Salesforce Integration Connector

Description

The Salesforce connector supports the popular Salesforce CRM system and allows you create integrations to import, export and update information from your Salesforce system and other Zynk supported connector.

Features include:

• Bulk Operation – performs a Salesforce bulk operation on the data provided this is used for big data uploads.
• Create – creates a new record in Salesforce using the XML file provided.
• Delete – removes a record from Salesforce using the ID provided.
• Login – Performs a one-off login to the Salesforce system and stores the token in your workflow
• Query – Runs a SOQL query against any Salesforce object and downloads the requested data in XML format ready for
• Update – updates an existing record in Salesforce using the provided XML and ID
• Upsert – updates or inserts a new record to Salesforce using the provided XML and ID. If ID is not present connector will insert a new record.
• Upload Products – Performs a complex-object update and uploads products and price books to Salesforce
• Upload Records – This task will perform an Upsert but allows you to use fields other than the ID to perform the lookup e.g. Email

Other connectors to integrate with Salesforce include:

• Sage 50 Integration
• Sage 200 Integration
• Sage Business Cloud Accounting Integration
• Xero Integration
• Sage 50 US Integration
• Quickbooks Integration
• Connectwise Integration
• Magento 2 Integration
• VIsualsoft Integration
• eBay Integration
• Shopify Integration
• BigCommerce Integration
• WooCommerce Integration
• ShipStation Integration
• Amazon Marketplace Integration
• Amazon Vendor Central Integration
• Peoplevox Integration
• CSV integration
• XML Integration
• View all Integration Connectors

Example XML input for creating a new Account in Salesforce

<root> 
    <Name>Zynk Software Limited</Name>
    <Website>https://zynk.com</Website>
    <Phone>0191 303 7279</Phone>
    <BillingStreet>6-8 Charlotte Square</BillingStreet>
    <BillingCity>Newcastle</BillingCity>
    <BillingState>Tyne and Wear</BillingState>
    <BillingCountry>England</BillingCountry>
    <BillingPostalCode>NE1 4XF</BillingPostalCode>
</root>

Full documentation relating to the connector can be found https://docs.zynk.com/workflow/documentation/salesforce/index.html