Salesforce

Updated on

Apr 4, 2023

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.

Schema information

The schema information shows all report types you can use to extract data from Salesforce.

Setup guide

Follow our setup guide to connect Salesforce to Improvado.

Click the Data Sources in the left navigation bar.
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

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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.