> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcargo.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce
> This page outlines how to use the Salesforce integration to pull and manage CRM data in Cargo.
Salesforce is the world's leading enterprise CRM platform, powering sales, service, and marketing operations for businesses of all sizes. Cargo's native integration with Salesforce allows you to both pull data from the CRM as part of data models, and write or delete data from all CRM objects to maintain it.
## How to set up Salesforce
Salesforce uses OAuth to establish the sync with Cargo. During connection, you'll be asked to authorize Cargo.
Once redirected and the connector is created, you can:
* **Set up a Salesforce data model** — Create data models from your Salesforce objects to trigger Plays and power model search actions.
* **Use Salesforce in workflows** — Choose **Salesforce** from the node catalog within a **Play**, **Tool**, or **Agent**.
***
## Salesforce actions
All Salesforce actions support Leads, Contacts, Accounts, Opportunities,
Cases, and any custom objects you've created in your Salesforce org.
### Insert record
Insert a new record into Salesforce.
**Use cases**
* **Lead capture** – Create new leads from various sources and channels
* **Contact creation** – Add new contacts from forms, events, or imports
* **Opportunity creation** – Create new opportunities to track deals through your pipeline
### Find record
Retrieve a single record from Salesforce by its unique ID.
**Use cases**
* **Record lookup** – Get specific record details for processing workflows
* **Data validation** – Verify record existence before performing operations
### Match record
Check if a record exists in Salesforce based on matching criteria.
**Use cases**
* **Duplicate prevention** – Avoid creating duplicate records
* **Smart routing** – Route records based on existing data
Use **Match record** before **Insert record** to implement an upsert pattern
for single records.
### Find records
Find records matching the given criteria. Define multiple matching criteria—the action searches for records that match any of the provided values. Empty values are automatically skipped.
**Use cases**
* **Multi-identifier matching** – Search by domain, LinkedIn URL, or company name
* **Flexible lookups** – Find records using whichever identifiers are available
* **Data quality handling** – Provide multiple identifiers to maximize match rates
**Example configuration**
| Field | Value |
| ---------- | -------------------------------- |
| `Website` | `{{nodes.start.company_domain}}` |
| `LinkedIn` | `{{nodes.start.linkedin_url}}` |
| `Name` | `{{nodes.start.company_name}}` |
Empty values are automatically skipped, so you can provide all available identifiers without worrying about null checks.
### Search records
Retrieve multiple records from Salesforce using SOQL-based search criteria.
**Use cases**
* **Advanced filtering** – Find records meeting specific criteria
* **Bulk operations** – Retrieve multiple records for processing inside a group node
* **Cross-object queries** – Search across related objects using Salesforce relationships
### Update record
Update an existing record in Salesforce.
**Use cases**
* **Data enrichment** – Keep record information current and accurate
* **Lifecycle management** – Update lead status, opportunity stages, and case statuses
* **Field updates** – Modify any standard or custom field values
### Upsert records
Upsert multiple records into Salesforce (insert or update based on external ID or matching criteria).
**Use cases**
* **Bulk data operations** – Insert records in bulk while avoiding duplicates
* **Data synchronization** – Keep external systems synchronized with Salesforce
* **Migration workflows** – Import data from other systems using external IDs
Upsert operations in Salesforce require an external ID field for matching.
Ensure your matching criteria is unique to avoid unintended updates.
### Delete record
Delete a record from Salesforce.
**Use cases**
* **Data cleanup** – Remove outdated or incorrect records programmatically or in batches
***
## Salesforce data models
Cargo allows you to create data models on top of your Salesforce CRM data that can be used to trigger Plays and power model search actions.
### Creating Salesforce data models
| Field | Description |
| --------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Name** | Choose a descriptive name for your data model (required) |
| **Slug** | Set a unique identifier that cannot be changed once created (required) |
| **Object Type** | Select the Salesforce object type you want to model (Leads, Contacts, Accounts, Opportunities, Cases, or custom objects) |
### Object types available
**Use cases** - Handle inbound and outbound lead information - Track lead
sources, campaigns, and conversion paths - Manage lead qualification and
scoring workflows
**Use cases** - Manage contact records associated with accounts - Track
individual engagement and communication history - Handle multi-contact
relationships within accounts
**Use cases** - Manage company and organization records - Track account
hierarchies and parent-child relationships - Monitor account health scores
and engagement metrics
**Use cases** - Track deals through pipeline stages - Monitor forecasting,
close dates, and deal amounts - Analyze win rates and sales cycle metrics
**Use cases** - Track customer support cases and issues - Monitor case
resolution times and escalation paths - Analyze support trends and agent
performance
You can also model any **custom objects** you've created in Salesforce, giving
you full flexibility to work with your unique data structures.