Salesforce
Connect Salesforce to Nordvec: what it imports, how to filter searches by it, and how to connect. CRM.
Salesforce is a planned connector. It cannot be connected yet.
This connector is on our roadmap and not yet available to connect. The source_provider values and search behavior below describe how it will work once it ships.
What it is built to import
The connector is built to import these from Salesforce: accounts, contacts, opportunities, notes, and attachments.
Filtering searches by Salesforce
Documents synced from Salesforce carry these source_provider values. Pass one to
/documents/search to restrict results to
this connector:
salesforce
curl https://nordvec.com/api/v1/documents/search \
-H "Authorization: Bearer $NORDVEC_API_KEY" \
-H "Content-Type: application/json" \
-d '{"query": "quarterly report", "sourceProvider": "salesforce"}'Connecting Salesforce
Salesforce is not yet connectable. Once it ships, you will connect it from your integrations settings. The connector reads with the account of the person who connects it. Documents from Salesforce are private to the person who connected it until that person shares them. Documents are stored in the EU; every processor that touches them is published with its jurisdiction and transfer basis at /subprocessors.