Salesforce - Technical Overview

Versions Supported

The SalesForce API is available to the following versions of Salesforce. 

  • Enterprise Edition
  • Unlimited Edition 

Authentication Requirements

The Bedrock Salesforce connector uses OAuth so installing is only a matter of a user entering their credentials in the connector. 

It is recommended that the user authenticating is an Administrator. More on how to authenticate Salesforce can be found here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Bedrock Data so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team. 

Object Permissions Custom Field Support Dedupe Key
User Read Yes Email
Lead Read / Update / Create Yes Email
Contact Read / Update Yes Email
Person Account Read / Update / Create Email
Account Read / Update / Create Yes  Name
Opportunity Read / Update / Create Yes Closing Date   
Name   
Contact and Company Relationship
Task Read / Update / Create Yes Reminder Date/Time
Subject
Case Read / Update / Create Yes Subject
External Case Number

API Version and Limits

The Bedrock Salesforce connector is currently using endpoints from v31.0 and v33.0 of the Salesforce API.

Salesforce Edition API Calls Per License Type Total Calls Per 24-Hour Period
  • Enterprise Edition 
Salesforce: 1,000 
Salesforce Platform: 1,000 
Force.com - One App: 200 
Customer Community: 0 
Customer Community Login: 0 
Customer Community Plus: 200 
Customer Community Plus Login: 10 
Partner Community: 200 
Partner Community Login: 10 
Employee Apps Starter: 1000 per member for Enterprise Edition orgs
Employee Apps Plus: 1000 per member for Enterprise Edition orgs
15,000 + (number of licenses X calls per license type), up to a maximum of 1,000,000



  • Unlimited Edition


Salesforce: 5,000 
Salesforce Platform: 5,000 
Force.com - One App: 200 
Customer Community: 0 
Customer Community Login: 0 
Customer Community Plus: 200 
Customer Community Plus Login: 10 
Partner Community: 200 
Partner Community Login: 10 
Employee Apps Starter: 5000 per member for Unlimited and Performance Edition orgs 
Employee Apps Plus: 5000 per member for Unlimited and Performance Edition orgs
15,000 + (number of licenses X calls per license type)


This is as of 12/29/2017 on the Salesforce developer guide found  here.

Important Consideration(s) 

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Bedrock Data sales representative to ensure we can meet your needs. 

  • If you have Custom Objects that you want to incorporate in your Bedrock integration, you must install the Force.com Connector. Learn more about Force.com here
  • Salesforce activities will only map if the Reminder Date is used as this is used to deduplicate with the other systems "Occurred At" field.
  • The "Priority" field is required and when creating a new Task in Salesforce, use a default value of Normal in Bedrock to ensure that new Tasks are created. 
  • Only "Completed" activities can sync out to another system.
  • We can sync Tasks to the Lead and Account but not to the Contact.
  • If you have Person Accounts enabled, you can sync data for this object through Bedrock. Learn more about how to set this up here

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