Connectors

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Salesforce Destination

Data replication

Connect Salesforce with any data sources.

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.

  • Enterprise
  • Alpha
Load data into SalesforceRead the docs
Salesforce Destination

One connector

Everything Salesforce can do in Airbyte

  • Load from any source

    Move data into Salesforce from 600+ Airbyte sources on a schedule you control.

    Load from any source

    Move data into Salesforce from 600+ Airbyte sources on a schedule you control.

  • One authorization

    Authenticate Salesforce once and Airbyte keeps every scheduled sync running on it.

    One authorization

    Authenticate Salesforce once and Airbyte keeps every scheduled sync running on it.

  • Cloud or self-hosted

    Run the Salesforce connector on Cloud, Self-Managed Enterprise.

    Cloud or self-hosted

    Run the Salesforce connector on Cloud, Self-Managed Enterprise.

Specifications

What to know before you load into Salesforce

  • Support levelEnterprise
  • Available onCloud, Self-Managed Enterprise
  • Connector version0.0.8
  • Release stageAlpha

Sync capabilities

  • Data activationSupported
  • Sources600+ 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.

Authentication

Authenticate Salesforce once

  • API credentials

    Requires Client Secret and Refresh Token.

    API credentials

    Requires Client Secret and Refresh Token.

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Common questions

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Please don't hesitate to reach out.

Talk to sales

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. Set up the Salesforce connector once and let Airbyte keep it in sync.

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