Salesforce CRM Integration
klink.cloud integrate with Salesforce CRM, sync Salesforce Contacts, Logged Phone Calls, Chat & More
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
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": "[email protected]",
"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": "[email protected]",
"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": "[email protected]",
"is_active": true,
"remote_was_deleted": true,
}Last updated