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Salesforce is a comprehensive customer relationship management (CRM) platform that helps businesses manage sales, service, and marketing operations. It provides a wide range of tools for lead management, opportunity tracking, customer support, and analytics, enabling organizations to build and maintain strong customer relationships.

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Configuring Salesforce as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Salesforce option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need to authorize Nekt to access your Salesforce data using Salesforce’s OAuth 2.0 flow. Click on the Salesforce Authorization button and log in to your Salesforce account, granting the necessary permissions. The connector will securely store the refresh token to maintain the connection.
Use a Salesforce account with enough permissions to access the desired data. Using an account without sufficient permissions will result in a failed extraction.
Once you authorize your account, the following configurations are available:
  • Salesforce URL: The URL of your Salesforce instance (e.g., https://yourcompany.my.salesforce.com).
  • Objects to sync: The list of Salesforce objects you want to sync. Their API names are listed in the dropdown menu as they appear in the Setup > Object Manager. The default objects are Account, Contact, Lead, and Opportunity.
  • Start Date: The earliest date from which records will be synced. Records created or updated after this date will be extracted.
Once you’re done, click Next.

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2. Select streams

Choose which data streams you want to sync - you can select all streams that you configured in the previous step or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will contain the fetched data) and the type of sync.
  • Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
  • Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:
  • Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
  • Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.
Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

The Salesforce tap dynamically discovers both objects (streams) and their fields. You can sync any standard or custom Salesforce object by selecting its API name from the dropdown menu during configuration. Below are some of the most common standard objects and their key fields.

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Available streams

Streams are discovered dynamically: there is no fixed stream list. One stream is created per Salesforce object listed in the objects configuration setting, and each stream’s slug is exactly that object’s API name (e.g. Account, Contact, CustomObject__c). You can therefore sync any standard or custom object available in your Salesforce instance by adding its API name to objects. By default the tap syncs the following four objects: Any other standard or custom object can be added to objects, in which case its API name becomes the stream slug.

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Skills for agents

Download Salesforce skills file

Salesforce connector documentation as plain markdown, for use in AI agent contexts.