Salesforce Source
Connect Salesforce CRM as a source to extract data from your sales, service, and marketing operations.
Prerequisites
Before you begin, ensure you have:
- ✅ Access to an active Salesforce org (API-enabled Salesforce edition required. Don't have one? Sign up for a free Developer Edition)
- ✅ A Salesforce account configured for Supaflow (Configure Salesforce Account)
- ✅ For OAuth: Connected App configured (recommended)
- ✅ For Basic Auth: Your Salesforce security token
- ✅ IP restrictions configured (if applicable)
- ✅ Whitelist Supaflow IP (If Required)
If your Salesforce org has IP restrictions enabled, add this IP to your Network Access settings:
18.214.240.61
To add: Setup → Security → Network Access → New
To connect to Salesforce using Supaflow Connected app that isn't installed in your organization, you must grant users the permission "Approve Uninstalled Connected Apps" to connect to uninstalled apps. You can assign this permission either by adding it to an existing permission set or by enabling it directly on the user's profile that you want to connect to Supaflow.
Steps to enable permission:
- Create or edit a permission set: Navigate to Setup → Search for and select Permission Sets → Click New or select an existing one
- Add the permission: Select System Permissions → Click Edit → Find and select "Approve Uninstalled Connected Apps" → Click Save
- Assign to user: Go to the user's profile → In Permission Set Assignments, click Edit Assignments → Add the permission set → Click Save
If using Basic authentication, you'll need a security token:
- Go to your Personal Settings in Salesforce
- Click on "Reset My Security Token" under Personal Information
- Check your email for the new security token
Configuration
Step 1: Choose Authentication Method
Authentication Type*Select your authentication method
Options:
- oauth (Recommended) - Secure browser-based authentication
- basic - Username/password with security token
Option A: OAuth Authentication (Recommended)
Salesforce Domain*Your Salesforce instance domain
Example: login.salesforce.com (production)
Example: test.salesforce.com (sandbox)
Example: mydomain.my.salesforce.com (custom domain)
Click the "Authorize" button to:
- Redirect to Salesforce login
- Grant permissions to Supaflow
- Automatically configure tokens
Option B: Basic Authentication
Username*Salesforce username
Example: john.doe@company.com
Salesforce password
Note: Do not include security token here
Salesforce security token (see instructions above)
Optional - required for API access from untrusted networks
Your Salesforce instance domain
Example: login.salesforce.com (production)
Example: test.salesforce.com (sandbox)
Step 2: Advanced Settings (Optional)
API VersionSalesforce API version
Default: 63.0
Use Salesforce Bulk API for large data operations
Default: true (recommended for large volumes)
Number of records per batch
Default: 10000 (Range: 1-50000)
Maximum number of retry attempts for failed operations
Default: 3 (Range: 0-10)
Initial sleep time between retry attempts in seconds
Default: 2 (Range: 1-60)
Connection timeout in milliseconds
Default: 30000 (Range: 1000-300000)
Read timeout in milliseconds
Default: 30000 (Range: 1000-300000)
Maximum Connection Pool Size
Default: 10 (Range: 1-10)
Interval in minutes for schema metadata refresh
0 = refresh before every pipeline execution
-1 = disable schema refresh
Default: 0 (Range: -1 to 10080)
Time in seconds to look back for late-arriving data
Default: 0 (no lookback)
Salesforce recommends: 600 seconds (10 minutes) for production
Range: 0-86400 seconds (24 hours)
Step 3: Test & Save
After configuring your authentication method, click Test & Save to verify your connection and save the source.
Troubleshooting
Common issues and their solutions:
Authentication failed - OAuth
Problem:
- OAuth authorization fails
- "Approve Uninstalled Connected Apps" permission error
- Cannot complete authorization flow
Solutions:
- Verify permission is granted:
- Navigate to Setup → Permission Sets
- Ensure "Approve Uninstalled Connected Apps" is enabled
- Assign permission set to your user
- Check organization settings:
- Verify your org allows OAuth connections
- Check if Connected Apps are blocked by admin
- Clear browser cache and retry:
- Sometimes cached auth tokens cause issues
- Try in incognito/private mode
- Use correct domain:
- Production: login.salesforce.com
- Sandbox: test.salesforce.com
- Custom domain: yourdomain.my.salesforce.com
Authentication failed - Basic Auth
Problem:
- "Invalid username, password, security token" error
- Login fails with correct credentials
- Connection timeout
Solutions:
- Verify security token:
- Reset security token in Personal Settings
- Check email for new token
- Ensure you're using the latest token
- Check IP restrictions:
- Add Supaflow IP (18.214.240.61) to Network Access
- Navigate to: Setup → Security → Network Access → New
- Verify credentials:
- Username should be full email (user@company.com)
- Password should NOT include security token
- Enter security token in separate field
- Check domain:
- Use login.salesforce.com for production
- Use test.salesforce.com for sandbox
API limit exceeded
Problem:
- "API request limit exceeded" error
- Sync stops mid-process
- Cannot fetch data
Solutions:
- Check API limits:
- Navigate to: Setup → System Overview → API Usage
- Verify daily and concurrent limits
- Upgrade plan if needed:
- Enterprise+ plans have higher limits
- Consider purchasing additional API calls
- Reduce batch size:
- Lower batch size in Advanced Settings
- Default 10000 → try 5000 or lower
- Schedule during off-peak hours:
- Run syncs when fewer users are active
- Distribute load throughout the day
Objects not appearing in schema
Problem:
- Some Salesforce objects don't appear
- Custom objects missing
- Expected fields not visible
Solutions:
- Verify object permissions:
- Ensure user has read access to objects
- Check field-level security settings
- Refresh schema:
- Set Schema Refresh Interval to 0
- Force immediate schema refresh
- Check custom object settings:
- Verify custom objects are deployed
- Ensure objects are not hidden
- Review API visibility:
- Some objects require special API access
- Check Salesforce object documentation
Bulk API errors
Problem:
- Bulk API jobs fail
- Timeout errors with large datasets
- Inconsistent sync results
Solutions:
- Verify Bulk API is enabled:
- Check organization settings
- Ensure user has Bulk API permissions
- Adjust batch size:
- Reduce batch size for complex objects
- Try 5000 or lower for objects with many fields
- Disable Bulk API if needed:
- Set "Use Bulk API" to false
- Uses REST API (slower but more reliable for small datasets)
- Check governor limits:
- Review Salesforce governor limits
- Ensure you're within daily Bulk API limits
Connection timeout
Problem:
- Connection times out during setup
- Slow response from Salesforce
- Test connection fails with timeout
Solutions:
- Increase timeout values:
- Connection Timeout: try 60000ms (60s)
- Read Timeout: try 60000ms (60s)
- Check network connectivity:
- Verify internet connection is stable
- Check if corporate firewall blocks Salesforce
- Verify Salesforce status:
- Visit: Salesforce Trust Status
- Check for ongoing incidents
- Try different time:
- Salesforce may be slow during peak hours
- Retry during off-peak hours
Support
Need help? Contact us at support@supa-flow.io
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