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Salesforce

Customer relationship management platform Salesforce integration in ActionFlows. Inputs, outputs, and how to use it.

Salesforce

Customer relationship management platform

Authentication

Auth Type
OAuth 2.0
Status
Available
Credential Name
Password

Add your Salesforce credential from Organization → Integrations. Credentials are encrypted at rest and scoped to your organization.

Required Fields

When creating a credential for Salesforce, you'll be asked to provide:

  • Usernameusername
  • Security TokensecurityToken
  • Default Object TypeobjectType