Perform requests at any time
(refresh_token, offline_access)Manage user data via APIs
(api)API only
user in Salesforce to give Qobra’s access through this user (unlimited,
enterprise, and performance Salesforce edition orgs get five free API only
licenses). You can restrict this user’s access to Salesforce data, and then
give us access through the Oauth flow to restrict Qobra’s access to a part
of your Salesforce.
Follow this tutorial
to implement Salesforce’s best security practices.
LastModifiedDate
field, present in each table.
Salesforce type | Qobra type |
---|---|
int | number |
double | number |
percent | percentage |
currency | amount |
picklist | picklist |
multipicklist | multipicklist |
textarea | string |
string | string |
combobox | string |
phone | string |
boolean | bool |
date | date |
datetime | date |
reference | object |
reference > user | user |
CurrencyIsoCode
field, present in each Salesforce object.
StageName = 'Closed Won’
to filter your
Opportunity object.
WhoId
field can reference Leads, Contacts, or UsersWhatId
field can reference Accounts, Opportunities, Cases, and other custom objectsAccount__c
Opportunity__c
Lead__c
Then use Process Builder or Flow to automatically populate these fields based on the WhatId/WhoId values.