Supported versions : Salesforce Developer Edition
Supported Synchronization Options: Accounts, Contacts, Products, Orders, Cases
In order to use our connector with Salesforce, our platform needs to authenticate itself by using OAuth2 (Client ID and Client Secret). This can be done by creating Connected App in Salesforce.
The activation of the integration connector can be done from BSS Setup. For creating a new Salesforce instance, you must navigate to BSS > Setup > System Options > Systems Setup
and select the Activate
action for the Salesforce connector. You will be asked to set a unique name for the new instance that will be created.
This page explains which are the Push and Pull methods supported by Salesforce connector. Push are the methods where interworks.cloud platform sends information to Salesforce and pull are the methods where we get information from Salesforce. For each method the data transformation schema is explained.
If you want to extend or amend the out-of-the-box functionality that is offered from our Salesforce connector, you can do so from the "edit integration
" page. The extensions you can do is to change the mapping between the interworks.cloud and Salesforce entities, or to implement new push and pull methods that are not currently supported from our connector.