List
Read live records straight from the Salesforce API.
- Source
- Sales & Support Analytics
- Generally available
- 16 entities
- Read & write
Move Salesforce data anywhere it matters.
Move Salesforce data into your warehouse, lake or AI app.
Source
Salesforce
Snowflake
BigQuery
Postgres
Databricks
Claude
- Entities
- 16
- Actions
- 9
- Destinations
- 50+
- Certified support
- 2.10.2
Overview
What is the Airbyte Salesforce connector?
The Airbyte Salesforce connector extracts data from Salesforce and loads it into 50+ destinations such as Snowflake, BigQuery, Databricks or Postgres, with full refresh and incremental sync. It publishes tables and events you can select per connection.
- 01
Sync to your warehouse
Land Salesforce data in 50+ destinations on a schedule you control.
- 02
Live entity actions
Read, create, update and delete Salesforce records at runtime through typed entity actions.
- 03
Context store search
Query synced Salesforce data with filters, sorting and semantic search, without spending Salesforce API rate limits.
- 04
Incremental syncs
Pull only the records that changed since the last run instead of reloading everything.
Setup
Live in nine steps
Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
Click on the "Salesforce" source connector and select "Create new connection."
Enter a name for your connection and click "Next."
Enter your Salesforce credentials, including your username, password, and security token.
Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.
Once the connection is successful, select the objects you want to replicate from Salesforce.
Choose the replication frequency and any other settings you want to apply to your connection.
Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.
You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.
Configuration fields
| Field | Type | Description |
|---|---|---|
| client_id* | string | Enter your Salesforce developer application's Client ID |
| client_secret* | string | Enter your Salesforce developer application's Client secret |
| refresh_token* | string | Enter your application's Salesforce Refresh Token used for Airbyte to access your Salesforce account. |
| auth_type | string | Not documented. |
| end_date | string | Enter the date (or date-time) in the YYYY-MM-DD or YYYY-MM-DDTHH:mm:ssZ format. For streams synced incrementally, Airbyte will replicate data updated before this date; the bound is exclusive, so a date-only value means midnight UTC and the named day itself is not included. Streams synced in full refresh mode ignore this field and replicate all data. If this field is blank, Airbyte will replicate data up to the current time. |
| force_use_bulk_api | boolean | Toggle to use Bulk API (this might cause empty fields for some streams) |
| is_sandbox | boolean | Toggle if you're using a Salesforce Sandbox |
| lookback_window | string | The duration (ISO8601 duration) to re-read data from the source when running incremental syncs. This compensates for records that may not be immediately available when querying the Salesforce API due to eventual consistency delays. The connector will re-query this amount of time before the last cursor position on each sync. Increase this value if you observe missing records in your destination. See Limitations & Troubleshooting for details. |
9 actions
Supported Salesforce actions
Create
Writea new record back into Salesforce.Get
Fetcha single record by ID.Update
Patchfields on an existing record.Delete
Removea record.Search
Search Salesforce records by query.
Context Store Search
Query synced data with filters and sorting, with no API rate limits.
Semantic Search
Natural-language search across synced Salesforce records.
Download
Pull the binary contents of an attachment.
Full parameter-level details live in the Salesforce entity reference.
Hybrid deployment
Sovereign by architecture, not by policy.
The data plane runs in your environment. Records, credentials and keys stay with you; the control plane only receives configuration and job metadata.
- Cloud
- OSS
- Hybrid
Your environment
Airbyte control plane
Use cases
What teams build with Salesforce
What Salesforce objects (sObjects) are available in my org?
List the 10 most recently modified accounts in my Salesforce org
List recent contacts in my Salesforce account
List my 10 most recently created leads and their status
List my 10 open opportunities with their stage and amount
List open cases in my Salesforce account
List all available reports in Salesforce
Who are the active users in my Salesforce org?
What opportunity stages are configured in my org and which ones are closed/won?
Create a test Account record named 'devin-test-sobject' through the generic sObject endpoint
Fetch the generic sObject Account record I just created by its Id
Update the Description of that generic sObject Account record
Delete the generic sObject Account test record
Create a new account named 'devin-test-account' in the Technology industry
Show me the details of the devin-test-account I just created
Update the phone number and website of the devin-test-account
Search my accounts for the name 'devin-test'
Delete the devin-test-account test record
Create a contact named 'Devin Test Contact' with a title of 'QA Engineer'
Show me the details of the Devin Test Contact I just created
Update the title and email of the Devin Test Contact
Search my contacts for the name 'Devin Test'
Delete the Devin Test Contact test record
Create a new lead named 'Devin Test Lead' from the company 'Devin Test Company'
Show me the details of the Devin Test Lead I just created
Update the status of the Devin Test Lead to 'Working - Contacted'
Search my leads for the company 'Devin Test Company'
Delete the Devin Test Lead test record
Create an opportunity named 'devin-test-opportunity' in the Prospecting stage closing next month
Show me the details of the devin-test-opportunity I just created
Move the devin-test-opportunity to the Qualification stage with an amount of 5000
Search my opportunities for the name 'devin-test'
Delete the devin-test-opportunity test record
List my 10 most recent tasks with their status and priority
Create a task titled 'devin-test-task' with High priority
Show me the details of the devin-test-task I just created
Mark the devin-test-task as Completed
Search my tasks for the subject 'devin-test'
Delete the devin-test-task test record
List my 10 upcoming or most recent calendar events
Schedule a 30-minute event titled 'devin-test-event' for next week
Show me the details of the devin-test-event I just created
Change the devin-test-event duration to 60 minutes and add a location
Search my events for the subject 'devin-test'
Delete the devin-test-event test record
List my 10 most recent campaigns with their status and type
Create a campaign named 'devin-test-campaign' of type Email
Show me the details of the devin-test-campaign I just created
Set the devin-test-campaign status to In Progress with a budget of 1000
Search my campaigns for the name 'devin-test'
Delete the devin-test-campaign test record
Open a new case with the subject 'devin-test-case' originating from the Web
Show me the details of the devin-test-case I just created
Escalate the devin-test-case to High priority and set it to Working
Search my cases for the subject 'devin-test'
Delete the devin-test-case test record
Show me the notes and attachments for a recent account
Add a note titled 'devin-test-note' to a recent account
Show me the details of the devin-test-note I just created
Update the body of the devin-test-note
Search my notes for the title 'devin-test'
Delete the devin-test-note test record
List the 5 most recent files (content versions) in my org
Show me the details of the most recent file in my org
Download the content of the most recent file in my org
List the 5 most recent classic attachments in my org
Show me the details of the most recent attachment in my org
Download the content of the most recent attachment in my org
Run the 'Accounts with Activities' report and show me its results
Create a new Salesforce user named 'devin-test-user' with the Chatter Free User profile
Show me the details of the devin-test-user I just created
Deactivate the devin-test-user
Show me the details of the 'Prospecting' opportunity stage
How many opportunities do I have in each stage?
Show me my top 5 opportunities this month
List all contacts from company in the last quarter
Search for leads in the technology sector with revenue over $10M
What trends can you identify in my recent sales pipeline?
Summarize the open cases for my key accounts
Find upcoming events related to my most important opportunities
Analyze the performance of my recent marketing campaigns
Identify the highest value opportunities I'm currently tracking
Related connectors
FAQ
Salesforce connector questions
Do I need more than one Salesforce connection?
No. One Salesforce authorization powers both the scheduled syncs that land data in your destination and the entity actions your agents call at runtime.
Do Salesforce entity actions need a sync to run first?
No. Entity actions read and write through the Salesforce API as they are called, so they work immediately. Context store search is the exception: it queries data Airbyte has already synced, which is what lets it filter and sort without spending API rate limits.
What data can I sync from Salesforce with Airbyte?
The Salesforce connector syncs the tables and events published in Airbyte docs.
Does the Salesforce connector support incremental sync?
Yes. The Salesforce connector supports incremental sync on selected streams, and full refresh on every stream.
Where can I run the Salesforce connector?
Run the Salesforce connector on Cloud, OSS, Hybrid. Hybrid deployments keep the data plane in your environment while the control plane orchestrates syncs.
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