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Version: 3.0.0-LTS

Salesforce

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

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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.
Salesforce Connected App API Settings

  • 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.

Salesforece Install

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.
SOQL Query

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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.
Create

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.
Read

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.
Update

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.
Delete