​
Basic Overview

Slug

Salesforce

Authentication Method

OAuth 2.0

API Reference

Click here

Supported Resources

Bi-directional, Webhook Events, Syncs

​
Required Settings

  • Credentials required
    • Consumer Key
    • Consumer Secret
    • Scopes
Learn how to create an OAuth app in Salesforce here.
  • Mandatory Scopes
  1. Manager user data via APIs(api)
  2. Perform requests at any time (refresh_token, offline_access)
  • App Settings
  1. Require Secret for Refresh Token Flow
  2. Enable Authorization Code and Credentials Flow
  3. Enable Token Exchange Flow
  4. Require Secret for Token Exchange Flow
  5. Issue JSON Web Token (JWT)-based access tokens for named users

​
Configurable Resources

Account

Cobalt allows you to work with actions and triggers related to Accounts.

Contact

Cobalt allows you to work with actions and triggers related to Contacts.

Lead

Cobalt allows you to work with actions and triggers related to Leads.

Opportunity

Cobalt allows you to work with actions and triggers related to Opportunities.

Note

Cobalt allows you to work with actions related to Notes.