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Salesforce

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 add Salesforce as a data store, 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

Core Functionality​

  • Data Discovery
  • User Search
  • Data Deletion

Base URL​

https://${instance}.com/services/data/v52.0/query

Auth​

  • oauth
  • apiKey

One click connection

  • email
  • name
  • phoneNumber
  • address
  • birthday
  • userId

Endpoints​

Used for data discovery

  • GET $instance/services/data/$salesforceApiVersion/query?q=select ${sObject.fields} from ${sObject.sObjectName} ${limit}

Used for user search

  • GET $instance/services/data/$salesforceApiVersion/query?q=select ${sObject.fields} from ${sObject.sObjectName} where ${sObject.fields} = ${searchTerm} ${limit}

Used for data deletion

  • DELETE $instance/services/data/$salesforceApiVersion/sobjects/${sObject.sObjectName}/$recordId

Demo Video​

Last Modified: 2025-3-6