---
title: "Salesforce"
slug: "salesforce"
description: "Connect Salesforce data to your destination with Dataddo with ease. Learn how to create a data source, configure snapshotting preferences, and troubleshoot."
updated: 2025-03-29T11:28:03Z
published: 2025-03-29T11:28:03Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dataddo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

**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.

Refer to our website for [the list of metrics and attributes available in Dataddo](https://dataddo.com/connector/connectorname){target="_blank"}.

Refer to Salesforce's official documentation to see [all available endpoints from the Salesforce API](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_list.htm){target="_blank"}.

## Authorize Connection to Salesforce

{{snippet.Authorization OAuth 20}}

For more information, see our article on [***{{glossary.authorizer}}s***](https://docs.dataddo.com/docs/authorized-services){target="_blank"}.

## How to Create a Salesforce Data Source

{{snippet.SourceDatasetBased}}

### Optional Settings: Filter
Dataddo creates a data extraction query on the background based on your **selected attributes**. All records from this object for the specified fields will be extracted unless you apply a filter.

A filter can be applied:
* Directly in your destination.
* During ***source*** creation in the **Optional Settings** tab. If you use, for example `LastModifiedDate = Yesterday`, it will be added to the query as a `WHERE` filter.


***
## Troubleshooting
{{snippet.Troubleshooting BrokenView}}

### Connect a Sandbox Account
To connect a sandbox account
1. On the **Authorizers** page, click on [Add New Service](https://app.dataddo.com/service/new){target=`_blank`} and select **Salesforce Custom Domain**.
2. Fill in your **sandbox domain** name, e.g. `dataddo--partial.sandbox`. Your whole subdomain URL will look like one of the following:
    1. `https://dataddo--partial.sandbox.my.salesforce.com/`
    2. `https://dataddo--partial.sandbox.lightning.force.com/`

### Deleted Records
If you need to reflect deleted Salesforce records as changes in your destination, choose one of the following methods based on your data volume.

### Incorrectly Displayed Characters
Some characters (e.g. apostrophes) and emotikons cannot be displayed due to Salesforce's policy. You can change how the characters are displayed on your side, however, be aware of potential security risks.

For more information, see [Salesforce's official documentation](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_encoding.htm){target=`_blank`}.

#### Large data volume
You will need to create two ***data sources*** and ***flows***.
1. Firstly, use the [Dataddo filter](/docs/salesforce#optional-settings-filter) during Salesforce ***source*** creation and use the **{{glossary.upsert}}** write mode.
2. Secondly, using a [JSON Universal Connector](/docs/json-universal-connector){target=`_blank`} and the [sObject Get Deleted API endpoint](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_getdeleted.htm), extract all deleted records and use the **delete** write mode. Deleted records will be deleted from their respective tables in your ***destination***.

If you need assistance with the JSON ***source*** configuration, please contact our Solutions team.

#### Low data volume
Extract all data every time and use the **{{glossary.truncate insert}}** write mode. This way, **only the latest data snapshot** will be sent to your ***destination***.

{{snippet.Troubleshooting RelatedArticles}}