Salesforce

Get started with the Salesforce source!

Connector Details

NameValue
PlatformSalesforce
Auth TypeOAuth
Sync TypeIncremental
DirectionBidirectional
API versionREST API
Testing AccountFree Salesforce Account
Unified SchemaSupported in the CRM Schema

Connector Versions

NameVersionStageDescription
Salesforcev1GASupports production Salesforce online accounts
Salesforce(s)v1SandboxSupports production Salesforce online accounts

Create OAuth app

Get your Salesforce OAuth Client ID and OAuth Client Secret

The first thing you need to do is go ahead and log in to Salesforce.

Once you are logged in and on the home page, go to the left side of the page and select the Apps drop down.

Then, you should go ahead and click on the App Manager section from the dropdown.

Now on this page, you should go ahead and click New Connected App in the top right hand corner.

On this page, you should name the app hotglue, put your email as the contact email, and then check the box Enable OAuth Settings.

Now that you have enabled OAuth Settings, you should set the callback URL to

https://hotglue.xyz/callback

You should also make sure that for the Selected OAuth Scopes, you have enabled the scopes for:

  1. Access and manage your data (api)

  2. Perform request on your behalf at any time (refresh_token, offline_access)

Once you have finished configuring the app, you should go ahead and click Save.

Now, you should copy these keys into hotglue, and you will be all good to go to start using the Salesforce source in hotglue.

And that is it! You have now successfully linked to Salesforce!

Supported Data

The Salesforce tap currently supports the following objects:

NameDescription
ContactsUse contacts to store information about the people you do business with. Contacts are usually associated with an account, but can also be associated with other records such as opportunities.
AccountUse accounts to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies.
AccountCleanInfoAccount Clean Info provides a snapshot of the data in your Salesforce account record and its matched Data.com record at the time the Salesforce record was cleaned.
AccountContactRoleRepresents the role that a Contact plays on an Account
AccoundFeed
AccountHistory
AccountPartnerThis object represents a partner relationship between two Account records.
AccountHistory
AccountShareRepresents a sharing entry on an Account.
ActionLinkGroupTemplateAction link templates let you reuse action link definitions and package and distribute action links.
ActionLinkTemplatesAction link templates let you reuse action link definitions and package and distribute action links. An action link is a button on a feed element.
ActivityHistoryThis read-only object is displayed in a related list of closed activities—past events and closed tasks—related to an object.
AdditionalNumberRepresents an optional additional number for a call center.
ApexClass
ApexComponentRepresents a definition for a custom component that can be used in a Visualforce page alongside standard components
ApexLogRepresents a debug log containing information about a transaction, including information about Apex, Visualforce, and workflow and validation rules.
ApexPageRepresents a single Visualforce page.
ApexTestSuiteRepresents a suite of Apex classes to include in a test run. A TestSuiteMembership object associates each class with the suite.
ApexTriggerRepresents an Apex trigger.
AppMenuItemRepresents the organization’s default settings for items in the app menu or App Launcher.
AssetRepresents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased.
AssetFeed
AssetFeed
AssetFeed

Yo can find more information on Supported Data by following the link Supported Date Documentation.

Demo

Here's a video guide explaining how to integrate Salesforce data using the hotglue platform.