---
title: "Salesforce"
slug: "salesforce"
updated: 2025-11-14T16:01:07Z
published: 2025-11-14T16:01:07Z
canonical: "docs.databee.buzz/salesforce"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.databee.buzz/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

Salesforce Customer Relationship Management (CRM) platform helps businesses manage sales, customer service, marketing, and analytics in one unified system. For detailed information, refer to the [Salesforce’s official documentation](https://www.salesforce.com/in/products/).

**Integration Method**: API

**Tables**: User Inventory Info (5003), Authentication (3002), API Activity (6003)

The integration supports the following events.

| **Event** | **Description** |
| --- | --- |
| User | Retrieves a list of users. |
| Authentication | Retrieves list of authentications. |
| API Activity | Retrieves list of api activities. |

This integration supports the following versions.

| Salesforce Version Supported | v25 |
| --- | --- |
| Salesforce API version | v63.0 |

## Prerequisites

- The user should have access to the [Salesforce](https://www.salesforce.com/in/) portal with an account that has the **Global Administrator** privileges.
- The user should have access to the DataBee console.

## Configuration Overview

1. Generate API credentials for Salesforce with required permissions.
2. Create [Salesforce Data Feed](/user-manual/docs/salesforce#databee-configuration) in the DataBee console with the required credentials.

| **DataBee Parameter** | **Salesforce Parameter** |
| --- | --- |
| Secret Key | client_secret |
| Key Id | client_id |
| API URL(<instance>) | Rest Endpoint URL |

## Salesforce Configuration

1. Log in to [Salesforce](https://login.salesforce.com/?locale=in) portal with an account that has the **Administrator** privileges.
2. Create a connected app in Salesforce and enable the Client Credentials Flow option by selecting the **Enable Client Credentials Flow** checkbox.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(414).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
3. In the Manage Connected App screen,
  1. Add the ‘Run As’ user.
  2. OAuth Policies: Choose **Admin approved** **users are pre-authorized**.
  3. Verify that your service account has the necessary permission set assigned, including correct object and field access.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(415).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
4. In the connected app,
  1. Navigate to the **Manage Permission Sets** section and add the permission set assigned to your service account.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(416).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
5. Click the button **Manage Consumer Details** in the app to obtain the Client ID and Client Secret.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(417).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
6. Copy the client_id and client_secret for later use.

## DataBee Configuration

1. Login to the DataBee UI, navigate to **Data** > **Data Feeds** and click the **Add New Data Feed** button.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(418).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
2. Search for **Salesforce** and click on it as shown below.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(419).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
3. Click on the **API Ingest** option for collection method.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(420).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
4. Enter feed contact information and click **Next**.

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(421).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
5. In the configuration page, confirm the following:

![](https://cdn.document360.io/04e48772-4346-44a4-aa69-043eca42257c/Images/Documentation/image(423).png?sv=2026-02-06&spr=https&st=2026-10-30T11%3A30%3A41Z&se=2026-10-30T12%3A30%3A41Z&sr=c&sp=r&sig=Bin%2B%2BGUnKj4dgv6iLK8JpKWnrnGmqr6uvcpDpQcWWeQ%3D)
  - **Authorization Method**: Token URL Auth
  - **Secret Key:** Paste Secret Key generated earlier in the Salesforce portal.
  - **Key Id**: Paste Key Id generated earlier in the Salesforce portal.
  - **Token URL**: Replace <instance> from your Salesforce information.
  - **API URL:** Replace <instance> from your Salesforce information.
  - **Event Types**: Preselected for all the event types that integration pulls.
6. Click **Submit**.

## Troubleshooting Tips

- If you encounter an "Invalid " or "Unauthorized" error, it may be due to incorrect credentials. Please double-check that the Secret Key and Key Id are entered correctly. To avoid any issues, consider pasting it into a text editor to ensure there are no extra spaces or unexpected characters before reconfiguring the DataBee feed.

#