Using custom actions to GET Salesforce data from a Salesforce custom object

  • 14 February 2024
  • 1 reply
  • 22 views

Hi!

 

I’ve been trying to use a GET method in a custom action to bring in values in the Intercom People object for an attribute from a Salesforce custom object but can’t seem to find documentation on this. 

Is there any documentation that I might explore to make this work?

Thanks for the help!


1 reply

Userlevel 4
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Hi @Alex Zaharia !

We have an Article on the topic here!

It walks through creating a Custom action, configuring the request, and mapping the response to an object.

The article isn’t Salesforce specific though. You will need to consult Salesforce’s API docs in order to know how to structure the URL of the call as well as to know which headers to include in the request. You will also need to get your Authentication Token from your Salesforce account in order for the API call to work.

If you’re still running into any issues after going through that article along with the Salesforce docs, feel free to reach out to our Support team directly through the Intercom Messenger in your workspace are by emailing us at team@intercom.io!

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