Salesforce
Salesforce connection helps Infoveave connect securely to your Salesforce data server and retrieve objects, records, and reports for analytics and automation.
Adding a Salesforce Connection
To create a new Salesforce connection:
- Go to Administration > Connections
- Click New Connection and select Salesforce from the list of available connectors
- In the New Salesforce Connection form, provide the required configuration fields
Connection Modes
Infoveave supports two authentication modes for Salesforce:
- Auth Code
- Client Credentials
You can switch between these modes based on your Salesforce OAuth setup.
Parameters for Auth Code Mode
When using the Auth Code flow, provide:
| Field | Description |
|---|---|
| Name | A unique name to identify this Salesforce connection |
| Service Base URL | The base URL of your Salesforce instance (e.g., https://login.salesforce.com) |
After providing the base URL, click Connect to Salesforce to complete the OAuth authorization.
Parameters for Client Credentials Mode
If you choose Client Credentials, fill in the following fields:
| Field | Description |
|---|---|
| Name | A unique identifier for the connection |
| Service Base URL | The base URL of your Salesforce instance |
| Service Auth URL | OAuth token endpoint (e.g., /services/oauth2/token) |
| Client ID | Salesforce connected app Client ID |
| Client Secret | Salesforce connected app Client Secret |
Additional Authentication Settings
- Add Auth Headers – Include custom authorization headers if required
- Add Auth Form Data – Send authentication values as form data (key-value pairs)
Steps to Validate and Save
- After entering the required details, click Validate to verify the configuration
- If validation is successful, click Save to store your Salesforce connection
- You can now use this Salesforce connection as a Datasource across your dashboards, workflows, and reports
Example Use Cases
With a Salesforce connection configured, you can:
- Retrieve Lead, Opportunity, Account, Contact, or custom object data
- Import Salesforce reports for dashboard visualizations
- Schedule automated workflows based on Salesforce records
- Combine CRM data with other Datasources for unified analytics
- Monitor your sales pipeline and KPIs in real time