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Use Salesforce to import records such as accounts or opportunities into Dawn. The connector runs a SOQL query and follows paginated results.

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Prepare access

You need an application client ID and client secret configured for the client-credentials flow, an appropriate Salesforce domain, and an integration user with API access. Have your Salesforce administrator limit that user’s access to the required objects, fields, and records. The app’s access and the integration user’s permissions determine what can be retrieved. A SOQL filter selects records for one import; it does not reduce the credential’s underlying permissions.

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Create the connection

  1. Open Connections → New connection and choose Salesforce.
  2. Enter the domain required by your Salesforce environment. Have your administrator confirm the value for your production or sandbox login.
  3. Create or select a client ID and client secret credential.
  4. Name and save the connection.

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Import a small query first

Configure a Salesforce import with a query such as:
Run it and check the records in the output dataset. Then expand the columns and filters to match the intended analysis. Do not use SQL table joins in SOQL; use Salesforce’s relationship syntax where appropriate. Related objects returned as nested fields are flattened with underscores. Inspect the resulting column names before referring to them in a downstream pipeline.

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Refresh behaviour

Rerunning a query retrieves the records matching that query at that time. It does not by itself define incremental synchronisation or deletion handling. If you filter on an update timestamp, plan how the downstream dataset should handle changed records, late updates, and records no longer returned.

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Troubleshooting

  • Login fails: check the domain, app credential, enabled authentication flow, and integration user configuration.
  • A field is inaccessible: verify field-level access as well as object access.
  • Records are missing: inspect the SOQL filters and integration user’s record visibility.
  • Column names differ: inspect the flattened relationship fields in the imported dataset.
To retire access, disable the connection and revoke the application credential or grant in Salesforce. See credential lifecycle.