Salesforce
Get started with the Salesforce target!
Connector Details
Name | Value |
---|---|
Platform | Salesforce |
Auth Type | OAuth |
API version | REST API |
Testing Account | Free Developer Account |
Unified Schema | Supported in the CRM Schema |
Connector Versions
Name | Version | Status | Description |
---|---|---|---|
Salesforce | v2 | GA | Supports Salesforce accounts via unified CRM schema. |
Salesforce | v1 | Deprecated | Supports 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:
-
Access and manage your data (
api
) -
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:​
Entity | Status | Payload |
---|---|---|
Activities | 🟢 Supported | Activities Unified Schema |
Contacts | 🟢 Supported | Contacts Unified Schema |
Deals | 🟢 Supported | Deals Unified Schema |
Companies | 🟢 Supported | Companies Unified Schema |
Users | 🟢 Supported | Users |
Forms | 🟢 Supported | Forms |
Lists | 🟢 Supported | Lists |
Don't see an entity you're looking for? Let us know
Updated 4 months ago