Salesforce

Automatic Data Synchronization

The Dataddo Salesforce connector gives you the ability to sync your data automatically in hourly, daily, weekly, or monthly increments.

Available Endpoints

All available endpoints from Salesforce are listed here.

How to create a Salesforce Data Source

   
Number 1

Sign in to your Dataddo account and click on Sources at the top of the page. Home Page - Data Source

Number 2

Click on Create Source in the top right corner.Data Sources - Create Source

Number 3 From the list of sources, choose Salesforce. You can type the name into the search bar to find the connector faster.
Salesforce - step 3
Number 4

Choose the Salesforce Account and Instance you want to connect. Select API Version and click on Next.

NOTE: To find, what API version you have, follow this guide. Salesforce - step 4

a) Add new account
If you want to connect a Salesforce account, which is not on the list, click on Add Account. You will be redirected the sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.
Salesforce - step 4 add new

Salesforce - login

b) Authorize your account
If you have not authorized your Salesforce Account with Dataddo, click on Authorize and you will be redirected to your account to log in.
Salesforce - step 4 authorization
After you log in and give Dataddo the necessary permissions to access your data, you will be redirected back to the connector.
Number 5

Choose a name for your Data Source, select the Object and Attributes. To continue to the next page, click Next.

Salesforce - step 5

Number 6

On the snapshotting page, you can set up the destination configuration. To help you with the snapshot mapping, we make it easier for you to create a connection to the destination based on your preference.

  • a) Click on the option Dashboarding App if you want your data to connect to applications such as Google Data Studio, Power BI, or Tableau.
  • b) Click on the option Data Warehouse, if you want your data to be sent to warehouse storage, e.g., MySQL, Big Query, or PostgreSQL.
Salesforce - step 6
Number 7

Configure your snapshotting preferences by choosing your Data range*, Sync type, Sync frequency, Time, and Timezone. Confirm your setup by clicking on Next.

NOTE: *If the Data range is available to select, you can load historical data. Read more about it in our guide.

Salesforce - step 7

Number 8 In the last step, you can preview your data. Click on Save and your new Data Source is ready.
Salesforce - step 8 preview

*

Broken view / Error message
If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are: 
  • Date range - we recommend a smaller date range. If you need to load historical data, check our guide.
  • Invalid metrics, attributes or breakdowns, or their combination - you may not have any values for them.
Salesforce - step 6

Congratulations, your new Data Source is ready!


Need assistance?

Feel free to contact us or create a ticket and we will help you set up the Data Source.