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Salesforce connection

Salesforce is a cloud-based CRM platform that stores customer, sales, and operational data. To extract and load Salesforce data using Data Integration, you must first establish a secure connection between your Salesforce account and the Data Integration platform. The Salesforce connector uses OAuth2 for secure, browser-based authentication.

Prerequisites

Confirm the following before creating a Salesforce connection:

  • Salesforce edition with API access: Enterprise, Unlimited, and Developer editions include API access. Professional edition is available at an additional cost. Contact your Salesforce admin to confirm API access is enabled for your org.
  • API Enabled permission: The Salesforce user account used for the connection must have the API Enabled system permission. To verify, in Salesforce, navigate to Setup > Users > Profiles, select the profile, and confirm API Enabled is checked under System Permissions.
  • Admin approval: Salesforce requires connected apps to be installed in your org, or the authenticating user must hold the Approve Uninstalled Connected Apps or Use Any API Client permission. Your Salesforce admin may need to pre-authorize the Data Integration connected app before you can complete authentication. For more information, refer to Manage OAuth Access Policies for a Connected App.

Understanding OAuth2 authentication

When you connect using OAuth2, Data Integration redirects you to Salesforce to log in and approve the required permissions for Data Integration to access your Salesforce data. You do not need to create a connected app or configure a callback URL — this is handled by Data Integration as part of the integration.

Establishing a Salesforce connection

  1. Navigate to the Data Integration Console.
  2. Click Connections and select + New Connection.
  3. Choose Salesforce.
  4. Enter a Connection Name.
  5. Select one of the following environment types:
    • Production Environment: The live Salesforce system where real business data and processes run.
    • Sandbox Environment: An isolated testing environment that does not affect live data.
  6. Click Connect with Salesforce. Data Integration redirects you to the Salesforce login page.
  7. After Data Integration redirects you back, click Test Connection.
  8. If the test passes, click Save.
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