Connector configuration is the process of setting up your credentials so Datagrid can safely access your data.
By configuring a connector, you can create and reuse the same setup across different datasets.
1. Log in to your DataGrid account
Log in to your DataGrid account
Step 2
Search for the Salesforce connector
Step 3
Log in to Salesforce and validate connector
Step 4
Pick your data to import:
You can pick from Salesforce objects, Salesforce dashboards and reports, or custom objects.
Datagrid ingests data from Salesforce via multiple APIs, and we currently support data access to multiple endpoints including Accounts, Contacts, Leads, and Reports. Please reference the previous data access table for more information.