Umbraco.Community.Automate.Salesforce 0.1.0

.NET 10.0

dotnet add package Umbraco.Community.Automate.Salesforce --version 0.1.0

NuGet\Install-Package Umbraco.Community.Automate.Salesforce -Version 0.1.0

This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package.

<PackageReference Include="Umbraco.Community.Automate.Salesforce" Version="0.1.0" />

For projects that support PackageReference, copy this XML node into the project file to reference the package.

<PackageVersion Include="Umbraco.Community.Automate.Salesforce" Version="0.1.0" />
                    

                            Directory.Packages.props

<PackageReference Include="Umbraco.Community.Automate.Salesforce" />
                    

                            Project file

For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package.

paket add Umbraco.Community.Automate.Salesforce --version 0.1.0

The NuGet Team does not provide support for this client. Please contact its maintainers for support.

#r "nuget: Umbraco.Community.Automate.Salesforce, 0.1.0"

#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package.

#:package Umbraco.Community.Automate.Salesforce@0.1.0

#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package.

#addin nuget:?package=Umbraco.Community.Automate.Salesforce&version=0.1.0
                    

                            Install as a Cake Addin

#tool nuget:?package=Umbraco.Community.Automate.Salesforce&version=0.1.0
                    

                            Install as a Cake Tool

The NuGet Team does not provide support for this client. Please contact its maintainers for support.

Umbraco Community Automate Salesforce

Salesforce connection and actions for Umbraco Automate.

Overview

Umbraco.Community.Automate.Salesforce is a provider package that adds Salesforce connectivity to Umbraco Automate. It contributes a Salesforce connection type (authenticated via OAuth) and six named CRM actions usable as steps in automations — for example, creating a Lead when content is published.

Requires Umbraco.Automate (core) already installed and composed — this package does nothing on its own. Umbraco.Automate.OpenIddict is pulled in automatically as a transitive dependency; you never install it by hand.

Key Features

Salesforce connection type — OAuth-based, for production orgs (login.salesforce.com), managed in the backoffice
Six CRM actions — Create Lead, Create/Update Contact, Create Opportunity, Update Opportunity Stage, Add to Campaign, Log Engagement Activity
Automatic token management — OAuth credentials are stored and refreshed transparently
Rate-limit aware — backs off automatically on Salesforce's REQUEST_LIMIT_EXCEEDED and 429 responses

Installation

dotnet add package Umbraco.Community.Automate.Salesforce

Configuration

Create a Salesforce Connected App and configure its credentials via appsettings.json:

{
  "Umbraco": {
    "Automate": {
      "Providers": {
        "Salesforce": {
          "ClientId": "your-connected-app-consumer-key",
          "ClientSecret": "your-connected-app-consumer-secret"
        }
      }
    }
  }
}

The OAuth callback URI follows the convention {your-site}/umbraco/automate/oauth/callback/salesforce — add it to your Connected App's callback URLs. Then create a Salesforce connection in a workspace from the backoffice and authorize it via the OAuth popup.

See docs/installation.md for the full Connected App setup walkthrough.

Documentation

docs/installation.md — Connected App setup, configuration, first connect
docs/actions.md — the six actions, their inputs/outputs, and example use
docs/security.md — security and compliance posture
docs/troubleshooting.md — common Salesforce error codes and what to do about each

License

MIT - See LICENSE for details.

Product	Compatible and additional computed target framework versions.
.NET	net10.0 is compatible. net10.0-android was computed. net10.0-browser was computed. net10.0-ios was computed. net10.0-maccatalyst was computed. net10.0-macos was computed. net10.0-tvos was computed. net10.0-windows was computed.

Compatible target framework(s)

Included target framework(s) (in package)

Learn more about Target Frameworks and .NET Standard.

net10.0
- OpenIddict.Client.WebIntegration (>= 7.4.0 && < 7.999.999)
- Umbraco.Automate.Core (>= 17.2.0 && < 17.999.999)
- Umbraco.Automate.OpenIddict (>= 17.1.2 && < 17.999.999)

NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

This package is not used by any popular GitHub repositories.

Version	Downloads	Last Updated
0.1.0	44	9/4/2026