Salesforce is a leader in on-demand customer relationship management.
Take your company’s analysis to the next level by adding Salesforce as a Source to Segment. Segment automatically collects objects like
Tasks and loads them into your data warehouse.
You can add multiple instances of this source if you have more than one Salesforce account.
From your workspace’s
Give the source a name, add labels, if applicable, and select the Salesforce environment you’d like to pull data from. To use data from a Salesforce sandbox environment, select Sandbox from the Salesforce Environment dropdown and contact Segment Support. Our Support team will then configure your source to use sandbox data.
Connect Segment to your Salesforce environment and authorize Segment to connect to it. In order for Segment to collect and sync your Salesforce data, you must enable API access for the user that you are connecting to Segment with. For more information on how to confirm or change API access for a Salesforce user, follow Salesforce’s recommended documentation.
Choose a data warehouse to connect Salesforce to.
In the Salesforce source settings you can customize the source nickname and schema name. The nickname is a label used in the Segment interface, and the schema name is the namespace you query against in your warehouse. Both can be whatever you like, but Segment recommends that you use something that reflects the source itself, like
Salesforcefor nickname and
sfdc_prodfor the schema name. Configure Selective Sync to retrieve only specific objects and properties from Salesforce.
The Salesforce source contains a sync component, which means Segment makes requests to the Salesforce API on your behalf on a 3 hour interval to pull the latest data into Segment. In the initial sync, by default Segment downloads all the Salesforce objects (and their corresponding properties) according to the Collections Table below. Segment writes the objects into a separate schema, that corresponds to the source instance’s schema name you designated upon creation. For example, you name the schema
leads collection is accessible at
sfdc_prod.leads in SQL.
If you configure Selective Sync, Segment only retrieves the objects and properties you specify. Use Selective Sync to avoid unnecessary Salesforce API consumption.
A note about Selective Sync
The Salesforce Selective Sync feature is separate from the Segment Warehouse Selective Sync. Both features enable you to choose what to sync. The Salesforce Selective Sync impacts the information that Segment collects from Salesforce.
Our sync component uses an upsert API, so the data in your warehouse loaded using sync will reflect the latest state of the corresponding resource in Salesforce. For example, if
ticket_status goes from
closed between syncs, on its next sync that tickets status will be
The source syncs and warehouse syncs are independent processes. Source runs pull your data into the Segment Hub, and warehouse runs flush that data to your warehouse. Sources will sync with Segment every 3 hours. Depending on your Warehouses plan, we will push the Source data to your warehouse on the interval associated with your billing plan.
Collections are the groupings of resources we pull from your source. In your warehouse, each collection gets its own table.
|accounts||object||An individual account, which is an organization involved with your business (such as customers, competitors, and partners). Corresponds to Account resource in Salesforce|
|account_contact_roles||object||The role that a given Contact plays on an Account. Corresponds to AccountContactRole resource in Salesforce|
|account_tags||object||Associates a word or short phrase with an Account. Corresponds to AccountTag resource in Salesforce|
|campaigns||object||A marketing campaign, such as a direct mail promotion, webinar, or trade show. Corresponds to Campaign resource in Salesforce|
|campaign_members||object||The association between a Campaign and either a Lead or Contact. Corresponds to CampaignMember resource in Salesforce|
|campaign_shares||object||Represents a list of access levels to a Campaign along with an explanation of the access level. For example, if you have access to a record because you own it, the Access Level value is Full and Reason for Access value is Owner. Corresponds to CampaignShare resource in Salesforce|
|campaign_tags||object||Associates a word or short phrase with a Campaign. Corresponds to CampaignTag resource in Salesforce|
|cases||object||A customer issue such as a customer’s feedback, problem, or question. Corresponds to Case resource in Salesforce|
|case_comments||object||A comment that provides additional information about the associated Case. Corresponds to CaseComment resource in Salesforce|
|case_contact_role||object||The role that a given Contact plays on a Case. Corresponds to CaseContactRole resource in Salesforce|
|case_solution||object||The association between a particular Case and a particular Solution. Corresponds to CaseSolution resource in Salesforce|
|case_tags||object||Associates a word or short phrase with a Case Corresponds to CaseTag resource in Salesforce|
|contacts||object||A contact, which is an individual associated with an Account. Corresponds to Contact resource in Salesforce|
|contact_tags||object||Associates a word or short phrase with a Contact. Corresponds to ContactTag resource in Salesforce|
|contracts||object||A contract (a business agreement) associated with an Account. Corresponds to Contract resource in Salesforce|
|contract_tags||object||Associates a word or short phrase with a Contract. Corresponds to ContractTag resource in Salesforce|
|dashboards||object||Represents a dashboard, which shows data from custom reports as visual components. Access is read-only. This object is available in API version 20.0 and later. Corresponds to Dashboard resource in Salesforce|
|dashboard_tags||object||Associates a word or short phrase with a Dashboard. This object is available inAPI version 20.0 and later. Corresponds to DashboardTag resource in Salesforce|
|documents||object||A file that a user has uploaded. Unlike Attachment objects, Documents are not attached to a parent object. Corresponds to Document resource in Salesforce|
|document_tags||object||Associates a word or short phrase with a Document. Corresponds to DocumentTag resource in Salesforce|
|events||object||A calendar appointment event. Corresponds to Event resource in Salesforce|
|event_tags||object||Associates a word or short phrase with an Event. Corresponds to EventTag resource in Salesforce|
|_group||object||A set of User records. Corresponds to Group resource in Salesforce|
|leads||object||A lead, which is a prospect or potential Opportunity. Corresponds to Lead resource in Salesforce|
|lead_tags||object||Associates a word or short phrase with a Lead. Corresponds to LeadTag resource in Salesforce|
|names||object||Non-queryable object that provides information about foreign key traversals when the foreign key has more than one parent. Corresponds to Name resource in Salesforce|
|notes||object||A note, which is text associated with an Attachment, Contact, Contract,Opportunity, or custom object. Corresponds to Note resource in Salesforce|
|note_tags||object||Associates a word or short phrase with a Note. Corresponds to NoteTag resource in Salesforce|
|opportunities||object||An opportunity, which is a sale or pending deal. Corresponds to Opportunity resource in Salesforce|
|opportunity_competitor||object||A competitor on an Opportunity. Corresponds to OpportunityCompetitor resource in Salesforce|
|opportunity_contact_role||object||The role that a Contact plays on an Opportunity. Corresponds to OpportunityContactRole resource in Salesforce|
|opportunity_field_history||object||Represents the history of changes to the values in the fields of an opportunity. Corresponds to OpportunityFieldHistory resource in Salesforce|
|opportunity_product||object||An opportunity line item, which is a member of the list of Product2 records associated with an Opportunity, along with other information about those products on that opportunity. Corresponds to OpportunityLineItem resource in Salesforce|
|opportunity_line_item_schedules||object||Information about the quantity, revenue distribution, and delivery dates for a particular OpportunityLineItem. Corresponds to OpportunityLineItemSchedule resource in Salesforce|
|opportunity_stage||object||The stage of an Opportunity in the sales pipeline, such as New Lead, Negotiating, Pending, Closed, and so on. Corresponds to OpportunityStage resource in Salesforce|
|opportunity_tag||object||Associates a word or short phrase with an Opportunity. Corresponds to OpportunityTag resource in Salesforce|
|period||object||A fiscal period. Corresponds to Period resource in Salesforce|
|price_books||object||A price book that contains the list of products (Product2 records) that your organization sells. Corresponds to Pricebook2 resource in Salesforce|
|price_book_entries||object||A product entry (an association between a Pricebook2 and Product2) in a price book. Corresponds to PricebookEntry resource in Salesforce|
|products||object||A product that your organization sells. A product is member of the list of items in a Pricebook2. Corresponds to Product2 resource in Salesforce|
|profile||object||A profile, which defines a set of user permissions for performing different operations, such as querying, adding, updating, or deleting information. Corresponds to Profile resource in Salesforce|
|solutions||object||A detailed description of a customer issue and the resolution of that issue. Corresponds to Solution resource in Salesforce|
|solution_tags||object||Associates a word or short phrase with a Solution. Corresponds to SolutionTag resource in Salesforce|
|tasks||object||An activity or to-do item to perform or that has been performed. Corresponds to Task resource in Salesforce|
|task_tags||object||Associates a word or short phrase with a Task. Corresponds to TaskTag resource in Salesforce|
|users||object||A user in your organization. Corresponds to User resource in Salesforce|
|user_login||object||Represents the settings that affect a user’s ability to log into an organization. This object is available in API version 29.0 and later. Corresponds to UserLogin resource in Salesforce|
|role||object||A role in your organization. Corresponds to UserRole resource in Salesforce|
Business tier customers can select and add custom objects from the Selective Sync page in the Salesforce source settings.
Self service customers, please contact us with the API names of the custom objects you want to add.
Segment supports the use of soft deletes in Salesforce. If you perform a soft delete on a record in Salesforce, your next one to two warehouses syncs will change the value of
is_deleted for the associated record to
Segment does not support hard deletes in Salesforce. Use of hard deletes will result in the data remaining in the warehouse with
is_deleted set to
Segment performs a one-to-one mapping of all publicly available fields (standard and custom) from Salesforce. To see the full list of the standard fields refer to the Salesforce field documentation linked in each collection above. If you’ve added custom fields to an existing collection, contact us and we’ll get those set up to sync. You do not need to include the field names.
Warehouses are the only supported destination for object-cloud sources.
If you are syncing data from a Salesforce sandbox environment and see an “Invalid credentials” error, contact our support team, who will configure your Segment source to use sandbox data.
This page was last modified: 08 Nov 2021
Questions? Problems? Need more info? Contact Segment Support for assistance!