Kloudless API Guide

# Kloudless API interaction

  • Connector Category: CRM
  • Unified APIs Supported: Storage, CRM, Activity, Team

# Salesforce Edition limits

Only certain Salesforce editions support API access, as described on the Salesforce KB.

# Setting up OAuth Keys for Salesforce

To set up OAuth keys for Salesforce, sign in to your Kloudless Account and go to the Third Party Services Configuration section. Navigate to the section for Salesforce and click on the link. The instructions detail how to set up the Salesforce application, and the permissions needed to extend access to the Kloudless integration.

# Creating/Registering a Salesforce Application

Sign up for a Salesforce account.

# Required Scopes

You will need the following scopes of your Connected App.

Access your basic information #(id, profile, email, address, phone)
Access and manage your data #(api)
Provide access to your data via the Web #(web)
Access and manage your Chatter data #(chatter_api)
Perform requests on your behalf at any time #(refresh_token, offline_access)

# Support

Please contact us at support@kloudless.com with any questions you may have. We'd be happy to help you get set up.

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