Documentation
Data sources
Connect APIs
Salesforce

Salesforce

At Querier, you can integrate with Salesforce to perform CRUD operations and execute SOQL queries.

Connection Method

1. Create a new data source connection

  1. Click the [Resources] tab.
  2. Click the [Create] button next to [Resources].
  3. Select [Salesforce].
  4. Click [Connect with Production]. (If connecting to a sandbox environment, click [Connect with Staging])
  5. You will be redirected to log in with Salesforce.

2. Enter the connection information

FieldDescription
Display NameEnter the name for the Salesforce connection.
Account to ConnectSelect the Salesforce account you want to connect with.