Search

Connectors

Contact support

Salesforce - Getting started in Peliqan

Salesforce - Getting started in Peliqan

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer service, marketing, and more through its comprehensive suite of applications. Renowned for its scalability and customization, Salesforce enables companies to optimize their customer interactions and streamline their business processes.

This article provides an overview to get started with the Salesforce connector in Peliqan. Please contact support if you have any additional questions or remarks.

Contents

Connect

In peliqan, go to Connections, click on Add new. Find Salesforce in the list and select it. Click on the Connect button. This will open Salesforce and allow you to authorize access for Peliqan. Once that is done, you will return to Peliqan.

image

Explore & Combine

Wait a few minutes for the data to start syncing. Now you can view your Salesforce data in tables in Peliqan’s built-in data warehouse (or in your own DWH if you connected e.g. SQL Server, Snowflake, Redshift or BigQuery).

Select “Explore” in the left navigation pane, expand “Data warehouse” in the left tree and click on Salesforce. All tables from Salesforce will now be shown.

image

You can explore the data in the gridview, and you can write SQL queries to transform the data and to combine the data from Salesforce with data from other sources.

Activate

You can use Peliqan’s low-code Python scripts to interact with Salesforce using the Salesforce API. With a single line of code, you can for example add or update a contact, company or invoice in Salesforce.

In Peliqan, click on “Build” in the left navigation pane. Now add a new “App” or Python script.

In the right pane, expand the “Connected SaaS APIs”, and expand Salesforce. You will now see the available functions to interact with Salesforce. Click on a function to insert it into your script.

Example to add a company in Salesforce:

salesforce_api = pq.connect('Salesforce')
company = {
    "name": "ACME",
    "website": "http://example.com"
}
salesforce_api.add('company', company)

Need further help

Please contact our support for any further assistance via support@peliqan.io.