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API Documentation: Salesforce API

High-Level Information: Salesforce offers a powerful API that enables access to data stored within the platform. The API includes a wide range of objects, such as Standard Objects (e.g., Accounts, Contacts, Leads, Opportunities), Custom Objects (user-defined data structures), and System Objects (e.g., Users, Profiles, Permissions)

Source Setup Guide​

Step 1​

Enter your Subdomain. The subdomain part inside the "Authentication Base URI" (https://SUBDOMAIN.my.salesforce.com)

Step 2​

banner in the Edit Source form to the left.

tip

Our platform can read any objects the user has access to via the API. If you want to restrict this access, you can create a dedicated user and limit their permissions to only the data you want to sync by assigning them a specific profile in Salesforce (can be done any by user with administrative privileges). Read more here.

Step 3​

Select specific object to sync, or all of them

Step 4​

Confirm you can see your email and profile picture, and that the source is Connected.

Connection Setup Guide​

Connector Information​

Data Streams​