Salesforce

Salesforce

  • Purpose: Pull CRM data from Salesforce using SOQL queries.
  • When to use it: Ideal for reporting on leads, opportunities, accounts, and custom objects from your Salesforce org.
  • How to create it:
    1. Go to Data Sources and click Add.
    2. Select Salesforce.
    3. Name: Enter a unique name for this connection.
    4. Instance URL: Your Salesforce login URL (default: https://login.salesforce.com; use https://test.salesforce.com for sandbox).
    5. Username: Your Salesforce login email.
    6. Password: Your Salesforce password.
    7. Security Token: Append your account security token (found under Settings → Reset My Security Token).
    8. SObject: (Optional) Salesforce object name to query (e.g., Opportunity, Lead).
    9. SOQL: (Optional) Custom SOQL query to run instead of a full object scan.
    10. Row Limit: Maximum rows to return (default 10,000).
    11. Click Test Connection to verify, then Save.

Salesforce Configuration

Note: The Salesforce user must have API access enabled in their profile.