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The Salesforce CRM Connector provides pre-built connectivity with the Salesforce Customer Relationship Management platform through the Salesforce API v56.0. It integrates with customer data management and activity management for seamless CRM operations.

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Supported use cases

Customer Data Management

Retrieve and update customer information including contact details and personal data

Activity Management

Create, update, and retrieve Task and Event activities linked to Salesforce parties

Real-time Synchronization

Seamless, real-time data synchronization between Banking OS and Salesforce CRM

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Supported operations

The Salesforce Connector supports the following operations from the Banking OS Unified API specification:

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Party

The connector retrieves and updates accurate, up-to-date customer data including email address, phone number, and postal address from Salesforce.

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Activity

The following table shows the supported activity operations:
Create and update support Salesforce Task and Event sObjects. Get activities by party ID queries Tasks and Events where WhoId matches the Contact (party). Get activities by employee ID queries Tasks and Events where OwnerId matches the Salesforce User (employee). Both map results to the Banking OS activity contract, including recurrence when you configure it. Get requests also support optional pagination (from, size) and ActivityDate filtering (fromDate, toDate).
  • Error codes for the full list of Banking OS error codes and their descriptions.