Salesforce Connect

Salesforce data into your data warehouse in minutes

Collect Salesforce data into your data warehouse or ours. The Matatika pipelines will take care of the data collection and preparation for your analytics and BI tools.

Automate Salesforce from a single space with no code

Salesforce is a cloud-based customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service operations.

Salesforce is a comprehensive CRM platform that allows businesses to manage their customer interactions across various channels, including email, social media, phone, and chat. It provides tools for sales teams to manage leads, opportunities, and deals, as well as marketing teams to create and execute campaigns. Additionally, Salesforce offers customer service tools to help businesses provide support and resolve issues. The platform also includes analytics and reporting features to help businesses gain insights into their operations and make data-driven decisions. Overall, Salesforce is a powerful tool for businesses looking to streamline their customer management processes and improve their overall customer experience.

Settings

Username

The username used to authenticate with the Salesforce API.

Password

The password used to authenticate with the Salesforce API.

Security Token

A token generated by Salesforce to provide an additional layer of security when authenticating.

Start Date

The date from which to retrieve data from the Salesforce API.

Is Sandbox

A boolean value indicating whether the connection is to a Salesforce sandbox environment.

API Type

The version of the Salesforce API to use.

Select Fields By Default

A boolean value indicating whether to select all fields by default when querying the Salesforce API.

State Message Threshold

The number of records at which to display a state message when querying the Salesforce API.

Maximum number of threads to use

The maximum number of threads to use when making concurrent requests to the Salesforce API.


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Salesforce data you can trust

Extract, Transform, and Load Salesforce data into your data warehouse or ours.

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