Salesforce
Open-Source Salesforce Connector
Salesforce
The Salesforce connector enables easy and secure data synchronization between your application and your customers’ Salesforce accounts through unified data models.
Authorization
The Salesforce connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create
, genericUser::list
).
✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection
View our step-by-step integration guide
Whitelabel
Supported
You can choose to provide your own set of clientId
and clientSecret
for this
connector from the Morph Cloud dashboard; allowing a fully whitelabled experience
for your end-customers.
import { Morph } from "@runmorph/cloud";
const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"});
// create a new connection
const connection = morph.connections({ connectorId: "salesforce", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});
// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();
// redirect the user to the auhtorizationUrl
Live Demo
Select a connector below to experience our seamless authentication flow and see
how easy it is to connect third-party services.
Models
Generic
The Salesforce connector seamlessly integrates with our unified genericContact
model, enabling you to manage Contacts with rich data including firstName
, lastName
, phoneNumber
, email
and other key details
API Reference
GET | /resources/genericContact | List and Search Salesforce Contacts |
GET | /resources/genericContact/:id | Retrieve a Salesforce Contact |
POST | /resources/genericContact | Create a Salesforce Contact |
PATCH | /resources/genericContact/:id | Update a Salesforce Contact |
DEL | /resources/genericContact/:id | Delete a Salesforce Contact |
Custom Fields
Supported
The Salesforce connector supports our Field Mapping
feature, enabling you or your customers to seamlessly map Salesforce Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.
The Salesforce connector seamlessly integrates with our unified genericCompany
model, enabling you to manage Companies with rich data including name
and other key details
API Reference
GET | /resources/genericCompany | List and Search Salesforce Companies |
GET | /resources/genericCompany/:id | Retrieve a Salesforce Company |
POST | /resources/genericCompany | Create a Salesforce Company |
PATCH | /resources/genericCompany/:id | Update a Salesforce Company |
DEL | /resources/genericCompany/:id | Delete a Salesforce Company |
Custom Fields
Supported
The Salesforce connector supports our Field Mapping
feature, enabling you or your customers to seamlessly map Salesforce Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.
The Salesforce connector seamlessly integrates with our unified genericUser
model, enabling you to manage Users with rich data including firstName
, lastName
, email
and other key details
API Reference
GET | /resources/genericUser | List and Search Salesforce Users |
GET | /resources/genericUser/:id | Retrieve a Salesforce User |
POST | /resources/genericUser | Create a Salesforce User |
PATCH | /resources/genericUser/:id | Update a Salesforce User |
DEL | /resources/genericUser/:id | Delete a Salesforce User |
Custom Fields
Supported
The Salesforce connector supports our Field Mapping
feature, enabling you or your customers to seamlessly map Salesforce User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.
The Salesforce connector seamlessly integrates with our unified genericWorkspace
model, enabling you to manage Workspaces with rich data including name
and other key details
API Reference
GET | /resources/genericWorkspace | List and Search Salesforce Workspaces |
GET | /resources/genericWorkspace/:id | Retrieve a Salesforce Workspace |
POST | /resources/genericWorkspace | Create a Salesforce Workspace |
PATCH | /resources/genericWorkspace/:id | Update a Salesforce Workspace |
DEL | /resources/genericWorkspace/:id | Delete a Salesforce Workspace |
Custom Fields
Supported
The Salesforce connector supports our Field Mapping
feature, enabling you or your customers to seamlessly map Salesforce Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.
CRM
The Salesforce connector seamlessly integrates with our unified crmOpportunity
model, enabling you to manage Opportunities with rich data including name
, amount
, currency
, pipeline
, stage
and other key details
API Reference
GET | /resources/crmOpportunity | List and Search Salesforce Opportunities |
GET | /resources/crmOpportunity/:id | Retrieve a Salesforce Opportunity |
POST | /resources/crmOpportunity | Create a Salesforce Opportunity |
PATCH | /resources/crmOpportunity/:id | Update a Salesforce Opportunity |
DEL | /resources/crmOpportunity/:id | Delete a Salesforce Opportunity |
Custom Fields
Supported
The Salesforce connector supports our Field Mapping
feature, enabling you or your customers to seamlessly map Salesforce Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.
The Salesforce connector seamlessly integrates with our unified crmPipeline
model, enabling you to manage Pipelines with rich data including name
, stages
and other key details
API Reference
GET | /resources/crmPipeline | List and Search Salesforce Pipelines |
GET | /resources/crmPipeline/:id | Retrieve a Salesforce Pipeline |
POST | /resources/crmPipeline | Create a Salesforce Pipeline |
PATCH | /resources/crmPipeline/:id | Update a Salesforce Pipeline |
DEL | /resources/crmPipeline/:id | Delete a Salesforce Pipeline |
The Salesforce connector seamlessly integrates with our unified crmStage
model, enabling you to manage Stages with rich data including pipeline
, name
, type
and other key details
API Reference
GET | /resources/crmStage | List and Search Salesforce Stages |
GET | /resources/crmStage/:id | Retrieve a Salesforce Stage |
POST | /resources/crmStage | Create a Salesforce Stage |
PATCH | /resources/crmStage/:id | Update a Salesforce Stage |
DEL | /resources/crmStage/:id | Delete a Salesforce Stage |
The Salesforce connector seamlessly integrates with our unified crmEngagement
model, enabling you to manage Engagements with rich data including type
, direction
, status
, title
, description
and other key details
API Reference
GET | /resources/crmEngagement | List and Search Salesforce Engagements |
GET | /resources/crmEngagement/:id | Retrieve a Salesforce Engagement |
POST | /resources/crmEngagement | Create a Salesforce Engagement |
PATCH | /resources/crmEngagement/:id | Update a Salesforce Engagement |
DEL | /resources/crmEngagement/:id | Delete a Salesforce Engagement |
Custom Fields
Supported
The Salesforce connector supports our Field Mapping
feature, enabling you or your customers to seamlessly map Salesforce Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.
Widget
The Salesforce connector seamlessly integrates with our unified widgetCardView
model, enabling you to manage Card Views with rich data including and other key details
API Reference
GET | /resources/widgetCardView | List and Search Salesforce Card Views |
GET | /resources/widgetCardView/:id | Retrieve a Salesforce Card View |
POST | /resources/widgetCardView | Create a Salesforce Card View |
PATCH | /resources/widgetCardView/:id | Update a Salesforce Card View |
DEL | /resources/widgetCardView/:id | Delete a Salesforce Card View |
Custom
Supported
Can’t find the unified model you need? The Salesforce connector supports your own custom model.
Webhooks
The Salesforce connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
Models | Created | Updated | Deleted | API Reference |
---|---|---|---|---|
genericContact | ||||
genericCompany | ||||
genericUser | ||||
genericWorkspace | ||||
crmOpportunity | ||||
crmPipeline | ||||
crmStage | ||||
widgetCardView | ||||
crmEngagement |
Proxy
Supported
The Salesforce connector supports our Proxy Request
feature, allowing you to directly
call any endpoints from Salesforce’s public API without needing to handle authentication.
Your customer’s token will be automatically set and refreshed as needed, enabling
quick implementation of custom connector behaviors. View API Reference.