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Unified

Integration: Salesforce
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Overview

Company website:

https://salesforce.com

Integration launch date:

January 12, 2023

API Categories:

CRM Authentication HR Storage Marketing Metadata KMS Calendar Passthrough

API Authorization:

OAuth2 flow

Data-regions:

Default Sandbox

STORAGE FILE

End-API object:

attachment

Unified API Methods:

Webhooks:

Virtual

List options:

limit offset order parent_id query raw_fields sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

created_at description download_url hash id mime_type name parent_id permissions size type updated_at user_id

Writable fields:

CRM EVENT

End-API object:

task contentnote

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

company_id contact_id deal_id limit offset order sort_by_created_at sort_by_updated_at type updated_gte user_id

Readable fields:

call company_ids contact_ids created_at deal_ids email id lead_ids meeting note task type updated_at user_id

Slow fields:

company_ids contact_ids deal_ids lead_ids

Writable fields:

call company_ids contact_ids deal_ids email lead_ids meeting note task type user_id

CRM DEAL

End-API object:

opportunity

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

company_id contact_id limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte user_id

Readable fields:

amount closed_at company_ids contact_ids created_at id metadata name pipeline probability source stage updated_at user_id

Writable fields:

closed_at name pipeline amount company_ids contact_ids metadata source user_id

required fields

CRM PIPELINE

End-API object:

opportunitystage

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order query raw_fields sort_by_created_at sort_by_updated_at updated_gte

Readable fields:

created_at id is_active name stages updated_at

Slow fields:

Writable fields:

required fields

CRM LEAD

End-API object:

lead

Unified API Methods:

List Create Update Get Remove

Webhooks:

Virtual

List options:

company_id contact_id limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte user_id

Readable fields:

address company_id company_name contact_id created_at creator_user_id emails first_name id is_active last_name metadata name source status telephones updated_at user_id

Writable fields:

company_name name address emails metadata source status telephones user_id

required fields

CRM COMPANY

End-API object:

account

Unified API Methods:

List Create Get Update Remove

Webhooks:

Virtual

List options:

contact_id deal_id limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte user_id

Readable fields:

address created_at description domains id industry is_active metadata name telephones updated_at user_id websites

Writable fields:

name address description industry metadata telephones user_id websites

required fields

CRM CONTACT

End-API object:

contact

Unified API Methods:

List Create Update Get Remove

Webhooks:

Virtual

List options:

company_id deal_id limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte user_id

Readable fields:

address company_ids created_at deal_ids department emails first_name id image_url last_name metadata name telephones title updated_at user_id

Writable fields:

name address company_ids emails metadata telephones title user_id

required fields

HRIS EMPLOYEE

End-API object:

user

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Writable fields:

address bio currency department division emails employee_roles employment_status groups image_url language_locale manager_id name telephones timezone title

MARTECH LIST

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

created_at description end_at id is_active name start_at updated_at user_id

Writable fields:

name description end_at is_active start_at user_id

required fields

MARTECH MEMBER

Unified API Methods:

List Create Update Get Remove

Webhooks:

Virtual

List options:

list_id limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

required filter

Readable fields:

created_at emails first_name id last_name list_ids name updated_at

Writable fields:

emails list_ids name

required fields

METADATA METADATA

End-API object:

describesobject

Unified API Methods:

List options:

required filter

Readable fields:

format id name object_type original_format slug

Writable fields:

KMS PAGE

End-API object:

article

Unified API Methods:

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at space_id updated_gte

Readable fields:

created_at download_url id is_active space_id title type updated_at user_id web_url

Writable fields:

KMS SPACE

End-API object:

category

Unified API Methods:

List options:

limit offset order query sort_by_created_at sort_by_name

Readable fields:

Writable fields:

CALENDAR EVENT

End-API object:

event

Unified API Methods:

List Create Get Update Remove

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

attendees calendar_id created_at end_at id is_all_day is_free is_private location notes organizer recurrence start_at status subject timezone updated_at

Writable fields:

end_at start_at attendees is_all_day is_free is_private location notes subject

required fields

CALENDAR CALENDAR

End-API object:

calendar

Unified API Methods:

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

created_at id is_primary name primary updated_at

Writable fields:

HRIS COMPANY

End-API object:

organization

Unified API Methods:

List options:

Readable fields:

address id name

Writable fields:

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

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