Connecting to Salesforce allows you to pull in and manipulate your CRM data like you would a database. You can use this to combine sales data with data from other systems to create a complete view of the customer, including pre-sale, post-sale and renewal activity. Tools can then be created using this underlying data, with the ability to write back to Salesforce and other systems.
How to connect
First, you'll need to go into Salesforce and create an Internal app.
Once this is done, return to the connection panel within Internal.
- Display Name: Identifier for this data source in Internal.
- Salesforce Username: Username for the Salesforce account used earlier (with API Enabled permission).
- Salesforce Password: Password for the above account.
- Salesforce Consumer Key: From the app you created.
- Salesforce Consumer Secret: From the app you created.
- Salesforce Security Token: From your email.
What happens when you connect
Internal reads from your Salesforce data and automatically generates:
- A list function for the following Salesforce datasets: Accounts, Assets, Brand Templates, Calendars, Campaigns, Cases, Contacts, Contracts, Email Messages, Events, Leads, List Emails, Opportunities, Orders, Organizations, Profiles, Tasks, Users, User Roles. List functions read data from your data source and allow you to display that data in components - think of these as prebuilt SQL queries, so you don't have to write queries for everything.
- An insert, update, and delete function for each dataset. These functions will allow you to manipulate the data.