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Reference documentation > Data > Supported data stores > Salesforce

Salesforce

Supported authentication

  • Client ID/secret

Prerequisites

The following is required before connecting to Salesforce in DataRobot:

  • A Salesforce instance for your organization.
  • Data stored in Salesforce.

Note

DataRobot can only view and ingest Salesforce objects with the following field values:

  • IsQueryable: True
  • IsRetrieveable: True
  • IsDeprecatedAndHidden: False

If an object doesn't meet these conditions, it isn't visible in DataRobot. For more information, see EntityDefinition in the Salesforce documentation.

Retrieve client ID and secret

To retrieve the client ID and secret from Salesforce, see the Salesforce documentation:

Set up a connection in DataRobot

The example below shows how to set up a data connection in a Workbench Use Case.

To connect to Salesforce:

  1. Open Workbench and select a Use Case.
  2. Follow the instructions for connecting to a data source.

  3. Name the connection and fill in the required connection parameters.

  4. Under Authentication, click New credentials. Then, enter your authentication parameters and a unique display name. If you've previously added credentials for this data source, you can select it from your saved credentials.

  5. Click Save.

Required parameters

The table below lists the minimum required fields to establish a connection with Salesforce:

Required field Description Documentation
Salesforce URL A web address pointing to the specific instance hosting your Salesforce organization. Salesforce documentation