> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superblocks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Build dashboards, Sales and CRM panels, and other custom internal tools on top of your Salesforce data

export const IntegrationSuccess = ({integrationName}) => {
  return <p>
      <b>{integrationName} connected!</b><br />You can now use{" "}
      <a href="/building-with-clark">Clark to build</a> with {integrationName}.
    </p>;
};

export const Alert = ({type, title, children}) => {
  const getIcon = () => {
    switch (type) {
      case 'info':
        return "data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' width='20' height='20' viewBox='0 0 20 20' fill='none'%3E%3Cpath d='M10 0C4.477 0 0 4.477 0 10s4.477 10 10 10 10-4.477 10-10S15.523 0 10 0zm0 15c-.552 0-1-.448-1-1s.448-1 1-1 1 .448 1 1-.448 1-1 1zm1-3H9V6h2v6z' fill='%230099FF'/%3E%3C/svg%3E";
      case 'success':
        return "data:image/svg+xml,%3Csvg width='20' height='20' viewBox='0 0 20 20' fill='none' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath fill-rule='evenodd' clip-rule='evenodd' d='M10 0C4.477 0 0 4.477 0 10s4.477 10 10 10 10-4.477 10-10S15.523 0 10 0zm4.293 6.293L9 11.586 5.707 8.293c-.391-.391-1.024-.391-1.414 0s-.391 1.024 0 1.414l4 4c.391.391 1.024.391 1.414 0l6-6c.391-.391.391-1.024 0-1.414s-1.024-.391-1.414 0z' fill='%230CC26D'/%3E%3C/svg%3E";
      case 'warning':
        return "data:image/svg+xml;charset=utf-8;base64,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";
      case 'danger':
        return "data:image/svg+xml,%3Csvg width='20' height='20' viewBox='0 0 20 20' fill='none' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath d='M10 0C4.477 0 0 4.477 0 10s4.477 10 10 10 10-4.477 10-10S15.523 0 10 0zm5.707 4.293L10 9.586 4.293 4.293c-.391-.391-1.024-.391-1.414 0s-.391 1.024 0 1.414L8.586 11l-5.707 5.293c-.391.391-.391 1.024 0 1.414s1.024.391 1.414 0L10 12.414l5.707 5.293c.391.391 1.024.391 1.414 0s.391-1.024 0-1.414L11.414 11l5.707-5.293c.391-.391.391-1.024 0-1.414s-1.024-.391-1.414 0z' fill='%23F45252'/%3E%3C/svg%3E";
      case 'note':
        return "data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' width='20' height='20' viewBox='0 0 20 20' fill='none'%3E%3Cpath d='M10 0C4.477 0 0 4.477 0 10s4.477 10 10 10 10-4.477 10-10S15.523 0 10 0zm0 15c-.552 0-1-.448-1-1s.448-1 1-1 1 .448 1 1-.448 1-1 1zm1-3H9V6h2v6z' fill='%230099FF'/%3E%3C/svg%3E";
      default:
        return "";
    }
  };
  return <div className={`alert alert--${type}`}>
      <div className="alert-icon" style={{
    backgroundImage: `url("${getIcon()}")`,
    backgroundRepeat: 'no-repeat',
    backgroundPosition: 'center center',
    backgroundSize: '20px',
    width: '24px',
    height: '24px',
    position: 'absolute',
    left: '16px',
    top: '16px'
  }} />
      <div className="alert-content">
        {title && <div className="alert-title">{title}</div>}
        <div className="alert-body">{children}</div>
      </div>
    </div>;
};

## Setting up Salesforce

### 1. Create a Salesforce app and add integration

Start by [configuring a connected app](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_basics.htm\&type=5) in your Salesforce account. The app should have [OAuth Settings enabled](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_api_integration.htm\&type=5), specifically using the [OAuth 2.0 Client Credentials Flow](https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm\&type=5) authorization flow.

Follow the Salesforce REST API [Quick Start](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart.htm) for a full guide.

Once the app has been created, navigate back to Superblocks and select **Salesforce** from the [integrations page](https://app.superblocks.com/integrations/salesforce).

### 2. Configure settings

Fill out the form with the following settings:

| Setting         | Required                                   | Description                                                                                                                       |
| --------------- | ------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------- |
| Name            | <span className="table-checkmark">✓</span> | Name that will be displayed to users when selecting this integration in Superblocks                                               |
| Instance URL    | <span className="table-checkmark">✓</span> | URL for the Salesforce instance, e.g. <code>[https://your-domain.my.salesforce.com](https://your-domain.my.salesforce.com)</code> |
| Token URL       | <span className="table-checkmark">✓</span> | The full URL path to the token endpoint that serves OAuth tokens                                                                  |
| Consumer ID     | <span className="table-checkmark">✓</span> | A public identifier used to identify this Salesforce consumer to the authorization/token servers                                  |
| Consumer Secret | <span className="table-checkmark">✓</span> | A secret shared between the Salesforce consumer and the authorizing/token servers to verify the Consumer ID                       |

### 3. Test and save

Click **Test Connection** to check that Superblocks can connect to the data source.

<Alert type="info">
  If using Superblocks Cloud, add these <a href="/enterprise/security/overview#ip-addresses">Superblocks IPs</a> to your allowlist (not necessary for Hybrid or Cloud-Prem deployments).
</Alert>

After connecting successfully, click **Create** to save the integration.

### 4. Set data tags

Optionally, configure different data tags for [separate development environments](/development-lifecycle/build/data-tags).

<Alert type="success">
  <IntegrationSuccess integrationName="Salesforce" />
</Alert>

## Creating Salesforce steps

When using Salesforce steps, there are 3 options:

1. [SOQL queries](#soql-queries)
2. [Single object actions](#single-object-actions)
3. [Bulk actions](#bulk-actions)

### SOQL queries

Write **[SOQL queries](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_query.htm)** to perform read-only actions on your SFDC data.

### Single object actions

Use **single object actions** to perform CRUD actions on a single object. Pass in an object of data in the **Resource Body**.

* Create a single object
* Update a single object
* Delete a single object
* Read a single object

### Bulk actions

Use **bulk actions** to perform CRUD actions on several objects at time. Pass in an array of objects in the **Bulk Update Body**.

* Create several objects
* Update several objects
* Delete several objects
* Upsert (update or insert) several objects