Linking Salesforce as a source
The Salesforce connector syncs your Salesforce data to PostHog. The following objects are supported:
| Object | Description |
|---|---|
| Account | Companies and organizations |
| Campaign | Marketing campaigns |
| Contact | Individual contacts |
| Event | Calendar events |
| Lead | Sales leads |
| Opportunity | Sales opportunities |
| OpportunityHistory | Historical changes to opportunities |
| Order | Orders |
| Pricebook2 | Price books |
| PricebookEntry | Price book entries |
| Product2 | Products |
| Task | Tasks and to-dos |
| User | Salesforce users |
| UserRole | User roles |
To link Salesforce:
- Go to the Data pipeline page and the sources tab in PostHog
- Click Link Source and select Salesforce
- Log in to your Salesforce account and authorize PostHog to access your data
- Select the objects you want to sync from the table above
- Optional: Add a prefix to your table names
- Click Next
The data warehouse then starts syncing your Salesforce data. You can see details and progress in the data pipeline sources tab.