Salesforce Metadata Integrations

Build & publish in-app integrations with our Salesforce Metadata connector

Salesforce Metadata connector icon

The Salesforce Metadata API allows you to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page layouts, for your organization.

Book a demo to learn more about integrating with Salesforce Metadata

Provide automations with our Salesforce Metadata connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code embedded integration builder to integrate your application with Salesforce, so you can provide in-app Salesforce integrations for your end users.

Why integrate with Salesforce Metadata

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label integration platform enables you to create integrations between your application and Salesforce, as well as 100s of other apps, using low code tools.

Available Methods and Endpoints

Set Field Level Security
Action
Sets the permissions a profile has in relation to the specified custom field.
List Profiles
Action
Retrieves all profiles.
Add Field To Layout
Action
Adds a custom field to the specified layout.
Create Custom Field
Action
Creates a new custom field for a standard or custom object.

Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!

What Methods do you Need?

Top Use Cases for Salesforce Metadata Integrations

Cyclr is a powerful white-labelled integration platform that allows your teams to use low code tools to build data responsive integrations for your customers. Then quickly and seamlessly deploy them directly into your SaaS application.

Marketing

  • Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
  • Sync contact details between your CRM and marketing tools to keep things up to date
  • Trigger messaging to users when a deal reaches a particular stage

Sales

  • Add new landing page form submissions to CRM as leads
  • Create new CRM entries when new contracts have been signed by leads

Collaboration

  • Upload new CRM opportunity files to collaboration folders

Some of the many benefits of using Cyclr as your integration solution

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Ready to start your integration journey?

Recommended by G2 users

Book a demo to see Cyclr in action and start creating integration solutions for your customers