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Using Keystile, in Salesforce: create bulk query job (Start a Bulk API 2.0 query job for large SOQL exports).What it can do (92 actions)
| Action | What it does | Changes data |
|---|---|---|
| Add Contact to Campaign | Add a contact to a campaign. | Yes |
| Add File to Record | Uploads a file and attaches it to an existing record. | Yes |
| Add Lead to Campaign | Adds an existing lead to an existing campaign. | Yes |
| Add Opportunity Product | Add a product line item to an opportunity. | Yes |
| Apply Lead Assignment Rules | Re-run the org's active lead assignment rule on a lead. | Yes |
| Batch Upsert (Advanced) | Batch upsert a record by external id | Yes |
| Bulk Upsert (Advanced) | Bulk upsert a record by external id | Yes |
| Complete Task | Mark a task as completed. | Yes |
| Create Account | Create a new account. | Yes |
| Create Attachment (Legacy) | Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps. | Yes |
| Create Bulk Query Job | Start a Bulk API 2.0 query job for large SOQL exports. | |
| Create Campaign | Create a new marketing campaign. | Yes |
| Create Case | Creates a Case, which represents a customer issue or problem. | Yes |
| Create Contact | Creates a new contact record. | Yes |
| Create Lead | Creates a new lead. | Yes |
| Create Note | Creates a note and attaches it to a record. | Yes |
| Create Opportunity | Creates a new opportunity. | Yes |
| Create Record | Create a record of a given object. | Yes |
| Create Record Tree | Create parent records together with nested child records in one call. | Yes |
| Create Records Batch | Create up to 200 records of one object in one call. | Yes |
| Create Task | Creates a new task. | Yes |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Delete File | Delete a Salesforce file and all its versions. | |
| Delete Opportunity | Deletes an opportunity. | |
| Delete Record | Deletes an existing record in an object. | |
| Delete Records Batch | Delete up to 200 records in one call. | |
| Describe Object | Get the fields, relationships and record types of one object. | |
| Download File | Download the content of a Salesforce file. | |
| Export Report | Export a Salesforce report as an Excel file. | |
| Find Child Records | Finds child records related to a parent record. | |
| Find Record | Finds a record by a field value. | |
| Find Records by Query (Advanced) | Finds records in an object using a SOQL WHERE clause. | |
| Get Bulk Ingest Job | Get the status and counters of a Bulk API 2.0 ingest job. | |
| Get Bulk Ingest Results | Get the successful, failed or unprocessed rows of a Bulk API 2.0 ingest job. | |
| Get Bulk Query Job | Get the status of a Bulk API 2.0 query job. | |
| Get Bulk Query Results | Get one page of rows from a completed Bulk API 2.0 query job. | |
| Get Child Records | List the related child records of a parent record. | |
| Get Current User | Get the connected Salesforce user and org. | |
| Get Dashboard | Get a dashboard with its components and filters. | |
| Get File Info | Get the details of a Salesforce file. | |
| Get List View Metadata | Get the columns, filters and SOQL query behind a list view. | |
| Get List View Records | Get the rows a list view shows, with its columns. | |
| Get Next Query Page | Fetch the next page of a query result. | |
| Get Org Limits | Get the org limits and how much of each is used. | |
| Get Quick Action Defaults | Get the default field values a quick action would pre-fill. | |
| Get Record | Get one record of any object by its id. | |
| Get Record Attachments | Get all attachments (both classic and modern Files) for a record. | |
| Get Record by External ID | Get one record by the value of an external id field. | |
| Get Record Counts | Get approximate record counts per object. | |
| Get Records Batch | Get up to 2000 records of one object by their ids. | |
| Get Report | Get the definition of a report: columns, groupings and filters. | |
| Get Report Instance | Check an async report run and get its rows when it is done. | |
| Get Updated Record IDs | List ids of records of one object changed in a time window. | |
| List Dashboards | List dashboards, optionally filtered by title. | |
| List Email Templates | List email templates, optionally filtered by name or folder. | |
| List Invocable Actions | List the standard or custom invocable actions (flows, Apex, email alerts…) available in the org. | |
| List List Views | List the list views defined for an object. | |
| List Objects | List the objects available in the org. | |
| List Price Books | List price books and, optionally, their product entries. | |
| List Quick Actions | List global quick actions, or the quick actions of one object. | |
| List Reports | List reports, optionally filtered by name or folder. | |
| Log Call | Record a completed phone call as an activity. | Yes |
| Log Email Activity | Record an email on a Contact or Lead without sending it. | Yes |
| Remove Campaign Member | Remove a lead or contact from a campaign. | |
| Run Bulk Ingest Job | Start a Bulk API 2.0 job that inserts, updates, upserts or deletes records from CSV. | Yes |
| Run Invocable Action | Run a standard or custom invocable action, such as an autolaunched flow or Apex action. | Yes |
| Run Query (Advanced) | Run a salesforce query | |
| Run Quick Action | Run a global or object-specific quick action with the given field values. | Yes |
| Run Report | Execute a Salesforce analytics report and return the results as easy-to-use rows. | |
| Run Report Async | Start a report run in the background. | |
| Run Report Sync | Run a report now and return its rows. | |
| Run SOQL Query | Run a SOQL query and return the matching records. | |
| Run SOQL Query All | Run a SOQL query that also returns deleted and archived records. | |
| Run Tooling Query | Run a SOQL query against the Tooling API for setup metadata. | |
| Search Accounts | Find accounts by name, industry, type, location or owner. | |
| Search Contacts | Find contacts by name, email, account or title. | |
| Search Knowledge Articles | Search published Salesforce Knowledge articles by keyword. | |
| Search Leads | Find leads by name, email, company, status, source or conversion. | |
| Search Opportunities | Find opportunities by name, account, stage, status, close date or amount. | |
| Search Records (SOSL) | Full-text search for a term across objects. | |
| Send Email | Sends an email to a Contact or Lead by creating an EmailMessage record. | Yes |
| Send Email Message | Send a real email through Salesforce. | Yes |
| Update Account | Update fields on an existing account. | Yes |
| Update Campaign | Update fields on an existing campaign. | Yes |
| Update Contact | Update an existing contact. | Yes |
| Update Lead | Update an existing lead. | Yes |
| Update Opportunity | Update fields on an existing opportunity. | Yes |
| Update Record | Updates an existing record. | Yes |
| Update Task | Update fields on an existing task. | Yes |
| Upload File | Upload a file to Salesforce Files, optionally linked to a record. | Yes |
| Upsert Record by External ID | Create or update one record matched on an external id field. | Yes |
| Upsert Records Batch | Create or update up to 200 records matched on an external id field. | Yes |
Start a workflow when… (9 triggers)
- New Case Attachment — Fires when a new Attachment or File is added to any Case record.
- New Contact — Fires when a new Contact record is created in Salesforce.
- New Field History Event — Fires when a tracked field is updated on a specified object.
- New Lead — Fires when a new Lead record is created in Salesforce.
- New or Updated Record — Triggers when there is new or updated record
- New Outbound Message — Fires when a new outbound message is received from Salesforce.
- New Record — Triggers when there is new record
- New or Updated File — Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.
- New Case in Queue — Triggers when a new Case record is assigned to a specified queue.
How Keystile protects it
Every Salesforce action is checked before it runs, whether it comes from an AI tool or a workflow. 38 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
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