Salesforce

Pull user, role, license info and more to connect across tools.

Overview

Use the Salesforce integration to identify problems with your users and licenses before they occur. Integrating with Salesforce enables you to build boards that correlate fields within Salesforce and with other connected tools. You can also run actions on fetched data without ever leaving Stitchflow.

Configure

Enable the Salesforce integration from Connections in the left sidenav. Click Connect and authenticate using your Salesforce credentials. Before connecting, Salesforce will sync for a few minutes while fetching data. Once connected, you can click the ... menu on the Salesforce integration tile to manage permissions or disconnect the integration.

Manage permissions

Salesforce actions allow you to run operations on fetched data without ever leaving Stitchflow. All actions are enabled by default and will be accessible on every board, but can be disabled by clicking the ... menu and selecting Remove connection.

Please note that disconnecting Salesforce will also permanently delete any boards in which it is used.

Data model

We automatically fetch and relate the following objects from Salesforce resources.

Supported objects

• Users

• Roles

• Licenses

• Groups

• Permission Sets

• Permission Set Groups

• Login History

• Metadata Packages

• OAuth Tokens

We support the following actions in Salesforce.

Supported actions

• Assign permission set to user

• Remove permission set from user

• Create permission set

• Delete permission set

• Create permission set group

• Delete permission group

• Assign role to user

• Remove role from user

• Create user role

• Delete user role

• Create user group

• Delete user group

• Revoke OAuth token

• Assign license to user

• Remove license from user

• Delete user

• Deactivate user

Boards

When building a board, you can select any supported Salesforce resource as your object to indicate the data you want to surface on your board. We automatically determine the primary field for each object. The primary field is meant to be a unique representation of each record in a board.

An object in Stitchflow is a data type that is used to treat several different pieces of data as one unit.

Adding fields

Click Add field to select fields from both within Salesforce and across your other connected tools. We only show fields that can be joined with your chosen object.

Triggering actions

Click Integration actions in the top right of any board to view all available actions across your connected integrations. When selecting an action, you'll be prompted to fill out all required inputs necessary to run the action. Changes and updates made via actions will persist to all boards.

Stitchflow fetches Salesforce data every 24 hours.