Integrations / CRM & Sales / Salesforce

Salesforce

Feeds Jourier Sales. Sign in to Salesforce and approve access.

Category
CRM & Sales
Set-up
Sign in and approve
Credentials
OAuth 2.0
Modules
Sales
Vendor docs
docs.airbyte.com
Access
OAuth 2.0 via a Salesforce developer (connected) application. Required: client_id, client_secret, and a refresh_token for the account. No pasteable non-OAuth alternative in the spec.
Notes
Spec has an is_sandbox toggle (default false) for Salesforce Sandbox environments; surface it if sandbox support is needed. Remaining properties (start date, lookback window, bulk API, stream filters) are sync tuning.

Connect Salesforce.

Pick it at sign-up, or add it later from the workspace. Free for a month.