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Building Salesforce Integration

Introduction

This guide will help you understand how you could try out Cobalt platform and the demo workflows.

Quickstart

This page describes common terms used in the Cobalt interface and documentation.

Glossary

In this integration guide, you will sign up for a Cobalt Developer Account, set up Cobalt Connect, integrate the Cobalt API and go into production.

Get Started

Create your Cobalt Developer Account, recieve your API Keys, and build and test on Cobalt.

Create a Cobalt Developer Account

Set Up Linked Accounts

In this guide, you'll create Session Token which makes it easier to manage you end customer's tokens.

Get Session Token

To diplay the apps to your end-users in the frontend, you can develop your own custom UI or redirect your users to Cobalt Connect, which is securely hosted by Cobalt.

Display Apps on the Client-side

Cobalt provides the flexibility for you to manage your customers’ application connections.

Manage App connection

Manager End-user configurations

In this, you'll get to know how you can send data from your app to other apps.

Write data to Third-party Apps

In this, you'll learn how you can fetch data from the workflows by creating Custom Actions or API Proxies.

Get Data with API Proxies

Develop Test Scenarios

In this, users will learn to validate the behavior and output of specific components of Workflows before progressing to more complex configurations.

Node Level Tests

In this, we learn about Orchestration Testing which evaluates the end-to-end behavior and performance of the entire workflow in various scenarios.

Orchestrations Tests

In this guide, we'll learn how you can handle Re-auth of a user for an integration

Handle ReAuth

In this guide, we'll explore how users can effectively handle workflow failures within the Cobalt platform.

Handle Workflow Failures

In this, you will get to know how you can control access of the users to the workflows.

Workflow Access Controls

Validate that your application is ready for deployment with the Cobalt go-live checklist.

Go Live Checklist

Learn how to setup an API Proxy in Cobalt

API Proxies

Events

Webhooks

User Forms

Application platforms that you can connect with Cobalt.

Overview

Initialize Application and Authentication

Add to Marketplace

Workflows connect data between your users' apps and your application

Trigger Workflows

Data Refs allow you to create and manage references for entities across multiple integrations directly within Cobalt.

Data Refs

Human Task

Internal Functions

Data Variables

Workflow Testing in Cobalt enables you to test your workflow's functionality by running it with sample payloads as you build it.

Workflow Testing

Templating in Workflows

Cobalt's auth flows provides a seamless environment for your users to grant authorization to their third party application data.

Cobalt Modal

Hosted Flow

Build your own Frontend

Re-Authentication

More about the Try API Settings and how it can assist you to fire and test events in Cobalt.

Try API

Increase your integration observability with usage and execution logs

Observability

Logs in Cobalt allow you to monitor workflows, troubleshoot errors during executions, and gain insights into platform activities.

Logs

Learn how to handle errors and API Rate Limiting

Reliability

Role Based Access Control in Cobalt

About

Authentication in Custom Apps

Learn about deployment and how its done in Cobalt

Linked Account represents your app's `end user` or `customer` who connects and uses **third-party apps** through your platform.

Linked Accounts

Auth Flows

Workflow API

Dataslots

How To Configure

Mapping

Dependency of config dataslot is an advanced feature for certain fields that require dependency on previous config dataslot.

Dependent

Field Types

Integrations

About Custom Apps

Custom App setup

Get linked account by ID

Get all linked accounts

Create linked account

Upsert linked account

Delete linked account

Get all applications

Get application by Slug

Migrate Token for a Linked Account

Upsert Config

Update Config

Get All Installed Configs

Get Config by ID

Delete Config

Get All Config Fields

Get all Config Datastores

List Records in Datastore

Search Datastore Records

Trigger an event

Trigger an event for single app

Create Webhook

Update Webhook

Get all webhooks

Get webhook by ID

Delete webhook

(Deprecated) Subscribe to events

(Deprecated) Unsubscribe from an event

Get execution by ID

Get all executions

Generate Token for Linked Account

Create Hosted URL

Get hosted properties

API Proxy

In this example guide, you will build a Salesforce integration using Cobalt

Build Salesforce Integration

In this example guide, you will build a NetSuite integration using Cobalt

Build NetSuite Integration

In this example guide, you will build a Workday integration using Cobalt

Build Workday Integration

Create workflows in Cobalt to perform bi-directional data sync with connectors

2 Way Data Sync

Create workflows in Cobalt to perform data import from connectors

Data Import

Create workflows in Cobalt to push data to external applications/connectors

Push Data to External Connector

General

The Team section within Cobalt's Account Management provides a comprehensive overview of the members associated with your account.

Team

The Access section within Cobalt's Account Management allows account owners to maintain control over their account access.

Access

Brand

Automatically notify your app any time certain changes are made.

Tables by Cobalt allows users to manage and use dynamic data generated within workflows and are structured with rows and columns.

Developer Settings

Platform

Building Salesforce Integration