Welcome to the Salesforce Connector Setup guide!

In this article, we will cover the following:

Savant uses an OAuth authentication system to connect to Salesforce. From Savant's top menu bar, navigate to Data, then Systems and click New System.

Select Salesforce from all available options and click Next to continue to the authentication process.

From here, enter your Salesforce credentials into the appropriate fields and click Log In. Follow the onscreen instructions to finish authenticating your connection to Salesforce.

You’re now ready to access your Salesforce data within Savant!

On the top left side of your canvas, click the Add Source button, shown below and select your previously authenticated Salesforce connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset then select the previously authenticated connection to your Salesforce system.

You can now configure the dataset and decide which data from various objects you would like to import into your analysis.

Next, add a name and description to your data set to be used within your canvas and click Confirm.

Your data from Salesforce is now placed on your canvas as a source for your analysis!

On the top left side of your canvas, click the Add Destination button.

Select your Salesforce destination from the selections below. If you need to add a new system as a destination, click New System and re-follow the authentication steps above to add your Salesforce system. Give your destination a name and description and click Next.

Now you will be greeted by your destination's configuration window, shown below.

Savant can only update data sent to destination sources, so select Update under the Action field. Next, select which object from your destination you would like to publish data to. By default Savant will have "Upsert" selected under the Update Strategy field. Upsert works almost like a mix of the "update" and "append" strategies, where if the ID of a field matches the mapped table it is updated, and if it does not it creates a new record.

Map the fields you wish to update to the corresponding fields from your analysis. Note that It is required to map the Id field for your analysis to update your destination properly. Savant will automatically detect which fields are numbers, integers or strings and will not allow you to select incompatible mappings. Once you are done configuring your destination, click Apply to save your changes.

Savant is now ready to publish data to your Salesforce destination!

Check out our guide on schedules and runs to learn how to write data to Salesforce.