Salesforce

Salesforce CRM connector using simple-salesforce.

Property	Value
Key	salesforce
Source type	saas
Status	native
Active by default	no
Default cache strategy	semantic_first
Capabilities	supports_discovery, supports_field_permissions, supports_ingestion, supports_query

Connection configuration

Secret fields should be given as a reference, <field>_ref, such as env://NAME, rather than a literal.

Key	Secret
instance_url	no
client_id	no
client_secret_ref	no
username	no
password_ref	no
security_token_ref	no
session_id_ref	no
domain	no
objects	no
max_records_per_object	no
client_secret	yes; prefer client_secret_ref
password	yes; prefer password_ref
security_token	yes; prefer security_token_ref
session_id	yes; prefer session_id_ref

Default role templates

Offered when a source is created with default roles. Edit them to fit.

analyst

Effect	Action	Resource type	Pattern
allow	saas.object.describe	saas.object	*
allow	saas.object.read	saas.object	*
allow	saas.object.search	saas.object	*
allow	discovery.search	discovery.asset	*
allow	discovery.asset.read	discovery.asset	*

blocked

Effect	Action	Resource type	Pattern
deny	*	*	*

object_reader

Effect	Action	Resource type	Pattern
allow	saas.object.describe	saas.object	salesforce:*/*
allow	saas.object.read	saas.object	salesforce:*/*
allow	saas.object.search	saas.object	salesforce:*/*
allow	discovery.search	discovery.asset	*
allow	discovery.asset.read	discovery.asset	*