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2023-08-11 07:25:08 +02:00
---
title: Salesforce
slug: /connectors/database/salesforce
---
# Salesforce
{% multiTablesWrapper %}
| Feature | Status |
| :----------------- | :--------------------------- |
| Stage | PROD |
| Metadata | {% icon iconName="check" /%} |
| Query Usage | {% icon iconName="cross" /%} |
| Data Profiler | {% icon iconName="check" /%} |
| Data Quality | {% icon iconName="check" /%} |
| Lineage | {% icon iconName="cross" /%} |
| DBT | {% icon iconName="cross" /%} |
| Supported Versions | -- |
| Feature | Status |
| :----------- | :--------------------------- |
| Lineage | {% icon iconName="cross" /%} |
| Table-level | {% icon iconName="cross" /%} |
| Column-level | {% icon iconName="cross" /%} |
{% /multiTablesWrapper %}
In this section, we provide guides and references to use the Salesforce connector.
Configure and schedule Salesforce metadata and profiler workflows from the OpenMetadata UI:
- [Requirements](#requirements)
- [Metadata Ingestion](#metadata-ingestion)
{% partial file="/v1.2.0/connectors/ingestion-modes-tiles.md" variables={yamlPath: "/connectors/database/salesforce/yaml"} /%}
## Requirements
These are the permissions you will require to fetch the metadata from Salesforce.
- **API Access**: You must have the API Enabled permission in your Salesforce organization.
- **Object Permissions**: You must have read access to the Salesforce objects that you want to ingest.
## Metadata Ingestion
{% partial
file="/v1.2.0/connectors/metadata-ingestion-ui.md"
variables={
connector: "Salesforce",
selectServicePath: "/images/v1.2.0/connectors/salesforce/select-service.png",
addNewServicePath: "/images/v1.2.0/connectors/salesforce/add-new-service.png",
serviceConnectionPath: "/images/v1.2.0/connectors/salesforce/service-connection.png",
}
/%}
{% stepsContainer %}
{% extraContent parentTagName="stepsContainer" %}
#### Connection Details
- **Username**: Username to connect to the Salesforce. This user should have the access as defined in requirements.
- **Password**: Password to connect to Salesforce.
- **Security Token**: Salesforce Security Token is required to access the metadata through APIs. You can checkout [this doc](https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm&type=5) on how to get the security token.
- **Salesforce Object Name**: Specify the Salesforce Object Name in case you want to ingest a specific object. If left blank, we will ingest all the Objects.
- **Salesforce API Version**: Follow the steps mentioned [here](https://help.salesforce.com/s/articleView?id=000386929&type=1) to get the API version. Enter the numerical value in the field, For example `42.0`.
- **Salesforce Domain**: When connecting to Salesforce, you can specify the domain to use for accessing the platform. The common domains include `login` and `test`, and you can also utilize Salesforce My Domain.
By default, the domain `login` is used for accessing Salesforce.
{% partial file="/v1.2.0/connectors/database/advanced-configuration.md" /%}
{% /extraContent %}
{% partial file="/v1.2.0/connectors/test-connection.md" /%}
{% partial file="/v1.2.0/connectors/database/configure-ingestion.md" /%}
{% partial file="/v1.2.0/connectors/ingestion-schedule-and-deploy.md" /%}
{% /stepsContainer %}
{% partial file="/v1.2.0/connectors/troubleshooting.md" /%}
{% partial file="/v1.2.0/connectors/database/related.md" /%}