Salesforce

Get started with the Salesforce target!

Connector Details

NameValue
PlatformSalesforce
Auth TypeOAuth
API versionREST API
Testing AccountFree Developer Account
Unified SchemaSupported in the CRM Schema

Connector Versions

NameVersionStatusDescription
Salesforcev2GASupports Salesforce accounts via unified CRM schema.
Salesforcev1DeprecatedSupports Salesforce accounts via raw schema.

Create OAuth app

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 target in hotglue.

Supported Data

Below is a list of the Salesforce entities currently supported by the hotglue target:​

EntityStatusPayload
Activities🟢 SupportedActivities Unified Schema
Contacts🟢 SupportedContacts Unified Schema
Deals🟢 SupportedDeals Unified Schema
Companies🟢 SupportedCompanies Unified Schema
Users🟢 SupportedUsers
Forms🟢 SupportedForms
Lists🟢 SupportedLists

Don't see an entity you're looking for? Let us know


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