Salesforce Contacts [REST OAuth 2.0]

PocketQuery allows you to connect directly to Salesforce’s REST API and query your CRM data with a wide range of objects, such as Contacts, Accounts, Opportunities, and Leads. You can use PocketQuery to fetch, filter, and explore this data just like any other data source.

In the examples below, we’ll demonstrate how to connect to the Contacts API. The same approach works for any other Salesforce object - simply adjust the endpoint URL accordingly. For detailed information on available endpoints and object types, refer to the Salesforce REST API documentation, where all available objects and their fields are listed.

Preview

Step 1 : Create a Developer Edition account

Create a Developer account in Salesforce if you haven't already: https://www.salesforce.com/form/developer-signup/?d=pb

Step 2: Set up a External Client App

Log in to your Salesforce Developer account and go to Settings > Setup:

Use the sidebar navigation to scroll down to Apps > External Client Apps > Settings and enable Allow access to External Client App consumer secrets via REST API:

In the sidebar go to Apps > External Client Apps > External Client App Manager and click the New External Client App button:

Fill out the form:

Scroll down to API (Enable OAuth Settings) and configure the following settings:

Scroll down once more and untick Require Proof Key and click Create:

You will then be redirected to the overview of your newly created app. Click the Consumer Key and Secret button to receive your credentials. You will need them in Step 3.

Step 3: Create a Refresh Token

In this example, we’ll use Postman to obtain a Refresh Token, but you can use any OAuth 2.0 Authorization Code flow you prefer.

In Postman:

1. Open a new request → Authorization tab.

2. Type = OAuth 2.0

3. Click Get New Access Token.

4. Make sure the fields are:

5. Click Get New Access Token, log in to Salesforce, and click Allow.

After successful authorization, you’ll see a token response like this in Postman - the refresh_token field is what you need.:

{
  "access_token": "00Dxx0000000001!AQkAQ...",
  "refresh_token": "5Aep861FJ0Txxxxxx",
  "instance_url": "https://yourInstance.my.salesforce.com",
  "id": "https://login.salesforce.com/id/00Dxx0000000001/005xx0000012345",
  "token_type": "Bearer",
  "issued_at": "1731000000000",
  "signature": "D3Kp...",
  "scope": "api refresh_token"
}

Step 4: Create a Datasource in PocketQuery

Open PocketQuery Administration → Datasources, and create a new REST datasource:

You can now test your connection by clicking the Test connection link at the bottom. If everything works as expected, click Create Datasource.

Step 5: Create a Converter in PocketQuery

Go to PocketQuery Administration → Converter, and create a new Converter. This will display your contacts in a neat table:

function convert(json) {
  const data = JSON.parse(json);

  return data.records.map(contact => ({
    'E-Mail': contact.Email || '',
    'First name': contact.FirstName || '',
    'Last name': contact.LastName || ''
  }));
}

Step 6: Create a Query in PocketQuery

Go to PocketQuery Administration → Queries, and create a new Query that fetches your contacts.

That’s it! After clicking Save Query, you can test your query in the Query Preview and use it on any Confluence Page with the PocketQuery Macro: