> AI agents: this is one page from PostHog's docs. Full index of Markdown docs for LLMs: https://posthog.com/llms.txt

# Linking Salesforce as a source

Canonical URL: https://posthog.com/docs/data-pipelines/sources/salesforce

> **Cloud region:** This page uses US Cloud hosts. For an EU Cloud project, use `https://eu.posthog.com` instead of `https://us.posthog.com` or `https://app.posthog.com` (app host for links).

## On this page

- [Prerequisites](#prerequisites)
- [Adding a data source](#adding-a-data-source)
- [Sync modes](#sync-modes)
- [Configuration](#configuration)
- [Supported tables](#supported-tables)
- [Troubleshooting](#troubleshooting)

![](https://res.cloudinary.com/dmukukwp6/image/upload/texture_tan_9608fcca70)

![](https://res.cloudinary.com/dmukukwp6/image/upload/texture_tan_dark_a92b0e022d)

Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

![PostHog Wizard hedgehog](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)

![](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)Let AI connect your sources for you

The Salesforce connector syncs your CRM data – accounts, contacts, leads, opportunities, and more – into PostHog, so you can analyze your sales data alongside your product data.

## Prerequisites

You need a Salesforce account that you can authorize PostHog to access. The connection uses OAuth, so you don't need to manually create an API key – you'll sign in to Salesforce and grant access during setup.

## Adding a data source

1.  In PostHog, go to the [Sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section.
2.  Click **\+ New source** and click **Link** next to this source.
3.  Enter your credentials (see [Configuration](#configuration) below) and click **Next**.
4.  Select the tables you want to sync, choose a sync method and frequency, then click **Import**.

Once the syncs are complete, you can start querying this data in PostHog.

When linking Salesforce, select an existing Salesforce account to link to PostHog or create a new connection:

-   **Salesforce account** – Select the Salesforce account you want to link, then log in to Salesforce and authorize PostHog to access your data. This handles authentication via OAuth.

## Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

-   **Webhook** (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
-   **Incremental** – only new or updated rows are synced on each run, using a cursor field (such as an `updated_at` timestamp). Cheaper than a full refresh, but deletes aren't captured.
-   **Append only** – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
-   **Full refresh** – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See [sync methods](https://posthog.com/docs/data-pipelines/sources.md#sync-methods) for a full explanation of how each mode works and how to choose between them.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| `Salesforce account` | oauth | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| `Account` | An organization or person involved with your business, such as a customer or partner. | Incremental, Full refresh | SystemModstamp | — |
| `Event` | A calendar event, such as a meeting or call, logged against a record. | Incremental, Full refresh | SystemModstamp | — |
| `User` | A user account in the Salesforce organization. | Incremental, Full refresh | SystemModstamp | — |
| `UserRole` | A role in the organization's role hierarchy, controlling record-level data access. | Incremental, Full refresh | SystemModstamp | — |
| `Lead` | A prospect or potential customer who has not yet been qualified. | Incremental, Full refresh | SystemModstamp | — |
| `Contact` | An individual associated with an account, such as an employee of a customer. | Incremental, Full refresh | SystemModstamp | — |
| `Campaign` | A marketing initiative, such as an email blast or event, used to generate leads. | Incremental, Full refresh | SystemModstamp | — |
| `Product2` | A product or service your organization sells, used in price books and opportunities. | Incremental, Full refresh | SystemModstamp | — |
| `Pricebook2` | A price book — a list of products and their prices for a given market or segment. | Incremental, Full refresh | SystemModstamp | — |
| `PricebookEntry` | An entry linking a product to a price within a specific price book. | Incremental, Full refresh | SystemModstamp | — |
| `Order` | An agreement between a company and an account to provision products or services. | Incremental, Full refresh | SystemModstamp | — |
| `Opportunity` | A potential sale or pending deal being tracked through the sales pipeline. | Incremental, Full refresh | SystemModstamp | — |
| `OpportunityHistory` | A historical snapshot of an opportunity's stage, amount, and probability at a point in time. | Incremental, Full refresh | SystemModstamp | — |
| `Task` | A to-do item, such as a call or follow-up, logged against a record. | Incremental, Full refresh | SystemModstamp | — |

## Troubleshooting

If your sync is failing or data looks wrong, see the [Data warehouse troubleshooting guide](https://posthog.com/docs/data-warehouse/troubleshooting.md). If that doesn't help, [contact support](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) – we're happy to help.