Salesforce is a cloud-based customer relationship management (CRM) platform that offers a suite of applications and tools for businesses to manage their sales, customer service, marketing, and more. It provides a centralized platform for organizations to store and analyze customer data, automate processes, and enhance collaboration across various departments.
Authorize Connection to Salesforce
Authorize the connection so Dataddo can write to Salesforce:
Salesforce (OAuth)
To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.
- On the Authorizers page, click on Authorize New Service and select your service.
- Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
- [Optional] Once your authorizer is created, click on it to change the label for easier identification.
Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.
Salesforce Custom Domain
| Field | Description |
|---|---|
| A name for this authorizer in Dataddo | A label so you can recognize the connection later. |
| Subdomain | Subdomain |
Dataddo validates the connection when you save it.
Create a Salesforce Destination
Go to Destinations, click Create Destination, and select Salesforce. Give the destination a name, choose the authorizer, then set:
| Field | Description |
|---|---|
| Instance | Instance Shown when oAuthId is ``. |
| API Version | API Version Shown when instance is ``. |
| Object | Object Shown when apiVersion is ``. |
| Custom Object | Custom Object Shown when object is Custom. |
| Header Sforce-Auto-Assign | Options are TRUE, FALSE or Valid AssignmentRule ID. Leave empty for default behaviour. |
Click Save.
Fields that load from your account (such as the target object or module) appear after you choose the authorizer.
Write Modes
The write mode decides how each flow run changes your Salesforce records. Salesforce supports the modes below.
| Mode | Meaning |
|---|---|
insert |
Creates a new record for every row. |
upsert |
Creates new records and updates existing ones matched by their key. |
update |
Updates existing records matched by their key; fails rows with no match. |
Flow columns are matched to Salesforce fields by name. If a column has no matching field, it is ignored.
How to Create a Flow to Salesforce
- Go to Flows and click Create Flow.
- Add one or more sources.
- Add Salesforce as the destination and pick the authorizer.
- Select the target object and the write mode.
- Set the schedule and click Save.
Troubleshooting
Cannot connect to Salesforce
Reauthorize the Salesforce connection and make sure the account has permission to write the target object.
Rows are rejected
Salesforce rejected rows that break its field rules (required fields, value formats, or duplicate keys). Fix the source data or the field mapping and restart the flow.