Salesforce
Bring Salesforce accounts into DataOS
This guide brings your company's Salesforce accounts (the customer and prospect companies in Salesforce) into DataOS.
salesforce.com
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What you need
A Salesforce username, password, security token and domain
Who can get it
A Salesforce administrator
Where data lands
A governed table in your DataOS lakehouse
Connection type
REST API
How the connection works
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Source
Salesforce
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
The connector signs in to Salesforce with a username, password and security token, reads the accounts that are new or changed since its last visit, and updates the table in DataOS. It only reads.
What's next
Ready to bring this data into DataOS?
