Setup Guide - Salesforce
Follow our setup guide to connect Salesforce to DataChannel.
Prerequisites
To connect Salesforce to DataChannel, you need:
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Setup instructions
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Select a data destination for your Salesforce Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.
Data Warehouse once selected cannot be changed. -
Authorise DataChannel to connect to your Salesforce account using OAuth using the process described here.Before OAuth Authentication process, you’ll first need to enter the details of your Name, API Version & Subdomain using the + icon.
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Click on + Data Pipeline to start adding data pipelines to your account.
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Details of individual objects and reports are available here.
Still have Questions?
We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.
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