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Sales & CRM

Salesforce connector

Sync accounts, opportunities and custom objects from Salesforce.

How we unlock Salesforce

01

Connect the source

Secure authentication to Salesforce via OAuth, API key or a read-only database user.

02

Select streams and frequency

Together we decide which objects and fields you need and whether we load fully or incrementally.

03

Load into your data platform

Data lands in your warehouse or lakehouse and is modelled into usable tables.

04

Monitoring and alerting

Every run is monitored; on failures or anomalies you get an immediate alert.

What you can do with it

  • Combine history from Salesforce with other sources in one report.
  • Daily or near real-time refresh without manual exports.
  • Reliable KPIs thanks to validation and data quality rules.
  • A traceable, documented data flow that is audit-proof.

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