Low-code orchestration
Connect, compose and ship AI features faster.
Salesforce Metadata Integrations
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.
Multi-tenant deployment
Isolate customer credentials and configurations at scale.
Governed access
Apply policies, field controls and audit trails across usage.
Embedded experience
Deliver workflows natively inside your product.
CONNECTOR OVERVIEW
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.
PRODUCT USE CASES
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
ORCHESTRATION
How Salesforce Metadata works with Cyclr
Cyclr sits between your SaaS product and Salesforce Metadata to handle authentication, govern access and orchestrate every API call per customer, at scale.
- 1
Your SaaS product
Your app requests an action for a specific customer.
- 2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
- 3
Salesforce Metadata
Salesforce Metadata processes the request and returns a response to your app.
Customer-specific authentication · Governed data movement · Centralized visibility and audit
CONNECTOR COVERAGE
Available connector capabilities
Explore Salesforce Metadata methods you can orchestrate through Cyclr.
Custom Fields4
Create Custom Field
ActionCreates a custom field for a standard or custom object.
Add Field To Layout
ActionAdds a custom field to the specified layout.
List Profiles
ActionRetrieves all profiles.
Set Field Level Security
ActionSets the permissions a profile has in relation to the specified custom field.
Custom Objects4
Create Custom Object
ActionCreate a custom object.
Delete Custom Object
ActionDelete a custom object.
Get Custom Object
ActionGet a custom object.
Update Custom Object
ActionUpdate a custom object.
TECHNICAL DETAILS
Salesforce Metadata integration and API details
Review the sourced authentication and API behaviour used when configuring customer-facing Salesforce Metadata integrations in Cyclr.
API and authentication
- API host
Not specified- Authentication
- See Connector in Console
- Credentials
Review the connector installation fields in Cyclr Console.
- Method categories
See available methods
Pagination and rate limits
Pagination
Method-specific behavior should be confirmed before implementation.
Rate limits
Refer to the vendor API documentation for current limits.
IMPLEMENTATION
Authentication at a glance
Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.
- Authentication method
- See Connector in Console
- Credential required
Review the connector installation fields in Cyclr Console.
KEEP EXPLORING