Connectors

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Salesforce

Data replication

Sync Salesforce data anywhere.

Salesforce is a cloud-based customer relationship management (CRM) platform providing business solutions software on a subscription basis. Salesforce is a huge force in the ecommerce world, helping businesses with marketing, commerce, service and sales, and enabling enterprises’ IT teams to collaborate easily from anywhere. Salesforces is the force behind many industries, offering healthcare, automotive, finance, media, communications, and manufacturing multichannel support. Its services are wide-ranging, with access to customer, partner, and developer communities as well as an app exchange marketplace.

  • Certified
  • Generally available
  • 16 entities
  • Read & write
Sync Salesforce dataRead the docs
Salesforce

One connector

Everything Salesforce can do in Airbyte

  • Sync to your warehouse

    Land Salesforce data in 50+ destinations on a schedule you control.

    Sync to your warehouse

    Land Salesforce data in 50+ destinations on a schedule you control.

  • Live entity actions

    Read, create, update and delete Salesforce records at runtime through typed entity actions.

    Live entity actions

    Read, create, update and delete Salesforce records at runtime through typed entity actions.

  • Context store search

    Query synced Salesforce data with filters, sorting and semantic search, without spending Salesforce API rate limits.

    Context store search

    Query synced Salesforce data with filters, sorting and semantic search, without spending Salesforce API rate limits.

  • Incremental syncs

    Pull only the records that changed since the last run instead of reloading everything.

    Incremental syncs

    Pull only the records that changed since the last run instead of reloading everything.

Specifications

What to know before you sync Salesforce

  • Support levelCertified
  • Available onCloud, OSS, Hybrid
  • Connector version2.9.2
  • Release stageGenerally available

Sync capabilities

  • Full Refresh SyncSupported
  • Incremental SyncSupported
  • Destinations50+ Airbyte connectors

Set up in 9 steps

  1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
  2. Click on the "Salesforce" source connector and select "Create new connection."
  3. Enter a name for your connection and click "Next."
  4. Enter your Salesforce credentials, including your username, password, and security token.
  5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.
  6. Once the connection is successful, select the objects you want to replicate from Salesforce.
  7. Choose the replication frequency and any other settings you want to apply to your connection.
  8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.
  9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

8 actions

Supported Salesforce actions

  • List

    Read live records straight from the Salesforce API.

  • Create

    Write a new record back into Salesforce.

  • Get

    Fetch a single record by ID.

  • Update

    Patch fields on an existing record.

  • Delete

    Remove a record.

  • Search

    Search Salesforce records by query.

  • Context Store Search

    Query synced data with filters and sorting, with no API rate limits.

  • Download

    Pull the binary contents of an attachment.

Full parameter-level details live in the Salesforce entity reference.

Authentication

Authenticate Salesforce once

  • API credentials

    Requires Client Secret and Refresh Token.

    API credentials

    Requires Client Secret and Refresh Token.

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

Explore

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Common questions

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No. One Salesforce authorization powers both the scheduled syncs that land data in your destination and the entity actions your agents call at runtime.

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.

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

Salesforce's API provides access to a wide range of data types, including:

1. Accounts: Information about customer accounts, including contact details, billing information, and purchase history.

2. Leads: Data on potential customers, including contact information, lead source, and lead status.

3. Opportunities: Information on potential sales deals, including deal size, stage, and probability of closing.

4. Contacts: Details on individual contacts associated with customer accounts, including contact information and activity history.

5. Cases: Information on customer service cases, including case details, status, and resolution.

6. Products: Data on products and services offered by the company, including pricing, availability, and product descriptions.

7. Campaigns: Information on marketing campaigns, including campaign details, status, and results.

8. Reports and Dashboards: Access to pre-built and custom reports and dashboards that provide insights into sales, marketing, and customer service performance.

9. Custom Objects: Ability to access and manipulate custom objects created by the organization to store specific types of data.

Overall, Salesforce's API provides access to a comprehensive set of data types that enable organizations to manage and analyze their customer relationships, sales processes, and marketing campaigns.

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.

2. Click on the "Salesforce" source connector and select "Create new connection."

3. Enter a name for your connection and click "Next."

4. Enter your Salesforce credentials, including your username, password, and security token.

5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.

6. Once the connection is successful, select the objects you want to replicate from Salesforce.

7. Choose the replication frequency and any other settings you want to apply to your connection.

8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.

9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

The most prominent ETL tools to transfer data to include: Airbyte, Fivetran, StitchData, Matillion, Talend Data Integration. These tools help in extracting data from various sources (APIs, databases, and more), transforming it efficiently, and loading it into and other databases, data warehouses and data lakes, enhancing data management capabilities.

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

Start moving Salesforce data today

Free for 14 days on Airbyte Cloud. One connection powers your scheduled syncs and your live Salesforce actions.

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