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.

Before you begin:

• Note that RudderStack does not support dev instances of Salesforce. See FAQ for more information.

• RudderStack recommends creating a new Salesforce account to protect any confidential information in your existing Salesforce account. However, this is completely optional.

• Give RudderStack the required API permissions by creating a new user account in your Salesforce dashboard.

  • Go to Setup > Administration Setup > Users > New User and select System Administrator as the profile type.
  • For the above user, make sure the password policy is set to Never expires to avoid event delivery issues due to password expiration. See the Salesforce documentation for more information.

• Turn off two-factor authentication for your Salesforce account. RudderStack will be unable to authenticate while making requests if 2FA is enabled.

• 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 info
Status: Generally Available Supported sources: Android, iOS , Web, Unity, AMP , Cloud, Warehouse, React Native , Flutter, Cordova Refer to it as SALESFORCE_OAUTH in the Integrations object.

Connection modes
Source	Cloud mode	Device mode	Hybrid mode
AMP
Android
Cloud
Cordova
Flutter
iOS
React Native
Unity
Warehouse
Web

Supported message types
Source	Identify	Page	Track	Screen	Group	Alias	Record
Cloud mode
Supported sources

Setup

1. From your RudderStack dashboard, add the source. Then, from the list of destinations, select Salesforce.
2. Assign a name to your destination and click Next.

Connection settings

Setting	Description
User Name	Enter your Salesforce username in this field. The Salesforce API does not support certain special characters in the username. For example, if you create a secondary user with the email alex.keener+rudder@domain.com, Salesforce sets the username to that email address by default. However, to work with the Salesforce API you will need to remove the + sign from the username.
Password	Enter the password associated with the Salesforce account. OAuth 2.0 username-password flow is blocked by default in new orgs to avoid any security risks. Make sure to toggle on the Allow OAuth Username-Password Flows setting to enable this flow for your organization. See the Salesforce documentation for more information.
Security Token	Enter your Salesforce security token. You can find it under Setup > Personal Setup > My Personal Information > Reset My Security Token.
Map Rudder Properties to Salesforce Properties	This setting is toggled on by default and lets you map the RudderStack event properties to the corresponding Salesforce fields.
Sandbox mode	Toggle on this setting if you are using a Sandbox environment for the integration.
Use contact ID for converted leads	Toggle on this setting if both the lead and contact field mappings are the same.

FAQ

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.

Follow this Salesforce help article for more information.

Does RudderStack support dev instances of Salesforce?

No, RudderStack does not support Salesforce dev instances currently.

Note that the dev environments (for example, https://companyabc-dev-ed-develop.lightning.force.com/) are different from Salesforce’s sandbox environments.

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.

Next steps

• Send events to Salesforce in cloud mode

Questions? Contact us by email or on Slack