Calimatic Connect|Documentation
PricingSign In
Salesforce

Salesforce

Sync contacts and data bidirectionally with Salesforce CRM.

Crmoauthproxy

Connect Salesforce

Salesforce uses OAuth for authentication. Redirect your user to the login URL to start the authorization flow. After the user authorizes access, the callback is handled automatically.

# Redirect user to start OAuth flow
GET /auth/salesforce/login?account_id=YOUR_ACCOUNT_ID&redirect_uri=https://your-app.com/callback
# Callback handled automatically at
GET /auth/salesforce/callback

Make API Calls via Proxy

Use the proxy endpoint to make authenticated API calls to Salesforce without managing tokens yourself. Calimatic Connect handles credential injection and token refresh automatically.

POST /connect/v1/proxy/salesforce
# Headers
Authorization: YOUR_JWT_TOKEN
Content-Type: application/json
# Body
{
"method": "GET",
"path": "/me"
}

Check Status

Verify whether your Salesforce connection is active and credentials are valid:

GET /connect/v1/providers/salesforce/status
# Headers
Authorization: YOUR_JWT_TOKEN

Disconnect

Remove the Salesforce connection and revoke stored credentials:

DELETE /connect/v1/providers/salesforce/disconnect
# Headers
Authorization: YOUR_JWT_TOKEN