# Salesforce CRM Integration {% hint style="info" %} Only available for Enterprise Customers, contact us for more details. {% endhint %} #### Minimum Requirements * You must have Full Administrator Access in your Salesforce CRM to fully integrate with klink.cloud * To check Administrator Acces, go to Salesforce > Setup > Apps Manager

Example of Salesforce Integration

#### Supported Salesforce API Objects * Contacts * Engagement Types * Engagements * Leads * Notes * Opportunities * Stages * Tasks * Users Below is example of supported Salesforce API Objects Examples **Contact Object** The `Contact` object is used to represent an existing point of contact at a company in a CRM system.
``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "first_name": "Gil", "last_name": "Feig", "account": "0958cbc6-6040-430a-848e-aafacbadf4ae", "owner": "b8fbfc30-0982-420e-8c20-dab07b70b9d6", "addresses": [ { "street_1": "50 Bowling Green Dr", "street_2": "Golden Gate Park", "city": "San Francisco", "state": "CA", "postal_code": "94122", "country": "US", "address_type": "Shipping", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z" } ], "email_addresses": [ { "email_address": "hello@klink.cloud", "email_address_type": "Work" } ], "phone_numbers": [ { "phone_number": "+13785579223", "phone_number_type": "Mobile", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z" } ], "last_activity_at": "2022-02-10T00:00:00Z", "remote_created_at": "2021-11-10T00:00:00Z", "remote_was_deleted": true, } ``` **Engagement Object** The `Engagement` object is used to represent an interaction noted in a CRM system. ``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa", "content": "Call for negotiation", "subject": "Call from customer", "direction": "INBOUND", "engagement_type": "0358cbc6-2040-430a-848e-aafacbadf3aa", "start_time": "2022-02-10T00:00:00Z", "end_time": "2022-02-10T00:05:00Z", "account": "025fjlc6-6000-430a-848e-aafacbadf4fe", "contacts": [ "a7c55bc6-2940-c80a-848e-bbfacbfdf4fg" ], "remote_was_deleted": true, Show advanced fields } ``` **Engagement Type** The `Engagement Type` object is used to represent an interaction activity. A given `Engagement` typically has an `Engagement Type` object represented in the engagement\_type field.
``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "activity_type": "CALL", "name": "First Call", "remote_fields": [ { "remote_field_class": { "id": "string", "display_name": "string", "remote_key_name": "string", "description": "string", "is_custom": true, "is_required": true, "field_type": "string", "field_format": "string", "field_choices": [ "string" ], "item_schema": { "item_type": "string", "item_format": "string", "item_choices": [ "string" ] } }, "value": "string" } ] } ``` **Leads** The `Lead` object is used to represent an individual who is a potential customer.
``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa", "lead_source": "API Blogger", "title": "Co-Founder", "company": "K-LINK", "first_name": "Gil", "last_name": "Feig", "addresses": [ { "street_1": "50 Bowling Green Dr", "street_2": "Golden Gate Park", "city": "San Francisco", "state": "CA", "postal_code": "94122", "country": "US", "address_type": "Shipping", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z" } ], "email_addresses": [ { "email_address": "hello@klink.cloud", "email_address_type": "Work" } ], "phone_numbers": [ { "phone_number": "+16789932455", "phone_number_type": "Mobile", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z" } ], "remote_updated_at": "2022-02-10T00:00:00Z", "remote_created_at": "2021-11-10T00:00:00Z", "converted_date": "2022-03-10T00:00:00Z", "converted_contact": "025fjlc6-6000-430a-848e-aafacbadf4fe", "converted_account": "9c9de072-29cf-48e3-9578-1ca5b145b40e", "remote_was_deleted": true, } ``` **Notes** The `Note` object is used to represent a note on another object. ``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa", "content": "K-LINK is hiring!", "contact": "025fjlc6-6000-430a-848e-aafacbadf4fe", "account": "fba1fbc6-67c0-4cb2-a176-7896acd2ffd5", "opportunity": "754a244e-dd67-4731-a8d3-9bff9dc10465", "remote_updated_at": "2022-02-10T00:00:00Z", "remote_created_at": "2021-11-10T00:00:00Z", "remote_was_deleted": true, } ``` **Opportunities** The `Opportunity` object is used to represent a deal opportunity in a CRM system.
``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "name": "Needs Integrations", "description": "Needs a Unified API for Integrations!", "amount": 100000, "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa", "account": "0958cbc6-6040-430a-848e-aafacbadf4ae", "stage": "1968cbc6-6040-430a-848e-aafacbadf4ad", "status": "WON", "last_activity_at": "2022-02-10T00:00:00Z", "close_date": "2022-02-10T00:00:00Z", "remote_created_at": "2021-11-10T00:00:00Z", "remote_was_deleted": true, } ``` **Stages** The `Stage` object is used to represent the stage of an opportunity.
``` { "id": "0358cbc6-2040-430a-848e-aafacbadf3aa", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "name": "Proposal", "remote_was_deleted": true, } ``` **Tasks** The `Task` object is used to represent a task, such as a to-do item. ``` { "id": "550e8400-e29b-41d4-a716-446655440000", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "subject": "Contact about Integration Strategy", "content": "Follow up to see whether they need integrations", "owner": "0358cbc6-2040-430a-848e-aafacbadf3aa", "account": "3fa85f64-5717-4562-b3fc-2c963f66afa6", "opportunity": "550e8400-e29b-41d4-a716-446655440000", "completed_date": "2022-02-11T00:00:00Z", "due_date": "2022-02-10T00:00:00Z", "status": "OPEN", "remote_was_deleted": true, } ``` **Users** The `User` object is used to represent a user with a login to the CRM system. ``` { "id": "0358cbc6-2040-430a-848e-aafacbadf3aa", "remote_id": "19202938", "created_at": "2021-09-15T00:00:00Z", "modified_at": "2021-10-16T00:00:00Z", "name": "Gil Feig", "email": "hello@klink.cloud", "is_active": true, "remote_was_deleted": true, } ``` --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.klink.cloud/integrations/crm-integrations/salesforce-crm-integration.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.