Salesforce

By John Yanguas (Unlicensed)

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities. It offers a range of tools and services to streamline and automate various aspects of customer interactions, such as lead management, email marketing, and customer support. Salesforce's platform is highly customizable, allowing businesses to tailor it to their specific needs and workflows. It is renowned for its scalability, making it suitable for small businesses as well as large enterprises.

version: 1.0.0

Category: CRM

Tier: 3

Type: Source, Target

Authentication:

  • Basic (Username , Password, Security Token)

Supported Save Mode as Target:

  • Append

See: Target Connector Save Modes

Create Salesforce Connection

Create a pipeline with Salesforce as a source

Create a pipeline with Salesforce as a target

 

 

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