Exelement SyncCloud

Outbound Messages

• Outbound Message Response: Send a response to an outbound message from Salesforce.Set Result to 'true'/'false' to send a success/failure response back to SF.

Groups

• List Group Members: Lists group members from Salesforce.
• List Groups: List groups from Salesforce.

Event Relations

• List Events Relations: Lists event attendees.
• List Undecided Event Relations: Lists undecided event attendees.
• List Declined Event Relations: Lists declined event attendees.
• List Accepted Event Relations: Lists accepted event attendees.
• List Contact\Lead Event Relations: Lists event contact and lead attendees.
• Create Event Relation: Create a new event relation

Login History

• List Login History: Lists all login sessions.

Metrics

• List Active Feature License Metrics: Lists the number of active, assigned, and purchased feature licenses in the organization.
• List Mobile Security User Metrics: Lists the metrics for users who have Enhanced Mobile Security policies enforced.

Tasks

• Update Task: Updates a task.
• List Task Priorities: Lists the options for task priorities.
• List Updated Tasks: Lists tasks created or modified since the last run.
• Get Task: Gets a task by ID.
• Create Task: Creates a new task.
• Delete Task: Deletes a task.
• List New Tasks: Lists tasks created since the last run.
• List Tasks: Lists all tasks.
• List Task Statuses: Lists the options for task statuses.

Campaigns

• List New Campaigns: Lists campaigns created since the last run.
• Update Campaign: Updates a campaign.
• Create Campaign: Creates a campaign.
• Get Campaign By Name: Gets a campaign by name.
• List Campaigns: Lists campaigns.
• Delete Campaign: Deletes a campaign.
• Upsert Campaign: Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List Updated Campaigns: Lists campaigns created or modified since the last run.
• If Exists: Campaign: Gets a campaign by ID and returns along a true path if it exists.
• Get Campaign: Gets a campaign by ID.

Accounts

• List Accounts By Custom Field: Lists accounts by a custom field, whereequals .
• List Updated Accounts: Lists accounts created or modified since the last run.
• Upsert Account: Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List New Accounts: Lists accounts created since the last run.
• List Accounts: Lists accounts from Salesforce.
• Delete Account: Deletes an account.
• Update Account: Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
• Create Account: Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
• List Daily Activity History: Retrieves activity history of the previous date for the specified account.
• List Accounts By PersonEmail: Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
• List Account's Activity History: Retrieves activity history for the specified account.
• Get Account: Gets an account by ID.

Leads

• List Updated Leads By Owner ID: Lists leads created or modified since the last run for a specific owner account.
• Create Lead: Creates a new lead.
• Update Lead: Updates an existing lead.
• Delete Lead: Deletes a lead.
• List Leads: Lists all leads.
• List Updated Leads: Lists leads created or modified since the last run.
• List New Leads: Lists leads created since the last run.
• Upsert Lead: Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List Leads By Email: Lists leads with the specified email address.
• Get Lead: Gets a lead by ID.

Opportunities

• List Opportunities: Lists all opportunities.
• List Opportunity Stages: Lists the possible stages for an opportunity in Salesforce.
• Upsert Opportunity: Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Update Opportunity And List Line Items: Composite request. Updates an opportunity and returns it's line items.
• List Opportunity's Activity History: Retrieves activity history for the specified opportunity.
• Get Opportunity: Gets an opportunity by ID.
• List New Opportunities: Lists the opportunities created since the last run.
• Delete Opportunity: Deletes an opportunity.
• Update Opportunity: Updates information about an opportunity which would represent a sale or pending deal.
• List Updated Opportunities: Lists the opportunities created or modified since the last run.
• Create Opportunity: Creates an opportunity.

Divisions

• List Divisions: Lists divisions from Salesforce.

Orders

• Update Order: Update an existing order.
• List Orders: Lists orders from Salesforce.
• Get Order: Gets an order by ID.
• List Updated Orders: Lists orders created or modified since the last run.
• List New Orders: Lists orders created since the last run.
• Create Order: Add a new order

Campaign Members

• Get Campaign Member: Gets a campaign member by ID.
• Upsert Campaign Member: Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Campaign Member: Creates a new campaign member.
• Delete Campaign Member: Deletes a campaign member.
• Update Campaign Member: Updates a campaign member.
• List Campaign Members: Lists campaign members.

Order Items

• List New Order Items: Lists order items created since the last run.
• List Order Items: Lists order items from Salesforce.
• List Updated Order Items: Lists order items created or modified since the last run.
• Get Order Item: Gets an order item by ID.

Opportunity Line Items

• Delete Line Item: Deletes an opportunity line item.
• List New Line Items: Lists opportunity line items created since the last run.
• Update Line Item: Updates an opportunity line item.
• List Line Items: Lists opportunity line items.
• List Updated Line Items: Lists opportunity line items created or modified since the last run.
• Create Line Item: Creates a new opportunity line item.
• Get Line Item: Get line item for an opportunity by ID.

Bulk Operations

• Delete Job: Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
• Close Job: Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
• Abort Job: Aborts a job. If you abort a job, the job does not get queued or processed.
• Upload CSV Data: Uploads data for a job using CSV data you provide.
• List Jobs: Retrieves all jobs in the organization.
• Create Insert Job: Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
• Get Job: Retrieves detailed information about a job.

Campaign Member Status

• Update Campaign Member Status: Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
• Delete Campaign Member Status: Deletes a campaign member status.
• Create Campaign Member Status: Creates a campaign member status.
• List Campaign Member Statuses: Lists campaign member statuses.

Reports

• Get Report Instance (Tabular): Retrieves the specified report instance. Response fields must be added as custom fields with the Field Location []. (example: [].CreatedDate). Use Get Report Fields to find all available fields for the report.
• Generate Report Instance: Generates an instance of the specified report which can then be retrieved with the Get Report Instance method.
• List Reports: Retrieves all reports.
• List Report Instances: Retrieves all instances of the specified report.
• Get Report Fields: Retrieves all fields/columns from the specified report.

Events

• List Updated Events: Lists events created or modified since the last run.
• List Events: Lists events from this Salesforce account.
• List New Events: Lists events created since the last run.
• Update Event: Updates an existing event.
• Create Event: Creates a new event.
• Get Event: Gets an event by ID.
• Delete Event: Deletes an event.

Webhooks

• Opportunity Updated: Triggered when an opportunity is updated.
• Opportunity Created: Triggered when an opportunity is created.
• Contact Updated: Triggered when a contact is updated.
• Lead Created: Triggered when a lead is created.
• Contact Created: Triggered when a contact is created.
• Lead Updated: Triggered when a lead is updated.

Products

• Get Product: Gets a Product.
• List Products: Returns a list of Products.
• List New Products: Lists the Products created since the last run.
• List Updated Products: Returns a list of Products that have been updated since the last run.

Documents

• Get Content Version: Retrieve the content version ID of a given content document.
• Get Content Document Data (CSV): Return the contents of a CSV content document.
• List Content Documents: Retrieve a list of all content documents.

Cases

• List Updated Cases: Lists cases created or modified since the last run.
• List New Cases: Lists cases created since the last run.
• Delete Case: Deletes a case.
• Update Case: Updates a case.
• Create Case: Creates a new case which represents a customer issue or problem.
• Upsert Case: Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List Cases: Lists all cases.
• Get Case: Gets a case by ID.
• List Updated Case Comments By Case ID: Lists the comments of the specified case updated since the last run.
• List New Case Feed By Case ID: Lists the feed of the specified case created since the last run.
• List Updated Case Feed: Lists the feed of all cases updated since the last run.
• List Case Feed By Case ID: Lists the feed of the specified case.
• List New Case Feed: Lists the feed of all cases created since the last run.
• List Case Feed: Lists the feed of all cases.
• List Updated Case Feed By Case ID: Lists the feed of the specified case updated since the last run.
• List Case Comments By Case ID: Lists the comments of the specified case.
• List New Case Comments By Case ID: Lists the comments of the specified case created since the last run.
• List Case Comments: Lists the comments of all cases.
• List Updated Case Comments: Lists the comments of all cases updated since the last run.
• List New Case Comments: Lists the comments of all cases created since the last run.
• List New Case History: Lists the history of all cases since the last run.
• List New Case History By Case ID: Lists the history of the specified case since the last run.
• List Case History: Lists the history of all cases.
• List Case History By Case ID: Lists the history of the specified case.

Search

• Search : Execute a SOSL search on all requested data.

Attachments

• List Attachments: Lists attachments from this Salesforce account.
• Update Attachment: Updates an attachment.
• Delete Attachment: Deletes an attachment.
• List New Attachments: Lists attachments created since the last run.
• Create Attachment: Creates a new attachment.
• List Updated Attachments: Lists attachments created or modified since the last run.
• Get Attachment: Gets an attachment by ID.

Pricebooks

• Get Pricebook Entry: Gets a pricebook entry.
• List Pricebook Entries: Lists entries to a specified pricebook.
• List Pricebooks: Lists all pricebooks.

Opportunity Contact Roles

• Delete Opportunity Role: Deletes an opportunity contact role.
• List Roles By Opportunity: Lists opportunity contact roles for a specified opportunity.
• List New Opportunity Roles: Lists opportunity contact roles created since the last run.
• Get Opportunity Role: Gets an opportunity contact role by ID.
• Add Contact To Opportunity: Adds an existing contact to an opportunity.
• Create Opportunity Role: Creates a new opportunity contact role.
• Update Opportunity Role: Updates an opportunity contact role.
• Get Primary Opportunity Role: Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
• List Updated Opportunity Roles: Lists opportunity contact roles created or modified since the last run.
• List Opportunity Roles: Lists opportunity contact roles.

Notes

• Get Note: Gets a note by ID.
• List New Notes: Lists notes created since the last run.
• List Notes: Lists notes from this Salesforce account.
• Delete Note: Deletes a note.
• List Updated Notes: Lists notes created or modified since the last run.
• Create Note: Creates a new note.
• Update Note: Updates a note.

Record Types

• Get Record Type: Gets an record type by ID.

Assets

• Upsert Asset: Creates a new asset or updates an existing asset based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List Assets: List assets from Salesforce.
• Create Asset: Creates a new asset. An asset represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased.

Currency Type

• List Corporate Currencies: Lists the currencies used by an organization for which the multicurrency feature is enabled.

Locations

• Get Location: Gets a location by ID.

Enhanced Notes

• Create Enhanced Note: Creates an 'enhanced' note as displayed by the 'Notes' Related List in Salesforce.

Enhanced Objects

• List Updated Records: Retrieves all records updated since the last successful run date.
• Delete Record: Deletes the specified record from the specified object.
• List New Records: Retrieves all records created since the last successful run date.
• Get Record By ID: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Create Record: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• List Records: Retrieves all records from the specified object.
• Create Multiple Records: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Update Record: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.

User Roles

• Update User Role: Updates an existing user role.
• Get User Role: Gets a user role by ID.
• List User Roles: Lists all user roles.
• Create User Role: Creates a new user role.
• Delete User Role: Deletes a user role.

Contacts

• Contact Exists For ID: Checks if a contact exists with the specified ID.
• Contact Exists For Email Address: Checks whether any contacts exist for the specified email address.
• Get Contact: Gets the contact with the specified ID.
• List Updated Contacts: Lists contacts created, modified or deleted since the last run.
• List Contacts: Lists all contacts.
• Get Contact(s) By Email: Gets the contact(s) with the specified email address.
• List New Contacts: Lists contacts created since the last run.
• Delete Contact: Deletes a contact.
• Get Contact ID: Gets the Contact ID associated with the specified email address.
• Update Contact: Updates a contact's details.
• Create Contact: Creates a new contact.
• List Contacts By Owner ID: Lists all contacts by owner ID.
• List New Contacts by Owner ID: Lists contacts created since the last run filtered by Owner ID. (Do not use Additional Custom Conditions as they are solved in script for this method).
• Bulk Create Contacts: Creates a batch of new contacts.
• Upsert Contact: Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup.
• Get Contact(s) By Mobile Number: Gets the contact(s) with the specified mobile number.
• Bulk Update Contacts: Updates a batch of contacts.

SOQL Query

• Execute SOQL Query: This method allows user the capability to query any data in SalesForce.

Users

• Get User License By Name: Get the details of the User License specified by name.
• List User Licenses: Lists the currently defined user licenses in your organization.
• List Users: Lists all users.
• Get User By Name: Gets a user by FullName.
• Update User: Update a user.
• List Email Encoding Options: Describes the options for the EmailEncodingKey.
• List Language Options: Describes the options for the LanguageLocaleKey.
• Get Profile ID By Name: Gets a profile by name.
• List Profiles: Lists all profiles.
• Get Self: Gets the current user's profile information.
• Create User: Creates a new user.
• Delete User: Deletes a User.
• Get User: Gets a user by ID.
• List Locale Options: Describes the options for the LocaleSidKey.
• List Time Zone Options: Describes the options for the TimeZoneSid.

Custom Objects

• Create Multiple Records 1: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Create Record 1: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• List Updated Records 1: Retrieves the specified object's records updated since the last time this action was executed.
• List New Records 1: Retrieves the specified object's records created since the last time this action was executed.
• List Object Fields: Retrieves all field names for the specified object.
• Describe Object: Completely describes the individual metadata at all levels for the object.
• List Objects: Retrieves all objects within your Salesforce account.
• Get Record By Custom Condition 1: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• Update Record 1: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Upsert Record1: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• List Records 1: Retrieves all records from the specified object.
• Delete Record 1: Deletes the specified record from the specified object.
• Get Record By ID 1: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Get External ID Field 1: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Delete Record 3: Deletes the specified record from the specified object.
• List Updated Records 3: Retrieves the specified object's records updated since the last time this action was executed.
• Create Multiple Records 3: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Update Record 3: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• List Records 3: Retrieves all records from the specified object.
• List New Records 3: Retrieves the specified object's records created since the last time this action was executed.
• Get External ID Field 3: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Upsert Record3: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• Create Record 3: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By ID 3: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Get Record By Custom Condition 2: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• Update Record 2: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Create Record 2: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By Custom Condition 3: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• List Records 2: Retrieves all records from the specified object.
• Delete Record 2: Deletes the specified record from the specified object.
• Get Record By ID 2: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• List New Records 2: Retrieves the specified object's records created since the last time this action was executed.
• Create Multiple Records 2: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Upsert Record 2: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• List Updated Records 2: Retrieves the specified object's records updated since the last time this action was executed.
• Get External ID Field 2: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.

CRMs

• Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
• Automate tasks for your sales team to keep deals moving.
• Automatically fill in company data on your deals using external data.

Change Orders

• Download Attachment: Download an attachment on the Change Order.
• Create JSON: Method to create JSON to be uploaded to Google Drive.
• Get Change Order: Get a Change Order by ID

Product Management

• Keep your plans up to data across systems.
• Ensure calendars and deadlines are kept in sync across your team's systems.