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Salesforce

Automate CRM operations and data synchronization.

Using the Salesforce API with Trigger.dev

You can use Trigger.dev with any existing Node SDK or even just using fetch. Using io.runTask makes your Salesforce background job resumable and appear in our dashboard.

Use io.runTask() and the official SDK or fetch.

Use our HTTP endpoint to subscribe to webhooks

Example code using Salesforce

Below are some working code examples of how you can use Salesforce with Trigger.dev. These samples are open source and maintained by the community, you can copy and paste them into your own projects.

Create a new contact in Salesforce.A job that is triggered by a Salesforce webhook.

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import { TriggerClient, eventTrigger } from "@trigger.dev/sdk";
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import z from "zod";
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import jsforce from "jsforce";
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// Create a Salesforce account: https://developer.salesforce.com/signup
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// jsforce SDK: https://developer.salesforce.com/docs/platform/functions/guide/develop.html#use-salesforce-apis
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// Salesforce only provides API access for the following editions: Enterprise,  Unlimited, Developer or Performance Editions
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// Salesforce connection instance
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const conn = new jsforce.Connection({
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  loginUrl: process.env.SF_LOGIN_URL,
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});
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// Salesforce login
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conn.login(
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  process.env.SF_USERNAME!,
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  process.env.SF_PASSWORD! + process.env.SF_TOKEN!, // Get your token from https://help.salesforce.com/articleView?id=user_security_token.htm&type=5
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  (error, userInfo) => {
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    if (error) {
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      return console.error(error);
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    } else {
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      console.log("Salesforce login successful. User ID: " + userInfo.id);
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    }
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  }
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);
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client.defineJob({
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  id: "salesforce-create-contact",
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  name: "Salesforce create contact",
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  version: "1.0.0",
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  trigger: eventTrigger({
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    name: "salesforce-create-contact",
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    schema: z.object({
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      Name: z.string(),
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      Website: z.string(),
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    }),
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  }),
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  run: async (payload, io, ctx) => {
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    const { Name, Website } = payload;
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    // Wrap an SDK call in io.runTask so it's resumable and displays in logs
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    await io.runTask(
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      "Salesforce create contact",
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      async () => {
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        // Create a new record in Salesforce
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        await conn.sobject("Account").create({ Name, Website }, (err, ret) => {
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          if (err || !ret.success) {
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            return console.error(err, ret);
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          }
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          console.log("Created record id : " + ret.id);
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        });
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      },
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      // Add metadata to improve how the task displays in the logs
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      { name: "Salesforce create contact", icon: "salesforce" }
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    );
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  },
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});