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HermesGrowth
CRM

Hermes + Salesforce

Integrate Hermes with Salesforce for automated lead management, opportunity tracking, and sales reporting.

Setup Steps

1. Create a connected app

In Salesforce Setup → Apps → App Manager, create a new Connected App with OAuth settings.

2. Get credentials

Copy the consumer key and consumer secret from your connected app.

3. Configure Hermes

Add the credentials, username, and password to Hermes configuration.

4. Test

Ask Hermes to run a simple SOQL query to verify.

Use Cases

  • —Lead assignment automation
  • —Opportunity updates
  • —Sales reports generation

Related Integrations

Frequently Asked Questions

Can Hermes update Salesforce records?

Yes. Hermes can create, read, update, and delete standard and custom objects through Salesforce REST API.

Is this secure for enterprise use?

Use OAuth 2.0 with minimal required scopes. Hermes runs in your infrastructure, so data never leaves your control.

Can Hermes run Salesforce reports?

Yes. Hermes can query via SOQL, run existing reports, and generate custom analyses.