Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that enables organizations to manage sales, customer service, marketing, and business operations. This data integration provides comprehensive access to core Salesforce objects and entities, allowing users to query and analyze critical business data including customer accounts, sales opportunities, leads, contacts, contracts, orders, and security permissions.

Category	Other
Direction	Query source
Sign-in	Username, Password & Security Token
Query languages	SQLite
Tables	13
Query templates	95
Website	salesforce.com

Before you start

Huntbase signs in to Salesforce with Username, Password & Security Token. Create the credential in Salesforce first, then keep it to hand for the Connect step.

1. Sign in to Salesforce as the user Huntbase should connect as.
2. From your personal settings, enter Reset in the Quick Find box and select Reset My Security Token.
3. Click Reset Security Token. Salesforce emails the new token to the address in your personal settings.

Watch out for

• Salesforce never displays your security token. The only way to get one is to reset it. Resetting your password also sends you a new token.
• If Reset My Security Token is missing, your profile has Login IP Ranges set.

For the vendor's own instructions, see Salesforce security token documentation.

tip

Use a dedicated, read-only credential for Huntbase where the product allows it. Huntbase only needs to read.

Connect Salesforce

1. Go to Connections and click New connection, or click New connection on the Salesforce product page.
2. On Product, pick Salesforce and choose the Owner.
3. On Details, give the connection a Name and, optionally, a Description.
4. On Connect, fill in the settings and credentials described below.
5. On Verify, review the summary and click Create & check.

For everything else on the setup page — saving a draft, I'll do this later, and what each check result means — see Connections.

Settings

Where your Salesforce lives:

Field	Required	Notes
Instance URL	Yes	Your Salesforce instance URL, such as https://na01.salesforce.com/ or https://my-domain.my.salesforce.com.
Username	Yes
Connected App Client ID	No	Optional. The client ID of a connected app, if you connect through one.
Objects	No	Optional. Exact names of extra standard or custom objects to query, such as AccountBrand or CustomApp__c. Custom object names end in __c.
API Version	No
Naming Convention	No	One of snake_case, api_native. Defaults to snake_case.

Credentials

The only Method is Username, Password & Security Token. Enter a Credential label (for example Production), then fill in:

Field	Required	Notes
Password	Yes	Secret — not shown again after you save it.
Security Token	No	Needed only if Huntbase connects from an IP address outside your org's trusted IP ranges. Secret — not shown again after you save it.

Query it

Once connected, Salesforce can serve these languages in a query tab, and Scout can use it when you ask in Auto:

Language	Use it for
SQLite	SQL over the 13 tables listed below, alongside every other connected source.

Example: SQLite

Get all values from salesforce_custom_app__c — Explore all custom applications in your Salesforce environment to gain insights into their configurations and usage.

select
  *
from
  salesforce_custom_app__c;

Salesforce ships with 95 query templates. Find them in Library › Queries — see Query templates.

What syncs automatically

Salesforce comes with a content pack. These queries run on a schedule on each new connection so the entities they find appear in the Activity Feed without you asking. You can turn syncing off from the connection's Synchronisation Settings card.

Query	Finds
Sync users	user
Sync permission sets	group
Sync Modify All Data holders	group, user

Tables

Salesforce adds 13 tables. Browse their columns from Schema in the query bar's ⋯ menu.

All 13 tables

Table	Contains
salesforce_account	Represents an individual account, which is an organization or person involved with business (such as customers, competitors, and partners).
salesforce_account_contact_role	Represents the role that a Contact plays on an Account.
salesforce_contract	Represents a contract (a business agreement) associated with an Account.
salesforce_lead	Represents a prospect or lead.
salesforce_object_permission	Represents the enabled object permissions for the parent PermissionSet.
salesforce_opportunity	Represents an opportunity, which is a sale or pending deal.
salesforce_opportunity_contact_role	Represents the role that a Contact plays on an Opportunity.
salesforce_order	Represents an order associated with a contract or an account.
salesforce_permission_set	Represents a set of permissions that's used to grant more access to one or more users without changing their profile or reassigning profiles.
salesforce_permission_set_assignment	Represents the association between a User and a PermissionSet.
salesforce_pricebook	Represents a price book that contains the list of products that your org sells.
salesforce_product	Represents a product that org sells.
salesforce_user	Represents a user in organization.

Next steps

• Connections — health, credentials and settings after you connect
• Query languages — syntax, parameters and time ranges
• Chatting with Scout — ask questions without writing a query
• All integrations — the rest of the catalog