Salesforce

The Salesforce integration allows you to interact with leads, contacts, accounts, opportunities, and other CRM data directly from your Glide apps

Adding the Salesforce Integration

1. In Glide, click the Settings icon in the upper-right corner.

2. Navigate to the Integrations tab and then select Salesforce.

3. Click the Add button.

4. Select whether to use a sandbox instance. Choose Yes if you want to test with a Salesforce sandbox environment, or No to connect to your production Salesforce instance.

5. Optionally, add a custom domain if your Salesforce instance uses one.

6. Click Connect, then sign into your Salesforce account.

7. Review the permissions Glide is requesting and click Allow to approve the integration.

Features and Actions

The Salesforce integration in Glide provides access to 140+ actions across 32 Salesforce objects, including:

• Leads - Potential customers and prospects

• Contacts - Individual people associated with accounts

• Accounts - Organizations and companies

• Opportunities - Sales deals and revenue opportunities

• Cases - Customer support requests and issues

• Campaigns - Marketing campaigns and initiatives

• Tasks - Activities and to-do items

• Events - Calendar events and meetings

• Products - Products and services you sell

• Orders - Customer orders and purchases

• And many more

For most objects, Glide supports standard actions:

• Create - Add a new record

• Delete - Remove a record

• Find by ID - Retrieve a specific record

• List - Get multiple records

• Update - Modify an existing record

Using Salesforce Actions

All Salesforce actions can be added to Components that support actions or to Workflows. 64 Salesforce actions can be used as Computed Columns in the Data Editor.

In the Layout Editor

1. Select the component you'd like to add the action to. Remember, this must be a component that supports actions.

2. Search for the Salesforce action you want to use or navigate to Integrations → Salesforce and select the action.

3. Name the action.

4. Choose an icon.

5. Configure the action fields based on the Salesforce object and operation you're performing.

6. Choose where to store the result if the action returns data.

7. Click away to save your configuration.

In the Data Editor

1. Open the table where you want to use a Salesforce action.

2. Add a new column by clicking the (+) plus symbol to the right of the table.

   • New columns added with the plus button will always appear on the right. If you'd like to add a column somewhere else in your data, you can select the dropdown menu on an existing column and choose

     Add column right. You can also click and drag columns to rearrange them.

3. Name your column.

4. Search for the Salesforce action you want to use or navigate to Integrations → Salesforce and select the action.

5. Configure the action fields based on the Salesforce object and operation you're performing. Depending on the action, you may need to create additional columns to store the results.

6. Select Save.

In the Workflow Editor

1. Select the (+) plus symbol or the + New Workflow button.

2. Select the data source for the action where the action is triggered.

3. Search for the Salesforce action you want to use or navigate to Integrations → Salesforce and select the action.

4. Configure the action fields based on the Salesforce object and operation you're performing.

5. Choose where to store the result if the action returns data. Depending on the action, you may need to create additional columns to store the results.

6. Click away to save your configuration.

Working with JSON Responses

Salesforce actions return data in JSON format. You may need to parse JSON response bodies to extract specific values. For more information about working with JSON data in Glide, check out our documentation on JSON.

Using the Salesforce API

For advanced use cases, the Call Salesforce API action allows you to make custom API requests. Learn more about Call API.

Salesforce has its own API rate limits and usage restrictions based on your Salesforce account. These limits still apply when using Salesforce through Glide. Learn more about Salesforce rate limits.