Salesforce Connect

Salesforce data store setup in minutes

Setup the Matatika platform to deliver and process your data in Salesforce in minutes.

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 activities in one platform.

Salesforce provides a range of tools and services to help businesses manage their customer interactions and improve their sales and marketing efforts. The platform includes features such as lead and opportunity management, marketing automation, customer service and support, analytics and reporting, and mobile access. Salesforce also offers a range of integrations with other business tools and services, such as email marketing platforms, social media management tools, and accounting software. With Salesforce, businesses can streamline their customer management processes, improve their customer engagement and retention, and ultimately drive growth and revenue.

Settings

Client Id

A unique identifier for the connected app that is used to authenticate with the Salesforce API.

Client Secret

A secret key that is used in combination with the client ID to authenticate with the Salesforce API.

Refresh Token

A token that is used to obtain a new access token when the original access token expires.

Username

The username of the Salesforce user that is used to authenticate with the Salesforce API.

Password

The password of the Salesforce user that is used to authenticate with the Salesforce API.

Security Token

A token that is used in combination with the user's password to authenticate with the Salesforce API.

Is Sandbox

A boolean value that indicates whether the connection is to a Salesforce sandbox environment or a production environment.

Action

The type of action to perform on the Salesforce API, such as querying or updating data.

Allow Failures

The number of allowed failures before the connection is considered failed.

Stream Maps

A mapping of fields between the source and destination systems.

Stream Map Config

Configuration settings for the stream maps.

Flattening Enabled

A boolean value that indicates whether to flatten nested objects in the data.

Flattening Max Depth

The maximum depth to which nested objects should be flattened.


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