> For the complete documentation index, see [llms.txt](https://docs.klink.cloud/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.klink.cloud/integrations/crm-integrations/salesforce-crm-integration.md).

# 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 

<figure><img src="/files/3fo7qc9XvO9VCtQY7bSJ" alt=""><figcaption><p>Example of Salesforce Integration</p></figcaption></figure>

#### 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.<br>

```
{
  "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.<br>

```
{
  "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.<br>

```
{
  "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.<br>

```
{
  "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.<br>

```
{
  "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,
}
```