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Connecting Salesforce

Connecting Salesforce and integrating your data with Stitch is a simple five-step process:

  1. Verifying Salesforce API settings
  2. Adding Salesforce as a data source
  3. Granting Stitch access to Salesforce
  4. Selecting tables and columns to sync
  5. Defining Replication Frequency

Verifying Salesforce Account Setup

Production vs. Sandbox Domains

Currently, only Production domains can be connected to Stitch. If you're interested in connecting a Sandbox domain, please reach out to support with your use case to file a feature request.

Verifying API Access

To use Stitch's Salesforce integration, your account must have API access enabled. Some editions of Salesforce have API access enabled by default while others don't.

Look in the table below for your edition and what you should do next.

I'm using: What you should do:
Enterprise
Unlimited
Developer
Performance
You're good to go. Just make sure the user you use to connect to Stitch can access the objects you want to push into your data warehouse.
Group
Professional
Contact
Please refer to Salesforce's documentation for guidance in determining if API access can be added to your account and what the next steps are.

Adding Salesforce as a Data Source

After you've verified your account has API access enabled and that your user has the correct permission settings, you can move onto adding Salesforce as a data source.

  1. On the Stitch Dashboard page, click the Add an Integration button.
  2. Click the Salesforce icon. This will open the Salesforce credentials page.
  3. Enter a name for the integration. This is the name that will display on the Stitch dashboard for the integration; it’ll also be used to create the schema in your data warehouse.

    For example, the name “Stitch Salesforce” would create a schema called stitch_salesforce in the data warehouse.
  4. Click the Save Integration button. You'll be directed to Salesforce's site to authorize access and complete the setup.

Granting Stitch Access to Your Salesforce Data

In this section, you'll grant Stitch access to your Salesforce data. Keep in mind that:

  1. Stitch will only ever read your data
  2. Stitch will only have access to the objects that the user you're using to connect has permissions to. If an object is restricted to the user, it will be restricted to Stitch as well.

Enter your Salesforce credentials and click the Login to Salesforce button. After your credentials are validated, you'll be asked to grant Stitch access to your Salesforce data (see image to the right).

Click Allow to continue.

After your credentials are validated, you'll be directed back to Stitch (click the All Done button to wrap things up) and the Integration Settings page will display. 

Selecting Tables & Columns to Sync

To finish setting up the integration, you'll need to select the tables and columns you want to sync to your data warehouse.

Check out the Expected Salesforce data article to learn more about the data our integration pulls in from Salesforce.

Why is an initial sync taking so long?
Due to the volume of data and the daily API quotas imposed by Salesforce, an initial sync of your Salesforce data can take awhile.

  • If a single replication attempt uses 20% of your daily quota, the integration will stop running.
  • If more than 80% of your daily quota has been used - this includes usage from Stitch as well as any other apps you may be using - replication will stop and resume once more is available.

Continually hitting these limits can cause an initial sync to take several days. Check out this Salesforce doc for more info on calculating and increasing your total API calls.

Defining the Replication Frequency

The Replication Frequency setting determines how often Stitch will attempt to replicate data from Salesforce. By default the Replication Frequency is set to 30 minutes, but you can change the interval to better suit your needs.

You can change this setting at any time by clicking into the integration from the dashboard and then clicking the Integration Settings button.

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