Salesforce (Experimental)
Sync standard Salesforce CRM objects.
Experimental. Salesforce restricted Connected App creation in Spring '26, making OAuth setup harder on new orgs. The connector works but requires manual Salesforce configuration (External Client App + OAuth Username-Password flow enabled). If you hit auth issues, use the access token method instead.
Configuration
Two authentication methods are supported:
Option 1: Access Token
| Field | Required | Description |
|---|---|---|
instance_url | Yes | e.g., https://your-org.salesforce.com |
access_token | Yes | OAuth access token or session ID |
Option 2: Username / Password
| Field | Required | Description |
|---|---|---|
username | Yes | Salesforce username |
password | Yes | Salesforce password |
security_token | Recommended | Security token (Settings > Reset My Security Token) |
client_id | Yes | Consumer Key from External Client App or Connected App |
client_secret | Recommended | Consumer Secret (required for External Client Apps) |
Synced Objects
- Account - Companies and organizations
- Contact - People associated with accounts
- Opportunity - Sales deals and pipeline
- Lead - Potential customers
- Case - Support cases
- Task - Activities and to-dos
Incremental sync uses the SystemModstamp field to only fetch records modified since the last sync.