Salesforce support

Prerequisites

In order to connect you need to generate a Customer Key inside your Salesforce dashboard. You can find detailed instructions on how to get that here:

Connect to Salesforce database

Supported metadata

• Objects
  • System objects
  • Standard objects
  • Custom objects
  • External objects
  • Descriptions
• Fields (System, Standard, Custom)
  • Data type
  • Length
  • Required
  • Unique
  • Default value
  • Formula
  • Descriptions
• Triggers
  • Name
  • Script
• Relations
  • Lookup relationship
  • Master-detailed relationship
  • External lookup relationship
  • Hierarchical relationship
  • Indirect lookup relationship
• Labels
  • Labels for objects are documented as Title during first import, and in subsequent Import changes if Title field is empty.

Data lineage

Dataedo does not support data lineage in Salesforce.

Data profiling

Dataedo does not support data profiling in Salesforce.

Permissions

To import descriptions you need to have view data permissions on the following objects:

• EntityDefinition
• FieldDefinition

and access to Tooling API.

Learn more

Connect to Salesforce