How do I connect Salesforce to Dranseq?
Guide to setting up the Salesforce integration.
1. Create a new sequence or edit an existing one
2. Add a Salesforce step — search for "Salesforce" in the app selector
3. Click "Connect" — you'll be redirected to Salesforce to authorize
4. Log in to your Salesforce account and click "Allow"
5. Select your action — Create Record, Update Record, Find Record, etc.
Supported Salesforce actions:
- Create, update, upsert, and delete records
- Query records with SOQL
- Trigger on new/updated records
- Bulk operations
Requirements:
- Salesforce Professional, Enterprise, or Developer edition
- API access enabled in your Salesforce org
- Admin or user permissions to install connected apps
Your Salesforce connection is securely stored with OAuth 2.0 encryption.