# Orion Advisor Solutions Integrations/Salesforce API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-salesforce-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Integrations/Salesforce API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Integrations/Salesforce. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (54)

| Method | Path | Summary |
|---|---|---|
| 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… |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-salesforce-api-openapi.yml
- **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/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Integrations/Salesforce

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-salesforce-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.