Salesforce

CRM OAuth

Read and write Salesforce records, run SOQL queries and call Apex REST endpoints from any Windmill script, flow or app.

Set up in 3 steps

Connect from the Resources page

Open Resources, click Add a resource/API and pick salesforce from the OAuth APIs list — there is a separate tile for sandbox orgs. Sign in, then name the resource and save it.

Check the instance URL

instance_url pins every call to your org's data host. Windmill fills it from the connection; api_version selects the REST API version if you need to pin one.

Run your first script

Fork any script below and read before writing anything.

Scripts

Building blocks, if none of the projects above fit. Fork one, run it, or call it as a step inside your own flow.

Field	Type	Required	What it is
api_version	string	No	Salesforce REST API version path segment, e.g. v60.0. Optional — scripts default to v60.0 when left blank.
instance_url	string	Yes	Org data host returned in the OAuth token response, e.g. https://acme.my.salesforce.com (production) or https://acme--sandbox.sandbox.my.salesforce.com (sandbox). Every REST call is made against this host, not login.salesforce.com.
token	string	Yes	OAuth access token. Populated by Windmill's OAuth flow.

Set up in 3 steps

Connect from the Resources page

Check the instance URL

Run your first script

Scripts

New or Updated Record

Upsert Record

Upload File

Update Record

SOSL Search

Query More

Parameterized Search

List Objects

Get User Info

Get Related Records

Get Record

Execute SOQL Query

Describe Object

Delete Record

Create Record

Convert Lead

Resource type

salesforce

Questions