Salesforce
Description
Salesforce is the most frequently used CRM and the Customer Success Platform, that empowers companies to connect with their customers in the most simple way.
Setup guide
Follow our setup guide to connect Salesforce to Improvado.
Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.
Click on the Salesforce tile.
Authorize your Salesforce account via OAuth. Before authorization, please, make sure that you are signed in to the account you want to extract data from.
Grant Improvado your permission to:
| Permission | |
|---|---|
| Access | Identity URL service |
| Connect REST API resources | |
| Visualforce applications | |
| Unique user identifiers | |
| Custom permissions | |
| Analytics REST API resources | |
| Analytics REST API Charts Geodata resources | |
| Chatbot services | |
| Lightning applications | |
| Content resources | |
| Manage | Hub connections |
| Pardot services | |
| Customer Data Platform Ingestion API data | |
| Customer Data Platform profile data | |
| User data via APIs | |
| Customer Data Platform Identity Resolution | |
| User data via Web browsers | |
| Perform | ANSI SQL queries on Customer Data Platform data |
| Segmentation on Customer Data Platform data | |
| Requests at any time | |
After the connection process is completed successfully, the Salesforce connection will appear in your Connected sources list.
When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.
To extract data from the connected sources, check the instruction on how to set up data extraction.
To extract Salesforce objects, use two report types:
- Salesforce Objects Entity – retrieves available Salesforce object names (
salesforce_object_name), such asaccount,userrole, oremailmessage. - Salesforce Objects – retrieves data for a specific Salesforce object.
Steps:
1. Run the Salesforce Objects Entity extraction to find the object names you need.
2. For each object, set up Salesforce Objects extraction and enter its salesforce_object_name.
Schema information
The schema information shows all report types you can use to extract data from Salesforce.
Release notes
You can find information about the latest API changes in the official Release notes.
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