Setup Guide - Salesforce

Follow our setup guide to reverse ETL to Salesforce using DataChannel.

Prerequisites

To connect Salesforce to DataChannel, you need an active Salesforce account with permissions to write data to the accounts you’d like to sync.

Setup Instructions

  1. Create a data model and specify the data warehouse from which you want the data for your Salesforce platform. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

  2. Authorise DataChannel to connect to your Salesforce account using OAuth using the process described here. Read more about Salesforce Authentication here

salesforce reverse new creds
salesforce reverse oauth

  1. Click on + Data Sync to start adding data syncs to your account.

    salesforce reverse data destination detail

  2. Details of individual syncs are available here.

  3. Select the required sync fron the list and click Next

salesforce reverse syncs list

  1. Configure the sync by setting the report parameters in the given fields.

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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