Salesforce

ToolJet connects to your Salesforce account, allowing you to directly interact with your Salesforce connected app from within your ToolJet application.

:::info NOTE: Before following this guide, it is assumed that you have already completed the process of Using Marketplace plugins. :::

Connection

• To connect to Salesforce, you need to have the following credentials:
  • Client ID - The consumer key of your Salesforce connected app.
  • Client Secret - The consumer secret of your Salesforce connected app.

<div style={{textAlign: 'center'}}> </div>

• Establish a connection to Salesforce by either clicking +Add new Data source on the query panel or navigating to the Data Sources page from the ToolJet dashboard.

• Select the API version from the dropdown, enter your Client ID and Client Secret into their designated fields.

• Copy the Redirect URL and paste it into the OAuth Callback URL field in your Salesforce connected app settings.

• Click the Connect to salesforce button to authenticate your Salesforce account.

• Once authenticated, click Save data source to store the data source.

<div style={{textAlign: 'center'}}> </div>

Querying Salesforce

• To perform queries on Salesforce in ToolJet, click the +Add button in the query manager located at the bottom panel of the editor.

• Select the previously configured Salesforce datasource from the Data Source dropdown.

• In the Operation dropdown, select the desired operation type. ToolJet supports two operation types for Salesforce interactions:

  • SOQL Query - SOQL (Salesforce Object Query Language) is used to search your organization’s Salesforce data for specific information.

  • CRUD Action - CRUD (Create, Retrieve/Read, Update, Delete) actions are used to interact with Salesforce objects.

SOQL Query

• To perform a SOQL query, select the SOQL Query operation from the dropdown.
• Enter the SOQL query in the Query field.
• Click Run to execute the query.

<div style={{textAlign: 'center'}}> </div>

:::info Query results can be transformed using transformations. Read our transformations documentation. :::

CRUD Actions

To perform CRUD actions on Salesforce, select the CRUD Action operation from the dropdown. The following CRUD actions are supported:

Create

Required parameters:

• Resource Name - The name of the Salesforce object you want to create. By default, Account is selected.
• Resource Body - The data you want to insert into the Salesforce object.

<div style={{textAlign: 'center'}}> </div>

Retrieve(Read)

Required parameters:

• Resource Name - The name of the Salesforce object you want to create. By default, Account is selected.
• Resource ID - The ID of the Salesforce object you want to retrieve.

<div style={{textAlign: 'center'}}> </div>

Update

Required parameters:

• Resource Name - The name of the Salesforce object you want to create. By default, Account is selected.
• Resource Body - The data you want to update in the Salesforce object. The resource body should contain the ID of the Salesforce object you want to update.

<div style={{textAlign: 'center'}}> </div>

Delete

Required parameters:

• Resource Name - The name of the Salesforce object you want to create. By default, Account is selected.
• Resource ID - The ID of the Salesforce object you want to delete.

<div style={{textAlign: 'center'}}> </div>