Salesforce plugin

For more information about what this plugin does and the data streams it retrieves, see:

Salesforce

Index accounts and their owners from Salesforce and get access to data via SOQL (Salesforce Object Query Language) queries.

To add a data source click on the + next to Data Sources on the left-hand menu in SquaredUp. Search for the data source and click on it to open the Configure data source page.

Configuring the data source

  1. Display Name:
    Enter a name for your data source. This helps you to identify this data source in the list of your data sources.

  2. Connected App Consumer Key:
    The Consumer Key of the Connected App you're using. You can find it in Salesforce, in the App Manager area of the Connected App. If you need help creating a Connected App, please refer to the Salesforce documentation: Salesforce: Create a Connected App

    When creating a new Connected App in Salesforce, it can take 20-30 minutes before the Consumer Key becomes active for API usage. This may cause the provider to fail to authorize. If this happens, wait 10 minutes and then try again.

  3. Connected App Consumer Secret:
    The Consumer Secret of your Connected App. You can find it in Salesforce, in the App Manager area of the Connected App.
  4. Authentication Method:
    Select how to authenticate the plugin connection. Choose from the following:
    • Single Sign-On: Click the Sign in button to directly login with your Salesforce credentials. A new tab opens directing you to the Salesforce login page.
    • Username & Password: Enter the Username and Password for your Salesforce account. The user must have access to the data in Salesforce that you want to use in SquaredUp.

      Accounts with multi-factor authentication enabled are not supported.

  5. Import Accounts:
    Select this check box if you want to import account records. The following fields display, which can be used to specify the imported records:
    • Filter: If you don't want to import all the records, enter a SOQL filter using "API Names".
    • Additional Fields: Specify any custom additional account fields that you wish to include in account objects. Additional account fields must be provided in a comma-separated list. You can add any fields here that you use in Salesforce, for example: Domain__c.
  6. Import Contacts:
    Select this check box if you want to import Contact records. The following fields display, which can be used to specify the imported records:
    • Filter: If you don't want to import all the records, enter a SOQL filter using "API Names".
    • Additional Fields: Specify any custom additional account fields that you wish to include in account objects. Additional account fields must be provided in a comma-separated list. You can add any fields here that you use in Salesforce, for example: Domain__c.
  7. Import Leads:
    Select this check box if you want to import lead records. The following fields display, which can be used to specify the imported records:
    • Filter: If you don't want to import all the records, enter a SOQL filter using "API Names".
    • Additional Fields: Specify any custom additional account fields that you wish to include in account objects. Additional account fields must be provided in a comma-separated list. You can add any fields here that you use in Salesforce, for example: Domain__c.
  8. Import Reports:
    Select this check box if you want to import report records. The Filter field displays, which can be used to specify the names of any report folders to filter which reports are imported.
  9. Import Users:
    Select this check box if you want to import user records. The following fields display, which can be used to specify the imported records:
    • Filter: If you don't want to import all the records, enter a SOQL filter using "API Names".
    • Additional Fields: Specify any custom additional user fields that you wish to include in user objects. Additional user fields must be provided in a comma-separated list. You can add any fields here that you use in Salesforce, for example: CompanyName.
  10. Custom Import:
    Select to import any other record type. The Import Template field displays, which you can use to enter a JSON template for the records.
  11. Restrict access to this data source:
    You can enable this option if you only want certain users or groups to have access to the data source, or the permission to link it to new workspaces. See data source access control for more information.

  12. Click Test and add to validate the data source configuration. SquaredUp will now attempt to connect to SquaredUp using the provided authentication method. If this process fails, see Testing and troubleshooting for assistance with the corresponding errors.

Next steps

Data streams

The following data streams are installed with this plugin.

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