> ## Documentation Index
> Fetch the complete documentation index at: https://docs.softr.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce
# Salesforce integration
Connect Salesforce with your Softr applications to automate CRM workflows, sync customer data, and keep your sales team's pipeline up to date — all without writing code.
## Overview
The Softr Salesforce integration lets you create, update, retrieve, and delete records in any Salesforce object — including Contacts, Leads, Opportunities, Accounts, and custom objects — directly from your no-code app workflows. Trigger CRM operations from form submissions, user sign-ups, record changes, or any other event in your Softr app, and have Salesforce reflect those changes instantly.
Use Softr workflows to bridge your customer-facing portals and internal tools with Salesforce, so your team always has accurate, up-to-date data without manual data entry.
## Available Actions
### Create record
Add a new record to any Salesforce object. Select the object type (Contact, Lead, Opportunity, Account, or a custom object), then map fields from your Softr form or data source directly to the Salesforce object fields.
### Update record
Update an existing Salesforce record by ID. Select the object type, provide the record ID, and map whichever fields you want to modify — such as updating a phone number, changing a deal stage, or reassigning an account owner.
### Get record
Retrieve a single Salesforce record by its ID. Select the object type and provide the record ID — all fields of that record are returned and available in subsequent workflow steps.
### Get many records
Fetch multiple records from any Salesforce object. Optionally filter results using a SOQL WHERE clause (for example, `LastName = 'Doe' AND AccountId = '001abc'`) and set a limit on the number of records returned.
### Delete record
Permanently remove a record from any Salesforce object by ID. Trigger this from a Softr admin action button or a data-cleanup workflow.
## Key Benefits
* **Works with any Salesforce object:** Automate workflows across Contacts, Leads, Opportunities, Accounts, and your own custom objects — not just a single record type.
* **Eliminate manual data entry:** Automatically push data from Softr forms and portals into Salesforce without anyone having to copy and paste.
* **Real-time CRM sync:** Keep your Salesforce data current as soon as events happen in your Softr app — new sign-ups, form submissions, or record updates.
* **Seamless customer portals:** Build client-facing portals in Softr that read from and write to Salesforce, giving your team a single source of truth.
* **No Salesforce admin required:** Configure CRM automations visually in Softr, without custom Apex code or complex Salesforce flows.
* **Multi-step workflows:** Chain Salesforce actions with other integrations — send a Slack notification after creating a record, or email a confirmation after closing a deal.
## Example Use Cases
| Use Case | Description |
| :-------------------------------- | :----------------------------------------------------------------------------------------------------------------------------------------------- |
| **Lead capture from forms** | When a visitor submits a contact form in your Softr app, automatically create a Salesforce Lead or Contact with their details. |
| **Member portal sync** | When a new user signs up to your Softr portal, create a corresponding Salesforce Contact and assign them to the right account. |
| **CRM data enrichment** | Allow customers to update their own profile in a Softr portal, and have those changes flow directly into their Salesforce record. |
| **Deal pipeline automation** | When a form is submitted or a status changes in Softr, automatically create or update a Salesforce Opportunity to keep your pipeline current. |
| **Admin record management** | Give your team an internal dashboard in Softr to look up, edit, or remove Salesforce records without needing Salesforce licenses for every user. |
| **Deduplication before outreach** | Before creating a new record, query Salesforce with a SOQL filter to check whether it already exists, and skip or update instead of duplicating. |
| **Offboarding automation** | When a user account is deleted in Softr, automatically delete or update the corresponding Salesforce record. |
## How to Connect Softr with Salesforce
Salesforce requires a one-time package installation before you can connect your org via OAuth.
1. **Install the Softr app in your Salesforce org**. This only needs to be done once per org.
2. In your Softr app, open the **Workflows** section and create or edit a workflow.
3. Add a **Salesforce action** step (Create record, Update record, etc.).
4. Click **Connect Salesforce** and authorize Softr to access your Salesforce org via OAuth.
5. Select the **object type** you want to work with (Contact, Lead, Opportunity, Account, or a custom object).
6. Configure the action inputs — map fields from your workflow data to the Salesforce object fields.
7. Save and activate your workflow to start syncing data automatically.