Skip to content

Commit 3de3e77

Browse files
committed
DOC-362 initial pass of the Salesforce source documentation
1 parent 0cef2ae commit 3de3e77

File tree

1 file changed

+8
-6
lines changed
  • src/connections/sources/catalog/cloud-apps/salesforce

1 file changed

+8
-6
lines changed

src/connections/sources/catalog/cloud-apps/salesforce/index.md

Lines changed: 8 additions & 6 deletions
Original file line numberDiff line numberDiff line change
@@ -4,26 +4,24 @@ strat: salesforce
44
---
55
[Salesforce](http://salesforce.com){:target="_blank"} is a leader in on-demand customer relationship management.
66

7-
Take your company's analysis to the next level by **adding Salesforce as a Source to Segment.** Segment automatically collects objects like `Accounts`, `Campaigns`, and `Tasks` and load them into your data warehouse. 
7+
Take your company's analysis to the next level by **adding Salesforce as a Source to Segment.** Segment automatically collects objects like `Accounts`, `Campaigns`, and `Tasks` and loads them into your data warehouse. 
88

99
## Getting Started
1010
> info ""
1111
> You can add multiple instances of this destination if you have more than one Salesforce account.
1212
13-
1. From your workspace's `/sources` page, click `add source`.
13+
1. From your workspace's `/sources` page, click `Add Source`.
1414

1515
2. Choose Salesforce.
1616

17-
3. Give the source a name.
17+
3. Give the Salesforce source a name, add any necessary labels, and select the Salesforce environment you'd like to pull data from. If you would like to use data from a Salesforce sandbox environment, select **Sandbox** from the Salesforce Environment dropdown and then [contact us](https://segment.com/help/contact/). Our Support team will then configure your source to use sandbox data.
1818

19-
4. Connect Segment to your Salesforce environment and authorize Segment to connect to it. In order for Segment to collect and sync your Salesforce data, you must enable API access for the user that you are connecting to Segment with. For more information on how to confirm or change API access for a Salesforce user, follow Salesforce's [recommended documentation](https://help.salesforce.com/articleView?id=admin_userperms.htm).
19+
4. Connect Segment to your Salesforce environment and authorize Segment to connect to it. In order for Segment to collect and sync your Salesforce data, you must enable API access for the user that you are connecting to Segment with. For more information on how to confirm or change API access for a Salesforce user, follow Salesforce's [recommended documentation](https://help.salesforce.com/articleView?id=admin_userperms.htm){:target="_blank"}.
2020

2121
5. Choose a data warehouse to connect Salesforce to.
2222

2323
6. In the Salesforce source settings you can customize the source nickname and schema name. The nickname is a label used in the Segment interface, and the schema name is the namespace you query against in your warehouse. Both can be whatever you like, but Segment recommends that you use something that reflects the source itself, like `Salesforce` for nickname and `sfdc`, `salesforce`, or `sfdc_prod` for the schema name. Configure Selective Sync to retrieve only specific objects and properties from Salesforce.
2424

25-
26-
2725
## Components
2826

2927
### Sync
@@ -115,3 +113,7 @@ Segment performs a one-to-one mapping of all publicly available fields (standard
115113
## Adding Destinations
116114

117115
Warehouses are the only supported destination for object-cloud sources.
116+
117+
## Troubleshooting
118+
119+
If you are syncing data from a Salesforce sandbox environment and see an "Invalid credentials" error, [contact our support team,](https://segment.com/help/contact/), who will configure your Segment source to use sandbox data.

0 commit comments

Comments
 (0)