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Salesforce

Working with the Salesforce connector

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

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

Sample query

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

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
  • Not specified
    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.1619666954.txt.gz · Last modified: 2021/04/29 04:29 by windsor_ai