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CRM & sales
Salesforce
Accounts, contacts, opportunities, sales activity, and revenue operations.
Connection options
Salesforce publishes REST APIs and OAuth-based connected-app access. Rooutiq would start read-only against the specific objects the customer uses, then map only observed fields.
OAuthREST APIBulk API
Provider documentation Setup requirements
- Customer confirms this is a system they actually use
- Customer authorizes Rooutiq to request technical access when needed
- Vendor or customer provides the supported access path and tenant credentials
- Rooutiq observes a successful tenant-specific read before calling the system connected
- Customer separately approves which facts, if any, this source is authoritative for
Common uses for this category
AccountsContactsOpportunities
Category-level uses, not a promise that this provider exposes every field or capability.