Overview
What is Salesforce: Salesforce is a cloud-based CRM platform used by sales, service, and marketing teams to manage accounts, contacts, leads, opportunities, cases, campaigns, and contracts.
How to integrate Salesforce with Datagrid
Connect Salesforce through Datagrid settings, authorize access with OAuth 2.0, select the standard and custom objects to sync, and set a sync schedule. Once connected, Datagrid pulls Accounts, Contacts, Leads, Opportunities, Cases, Tasks, Campaigns, Contracts, custom objects, and report data on a configurable interval.
Connect Salesforce
Open your Datagrid workspace and go to Settings > Integrations > Add New.
Search for Salesforce in the connector catalog and select it.
Complete the OAuth 2.0 authentication flow. You will be redirected to Salesforce to authorize Datagrid as a Connected App.
Optionally, locate your org's custom domain via Salesforce's Custom Domain Settings before connecting.
Choose which data objects to include in your dataset.
Configure a sync schedule.
Authorize access
The integration uses OAuth 2.0 (authorization code grant). A Salesforce account with administrator permissions is required to complete setup.
Salesforce enforces a default limit of 5 OAuth authorizations per user per Connected App. If a 6th authorization is issued, Salesforce automatically revokes the oldest active authorization.
Configure data sync
The connector currently syncs data one-way, from Salesforce into Datagrid, with bidirectional sync on the roadmap. Sync frequency is configurable per dataset, and three object categories are supported:
Standard objects: Accounts, Contacts, Opportunities, Leads, Cases, Campaigns, Contracts, Orders, Order Items, Order History, Tasks, Task Status, Task Priority, Assets, Asset Relationship, Account Contact Role, Account Partner, Campaign Member, Case Status, Contract Request, Lead Status, Opportunity Stage, Opportunity Contact Role.
Custom objects: Custom Object Feed, Custom Object C, Custom Metadata Type.
Reports: Reports Summary Data, Reports Metadata, Instance Results, Report Types.
Project teams that need additional endpoints can request them by contacting support@datagrid.ai.
Why use Salesforce with Datagrid
For operators running lead qualification, account management, case triage, and downstream reporting, this integration turns CRM records into active workflows.
Cross-platform data enrichment: Datagrid agents pull data from Salesforce and join it with records from other connected systems in a single dataset.
Automated lead qualification: Agents cross-reference Lead records against additional data sources and fill in missing fields like company size, industry, and job title that native scoring cannot access.
Document extraction into CRM fields: Datagrid agents process inbound contracts, RFPs, and proposals, extract structured fields, and map them to Salesforce object schemas so CRM data is available the moment a document arrives.
CRM data cleanup at scale: Agents identify and remove internal test accounts, duplicate contacts, and fake records from Salesforce datasets without manual review.
Summarization of long-form fields: Agents condense case descriptions, opportunity notes, and activity logs into structured, readable summaries for faster review.
Scheduled extract and transform: Scheduled extracts move Opportunity, Account, and Activity data into connected destinations for cross-system reporting.
What you can build with Salesforce Datagrid integration
Project teams can use Salesforce records for qualification, document intake, account reporting, and case operations. Here are some examples:
Automated lead enrichment pipeline: New Lead records created in Salesforce (via web form or manual entry) trigger Datagrid agents to cross-reference additional data sources for current job title, company size, and industry classification.
Document-to-CRM data extraction: Contracts, proposals, or RFPs arriving via email or cloud storage are processed by Datagrid's
pdf_extractionanddata_extractiontools.Cross-platform account health reporting: Datagrid agents aggregate data from Salesforce and other connected support, analytics, and communication tools into unified account health reports.
Support case sentiment scoring and routing: Agents read Salesforce Case descriptions and associated messages via a connected communication source, classify sentiment, and write a priority score back to the dataset.
Resources and documentation
Datagrid Developer API, Create Connection endpoint: programmatic connector management via the Datagrid API.
Salesforce REST API Quick Start: getting started with Salesforce's primary data API.
Salesforce API Basics Trailhead module: overview of all Salesforce API types, authentication, and when to use each.
Salesforce OAuth Flows documentation: detailed reference for OAuth 2.0 authorization flows.
Salesforce Standard Objects reference: field schemas for all standard Salesforce objects.
Salesforce API Limits Cheatsheet: platform API access and limit reference.
Frequently asked questions
What authentication method does the Datagrid Salesforce connector use?
The connector uses OAuth 2.0 (authorization code grant). During setup, Datagrid redirects you to Salesforce to authorize access. A Salesforce account with administrator permissions is required to complete the connection.
Does Datagrid support two-way sync with Salesforce?
The connector currently syncs data one-way, from Salesforce into Datagrid. Bidirectional sync is on the Datagrid roadmap.
What Salesforce editions support API access for this integration?
Salesforce API access varies by edition. Enterprise, Unlimited, Developer, and Performance editions include API access by default; Professional Edition requires an API add-on. See the Salesforce API Limits Cheatsheet for current edition-level details.
Similar integrations
HubSpot: Used alongside Salesforce to unify marketing and sales contact, lead, and pipeline data for cross-platform enrichment and attribution.
Drift: Complements Salesforce by feeding conversational lead signals and chat transcripts into CRM records for improved qualification and routing.
Outreach: Integrates sales engagement activity with Salesforce opportunities to enrich prospect records and automate follow-up workflows.
Intercom: Imports customer conversations and support interactions into Salesforce for unified contact histories and stronger account context.
DocuSign: Maps signed envelopes and contract metadata into Salesforce objects to automate contract-to-opportunity workflows and record key dates.
Snowflake: Receives transformed Salesforce extracts for warehouse analytics. This supports cross-system BI and scheduled ETL from CRM data.