Setup Guide

This guide will help you set up Salesforce as a destination in the RudderStack dashboard. It also lists the configuration settings required to correctly send data from the supported sources to Salesforce.

This integration does not support dev instances of Salesforce. See FAQ for more information.

Important: Prerequisites

Before you get started, note the following:

• Optional but recommended: Create a new Salesforce account to use with RudderStack to protect any confidential information in your existing Salesforce account.

  • To give RudderStack the required API permissions, add a new user account in your Salesforce dashboard by going to Setup > Administration Setup > Users > New User and select System Administrator as the profile type.

The user account you create must have the Approve Uninstalled Connected Apps permission. Alternatively, reach out to your admin to install the app.

Otherwise, you might encounter an OAuth error during setup.

• Make sure to turn off two-factor authentication for your Salesforce account so that RudderStack can authenticate successfully.
• Make sure the Salesforce objects are searchable and fields are creatable before sending events. Otherwise, it can result in errors during event transformation or delivery.

Connection compatibility

Destination Information
Status: Generally Available Supported sources: Android (Java) , Android (Kotlin) , iOS (Obj-C) , iOS (Swift) , Web, Unity, AMP , Cloud, Warehouse, React Native , Flutter, Cordova Refer to it as Salesforce V2 in the Integrations object.

Connection Modes
Source	Cloud mode	Device mode	Hybrid mode
AMP
Android (Java)
Android (Kotlin)
Cloud
Cordova
Flutter
iOS (Obj-C)
iOS (Swift)
React Native
Unity
Warehouse
Web

Supported Message Types
Source	Identify	Page	Track	Screen	Group	Alias	Record	AudienceList
Cloud mode
Supported sources

Setup

In your RudderStack dashboard, add a source. Then, from the list of destinations, select Salesforce v2.

Connection settings

Contact the Customer Success team to use the Salesforce integration in your sandbox environment.

Next steps

• Send events in cloud mode

FAQ

Why am I getting an OAuth error during setup?

If you are getting the below OAuth error while connecting to Salesforce, make sure the user account you created has the Approve Uninstalled Connected Apps permission.

Which Salesforce Edition should I use to access the API?

Before connecting to the Salesforce API with RudderStack, make sure you are using the right Salesforce edition. You must have either the Enterprise, Unlimited, Developer, or Performance editions to access the API.

See this Salesforce help article for more information.

How do I check the number of Salesforce API calls left for the day?

To check the number of Salesforce API calls, go to Setup > Administration Setup > Company Profile > Company Information. You should then be able to see a field called API Requests, Last 24 Hours, which contains the number of API calls left for the day.

Does RudderStack support dev instances of Salesforce?

No, RudderStack does not support Salesforce dev instances (for example, https://companyabc-dev-ed-develop.lightning.force.com/) currently.

How to fix “No such column ‘X’ on object of type Y” errors?

If event delivery to Salesforce fails due to the non-existence of a provided field - even though the field does exist - check the field-level security settings for that field in Salesforce.

When the field is not marked as visible to the role your RudderStack Salesforce user is using, you will get this error. To fix it, make the field visible to the appropriate role.

Questions? Contact us by Email or on Slack