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The Salesforce connector links a production Salesforce org to Syntaxia. Use it for live revenue data: accounts, contacts, leads, opportunities, users, and campaigns. For sandbox or developer orgs, use the Salesforce Sandbox connector instead, which authenticates against test.salesforce.com.

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Before you start

Confirm the following before opening the Add Source screen.
  • You are signed in to Syntaxia under the Data Ops function.
  • Your organization has fewer than 4 active Salesforce connections. Salesforce production is capped per org.
  • You have, or can borrow, a Salesforce user with the API Enabled profile permission. The user does not need to be a System Administrator, but they must have read access to the objects you want Syntaxia to see.
  • Pop-ups are not blocked for app.syntaxia.com. The authorization window opens in a redirect.
The Salesforce user you authorize with becomes the integration user. Their permission set determines what Syntaxia can read. We recommend creating a dedicated Salesforce integration user with read-only access to the objects below.

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What syncs

The Salesforce connector reads these standard objects:
ObjectNotes
AccountCompanies and customers
ContactPeople associated with accounts
LeadPre-conversion prospects
OpportunityDeals in your pipeline
UserSalesforce users, used for owner attribution
CampaignMarketing campaigns and members
Custom fields on these objects are also synced. Custom objects are not yet supported.

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Connect Salesforce

1

Add the source

From your Data Ops command center, click Add Source, expand the Salesforce card, and enter a connection label. We recommend something like Salesforce - Production or Salesforce - HQ so it is easy to identify on the command center.
2

Authorize Syntaxia

Click Connect. You will be redirected to the Salesforce login page. Sign in with your integration user, then click Allow on the OAuth consent screen.
3

Return to Syntaxia

After approving access, you will be redirected back to your command center. The new source card shows status syncing while the first sync runs.
4

Wait for the initial sync

The first sync usually takes 5 to 30 minutes. Larger orgs with high record counts can take longer. The card turns green and switches to active once the sync finishes.

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Required Salesforce permissions

The integration user needs these profile or permission set entries:
  • API Enabled
  • View All for Account, Contact, Lead, Opportunity, User, and Campaign (or the equivalent object-level read access)
  • View All Users if you want owner names to resolve correctly
If you see records missing from the Syntaxia UI after the first sync, the most common cause is a missing object-level read permission on the integration user.

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After the first sync

Once your Salesforce source is active, you can:
  • Resync at any time from the source card to pull the latest changes.
  • Run ontology discovery to analyze your Salesforce data and produce an L2 ontology. See Ontology discovery.
  • Compose the Salesforce ontology with other source ontologies into a unified L3. See Ontology composition.

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Troubleshooting

Check that pop-ups are not blocked for app.syntaxia.com, then click Reconnect on the source card.
The OAuth flow did not complete. Click Reconnect on the source card to start a fresh authorization.
Salesforce reported a broken connection. The integration user’s password may have changed, the OAuth grant may have been revoked, or API access may have been removed. Click Reconnect and re-authorize.
Your organization has 4 active Salesforce production connections. Disconnect and purge an unused source to free a slot, or contact support@syntaxia.com to discuss raising the limit.
Verify the integration user’s object-level read access in Salesforce. Records the user cannot see in Salesforce will not appear in Syntaxia.