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Salesforce CRM

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Salesforce is a leading cloud-based customer relationship management (CRM) platform designed to help businesses manage their customer data, improve relationships, and drive growth. It provides a comprehensive suite of tools that facilitate sales, customer service, marketing, and analytics.

Before setting up

Before you can connect you will need:

• Domain name • Client ID • Client secret

To get this, create a connected app on Salesforce - find instructions here. Walk through the steps to create a connected app, you must select the enable OAuth settings options, then select the permissions you would like to give access to to your connection. Additionally, in the redirect URI selection, fill in the following URI: https://bridge.blackbird.io/api/AuthorizationCode

Once the connected app is created, you can get the Client ID (consumer key) and Client secret (consumer secret). To access the consumer key, from the App Manager, find the connected app, and select View from the dropdown. Then click Manage Consumer Details. You’re sometimes prompted to verify your identity before you can view the consumer key.

Connecting

  1. Navigate to Apps and search for Salesforce CRM.
  2. Click Add Connection.
  3. Name your connection for future reference e.g. ‘My Salesforce’.
  4. Fill in the Domain name, Client ID and Client secret obtained earlier.
  5. Click Authorize connection.
  6. Follow the instructions that Salesforce provides, authorizing Blackbird.io to act on your behalf.
  7. When you return to Blackbird, confirm that the connection has appeared and the status is Connected.

Actions

Account

  • List all accounts List all accounts
  • Get account Get account by id
  • Create account Create account
  • Update account field Update account field
  • Delete account Delete account by id

Contact

  • List all contacts List all contacts
  • Get contact Get contact by id
  • Create contact Create contact
  • Update contact field Update contact field
  • Delete contact Delete contact by id

Files

  • List all files List all files
  • Get file info Get file info by id
  • Download file Download file by id
  • Upload file Upload file
  • Delete file Delete file

Feedback

Do you want to use this app or do you have feedback on our implementation? Reach out to us using the established channels or create an issue.