> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt
> Use this file to discover all available pages before exploring further.

#  

# Salesforce

**To integrate Salesforce CRM Connector, below details are to be configured**:

1. User Name
2. Password
3. Security Token
4. Environment URL

## Steps to Configuration

1. Navigate to **Data** > **Dataflows** and click on *+ Add Dataflow*

<img width="940" alt="Image 1" src="https://user-images.githubusercontent.com/96232751/147765840-279c1a5b-ff68-499a-93f8-62da56671af0.PNG" />

2. Under Select **Dataflow name**, mention the connector name.

<img src="https://mintcdn.com/skypoint/J7ELjFQzAbfJ34op/doc_snippets/salesforceone.png?fit=max&auto=format&n=J7ELjFQzAbfJ34op&q=85&s=945e081a490337494f07c57e367765f8" alt="Alt image" width="4332" height="2117" data-path="doc_snippets/salesforceone.png" />

3. From **Choose Connector**, click the connector name **Salesforce**.

<img width="933" alt="3" src="https://user-images.githubusercontent.com/96232751/147812334-a0305132-a8fb-4a76-8d3f-95680d481cb8.PNG" />

You will be directed to configuration set up as below.

4. Under **General**, below the **Dataflow Name**, enter the name of the connector and mention the description about the connector (optional) and click on Save.

<img width="638" alt="4" src="https://user-images.githubusercontent.com/96232751/147812354-f333b60a-1d7a-47bd-bb1a-326050adf9de.PNG" />

5. Click on **Connector**, which is right next to **General**. Under **Configuration**, mention the details as required.
   * User Name
   * Security Token
   * Password
   * Environment URL and Click on connect

<img width="720" alt="5" src="https://user-images.githubusercontent.com/96232751/147812380-fdf01f58-7d2c-4bfe-a6fe-287885daaeab.PNG" />

4. Once its completed, you will be able to see the imported entities from the Salesforce connector.

## The following properties are supported for the Salesforce connector service

1. **Environment URL specify the URL of the Salesforce instance.**

   * Default is "[https://login.salesforce.com](https://login.salesforce.com)".

   * To copy data from sandbox, specify "[https://test.salesforce.com](https://test.salesforce.com)".

   * To copy data from custom domain, specify, for example, "https\://\[domain].my.salesforce.com".

2. **Username specify a username for the user account.**

3. **Password specify a password for the user account.**

4. **Security Token specify a security token for the user account.**
   * Note : Salesforce account password expires after **every 90 days**, along with that new security token is generated and mailed.

**For instructions on how to get and reset a security token, [Click here](https://help.salesforce.com/articleView?id=user_security_token.htm\&type=5).**

**skyData imports Account, Contacts, Leads, Opportunities, all fields including custom fields.**

**Please note that Salesforce rate limits and throttles API calls. API Request Limits and Allocations.**

**To maintain optimum performance and ensure that the Lightning Platform API is available to all our customers, Salesforce balances transaction loads by imposing two types of limits, [Click here](https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_api.htm)**