Setup Guide - Salesforce

Follow our setup guide to connect Salesforce to DataChannel.

Prerequisites

To connect Salesforce to DataChannel, you need:

  • An active Salesforce account with permissions to access data from accounts you’d like to sync and decide which breakdowns and fields you’d like to sync

Setup instructions

  1. 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.

  2. 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.

salesforce new creds
salesforce new creds oauth

  1. Click on + Data Pipeline to start adding data pipelines to your account.

    salesforce data source detail

  2. 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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