# Salesforce

> Salesforce - Connect DataRobot to import structured data.

This Markdown file sits beside the HTML page at the same path (with a `.md` suffix). It summarizes the topic and lists links for tools and LLM context.

Companion generated at `2026-07-30T11:25:56.522259+00:00` (UTC).

## Primary page

- [Salesforce](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/dc-salesforce.html.md): Full documentation for this topic (Markdown sidecar).

## Sections on this page

- [Supported authentication](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/dc-salesforce.html.md#supported-authentication): In-page section heading.
- [Prerequisites](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/dc-salesforce.html.md#prerequisites): In-page section heading.
- [Retrieve client ID and secret](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/dc-salesforce.html.md#retrieve-client-id-and-secret): In-page section heading.
- [Set up a connection in DataRobot](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/dc-salesforce.html.md#set-up-a-connection-in-datarobot): In-page section heading.
- [Required parameters](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/dc-salesforce.html.md#required-parameters): In-page section heading.

## Related documentation

- [Reference documentation](https://docs.datarobot.com/en/docs/reference/index.html.md): Linked from this page.
- [Data](https://docs.datarobot.com/en/docs/reference/data-ref/index.html.md): Linked from this page.
- [Supported data stores](https://docs.datarobot.com/en/docs/reference/data-ref/data-sources/index.html.md): Linked from this page.
- [connecting to a data source](https://docs.datarobot.com/en/docs/workbench/nxt-workbench/dataprep/add-data/connect.html.md#connect-to-a-data-source): Linked from this page.

## Documentation content

## 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] 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](https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_entitydefinition.htm) in the Salesforce documentation.

## Retrieve client ID and secret

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

- Get Your Consumer Key
- App Consumer Key and Consumer Secret

## 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 therequired connection parameters.
4. UnderAuthentication, clickNew credentials. Then, enter yourauthentication parametersand a unique display name. If you've previously added credentials for this data source, you can select it from your saved credentials.
5. ClickSave.

### 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 |