Salesforce
At Querier, you can integrate with Salesforce to perform CRUD operations and execute SOQL queries.
Connection Method
1. Create a new data source connection
- Click the [Resources] tab.
- Click the [Create] button next to [Resources].
- Select [Salesforce].
- Click [Connect with Production]. (If connecting to a sandbox environment, click [Connect with Staging])
- You will be redirected to log in with Salesforce.
2. Enter the connection information
Field | Description |
---|---|
Display Name | Enter the name for the Salesforce connection. |
Account to Connect | Select the Salesforce account you want to connect with. |