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5min

Salesforce

Salesforce.com is a Customer Relationship Management (CRM) platform that helps marketing, sales, commerce, service and IT teams collaborate on customer success. CRM is a technology for managing all your company’s relationships and interactions with customers and potential customers.

Connector Pre-Requisites

Connecting to Salesforce, you need to make sure that:

  • You have access to retrieve metadata from your Salesforce.com account

Instructions (Basic Connection Setup)

Remember DataLakeHouse.io securely connects to your Salesforce.com instance by redirecting you to the Salesforce.com portal for you to sign in via Salesforce.com's login. DataLakeHouse.io does not capture or store your password/credentials.

Using the form please complete the following basic steps:

  1. Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.
  2. Enter in the 'Target Schema Prefix' field, a name that will be unique in your Snowflake data cloud destination database where you wish to land the data.
  3. Click the Authorize Your Account button which will transport you to the Salesforce.com login, where you will enter your Salesforce.com account credentials.   Once your credentials are accepted you will be automatically redirected back to this DataLakeHouse.io portal and you should be able to see a successful connection.

If any issues occur with the Salesforce.com authorization, simply return to the sources page in DataLakeHouse.io, edit this source and click the 'Authorize Your Account' or 'Re-Authorize Your Account' button.   If any issues persist please contact our support team via the DataLakeHouse Support Portal.

Updated 22 Feb 2022
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TABLE OF CONTENTS
Connector Pre-Requisites
Instructions (Basic Connection Setup)