Salesforce connector

The Salesforce connector gathers data about users from Salesforce.

  • Name
  • Username
  • Alias
  • Title
  • Employee number
  • Email address
  • Division, department, and company
  • User type
  • User role information
  • User preferences
  • User permissions
  • Active/inactive status
  • Login history data, including status, time, and source IP address
  • Phone number, fax number, and mobile phone number
  • Address, city, state, country
  • Language
  • Signature and sender name and email
  • Created date, and the ID of the creator
  • Out of office message
  • Email encoding
  • If the user receives emails from Salesforce
  • The URLs for photos associated with the user, and if their profile photo is active
  • Profile ID and individual ID
  • Call center ID
  • Manager ID
  • Delegated approver
  • Timestamps for last viewed, last referenced, last password change, last login, last modified
  • ID for last profile modifier
  • User license data
  • Information about the device the user accesses Salesforce with
  • If the user is a forecast manager
  • Federation identifier
  • Digest frequency setting
  • ID of an associated contact
  • Community nickname
  • Badge text
  • URL associated with the user record
  • About Me information

A Salesforce connector has the following options:

  • Connector name: A name for the connector.
  • Connector server name: The name of the connector server that this connector is associated with. Each connector can only be associated with one connector server. If you added the connector to a specific connector server, this field may be populated for you. Otherwise, you can select the connector server from the list.
  • Server name: The DNS name of the Salesforce server.
  • Client ID: Create a connected app in Salesforce and then provide the Client ID and Client Secret associated with it. For more information about creating a connected app, see the Salesforce documentation.
  • Client secret: The Client secret associated with the Client ID.
  • Username and Password: Credentials to access the Salesforce server.
  • Security token: A security token associated with the username and password that allows access to the Salesforce server when a request comes from outside your company's specified IP address range. For information on generating or resetting a security token, see the Salesforce documentation.
  • User status: Select the status types for the user records you want to import.
  • Repeats: How often the connector should gather data.
  • Start time: The time of day the connector should start running. To minimize the impact on your network and applications, we recommend that connectors generally run at night or on weekends.
  • Active: Whether the connector is active or not. While the connector is active, it runs according to the schedule you create. If you clear the check box, the connector is inactive and will not gather data until the check box is enabled again and the connector is saved.

For details on configuring or using connectors, see Setting up connectors.