Salesforce Setup Guide
Follow our setup guide to connect Salesforce to Fivetran.
Prerequisites
To connect Salesforce to Fivetran, you need:
- An active Salesforce account with Administrative privileges to approve Uninstalled Connected Apps. For more information, see our Grant permission to connect to the Fivetran app documentation.
- A Salesforce Enterprise level account plan or higher, or purchased Salesforce API calls.
You can create up to four connections using one set of Salesforce account credentials. That’s because Salesforce limits the number of connections made using OAuth2 to four per account per application.
If you attempt to authenticate more than four connections using one set of Salesforce account credentials, the earliest connection you authenticated with those credentials will lose its authentication.
If you need more than four Salesforce connections, you must use additional Salesforce account credentials to create those connections.
Setup instructions
Fivetran provides one of the following methods to configure your connection.
Use the Fivetran connected app
Follow our step-by-step Fivetran connected app setup guide to connect Salesforce with your destination using Fivetran connectors using the Fivetran connected app.
Use an external client app
Follow our step-by-step external client app setup guide to connect Salesforce with your destination using Fivetran connectors using your own external client app.