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 resource 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. Each resource is populated with the corresponding data from Salesforce.
- An insert, update, and delete function for each resource. These functions will allow you to manipulate the data within each resource.