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Connect Salesforce to Formatting

Build an AI agent that works across Salesforce and Formatting, on a schedule or when you click Run.

24 source actions
22 target actions

Why Connect Salesforce & Formatting?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Formatting action

Then it uses one of 22 documented actions, such as [Data] Convert JSON to String, [Data] Parse JSON, [Date/Time] Add/Subtract Time.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Formatting

Actions (22)

[Data] Convert JSON to String

Convert an object to a JSON format string

[Data] Parse JSON

Parse a JSON string

[Date/Time] Add/Subtract Time

Add or subtract time from a given input

[Date/Time] Compare Dates

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

[Date/Time] Format

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

[Numbers] Format Currency

Format a number as a currency

[Numbers] Format Number

Format a number to a new style. Does not perform any rounding or padding of the number.

[Text] Convert HTML to Markdown

Convert valid HTML to Markdown text

[Text] Convert HTML to text

Convert valid HTML to text

[Text] Convert Markdown to HTML

Convert Markdown text to HTML

[Text] Decode URL

Decode a URL string

[Text] Encode URL

Encode a string as a URL

[Text] Extract by Regular Expression

Find a match for a regular expression pattern. Returns all matched groups with start and end position.

[Text] Extract Email Address

Find an email address out of a text field. Finds the first email address only.

[Text] Extract Number

Find a number out of a text field. Finds the first number only.

[Text] Extract Phone Number

Find a complete phone number out of a text field. Finds the first number only.

[Text] Extract URL

Find a web URL out of a text field. Finds the first URL only.

[Text] Replace Text

Replace all instances of any character, word or phrase in the text with another character, word or phrase.

[Text] Set Default Value

Return a default value if the text is empty

[Text] Split Text

Split the text on a character or word and return one or all segments

[Text] Transform Case

Transform case for a text input

[Text] Trim Whitespace

Removes leading and trailing whitespace

Integration Features

24 documented Salesforce actions
22 documented Formatting actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring

Capability Examples

Salesforce trigger → Formatting action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

FormattingFormatting

[Data] Convert JSON to String

How It Works

1

Connect Apps

Authenticate your Salesforce and Formatting accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Formatting

3

Choose an Action

Select the documented Formatting operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 22 documented Formatting actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Formatting actions it needs.

Your Own Accounts

You connect your own Salesforce and Formatting accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Salesforce Integrations

Explore all available Salesforce connections

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All Formatting Integrations

Explore all available Formatting connections

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Ready to Connect Salesforce & Formatting?

Build this agent in Mazaal AI and test it on your ownSalesforce and Formatting data.

Start building

Rather not build it yourself? We set up one Salesforce to Formatting agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod