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Salesforce

Category: Direct connection · REST

CRM platform. Yres connects via the Salesforce connector (SalesforceV2) using OAuth2 client-credential authentication.

Expected input​

When adding the source, fill in the following fields on the form:

FieldDescription
Source nameName of the source (unique per organization, 2–45 characters, starts with a letter). Becomes the name of the ADF linked service and the prefix of the Key Vault secrets (adf-{name}-…).
Environment urlYour Salesforce My Domain / login URL, for example https://<mycompany>.my.salesforce.com.
Client IdThe Consumer Key of your Connected App.
Client SecretThe Consumer Secret of your Connected App.

In addition, the shared source fields requested for every source apply: integration runtime, credentials identical across all environments? (Yes/No), credentials expiry date (optional) and tags (optional).

Authentication: OAuth2 client-credential (authenticationType: OAuth2ClientCredential). With this, Yres builds a SalesforceV2 linked service (API version 60.0) for the data, plus an additional anonymous HTTP linked service ({name}_HTTP) for retrieving metadata.

Integration runtime: by default the cloud IR AutoResolveIntegrationRuntime — Salesforce is publicly reachable. A self-hosted IR is only needed when you want to route the outbound traffic through your own network; the chosen IR is recorded in the linked service (connectVia).

Delta columns: Salesforce is among the SQL sources that support two delta columns. The standard load types (FULL/DELTA/OVERWRITE/RELOAD/IMAGE/ADDITIONAL) work as usual.

Prerequisites​

  • A Connected App in Salesforce with OAuth settings enabled and configured with Client Credentials as the grant type.
  • The Consumer Key (Client Id) and Consumer Secret (Client secret) from the App Manager.
  • The correct OAuth scopes and an authorized run-as user for the client-credentials flow (see the Salesforce documentation).

Yres never stores credentials itself: the entered values go to the customer's Azure Key Vault and are retrieved by the linked service. The secrets are stored under the prefix adf-{name}- (including the Environment url, Client Id and Client secret).

Obtaining the details​

  • Environment url — this is your Salesforce My Domain / login URL, for example https://<mycompany>.my.salesforce.com. You can find your My Domain under Setup → Company Settings → My Domain.
  • Client Id (Consumer Key) + Client secret (Consumer Secret) — create a Connected App via Setup → App Manager → New Connected App. Turn on Enable OAuth Settings, choose Client Credentials as the OAuth flow, enter a callback URL and the desired OAuth scopes, and save. Then open the app in App Manager → Manage Consumer Details to view and copy the Consumer Key (Client Id) and Consumer Secret (Client secret).

Official documentation: Salesforce — Connected App / OAuth client credentials.

See also: Integration catalog · All data source requirements · Integrations — overview