Setup and details
The integration offers powerful capabilities for handling essential Salesforce objects, including:
1. Account
Read Data: Access detailed company profiles, including associated contacts, recent interactions.
Write Data: Automatically create or update company records based on sales activities or data from other systems.
2. Contacts
Read Data: Retrieve contact details and communication history
Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.
3. Opportunities (Deals)
Read Data: Extract deal information, including stages, values, and associated contacts or companies.
Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.
4. Record Type (Pipelines)
Read Data: Retrieve opportunity pipelines with it's associated stages.
5. Custom Objects
This is optional, depending on your Salesforce setup.
Read Data: Retrieve objects that are required for creating an account, contact or deal
Write Data: Create objects that are required for creating an account, contact or deal
Setup Instructions
An administrator can install the package by clicking this link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWV0000004l8PYAQ
If you are installing the package in a sandbox environment, use:
After the package is installed, users can connect their Salesforce account in the uman platform (using an OAuth2.0 user integration).
Used OAuth scopes
Access unique user identifiers (openid)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
For further assistance, please contact our support team or visit our comprehensive knowledge base.
FAQ
Which Salesforce note type is used?
uman will read/write to enhanced notes. This is a newer version compared to classic notes and allow for rich text, linking the note to multiple records, ...
Enhanced note vs classic (old) note comparision