Skip to main content

API calls for Salesforce Sales Cloud

The Salesforce Sales Cloud connector makes API calls to Salesforce to retrieve data.

Authentication token

The call uses the POST operation during the OAuth 2.0 process to retrieve an access token using the JWT bearer flow.

URI:https://{yourInstance}.salesforce.com/services/oauth2/token

See Salesforce docs for more information.

UserLicense

The call uses the GET operation to retrieve the metadata for the UserLicense sObject. This data is not stored to the database, and is used to determine a list of available fields for an object when executing queries.

URI:https://{yourInstance}.salesforce.com/services/data/v49.0/sobjects/UserLicense/describe/

See Salesforce docs for more information.

Profile

The call uses the GET operation to retrieve the metadata for the Profile sObject. This data is not stored to the database, and is used to determine a list of available fields for an object when executing queries.

URI:https://{yourInstance}.salesforce.com/services/data/v49.0/sobjects/Profile/describe/

See Salesforce docs for more information.

Users

The call uses the GET operation to retrieve the metadata for the User sObject. This data is not stored to the database, and is used to determine a list of available fields for an object when executing queries.

If the Company names field is populated with names instead of * when adding the connector, the call URI is extended with AND (CompanyName = 'companyName1' or CompanyName = 'companyName2') ... for all company names added.

URI:https://{yourInstance}.salesforce.com/services/data/v49.0/sobjects/User/describe/

See Salesforce docs for more information.

Query

The call uses the GET operation to execute a SOQL query that returns all the results in a single response. The connector uses the query to get a list of users, user licenses, and profiles.

URI:https://{yourInstance}.salesforce.com/services/data/v49.0/query/

See Salesforce docs for more information.