salesforce._baseApiUrl()}${response.nextRecordsUrl}`
+        : null;
+    }
+
+    const result = {
+      totalSize,
+      records: allRecords,
+      hasMore: !!nextUrl,
+    };
+
+    $.export(
+      "$summary",
+      `Query returned ${totalSize} total record${totalSize === 1
+        ? ""
+        : "s"}, fetched ${allRecords.length}`,
+    );
+
+    return result;
+  },
+};

package/actions/text-search/text-search.mjs

@@ -0,0 +1,89 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-text-search",
+  name: "Text Search",
+  description:
+    "Search Salesforce records by keyword across multiple object types simultaneously."
+    + " Use for free-text search when the user mentions a name, term, or keyword without specifying an object type."
+    + " Use **SOQL Query** instead for structured queries on a single object type with specific conditions."
+    + " Results are grouped by object type.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: true,
+    destructiveHint: false,
+    openWorldHint: true,
+  },
+  props: {
+    salesforce,
+    searchTerm: {
+      type: "string",
+      label: "Search Term",
+      description:
+        "The text to search for across Salesforce records."
+        + " Searches name fields and other indexed text fields.",
+    },
+    objectTypes: {
+      type: "string[]",
+      label: "Object Types",
+      description:
+        "SObject types to search. Default: Account, Contact, Lead, Opportunity."
+        + " Example: `[\"Account\", \"Contact\", \"Case\"]`.",
+      optional: true,
+    },
+  },
+  async run({ $ }) {
+    const objectTypes = this.objectTypes?.length
+      ? this.objectTypes
+      : [
+        "Account",
+        "Contact",
+        "Lead",
+        "Opportunity",
+      ];
+
+    const returningClause = objectTypes
+      .map((type) => `${type}(Id, Name)`)
+      .join(", ");
+
+    const escapedTerm = this.searchTerm.replace(/[?&|!{}[\]()^~*:\\"'+-]/g, "\\$&");
+    const sosl = `FIND {${escapedTerm}} IN ALL FIELDS RETURNING ${returningClause}`;
+
+    const response = await this.salesforce.search({
+      $,
+      search: sosl,
+    });
+
+    const results = response.searchRecords || [];
+    const groupedByType = {};
+    for (const record of results) {
+      const type = record.attributes?.type || "Unknown";
+      if (!groupedByType[type]) groupedByType[type] = [];
+      groupedByType[type].push(record);
+    }
+
+    const summary = Object.entries(groupedByType)
+      .map(([
+        type,
+        records,
+      ]) => `${records.length} ${type}`)
+      .join(", ");
+
+    $.export(
+      "$summary",
+      results.length
+        ? `Found ${results.length} result${results.length === 1
+          ? ""
+          : "s"}: ${summary}`
+        : `No results found for "${this.searchTerm}"`,
+    );
+
+    return {
+      totalSize: results.length,
+      searchRecords: results,
+      groupedByType,
+    };
+  },
+};

package/actions/update-account/update-account.mjs

@@ -15,7 +15,7 @@ export default {
   key: "salesforce_rest_api-update-account",
   name: "Update Account",
   description: `Updates a Salesforce account. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-contact/update-contact.mjs

@@ -16,7 +16,7 @@ export default {
   key: "salesforce_rest_api-update-contact",
   name: "Update Contact",
   description: `Updates a contact. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-content-note/update-content-note.mjs

@@ -17,7 +17,7 @@ export default {
   key: "salesforce_rest_api-update-content-note",
   name: "Update Content Note",
   description: `Updates an enhanced Salesforce content note, which can include formatted text and is part of Salesforce Files. [See the documentation](${docsLink}) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).`,
-  version: "0.0.2",
+  version: "0.0.3",
   type: "action",
   annotations: {
     destructiveHint: true,

package/actions/update-crm-record/update-crm-record.mjs

@@ -0,0 +1,60 @@
+// vandelay-test-dr
+import salesforce from "../../salesforce_rest_api.app.mjs";
+
+export default {
+  key: "salesforce_rest_api-update-crm-record",
+  name: "Update Record",
+  description:
+    "Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged."
+    + " Use **Describe Object** for valid field names and picklist values."
+    + " Use **SOQL Query** to find the record ID if you only have the name.",
+  version: "0.0.1",
+  type: "action",
+  annotations: {
+    readOnlyHint: false,
+    destructiveHint: false,
+    openWorldHint: true,
+  },
+  props: {
+    salesforce,
+    objectType: {
+      type: "string",
+      label: "Object Type",
+      description:
+        "The Salesforce object API name (e.g. `Account`, `Contact`, `Opportunity`).",
+    },
+    recordId: {
+      type: "string",
+      label: "Record ID",
+      description:
+        "The ID of the record to update."
+        + " Use **SOQL Query** to find the ID if you only have the record name.",
+    },
+    properties: {
+      type: "object",
+      label: "Properties to Update",
+      description:
+        "Field name → new value pairs. Only include fields you want to change."
+        + " Example: `{\"StageName\": \"Closed Won\", \"Amount\": 75000}`."
+        + " Use **Describe Object** to discover valid field names and picklist values.",
+    },
+  },
+  async run({ $ }) {
+    await this.salesforce.updateRecord(this.objectType, {
+      $,
+      id: this.recordId,
+      data: this.properties,
+    });
+
+    $.export(
+      "$summary",
+      `Updated ${this.objectType} ${this.recordId}`,
+    );
+
+    return {
+      success: true,
+      objectType: this.objectType,
+      recordId: this.recordId,
+    };
+  },
+};

package/actions/update-email-template/update-email-template.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-update-email-template",
   name: "Update Email Template",
   description: "Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.0.5",
+  version: "0.0.6",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-note/update-note.mjs

@@ -17,7 +17,7 @@ export default {
   key: "salesforce_rest_api-update-note",
   name: "Update Note",
   description: `Updates a classic Salesforce note, which can contain up to 32 KB of text and is associated with a parent record. [See the documentation](${docsLink})`,
-  version: "0.0.2",
+  version: "0.0.3",
   type: "action",
   annotations: {
     destructiveHint: true,

package/actions/update-opportunity/update-opportunity.mjs

@@ -9,6 +9,7 @@ const {
   objType: opportunity,
   docsLink,
   showDateInfo: true,
+  advancedProps: false,
 });
 
 export default {
@@ -16,7 +17,7 @@ export default {
   key: "salesforce_rest_api-update-opportunity",
   name: "Update Opportunity",
   description: `Updates an opportunity. [See the documentation](${docsLink})`,
-  version: "0.3.5",
+  version: "0.3.6",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-record/update-record.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-update-record",
   name: "Update Record",
   description: "Update fields of a record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.3.6",
+  version: "0.3.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/upsert-record/upsert-record.mjs

@@ -8,7 +8,7 @@ export default {
   key: "salesforce_rest_api-upsert-record",
   name: "Upsert Record",
   description: "Create or update a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)",
-  version: "0.0.6",
+  version: "0.0.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@pipedream/salesforce_rest_api",
-  "version": "1.11.8",
+  "version": "1.12.1",
   "description": "Pipedream Salesforce (REST API) Components",
   "main": "salesforce_rest_api.app.mjs",
   "keywords": [
@@ -11,10 +11,10 @@
   "author": "Pipedream <support@pipedream.com> (https://pipedream.com/)",
   "dependencies": {
     "@pipedream/platform": "^3.1.1",
-    "fast-xml-parser": "^5.3.8",
-    "handlebars": "^4.7.7",
+    "fast-xml-parser": "^5.5.7",
+    "handlebars": "^4.7.9",
     "lodash": "^4.17.23",
-    "lodash-es": "^4.17.23",
+    "lodash-es": "^4.18.1",
     "salesforce-webhooks": "^1.1.11",
     "uuid": "^9.0.1"
   },