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Integrating Salesforce with Osano

Connecting to Salesforce

In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data.

Required Fields

  • Provider Name (e.g. Salesforce)

To connect to Salesforce, log into Salesforce. When you addSalesforce in Data Discovery, we will guide you through granting Osano the appropriate permissions.

Please note that depending on how much data you have stored in Salesforce, the initial sync may take a few days.

Required Permissions

For required permissions, Salesforce requires "API Enabled", Read and Delete user permissions. Specifically:

  • Access the identity URL service
  • Manage user data via APIs
  • Perform requests at any time