Web cases become 311 requests
Every 15 minutes, new Salesforce cases from the web are turned into Sentra 311 service requests.
CRM & customer serviceConnector
Salesforce integration
for government case management
Salesforce, including Public Sector Solutions, is used by some cities and counties for constituent relationship management, case management and licensing. Cases, contacts and accounts are the core objects, plus custom objects each city adds.
Pre-built connector
Salesforce
- Tier
- Pre-built connector
- Category
- CRM & customer service
- Sign-in
- OAuth 2.0 client credentials
- Paging
- next link
§ Overview
What connecting Salesforce does.
SentraBridge reads any Salesforce object with SOQL, including only records changed since the last run, and creates or updates records. Cases from the web can reach the departments that do the work. Data passes through in memory and is not kept.
- Cases: Read changed cases; create and update subject, status, description, origin and priority.
- Contacts and accounts: Read, create and update people and organizations.
- Any object: Read any standard or custom object with SOQL; create and update by ID.
What SentraBridge can do with Salesforce
| resource | read | write | changes only | fields |
|---|---|---|---|---|
| Cases | list, read one | create, update | yes | ID, Case number, Subject, Status, Description, Updated… |
| Contacts | list, read one | create, update | yes | ID, First name, Last name, Email, Phone |
| Accounts | list, read one | create, update | yes | ID, Name, Phone, City |
| Any object (set object and soql variables) | list, read one | create, update | yes | ID, Updated |
§ Use cases
What cities connect Salesforce for.
Case status back to Salesforce
When the work order or 311 request closes, the Salesforce case status is updated.
Business accounts from licensing
New business licenses create or update Salesforce accounts for economic development.
Custom objects to the database
A custom inspection object is read with SOQL and copied to SQL Server for reporting.
§ Examples
Flows that use Salesforce.
§ How it works
How to connect Salesforce
- 01Get accessCreate an external client app, or use an existing connected app, with client credentials.
- 02Add the connectionAssign a run-as integration user with access to the objects flows use.
- 03Preview real recordsEnter your My Domain address, client ID and secret.
- 04Turn it onPreview a SOQL query before turning on a flow.
§ Often connected with
Salesforce and the rest of city hall.
Systems cities commonly connect with Salesforce, each with its own connector page.
Sentra 311§ FAQ
Salesforce integration questions
Does Salesforce have an API?
Yes. The Salesforce REST API reads records with SOQL and creates or updates any object. SentraBridge signs in with an external client app or connected app.
How do I connect Salesforce cases to 311?
Read new web cases on a schedule, map type and address to a 311 category, and create the request. The template salesforce-cases-to-311 does this.
Does it work with Public Sector Solutions?
Yes. Public Sector Solutions objects are Salesforce objects, read with SOQL through the Any object resource.
§ Next
Related connectors
Connect Salesforce to the rest.
We'll set up a workspace with your systems in a sandbox and build your first flow with you.