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Salesforce

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For now, the Superblocks REST API integration can be used to connect to the Salesforce REST API. Full guide on this below.

Overview

Connect Superblocks to Salesforce to build internal tools that combine sales lead and account information with other data sources, or automate operations like bulk updates or assignment of new leads.

Setting up Salesforce

1. Create a Salesforce app

Start by configuring a connected app in your Salesforce account. The app should have OAuth Settings enabled, specifically using the OAuth 2.0 Username-Password authorization flow.

Follow the Salesforce REST API Quick Start for a full guide.

2. Create REST API integration

Select REST API from the in-app integrations page and fill out the form with the following configuration:

  • Display Name - Name that will be displayed to users when selecting this integration in Superblocks
  • Base URL - Salesforce org URI
  • Authentication - The previously configured OAuth settings for your Salesforce connected app using the OAuth2 - Password Grant (Legacy) grant type
  • Headers - Pass in the oauth token as a Bearer token via {{oauth.token}}
  • Params - Any additional parameters to send

3. Set environments

After creating the integration, you can optionally set different settings for your Production and Staging environments.

success

Salesforce Connected You can now query Salesforce in any Application, Workflow, or Scheduled Job.

Creating Salesforce steps

Connect to your Salesforce integration from Superblocks by creating steps in Application APIs, Workflows and Scheduled Jobs.

Inside the REST API step's query params configuration, use any SOQL query to retrieve records from your Salesforce account.

Use cases

Applications

Create a dashboard to visualize user activity alongside associated Salesforce lead info for that user.

Workflows

Query for new unassigned leads and use this workflow in other Superblocks applications or your own internal tools to automate lead assignment.

Scheduled Jobs

Send daily, weekly, and monthly email reports with metrics around new account and user activity, enriched with Salesforce account owner information.