Salesforce CRM
Connect Qarion to Salesforce Service & Sales Cloud to catalog your CRM objects, fields, and relationships.
Prerequisites
- A Salesforce org (Developer, Enterprise, or Unlimited edition) with API access
- A Connected App configured with OAuth 2.0 Client Credentials flow
- The Client ID and Client Secret from the Connected App
- Your Salesforce Instance URL (e.g.,
https://mycompany.salesforce.com)
Setting Up the Connection
- Navigate to Source Systems in your space
- Click New Connector and select SaaS — Salesforce CRM
- Fill in the connection details:
| Field | Description | Example |
|---|---|---|
| Instance URL | Your Salesforce org URL | https://mycompany.salesforce.com |
| Client ID | OAuth Consumer Key from the Connected App | 3MVG9... |
| Client Secret | OAuth Consumer Secret | ABC123... |
- Click Test Connection to verify API access
- Click Create to save the connector
What Gets Synced
The connector discovers and catalogs:
- Standard Objects — Accounts, Contacts, Leads, Opportunities, Cases, and more
- Custom Objects — Any custom objects defined in your org
- Field Metadata — Field names, types, picklist values, and relationships
- Relationships — Lookup and master-detail relationships between objects
Each object is created as a data product with its fields and relationship metadata.
Sync Configuration
Configure the sync schedule or trigger manual syncs. The connector uses the Salesforce Describe API, which is lightweight and does not query actual data rows.
Troubleshooting
"Authentication failed" — Verify that your Connected App is configured for the Client Credentials flow and that the user profile has API access permissions.
"Instance URL not reachable" — Ensure the full URL is provided, including https://. For sandboxes, use the sandbox-specific URL (e.g., https://mycompany--sandbox.sandbox.my.salesforce.com).
Related Documentation
- Connectors — General connector management
- Data Catalog — Viewing synced products