Skip to main content

Overview

The Salesforce integration allows you to search through Salesforce records and data. It supports both and .

Authentication

The Salesforce integration can be set up as a personal connection or as a shared connection.

Personal connection (OAuth)

Each user connects their own Salesforce account through an OAuth flow, available in Hyperspell as a personal connection without any additional setup. During the OAuth flow, users select which Salesforce objects they want to give access to.

Shared connection

An app admin can instead register a single shared connection using a service-account credential. Its data is synced once and made available to everyone in your app — no per-user OAuth required. A shared Salesforce connection needs the following fields:
string
required
Your Salesforce connected-app Client ID (Consumer Key).
string
required
The Client Secret (Consumer Secret) that pairs with the Client ID above.