close

Filter

loading table of contents...

Solution Overview for Business Users / Version 2506.0

Table Of Contents

18.1.7.1 Salesforce

Salesforce API Connector is a software component or service that facilitates the integration of Salesforce, a popular Customer Relationship Management (CRM) platform, with other applications, systems, or services.

Salesforce provides various APIs that allow you to send and receive different types of information to and from the platform. The type of information you should send using Salesforce APIs depends on your specific business needs and use cases. Here are some common types of information that can be sent using Salesforce APIs:

  • Lead and Contact Data: You can use APIs to create, update, and synchronize lead and contact data. This includes information such as names, email addresses, phone numbers, and job titles.

  • Account and Opportunity Information: Salesforce APIs allow you to manage account and opportunity data, which is essential for managing your sales pipeline and customer relationships.

  • Custom Objects: You can send and retrieve data related to custom objects that you’ve created in Salesforce to store specific information unique to your organization.

  • Event and Activity Data: Salesforce APIs enable you to log and manage events, meetings, and activities associated with leads, contacts, and accounts.

  • Campaign and Marketing Data: You can use APIs to manage marketing campaigns, track the effectiveness of marketing efforts, and capture data on campaign performance.

  • Case and Service Data: Salesforce APIs can be used to create, update, and manage cases and service requests, helping your customer support teams.

  • Report and Dashboard Data: APIs allow you to access data from Salesforce reports and dashboards, which can be used for analytics and reporting in external systems.

  • Custom Application Data: If you’ve developed custom applications in Salesforce, you can send and receive data related to these applications through APIs.

  • Authentication and User Data: APIs are used for authentication and user management, allowing you to manage user accounts and access control.

  • Integration with External Systems: Salesforce APIs are often used to integrate Salesforce with other external systems, such as marketing automation platforms, e-commerce solutions, accounting software, and more.

To integrate with this api, you need to configure a new connection on CoreMedia integration app, indicate the authentication and mapping the respective actions that should be synchronized.

Search Results

Table Of Contents
warning

Your Internet Explorer is no longer supported.

Please use Mozilla Firefox, Google Chrome, or Microsoft Edge.