---
title: 'Salesforce'
description: 'Manage leads, contacts, accounts, and opportunities in Salesforce CRM.'
---

# Salesforce

Manage leads, contacts, accounts, and opportunities in Salesforce CRM.

| Detail | Value |
|---|---|
| Category | CRM |
| Base URL | `https://{instance_url}.my.salesforce.com` |
| Authentication | OAuth2 Client Credentials |
| Endpoints | 7 |
| Connector key | `salesforce` |

## Using Salesforce in a workflow

1. Go to **Connections** and click **New Connection**.
2. Pick **Salesforce** from the marketplace.
3. Enter your credentials (see Authentication above for what's expected).
4. In a workflow, drop an **API Call** node and select this connection.
5. Pick the operation you need from the Operation dropdown — see the table below.

## Available Endpoints

| Endpoint | Summary |
|---|---|
| [GET /sobjects/Contact](./get_sobjects_contact_crm_listcontacts) | Get contact metadata |
| [POST /sobjects/Contact](./post_sobjects_contact_crm_createcontact) | Create a contact |
| [GET /sobjects/Contact/{id}](./get_sobjects_contact_id_crm_getcontact) | Get a contact by ID |
| [GET /query](./get_query_crm_query) | Execute a SOQL query |
| [POST /sobjects/Lead](./post_sobjects_lead_crm_createlead) | Create a lead |
| [GET /sobjects/Opportunity/{id}](./get_sobjects_opportunity_id_crm_getopportunity) | Get an opportunity by ID |
| [PATCH /sobjects/Contact/{id}](./patch_sobjects_contact_id_crm_updatecontact) | Update a contact |

> Each endpoint has its own page with parameter details, an example
> `API Call` node configuration, and the response shape.