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Salesforce

The Salesforce connector enables easy and secure data synchronization between your application and your customers’ Salesforce accounts through unified data models.

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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 guideWhitelabel
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.

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Models

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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/genericContactList and Search Salesforce Contacts
GET/resources/genericContact/:idRetrieve a Salesforce Contact
POST/resources/genericContactCreate a Salesforce Contact
PATCH/resources/genericContact/:idUpdate a Salesforce Contact
DEL/resources/genericContact/:idDelete 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.

view Contact model details

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/genericCompanyList and Search Salesforce Companies
GET/resources/genericCompany/:idRetrieve a Salesforce Company
POST/resources/genericCompanyCreate a Salesforce Company
PATCH/resources/genericCompany/:idUpdate a Salesforce Company
DEL/resources/genericCompany/:idDelete 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.

view Company model details

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/genericUserList and Search Salesforce Users
GET/resources/genericUser/:idRetrieve a Salesforce User
POST/resources/genericUserCreate a Salesforce User
PATCH/resources/genericUser/:idUpdate a Salesforce User
DEL/resources/genericUser/:idDelete 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.

view User model details

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/genericWorkspaceList and Search Salesforce Workspaces
GET/resources/genericWorkspace/:idRetrieve a Salesforce Workspace
POST/resources/genericWorkspaceCreate a Salesforce Workspace
PATCH/resources/genericWorkspace/:idUpdate a Salesforce Workspace
DEL/resources/genericWorkspace/:idDelete 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.

view Workspace model details

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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/crmOpportunityList and Search Salesforce Opportunities
GET/resources/crmOpportunity/:idRetrieve a Salesforce Opportunity
POST/resources/crmOpportunityCreate a Salesforce Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Salesforce Opportunity
DEL/resources/crmOpportunity/:idDelete 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.

view Opportunity model details

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/crmPipelineList and Search Salesforce Pipelines
GET/resources/crmPipeline/:idRetrieve a Salesforce Pipeline
POST/resources/crmPipelineCreate a Salesforce Pipeline
PATCH/resources/crmPipeline/:idUpdate a Salesforce Pipeline
DEL/resources/crmPipeline/:idDelete a Salesforce Pipeline

view Pipeline model details

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/crmStageList and Search Salesforce Stages
GET/resources/crmStage/:idRetrieve a Salesforce Stage
POST/resources/crmStageCreate a Salesforce Stage
PATCH/resources/crmStage/:idUpdate a Salesforce Stage
DEL/resources/crmStage/:idDelete a Salesforce Stage

view Stage model details

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/crmEngagementList and Search Salesforce Engagements
GET/resources/crmEngagement/:idRetrieve a Salesforce Engagement
POST/resources/crmEngagementCreate a Salesforce Engagement
PATCH/resources/crmEngagement/:idUpdate a Salesforce Engagement
DEL/resources/crmEngagement/:idDelete 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.

view Engagement model details

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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/widgetCardViewList and Search Salesforce Card Views
GET/resources/widgetCardView/:idRetrieve a Salesforce Card View
POST/resources/widgetCardViewCreate a Salesforce Card View
PATCH/resources/widgetCardView/:idUpdate a Salesforce Card View
DEL/resources/widgetCardView/:idDelete a Salesforce Card View

view Card View model details

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Custom

Supported
Can’t find the unified model you need? The Salesforce connector supports your own custom model.

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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.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
widgetCardViewview event
crmEngagementview event

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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.