Skip to main content

API calls for Salesforce Sales Cloud

The Salesforce Sales Cloud connector makes API calls to Salesforce to retrieve data.

Authentication token​

The call uses the POST operation during the OAuth 2.0 process to retrieve an access token using the JWT bearer flow.

URI: https://{yourInstance}.salesforce.com/services/oauth2/token

For more information, see Salesforce docs .

UserLicense​

The call uses the GET operation to retrieve the metadata for the UserLicense sObject. This data is not stored to the database, and is used to determine a list of available fields for an object when executing queries.

URI: https://{yourInstance}.salesforce.com/services/data/v49.0/sobjects/UserLicense/describe/

For more information, see Salesforce docs .

Profile​

The call uses the GET operation to retrieve the metadata for the Profile sObject. This data is not stored to the database, and is used to determine a list of available fields for an object when executing queries.

URI: https://{yourInstance}.salesforce.com/services/data/v49.0/sobjects/Profile/describe/

For more information, see Salesforce docs .

Users​

The call uses the GET operation to retrieve the metadata for the User sObject. This data is not stored to the database, and is used to determine a list of available fields for an object when executing queries.

If the Company names field is populated with names instead of * when adding the connector, the call URI is extended with AND (CompanyName = 'companyName1' or CompanyName = 'companyName2') ... for all company names added.

URI: https://{yourInstance}.salesforce.com/services/data/v49.0/sobjects/User/describe/

For more information, see Salesforce docs .

Query​

The call uses the GET operation to execute a SOQL query that returns all the results in a single response. The connector uses the query to get a list of users, user licenses, and profiles.

URI: https://{yourInstance}.salesforce.com/services/data/v49.0/query/

For more information, see Salesforce docs .