Salesforce endpoint
Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.
Category: IT, Sales
Subcategory: ITSM, CRM
How do I integrate Salesforce?
How does ONEiO interact with Salesforce?
Salesforce uses webhooks to push information towards ONEiO. The application needs to be installed within Salesforce.
What do I need to configure an integration?
You will need administrative access to be able to:
- To install applications to your Salesforce
- Create an integration user
- Configure API and OAuth scopes
How do I configure the business logic of the integration?
ONEiO’s rule robot will automatically create you a set of rules to handle a specific use case towards the tools you are integrating with. These rules can be customized according to your needs. Integration rules in Salesforce can be used to control what is sent to ONEiO.
How long does it take to create an integration in ONEiO?
You can install ONEiO’s Salesforce application to simplify your Salesforce configuration. You are up and running in minutes!
What can I integrate in ONEiO?
Case
Create and update any Case records bidirectionally, including attachments.
Asset
Create and update any Asset records bidirectionally, including attachments.
Contact
Create and update any Contact records bidirectionally, including attachments.
Contract
Create and update any Contract records bidirectionally, including attachments.
Lead
Create and update any Lead records bidirectionally, including attachments.
Opportunity
Create and update any Opportunity records bidirectionally, including attachments.
Order
Create and update any Order records bidirectionally, including attachments.
Product
Create and update any Product records bidirectionally, including attachments.
Other
You’re free to add other records as entity types within ONEiO.
Common integrations with Salesforce
What are endpoint types?
With built-in logic to retrieve just the right information you need, you’re no longer spending time understanding how an API works. Once you have configured a ONEiO endpoint using our wide range of endpoint types, you’re left with deciding the rules for how, when, and where you would like for your information to flow.
Endpoint types will:
- Take care of authentication towards the tools
- Adapt what the tools return into a format that is always the same regardless of if the API is returning JSON, XML, an email, or just plain old text
- Automatically retrieve any additional information from multiple API endpoints and gather it all into an entity type. Entity types collect all necessary information to integrate for example incidents, service requests, contacts, contracts, notes, and much more
Why integrate with ONEiO?
Bi-directional integrations to any of your tools
Make sure your information is always up-to-date in near real-time. Integrate bi-directionally with another Salesforce instance or a wide range of our available endpoint types.
Easy configuration within Salesforce
A ready-made unmanaged and customizable package application is available to configure your Salesforce.
More flexibility than any AppExchange app or built-in connectors
Offers you better capabilities to orchestrate your business process across the tools you use.
Maintain context in any situation
Maintains the correct IDs in all of the tools you integrate with through our conversation feature.
“We synchronised incidents, problems, change requests between the existing and greenfield ServiceNow instances within a matter of 1-2 weeks which normally would have a been a huge project of several months.”
