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Salesforce

Setting up the Salesforce source connector involves creating a read-only Salesforce user and configuring the Salesforce connector through the Fabriq UI.

Prerequisites​

This page guides you through the process of setting up the Salesforce source connector.

FeatureAvailable
AuthYes
Managed syncs (common, standard objects, custom objects)yes
Managed syncs: incremental deletesYes
Action API (common objects)yes
Real-time eventsyes

Supported common object types:

  • Account
  • Contact
  • Lead
  • Opportunity
  • User

Connect​

Auth Connection​

Salesforce OAuth Image

  • Click on the Connect.
  • You will be redirected to the OAuth provider's website.
  • Follow the prompts to log in to your account or create a new account if necessary.
  • Once authenticated, review the requested permissions and grant access.
  • After granting access.
  • Return to the pipeline connection page and click continue.

Salesforce OAuth credentials.

Credentials Connection​

Salesforce OAuth Image

  • User Name - Enter your Salesforce username associated with the account you wish to connect.
  • Password - Provide the password for your Salesforce account.
  • Security Token- Salesforce requires a security token for API access. Please generate and provide your security token.
  • After entering the details & click continue.

Configure​

Salesforce Configure Image

  • Select the entities that need to be synced by Clicking the Add Entities button.
  • Locate the Sync From dropdown menu and select the desired source or sync option.
  • Similarly, find the Sync Time dropdown menu and choose the preferred synchronization interval or timing.
  • Once you have selected the appropriate options, click on the Save button to save the configuration.
  • Locate the Deploy button and click on it.
  • The deployment process will begin, and once it is completed will create new source in you airbyte workspace, you will be automatically redirected to the sync page.

Pipeline View​

Salesforce Sync Image

  • Locate the Sync Frequency icon click on it.
  • This action will initiate the sync trigger in airbyte, causing the data synchronization process to start.
  • After the sync is triggered, you can monitor the progress and view detailed logs by clicking on the View option from the table.