Salesforce Field Service
Bring Salesforce Field Service appointments into DataOS
This guide brings your Salesforce Field Service appointments (the scheduled visits your field technicians are booked for) into DataOS.
salesforce.com
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What you need
Your Salesforce site address and an access token
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 Field Service
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
The connector uses your Salesforce access token to ask your Salesforce site for its current service appointments, then adds them to the table in DataOS. It only reads appointments.
What's next
Ready to bring this data into DataOS?
