> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runmorph.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Open-Source Salesforce Connector

<Card title="Salesforce" icon={<svg width="24" height="24" viewBox="0 0 800 800" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M337.875 194.825C361.725 169.75 395.375 154.125 432.65 154.125C432.675 154.125 432.725 154.125 432.75 154.125C482.025 154.775 524.775 182.025 547.375 222.15L547.725 222.825C566.45 213.975 588.4 208.8 611.55 208.8C612.125 208.8 612.675 208.8 613.225 208.8H613.15C702.125 209.925 773.8 282.325 773.8 371.425C773.8 460.725 701.825 533.225 612.7 534.075H612.625C601.3 533.925 590.325 532.75 579.7 530.65L580.85 530.85C560.6 567.325 522.3 591.6 478.35 591.6C478.25 591.6 478.125 591.6 478.025 591.6C459.325 591.425 441.7 587.125 425.9 579.6L426.65 579.925C405.65 628.5 358.15 661.875 302.85 661.875C245.25 661.875 196.125 625.675 176.95 574.775L176.65 573.85C169.675 575.375 161.675 576.25 153.475 576.25C152.6 576.25 151.7 576.25 150.825 576.225H150.95C81.9498 575.875 26.1748 519.875 26.1748 450.85C26.1748 450.575 26.1748 450.275 26.1748 450V450.05C26.1748 450.025 26.1748 450.025 26.1748 450C26.1748 403.65 51.0748 363.1 88.2248 341L88.7998 340.675C81.1248 323.825 76.6498 304.15 76.6498 283.425C76.6498 283.325 76.6498 283.225 76.6498 283.15C76.7248 203.175 141.55 138.375 221.525 138.3C221.675 138.3 221.875 138.3 222.05 138.3C268.725 138.3 310.325 160.1 337.175 194.075L337.4 194.375L337.875 194.825Z" fill="#009DDC"/></svg>}>
  The Salesforce connector enables easy and secure data synchronization between your application and your customers' Salesforce accounts through unified data models.
</Card>

## Authorization

<Accordion title="OAuth" defaultOpen={false} icon="key-skeleton" iconType="duotone">
  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`).<br /><br />
  ✓ Automatic token refresh handling<br />
  ✓ Proactive insufficient permissions detection<br /><br />

  [View our step-by-step integration guide](./../api-reference/intro)

  **Whitelabel**

  <Check>
    **Supported** <br />
    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.
  </Check>
</Accordion>

<CodeGroup>
  ```typescript TypeScript theme={null}
  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
  ```

  ```tsx React theme={null}
  import { Morph, Connect } from "@runmorph/atoms";

  // generate sessionToken from server →  morph.sessions().create(...);

  export default function ConnectionPage({ sessionToken }) {
    return (
      <Morph.Provider>
        <Connect
          sessionToken={sessionToken}
          connectionCallbacks={{
            onError: (error) => alert(error.message)
          }}
        />
      </Morph.Provider>
    );
  }
  ```

  ```python Python theme={null}
  morph = Morph(api_key="pk_demo_xxxxxxxxxxxxxxx", api_secret="sk_demo_xxxxxxxxxxxxxxx")

  # create a new connection
  connection = morph.connections(connector_id="salesforce", owner_id="demo")
  connection.create(operations=[ "genericContact::list" ])

  # authorize the connection
  auth_result = connection.authorize()
  authorization_url = auth_result["authorization_url"]

  # redirect the user to the authorization_url
  ```

  ```ruby Ruby theme={null}
  morph = Morph.new(api_key: "pk_demo_xxxxxxxxxxxxxxx", api_secret: "sk_demo_xxxxxxxxxxxxxxx")

  # create a new connection
  connection = morph.connections(connector_id: "salesforce", owner_id: "demo")
  connection.create(operations: [ "genericContact::list" ])

  # authorize the connection
  auth_result = connection.authorize
  authorization_url = auth_result[:authorization_url]

  # redirect the user to the authorization_url
  ```

  ```php PHP theme={null}
  $morph = new Morph([
    'api_key' => 'pk_demo_xxxxxxxxxxxxxxx',
    'api_secret' => 'sk_demo_xxxxxxxxxxxxxxx'
  ]);

  // create a new connection
  $connection = $morph->connections([
    'connector_id' => 'salesforce',
    'owner_id' => 'demo'
  ]);
  $connection->create(['operations' => ['genericContact::create','genericUser::list']]);

  // auhtorize the connection
  $authResult = $connection->authorize();
  $authorizationUrl = $authResult['authorization_url'];

  // redirect the user to the auhtorizationUrl
  ```

  ```go Go theme={null}
  morph := morph.New(&morph.Config{
      publicKey:    "pk_demo_xxxxxxxxxxxxxxx",
      secretKey: "sk_demo_xxxxxxxxxxxxxxx",
  })

  // create a new connection
  connection := morph.Connections(&morph.ConnectionConfig{
      ConnectorId: "salesforce",
      OwnerId:    "demo",
  })
  connection.Create(&morph.CreateConfig{
      Operations: []string{"genericContact::create", "genericUser::list"},
  })

  // authorize the connection
  authResult, _ := connection.Authorize()
  authorizationUrl := authResult.AuthorizationUrl

  // redirect the user to the authorization URL
  ```
</CodeGroup>

<br />

<Accordion title="Try a live demo of Salesforce connection ✨">
  <Check>
    **Live Demo** <br />
    Select a connector below to experience our seamless authentication flow and see
    how easy it is to connect third-party services.
  </Check>

  <iframe src="https://atoms-playground.vercel.app/temp/connectors/salesforce?theme=light" width="100%" height="370px" className="block dark:hidden" />

  <iframe src="https://atoms-playground.vercel.app/temp/connectors/salesforce?theme=dark" width="100%" height="370px" className="hidden dark:block" />
</Accordion>

## Models

### Generic

<AccordionGroup>
  <Accordion title="Contact" defaultOpen={false} icon="user-group">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact`</td>
        <td className="py-1 px-2">[List and Search Salesforce Contacts](./../api-reference/models/contact/list-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Contact](./../api-reference/models/contact/retrieve-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact`</td>
        <td className="py-1 px-2">[Create a Salesforce Contact](./../api-reference/models/contact/create-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Contact](./../api-reference/models/contact/update-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Contact](./../api-reference/models/contact/delete-contact)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Contact model details](./../models/genericContact)
  </Accordion>

  <Accordion title="Company" defaultOpen={false} icon="building">
    <p>
      The Salesforce connector seamlessly integrates with our unified `genericCompany` model, enabling you to manage Companies with rich data including `name` and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany`</td>
        <td className="py-1 px-2">[List and Search Salesforce Companies](./../api-reference/models/company/list-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Company](./../api-reference/models/company/retrieve-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany`</td>
        <td className="py-1 px-2">[Create a Salesforce Company](./../api-reference/models/company/create-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Company](./../api-reference/models/company/update-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Company](./../api-reference/models/company/delete-company)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Company model details](./../models/genericCompany)
  </Accordion>

  <Accordion title="User" defaultOpen={false} icon="users-medical">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser`</td>
        <td className="py-1 px-2">[List and Search Salesforce Users](./../api-reference/models/user/list-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce User](./../api-reference/models/user/retrieve-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser`</td>
        <td className="py-1 px-2">[Create a Salesforce User](./../api-reference/models/user/create-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce User](./../api-reference/models/user/update-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce User](./../api-reference/models/user/delete-user)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view User model details](./../models/genericUser)
  </Accordion>

  <Accordion title="Workspace" defaultOpen={false} icon="network-wired">
    <p>
      The Salesforce connector seamlessly integrates with our unified `genericWorkspace` model, enabling you to manage Workspaces with rich data including `name` and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace`</td>
        <td className="py-1 px-2">[List and Search Salesforce Workspaces](./../api-reference/models/workspace/list-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Workspace](./../api-reference/models/workspace/retrieve-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace`</td>
        <td className="py-1 px-2">[Create a Salesforce Workspace](./../api-reference/models/workspace/create-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Workspace](./../api-reference/models/workspace/update-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Workspace](./../api-reference/models/workspace/delete-workspace)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Workspace model details](./../models/genericWorkspace)
  </Accordion>
</AccordionGroup>

### CRM

<AccordionGroup>
  <Accordion title="Opportunity" defaultOpen={false} icon="badge-dollar">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity`</td>
        <td className="py-1 px-2">[List and Search Salesforce Opportunities](./../api-reference/models/opportunity/list-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Opportunity](./../api-reference/models/opportunity/retrieve-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity`</td>
        <td className="py-1 px-2">[Create a Salesforce Opportunity](./../api-reference/models/opportunity/create-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Opportunity](./../api-reference/models/opportunity/update-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Opportunity](./../api-reference/models/opportunity/delete-opportunity)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Opportunity model details](./../models/crmOpportunity)
  </Accordion>

  <Accordion title="Pipeline" defaultOpen={false} icon="square-kanban">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline`</td>
        <td className="py-1 px-2">[List and Search Salesforce Pipelines](./../api-reference/models/pipeline/list-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Pipeline](./../api-reference/models/pipeline/retrieve-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline`</td>
        <td className="py-1 px-2">[Create a Salesforce Pipeline](./../api-reference/models/pipeline/create-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Pipeline](./../api-reference/models/pipeline/update-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Pipeline](./../api-reference/models/pipeline/delete-pipeline)</td>
      </tr>
    </table>

    <br />

    [view Pipeline model details](./../models/crmPipeline)
  </Accordion>

  <Accordion title="Stage" defaultOpen={false} icon="flag-pennant">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage`</td>
        <td className="py-1 px-2">[List and Search Salesforce Stages](./../api-reference/models/stage/list-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Stage](./../api-reference/models/stage/retrieve-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage`</td>
        <td className="py-1 px-2">[Create a Salesforce Stage](./../api-reference/models/stage/create-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Stage](./../api-reference/models/stage/update-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Stage](./../api-reference/models/stage/delete-stage)</td>
      </tr>
    </table>

    <br />

    [view Stage model details](./../models/crmStage)
  </Accordion>

  <Accordion title="Engagement" defaultOpen={false} icon="comments">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement`</td>
        <td className="py-1 px-2">[List and Search Salesforce Engagements](./../api-reference/models/engagement/list-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Engagement](./../api-reference/models/engagement/retrieve-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement`</td>
        <td className="py-1 px-2">[Create a Salesforce Engagement](./../api-reference/models/engagement/create-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Engagement](./../api-reference/models/engagement/update-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Engagement](./../api-reference/models/engagement/delete-engagement)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Engagement model details](./../models/crmEngagement)
  </Accordion>
</AccordionGroup>

### Widget

<AccordionGroup>
  <Accordion title="Card View" defaultOpen={false} icon="rectangle-history-circle-user">
    <p>
      The Salesforce connector seamlessly integrates with our unified `widgetCardView` model, enabling you to manage Card Views with rich data including  and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/widgetCardView`</td>
        <td className="py-1 px-2">[List and Search Salesforce Card Views](./../api-reference/models/card-view/list-card-view)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/widgetCardView/:id`</td>
        <td className="py-1 px-2">[Retrieve a Salesforce Card View](./../api-reference/models/card-view/retrieve-card-view)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/widgetCardView`</td>
        <td className="py-1 px-2">[Create a Salesforce Card View](./../api-reference/models/card-view/create-card-view)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/widgetCardView/:id`</td>
        <td className="py-1 px-2">[Update a Salesforce Card View](./../api-reference/models/card-view/update-card-view)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/widgetCardView/:id`</td>
        <td className="py-1 px-2">[Delete a Salesforce Card View](./../api-reference/models/card-view/delete-card-view)</td>
      </tr>
    </table>

    <br />

    [view Card View model details](./../models/widgetCardView)
  </Accordion>
</AccordionGroup>

## Custom

<Check>
  **Supported** <br />
  Can't find the unified model you need? The Salesforce connector supports your own custom model.
</Check>

## Webhooks

<Accordion title="Events Subscription" defaultOpen={false} icon="webhook" iconType="duotone">
  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.

  <table className="mt-0">
    <tr>
      <th className="py-1 px-2">Models</th>
      <th className="py-1 px-2">Created</th>
      <th className="py-1 px-2">Updated</th>
      <th className="py-1 px-2">Deleted</th>
      <th className="py-1 px-6">API Reference</th>
    </tr>

    <tr>
      <td className="">`genericContact`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/contact/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericCompany`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/company/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericUser`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/user/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericWorkspace`</td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/workspace/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmOpportunity`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/opportunity/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmPipeline`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/pipeline/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmStage`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/stage/event)
      </td>
    </tr>

    <tr>
      <td className="">`widgetCardView`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/card-view/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmEngagement`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/engagement/event)
      </td>
    </tr>
  </table>
</Accordion>

## Proxy

<Check>
  **Supported** <br />
  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](./../api-reference/proxy/proxy-request-to-connector).
</Check>
