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Connector for Salesforce CRM usage in Content Delivery

With the Tridion Connector for Salesforce CRM, Content Delivery's open GraphQL interface provides full CRUD (Create, Read, Update, Delete) capabilities on Salesforce CRM CRM data, as well as listing and searching the CRM data. The Connector also supports operations to modify CRM data through GraphQL mutations.

The Connector is deployed into the Content Service using the standard extension mechanism provided by the Add-ons Service. On deployment, additional GraphQL capabilities and CRM data types for Salesforce CRM get registered into the GraphQL engine.

The connector supports the following GraphQL requests:

  • externalItem - use to get a single Salesforce CRM data item, such as a contact
  • externalItems - use to search for or list a set of Salesforce CRM data items
  • The following mutations functions, which are generated based on the configured CRM data types:
    • createXXX - Create a new data item in Salesforce CRM
    • updateXXX - Update an existing data item in Salesforce CRM
    • deleteXXX - Delete an existing data item in Salesforce CRM

    Where XXX is a specific type of entity, such as a Lead, Account, or Contact. For example, createLead or updateAccount.

The following example illustrates the using the externalItem request to retrieve data for a Salesforce CRM contact using its ID:

{
  externalItem(
    identity: {
      namespace: "salesforce",
      type: "Contact",
      id: "0040O000023S1zFQAT"
    }
  ) {
    ... on Contact {
      name
      email
      phone
      segment
    }
  }
}