Salesforce

Salesforce CRM connector using simple-salesforce.

Property	Value
Key	salesforce
Source type	saas
Implementation	native
Active by default	no
Default cache strategy	semantic_first; semantic serving is disabled, so only exact repeats are served
Capabilities	supports_discovery, supports_field_permissions, supports_ingestion, supports_query

Implementation is how complete the adapter is. It is not a release status: what the project supports and has certified is on Feature status and in the connector support matrix, and nothing is past public beta yet.

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	*