---
title: "Salesforce_ How to Connect and Collect"
slug: "salesforce-how-to-connect-and-collect"
tags: ["Salesforce", "Collect", "Connect"]
updated: 2024-06-26T18:25:04Z
published: 2024-06-27T17:26:27Z
canonical: "docs.revealdata.com/salesforce-how-to-connect-and-collect"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce_ How to Connect and Collect

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#### **In this article**:

- Salesforce Overview
- Salesforce Requirements
- How to Connect and Collect Using Salesforce

## **Salesforce Overview**

Salesforce is mainly known for its CRM solution although it sells other commercial applications. Onna connects directly with the Lightning API to collect the files hosted in an account.

| **Connector Features** |
| --- |
| **Authorized Connection Required?** No | **Is identity mapping supported?** No |
| **Audit logs available?** Yes | **Admin Access?** No |
| **Supports a full archive?** No | **Custodian based collections?** No |
| **Preserve in place with ILH?** No | **Resumable sync supported?** No |
| **Supports Onna preservation?** No | **Syncs future users automatically?** No |
| **Sync modes supported:** - One-time sync - Auto-sync - Auto-sync and archive | **Is file versioning supported?** No |
|  |
| **Types of Data Collected** | **Metadata Collected** |
| - All Files | - File Name - File ID - Author - File Creation and Last Modified - File Size - Extension |

### **Salesforce Considerations**

- At this time we do not support collections from Salesforce sandbox environments
- Currently, Onna's integration can only be used to collect files within a Salesforce Lightning Enterprise account.
- We are not able to collect Salesforce Chatter data.

## **Salesforce Requirements**

- You need an admin account for Lightning Enterprise to collect from Salesforce. Non-enterprise versions of Salesforce, such as Salesforce Essentials and Lightning Professional, do not have API access included so Onna's integration cannot access the files.

## **How to Connect and Collect Using Salesforce**

To create a new Salesforce collection follow the steps below:

### **Step 1**

Click on ‘Workspaces’ in the main menu (a), then click on the workspace where you’d like to add a new sync (b).

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-s2n5gprt.png)

### **Step 2**

Click on the ‘+’ icon in the upper right corner to add a new source.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-2k4xzp32.png)

### **Step 3**

Select the Salesforce connector from your list of available connectors.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-c1s6zx6f.png)

### **Step 4**

You’ll now start to configure your sync by entering a source name in the ‘Name’ field (a). Then, select the synchronization mode (b) and set your sync start and/or end date (c). Finally, click the blue ‘Connect’ button (d).

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-npgqp7iz.png)

### **Step 5**

Enter your Salesforce Username and Password (a). Then, click the blue ‘Log-in’ button (b).

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-rylihdph.png)

### **Step 6**

Allow Onna access to your Salesforce account by clicking the blue ‘Allow’ button.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-gpg1abpt.png)

### **Step 7**

Then, select the tags you want to include in your sync (a) and click the blue ‘Done’ button (b).

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-6rxh83q7.png)

### **Step 8**

You’ll now see your new source appear alphabetically in the list of ‘Connected sources’ in your workspace.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/salesforce_-how-to-connect-and-collect-image-qywckgn1.png)

##

## Related

- [Getting Started with Sources](/getting-started-with-sources.md)
- [Onna Sync Modes](/onna-sync-modes.md)