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Getting Started With the Salesforce API

Salesforce is the most popular CRM available today and is the Customer Relationship Management system of choice for countless Fortune-500 companies across the world. The Salesforce API is also one of our more popular connectors available in the Kloudless Unified CRM API, so we thought it would be helpful to provide a straightforward walkthrough of how to integrate your application with the powerful CRM provider. Getting started with the Salesforce API is relatively simple, and requires only a few steps before you can allow your users to freely access their CRM data and objects. 

Salesforce Application Setup

First, sign up for a developer account at https://developer.salesforce.com/signup. You will need Salesforce Developer Edition to continue onto the next steps, so make sure that your account subscription is correct before proceeding. Once you have your organization created you can navigate to the Setup Home screen at https://ORGANIZATION.lightning.force.com/lightning/setup/SetupOneHome/home. You’ll then want to create your application next.

Lightning App vs. Connected App

The main difference between creating a Lightning application and a Connected application is whether your application will exist within the Salesforce interface or outside of it. A Lightning application works within Salesforce and you can customize what theme your application will use. A Connected application is a more traditional standalone application that will utilize the OAuth 2.0 flow to grant access to a user’s Salesforce data.

White-Labeling Your Application

Once you have created an application, you will want to provide a brief description of your application and it’s use-case. Upload your logo and once your application has been created, you will receive a Consumer Key/Client ID and Consumer Secret/Client Secret.

OAuth Scopes

Next, you will want to configure the scopes that your application will use to give access to the correct CRM data from Salesforce.

You will need the following scopes of your Connected App:

  • Access your basic information (id, profile, email, address, phone)
  • Access and manage your data (API)
  • Provide access to your data via the Web (web)
  • Access and manage your Chatter data (chatter_api)
  • Perform requests on your behalf at any time (refresh_token, offline_access)

Kloudless Is the Best Way to Integrate Salesforce

Integrating with Salesforce can take as much as 6 months of development time, and that’s not taking into account the ongoing maintenance and support to keep that connection sound in the future. 

The Kloudless Unified CRM API was built to connect your application with Salesforce, Microsoft Dynamics, HubSpot, SugarCRM, and more in minutes. With Kloudless, you can easily bring your customers’ sales data into your app, and to push new, updated, or deleted records in real-time to a user’s CRM. Kloudless supports all custom objects, fields, and mappings. Enable your users to connect their CRM accounts, no matter which provider they use. Also take advantage of the Kloudless Query Language (KQL), a common query language that is compatible with any CRM service.  Use KQL to search across object types such as Accounts, Contacts, Leads, Opportunities, and more. Kloudless also offers extensive activity monitoring and webhooks to all of our connectors, as well as support for all major event bus services.

Kloudless takes away the headache of maintenance and API updates, so your development team can focus on what’s important: Your app’s core functionality.

Using Kloudless with Salesforce

You can sign up today for a free developer account with Kloudless and get started with integrating to Salesforce or any of the other connectors provided in the Unified CRM API. 

Once signed in, you will find the Callback URL or redirect URI under THIRD-PARTY SERVICES => Configuration. Please click the SaaS product Salesforce and select “Use Your Salesforce Keys.”

After filling in the Client ID and Client Secret, you will also need to set a specific Callback URL or Redirect URI from Salesforce. Click Save and you’re all set.

To learn more about the Kloudless Unified CRM API or the Salesforce API, please visit our product page or direct any inquiries to hello@kloudless.com.


Published By

David Hallinan

David Hallinan is an Integration Strategist and Head of Marketing at Kloudless. He enjoys painting, JavaScript, vintage synths, drum machines and forcing his sports allegiances on his children.

View all posts by David Hallinan