ActionSalesforceUpdated May 2026

How do I search Salesforce across objects?

Short answer: Drop the "Salesforce → Salesforce SOSL Search" 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
Search Term search_term	string	Required	The text to search for across Salesforce records
Objects to Search objects	string	Optional	Comma-separated object names with optional field lists in parentheses
WHERE Clause where_clause	string	Optional	Optional WHERE clause to filter results (without WHERE keyword)

Sample request

{
  "search_term": "e.g. Acme",
  "objects": "e.g. Lead(Id,Name,Email), Contact(Id,Name,Email), Account(Id,Name)",
  "where_clause": "e.g. Name != 'Test'"
}

Returns

{
  "searchRecords": [
    {
      "Id": "003Dn00000XXXXX",
      "Name": "John Doe",
      "attributes": {
        "url": "/services/data/v59.0/sobjects/Contact/003Dn00000XXXXX",
        "type": "Contact"
      }
    },
    {
      "Id": "001Dn00000XXXXX",
      "Name": "Acme Inc",
      "attributes": {
        "url": "/services/data/v59.0/sobjects/Account/001Dn00000XXXXX",
        "type": "Account"
      }
    }
  ]
}

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

Triggered by

Apps that pair well as the trigger for Salesforce SOSL Search.

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 Salesforce SOSL Search.

What does the Salesforce SOSL Search action do in Salesforce?

Runs a SOSL (Salesforce Object Search Language) cross-object search. For "find all records mentioning this term across leads, contacts, accounts" workflows.

What inputs does Salesforce SOSL Search require?

Required: Search Term. 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 Salesforce SOSL Search support batch operations?

Yes. Run Salesforce SOSL Search 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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