Getting Started
Core setup, concepts, and first-run guides for Payloads.
11 articles
- Introduction to PayloadsLearn what Payloads is, what it does, and how it can be used to build Salesforce integrations.
- Navigate the Payloads appFind the main Payloads tabs and understand where to configure, run, monitor, and administer integrations.
- Payloads Installation GuideHow to install Payloads and preparing to build your first integration.
- Create your first IntegrationCreate the Integration record that groups related Payloads, Credentials, Transformations, and Jobs for one external system or workflow.
- Create your first PayloadCreate a Payload inside an Integration and choose the right starting type for the work it needs to run.
Demo Records
Seed screenshot-safe records for help centre articles.
Recipes
Practical end-to-end patterns users can adapt for common Payloads integrations.
- Build a parent and child request bodyBuild an outbound request body that maps one parent Salesforce record and repeated child records into an API request.
- Receive an inbound webhook and update SalesforceBuild the pattern where an external system calls Payloads and Payloads writes the inbound data to Salesforce.
- Refresh and use a Bearer Token CredentialBuild the pattern where Payloads refreshes a bearer token and uses the Credential on outbound Payloads.
- Return Salesforce data through an inbound EndpointBuild the pattern where another system calls Payloads and Payloads returns Salesforce data in the response.
- Send Salesforce data to an external API from FlowBuild the common pattern where Flow runs an outbound Payload and passes the Salesforce record context into Payloads.