How to crawl Salesforce

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Once you have configured the Salesforce user permissions, you can establish a connection between Atlan and Salesforce.

To crawl metadata from Salesforce, complete the following steps.

Select the source

To select Salesforce as your source:

  1. In the top right of any screen, navigate to New and then click New Workflow.
  2. From the list of packages, select Salesforce Assets and click on Setup Workflow.

Provide credentials

To enter your Salesforce credentials:

  1. For Host Name enter the full URL for your Salesforce instance, including the https://.
  2. For Username enter the integration user's email address.
  3. For Password enter the concatenation of the user's password and the user's personal security token.
    🚨 Careful! Entering either password or personal security token alone will be insufficient. For example, if your user password is xyz and your security token is 123 then enter xyz123 for the Password.
  4. For Consumer Key enter the consumer key for the connected app.
  5. For Consumer Secret enter the consumer secret for the connected app.
  6. At the bottom of the form, click the Test Authentication button to confirm connectivity to Salesforce using these details.
  7. When successful, at the bottom of the screen click the Next button.

Configure the connection

To complete the Salesforce connection configuration:

  1. Provide a Connection Name that represents your source environment. For example, you might want to use values like production, development, gold, or analytics.
  2. (Optional) To change the users able to manage this connection, change the users or groups listed under Connection Admins.
    🚨 Careful! If you do not specify any user or group, nobody will be able to manage the connection β€” not even admins.

Run the crawler

To run the Salesforce crawler, after completing the steps above:

  • To run the crawler once, immediately, at the bottom of the screen click the Run button.
  • To schedule the crawler to run hourly, daily, weekly or monthly, at the bottom of the screen click the Schedule & Run button.

Once the crawler has completed running, you will see the assets in Atlan's asset page! πŸŽ‰

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