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.
Salesforce Metadata Integrations
Build & publish in-app integrations with our Salesforce Metadata connector
What is Salesforce Metadata?
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.
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
Custom Fields ↓
Create Custom Field
Creates a custom field for a standard or custom object.
Action
Add Field To Layout
Adds a custom field to the specified layout.
Action
List Profiles
Retrieves all profiles.
Action
Set Field Level Security
Sets the permissions a profile has in relation to the specified custom field.
Action
Custom Objects ↓
Create Custom Object
Create a custom object.
Action
Delete Custom Object
Delete a custom object.
Action
Get Custom Object
Get a custom object.
Action
Update Custom Object
Update a custom object.
Action
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!
Related Connectors
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
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
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.
Related Resources
Salesforce Metadata Connector Documentation
Read ArticleBreak down the Sales Process with Useful Sales Integrations
Read ArticleCRM Integrations you should be using
Read ArticleReady to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
