Connect to Salesforce as a data source

Salesforce does not require any setup, as long as you have an API-enabled account with Salesforce. You will be prompted to log into your account in the usual way.

The tables and fields that the connector is pulling from by default are listed below:

  • OpportunityFieldHistory – OpportunityId, CreatedDate, Field, Opportunity.Name, OldValue, NewValue
  • OpportunityHistory – OpportunityId, CreatedDate, StageName, Opportunity.Name, Amount, ExpectedRevenue, CloseDate, Probability
  • Task – ActivityDate, LastModifiedDate, What.Name, What.Type, Description, TaskSubtype
  • Event – ActivityDate, LastModifiedDate, What.Name, What.Type, Description, EventSubtype
  • Opportunity – Id, Name, AccountId, CreatedDate, CloseDate