Guide

Salesforce Endpoint

Salesforce endpoints connect Gateway to Salesforce CRM so users and agents can query and operate on CRM objects through governed access.

Endpoint Kind

Use salesforce as the endpoint kind when creating this endpoint through the API or dashboard.

What Gateway Uses This Endpoint For

Run governed CRM queries and workflows.
Connect customer/account context with support, sales, and analytics tools.
Centralize OAuth/client credential handling.
Audit agent and user access to CRM records.

Basic Endpoint Shape

json

{
  "endpoint": "salesforce-prod",
  "kind": "salesforce",
  "config": {
    "read_conn": {
      "provider": "salesforce",
      "instance_url": "https://yourorg.my.salesforce.com",
      "client_id": "client-id",
      "client_secret": "secret",
      "username": "user@example.com",
      "password": "secret"
    }
  }
}

Create it with the endpoint API:

bash

curl -sS -X POST "$EDEN/endpoints" \
  -H "$AUTH_HEADER" \
  -H "Content-Type: application/json" \
  -d '{
  "endpoint": "salesforce-prod",
  "kind": "salesforce",
  "config": {
    "read_conn": {
      "provider": "salesforce",
      "instance_url": "https://yourorg.my.salesforce.com",
      "client_id": "client-id",
      "client_secret": "secret",
      "username": "user@example.com",
      "password": "secret"
    }
  }
}'

Configuration Fields

Field	Purpose
`instance_url`	Salesforce instance URL
`client_id`	Connected app client ID
`client_secret`	Connected app client secret
`username`	Salesforce username
`password`	Salesforce password when using username/password flow

Operating Notes

Scope connected-app permissions to the objects and operations in use.
CRM data is sensitive; start with read-only workflows.
Keep sandbox and production orgs as separate endpoints.