Salesforce

An OAuth-authenticated bridge from Salesforce into the active worksheet. Pick a Salesforce object (Account, Opportunity, Contact, custom object, etc.

When to use it

Pulling the Account or Opportunity record for the deal you're underwriting and dropping specific fields into named-range cells in your model.
Refreshing a list of fields from a CRM record on demand inside an automation.
Exporting a whole Salesforce record's fields into a flat block of cells.
Driving an automation off a deal ID stored in a cell - chain Salesforce after an input step to pull related data.

1

Add a Salesforce action to an automation.
2

Click Connect - a local HTTP listener opens, your browser pops to the SkySuite OAuth flow, and on success the connection appears in the dropdown.
3

Pick a Connection → an Object → a Filter field (the WHERE clause column) and bind a Filter value range (cell with the lookup value).
4

Choose Field export mode:
5

All - Export every field of the matched record to a contiguous range starting at Fields export range.
6

Custom mapping - Pick which Salesforce fields go to which named ranges in the workbook.
7

Run the automation - SkySuite calls Salesforce, finds the record where <FilterField> = <FilterValue>, and writes either the full record or the mapped fields.

Use named ranges in your model for everything you want Salesforce to populate. The Custom Mapping picker only lists named ranges from the active workbook.
Filter field should be a unique identifier (Id, Account Number, custom external ID). The action targets a single record by design, so pick a field that matches exactly one record.
The Refresh Metadata button forces a re-pull of objects and fields. Use it when you've recently added a custom field in Salesforce and don't see it.
Connections are saved to your SkySuite account, so they're available across all of your workbooks. Deleting a connection in the dropdown removes it everywhere.