Salesforce

Introduction

​Salesforce is the customer relationship management (CRM) platform enabling organizations to easily manage and track leads, contacts and opportunities.

Supported actions

For your Dynamics 365 account, YAP supports the following actions:

• Create lead

• Create contact

• Update opportunity

• Update lead

• Find lead

• Find contact

Setup requirements

Before setup, check that you have granted to YAP the permission to send notification to your Salesforce account. For this, sign in to Salesforce and authorize the permissions requested by YAP.

Connection

The Salesforce connector uses Salesforce REST API.

Please use Salesforce developer documentation.