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Salesforce is a CRM platform. MantrixFlow connects using OAuth. You need to create a Connected App in Salesforce and obtain a refresh token.

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Prerequisites

You need a Salesforce account and admin access to create a Connected App in Setup.

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Connection Setup

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1. Create a Connected App

In Salesforce Setup, go to App Manager → New Connected App. Enable OAuth settings. Set the callback URL to the value provided by MantrixFlow (or use a generic OAuth callback for manual token exchange).
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2. Client ID and Client Secret

After creating the app, copy the Consumer Key (Client ID) and Consumer Secret (Client Secret). Enter these in MantrixFlow.
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3. Obtain Refresh Token

Use the OAuth flow to obtain an access token and refresh token. The refresh token is used to get new access tokens when they expire. Store the refresh token in MantrixFlow.
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4. Sandbox

If connecting to a Salesforce sandbox, enable the sandbox flag. Production and sandbox use different endpoints.

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Production vs Sandbox

  • Production — Use for live Salesforce orgs. Disable the sandbox flag.
  • Sandbox — Use for development/test orgs. Enable the sandbox flag.

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Available Streams

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Cases
  • Campaigns
  • Custom objects

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Supported Sync Modes

  • Full sync — Reads all records on every run.
  • Incremental sync — Uses LastModifiedDate or similar to read only new or updated records.