Data Providers
Salesforce

3min
﻿ easily integrates with your Salesforce instance,  through the Salesforce data provider﻿. The following examples with code snippets are provided in this section:
﻿Create records in objects﻿﻿
﻿Delete records in objects﻿﻿
﻿Save & update records in objects﻿﻿
﻿List records in objects﻿﻿
Creating a Salesforce dashboard can help you gain valuable insight into your business, improve decision-making, and enhance overall efficiency and performance across your organization. The  Salesforce provider brings data directly into the app from Salesforce, giving you access to real-time data and visual insights no matter where you are.  Tailor the app to display metrics that matter most to your business and configure them to suit different user roles and responsibilities. Dashboards can be shared with team members, managers, or stakeholders. Sales teams can benefit significantly from Salesforce dashboards as they provide a clear view of their pipelines, opportunities, and sales targets. 
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Salesforce Dashboard
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In this dashboard the  is configured to call eight s and one datasource file. The s use various components such as form﻿, list﻿, widgets﻿, bar-chart﻿, and actions to create an informative interactive app. 
The Salesforce provider references various Salesforce objects as shown below.
YAML
provider: DATA_PROVIDER_SALESFORCE
entities:
  - Account
  - Opportunity
  - OpportunityStage
  - User
  - UserRole
  - Territory2
provider: DATA_PROVIDER_SALESFORCE
entities:
  - Account
  - Opportunity
  - OpportunityStage
  - User
  - UserRole
  - Territory2
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Updated 28 Nov 2023
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