You can connect Salesforce as a Data Source or Data Target. Select Salesforce from the Connect data dropdown.
Authenticate your Salesforce account in your project.
- Select an existing account
- Select Add Credential to sign into your account
You will be redirected to the Add Credential page when selecting Add Credential. Login using your Salesforce username and password. Then, click Log In to authenticate your account.
Select the directory or entity from the dropdown.
You can preview a sample of 50 records from your Data Source by selecting Preview. Use this option to confirm you are connecting to the correct data source and entity/ directory.
Select imported attributes from the data source that you would like to include/remove from the project. Imported attributes are listed on the left, included attributes are listed on the right. Use the search bar to search for specific attributes or fill the Select all checkbox to select all attributes.
Click Confirm in the bottom right corner when finished.