User Tools

Site Tools


salesforce

This is an old revision of the document!


Salesforce

Sample query:

https://connectors.windsor.ai/salesforce?api_key=[your API key]&date_preset=last_7d&fields=contact_firstname,contact_lastname,contact_email,contact_phone&_renderer=csv

The Salesforce CRM connector lets you pull Salesforce data on an object level. The currently supported objects are:

  • Account
  • Lead
  • Contact
  • Task
  • Opportunity
  • Campaign

Date range

  • Relative: Filter for a relative date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). Example: date_preset=last_7d
  • Absolute: Filter for an absolute date range in which the objects requested were last modified at (e.g. Contact Last Modified Date for any field related to Contacts). Example date_from=2021-01-01&date_to=2021-03-31
  • None: If neither absolute or relative date ranges are specified data from the requested objects last modified in the last 3days (e.g. Contact Last Modified Date for any field related to Contacts) will be returned.
salesforce.1619666707.txt.gz · Last modified: 2021/04/29 04:25 by windsor_ai