Salesforce
Overview
Overview of the Salesforce integration in Cobalt.
Basic Overview
Slug
Salesforce
Authentication Method
OAuth 2.0
Website
Developer Portal
API Reference
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
- Manager user data via APIs(api)
- Perform requests at any time (refresh_token, offline_access)
- App Settings
- Require Secret for Refresh Token Flow
- Enable Authorization Code and Credentials Flow
- Enable Token Exchange Flow
- Require Secret for Token Exchange Flow
- 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.