ActionSalesforceUpdated May 2026

How do I fetch a Salesforce record?

Short answer: Drop the "Salesforce → Get Salesforce Record" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 10 Salesforce actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Object Type sobject	options	Required	Object Type. Options: Lead, Contact, Account, Opportunity, Case
Record ID record_id	string	Required	Record ID. Example: 001Dn00000XXXXX
Fields fields	string	Optional	Comma-separated field names to retrieve

Sample request

{
  "sobject": "{{trigger.sobject}}",
  "record_id": "e.g. 001Dn00000XXXXX",
  "fields": "e.g. Id,FirstName,LastName,Email"
}

Returns

{
  "Id": "001Dn00000XXXXX",
  "Email": "john@example.com",
  "LastName": "Doe",
  "FirstName": "John"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Get Salesforce Record.

Any of these apps can fire this action as part of a workflow.

Google Sheets → Salesforce

2 Google Sheets triggers

HubSpot → Salesforce

18 HubSpot triggers

FAQ

Questions about Get Salesforce Record.

What does the Get Salesforce Record action do in Salesforce?

Generic get by SObject and ID. Returns the record with selected fields. The standard lookup before update workflows.

What inputs does Get Salesforce Record require?

Required: Object Type, Record ID. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Salesforce returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Get Salesforce Record support batch operations?

Yes. Run Get Salesforce Record inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.

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