Salesforce is a leading CRM platform used to manage accounts, opportunities, leads, and customer interactions. Nexadata integrates directly with Salesforce, enabling you to create live data pipelines to and from your Salesforce environment. With this integration, you can extract Salesforce data, transform it in Nexadata, and sync clean datasets back into Salesforce.
Here are the key features:
OAuth 2.0 Authentication: Securely connect to Salesforce using OAuth with automatic token handling and refresh.
Dynamic Object Detection: Standard and custom Salesforce objects are automatically discovered for easy selection.
Flattened Data Schema: Nested Salesforce fields are flattened for simplified tabular analysis.
Schema Validation: Fields and properties are validated before pushing data back into Salesforce to prevent sync errors.
Step-by-Step Instructions
Step 1: Add a Connection
From the Nexadata home screen, click the Create a Connection tile, or go to Setup → Connections and click Create Connection in the upper-right corner.
In the Create New Connection form:
Enter a unique Name for your Salesforce connection.
Select Salesforce as the Connection Type.
Step 2: Authenticate via OAuth 2.0
Choose the Salesforce Environment:
Production – Connects to your live Salesforce instance.
Test – Connects to a Salesforce sandbox for testing.
Click Submit to start the OAuth flow.
Log in to your Salesforce account.
Approve the requested permissions for Nexadata.
Once authenticated, you’ll return to Nexadata and see a success message with your Salesforce instance URL (e.g.,
https://<instance>.my.salesforce.com).
Step 3: Configure API Version
In the API Version dropdown, select the version you want to use.
Recommendation: Always select the highest available version to ensure compatibility with the latest Salesforce features.
Step 4: Save and Confirm Connection
Click Submit to save your Salesforce connection.
Nexadata will validate authentication and schema access.
Once validated, your Salesforce connection is ready to use in pipelines and sync workflows.
Troubleshooting Tips
Wrong environment selected?
Delete the connection and recreate it with the correct environment (Production or Test).Connection shows as 'Disconnected'?
The token may have expired. Click Reconnect next to the Salesforce connection to re-authenticate.Custom objects not appearing?
Refresh the object list or check that your Salesforce user has the right permissions.