Introduction
Connect Salesforce to Sana to find, create and update accounts, leads, contacts, and opportunities. Research, enrich and keep your customer data up-to-date with context from your connected apps to close more deals. In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find accounts |
Create accounts |
Update accounts |
Find leads |
Create leads |
Update leads |
Find contacts |
Create contacts |
Update contacts |
Find opportunities |
Create opportunities |
Update opportunities |
Find notes |
Create notes |
Update notes |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Salesforce. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create crm record |
Delete crm record |
Describe object |
Get related records |
Get user info |
List objects |
Soql query |
Text search |
Update crm record |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Salesforce in the list of available integrations
Scroll to the Available integrations section and locate Salesforce.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Select your Salesforce instance
In the Pipedream pop-up, choose the Salesforce instance you want to connect to:
Production — your live Salesforce environment, where your real data lives. This is the right choice for almost all users.
Sandbox — a non-production environment, useful for testing the connector without touching production data.
Step 5: Complete the set up
You've successfully connected your Salesforce account. Click Continue to complete the setup and start using the connector.