Orion Advisor Solutions

Orion Advisor Solutions Integrations/Salesforce API

The Integrations/Salesforce API from Orion Advisor Solutions — 43 operation(s) for integrations/salesforce.

GitHub OpenAPI

Operations 54

GET /v1/Integrations/Salesforce/OrionConnect/Action/CommunitySAML our Orion Support App SSO poorly named endpoint #
GET /v1/Integrations/Salesforce/OrionConnect/Action/ElementSAML our support App SSO for Element #
GET /v1/Integrations/Salesforce/OrionConnect/Action/InvoiceSso SSO SF Orion Invoicing Experience #
GET /v1/Integrations/Salesforce/OrionConnect/Action/SAML Our Custom SSO to other org Salesforce #
GET /v1/Integrations/Salesforce/OrionConnect/ChatContext Salesforce orion connect chat context for orion salesforce async #
GET /v1/Integrations/Salesforce/OrionConnect/Compare Looks up a record in salesforce, and orion, and returns the values for that… #
PUT /v1/Integrations/Salesforce/OrionConnect/Compare Syncs Orion with the salesforce values #
GET /v1/Integrations/Salesforce/OrionConnect/Config Salesforce orion connect get config async #
PUT /v1/Integrations/Salesforce/OrionConnect/Config Salesforce orion connect put V1 integrations salesforce orion connect config #
POST /v1/Integrations/Salesforce/OrionConnect/Config Salesforce orion connect update config async #
GET /v1/Integrations/Salesforce/OrionConnect/DataSync/Settings/{alClientId}/{repIds} Salesforce orion connect get sync and field mapping settings async #
POST /v1/Integrations/Salesforce/OrionConnect/DeltaSync/{entity}/{key} Triggers delta sync #
GET /v1/Integrations/Salesforce/OrionConnect/GetUpdatedUsersSync/{daysPriorToday} Gets users with updated details given `daysPriorToday` days prior to today #
GET /v1/Integrations/Salesforce/OrionConnect/GetUpdatedUsersSync/{editedDate} Gets users with details updated on the specified calendar date #
GET /v1/Integrations/Salesforce/OrionConnect/ImplementationSummary Calls to salesforce to pull back implementation information to feed the… #
GET /v1/Integrations/Salesforce/OrionConnect/Namespace Salesforce orion connect get namespace async #
GET /v1/Integrations/Salesforce/OrionConnect/PassThrough/{path} Salesforce orion connect pass get to salesforce async #
POST /v1/Integrations/Salesforce/OrionConnect/PassThrough/{path} Salesforce orion connect pass post to salesforce async #
GET /v1/Integrations/Salesforce/OrionConnect/Projects Calls to salesforce to pull back implementation information to feed the… #
GET /v1/Integrations/Salesforce/OrionConnect/Projects/{projectId} Calls to salesforce to pull back implementation information to feed the… #
POST /v1/Integrations/Salesforce/OrionConnect/Redirect Return redirect url #
POST /v1/Integrations/Salesforce/OrionConnect/SetIdentity Salesforce orion connect set identity async #
GET /v1/Integrations/Salesforce/OrionConnect/SetupIntegration Salesforce orion connect setup integration by al client id async #
POST /v1/Integrations/Salesforce/OrionConnect/SetupIntegration Salesforce orion connect setup integration post async #
GET /v1/Integrations/Salesforce/OrionConnect/SetupIntegration/{id} Salesforce orion connect setup integration get async #
PUT /v1/Integrations/Salesforce/OrionConnect/SetupIntegration/{id} Salesforce orion connect setup integration patch async #
DELETE /v1/Integrations/Salesforce/OrionConnect/SetupIntegration/{id} Salesforce orion connect setup integration delete async #
GET /v1/Integrations/Salesforce/OrionConnect/SetupIntegration/OrgId/{orgId} Salesforce orion connect setup integration get with org id async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases Salesforce orion connect social API cases get list async #
POST /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases Salesforce orion connect social API cases create async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber} Salesforce orion connect social API cases get async #
DELETE /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber} Salesforce orion connect social API cases delete async #
PATCH /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber} updates case objects to salesforce tied to the specified case number #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Attachments Salesforce orion connect social API cases get attachment async #
POST /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Attachments/{fileName} Salesforce orion connect social API cases attach file async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Messages Gets message objects back from salesforce tied to the specified case number #
POST /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/{caseNumber}/Messages Salesforce orion connect social API cases create message async #
POST /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/Export Salesforce orion connect social API cases export async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/Picklists Salesforce orion connect social API cases get picklists async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Cases/Search Salesforce orion connect social API cases search async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Contact/{email} Salesforce orion connect social API contact get async #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Contacts Gets authorized contacts with access to Orion Support back from salesforce tied… #
GET /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Projects Get a list of projects for the current advisornumber #
POST /v1/Integrations/Salesforce/OrionConnect/SocialAPI/Projects/{projectId}/Attachments/{fileName} Salesforce orion connect social API projects attach file async #
GET /v1/Integrations/Salesforce/OrionConnect/SSOSessionId Logs user into salesforce to the specified page #
POST /v1/Integrations/Salesforce/OrionConnect/Sync Triggers full sync #
GET /v1/Integrations/Salesforce/OrionConnect/SyncFromOrion/{alClientId}/{firmOrgId} Triggers a sync job in Hangfire, passing parameters in the URI instead of a… #
GET /v1/Integrations/Salesforce/OrionConnect/SyncFromOrion/TestRep Salesforce orion connect test rep async #
GET /v1/Integrations/Salesforce/OrionConnect/SyncHistory Returns recent Salesforce sync history within the specified date range. #
GET /v1/Integrations/Salesforce/OrionConnect/SyncJobState/{jobId} Gets the {Hangfire.Storage.StateData} of the Hangfire job matching the provided… #
GET /v1/Integrations/Salesforce/OrionConnect/SyncJobStatus/{jobId} Salesforce orion connect get sync job status #
GET /v1/Integrations/Salesforce/OrionConnect/SyncPerformance Returns performance metrics for full syncs within the specified timeframe. #
GET /v1/Integrations/Salesforce/OrionConnect/SyncStatus Returns the most recent Salesforce sync entry with child objects. #
GET /v1/Integrations/Salesforce/OrionConnect/TestChatter Calls to salesforce to pull back implementation information to feed the… #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-salesforce-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-integrations-salesforce-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Salesforce API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-salesforce-api-openapi.yml