> ## Documentation Index > Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce You can use the Salesforce connector from the CData Sync application to capture data from Salesforce and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection. ## Add the Salesforce Connector To enable Sync to use data from Salesforce, you first must add the connector, as follows:
  1. Open the **Connections** page of the Sync dashboard.
  2. Click **Add Connection** to open the **Select Connectors** page.
  3. Click the **Sources** tab and locate the **Salesforce** row.
  4. Click the **Configure Connection** icon at the end of that row to open the **New Connection** page. This action opens the **Add Connection** dialog. **Note:** If the **Configure Connection** icon is not available, click the **Download Connector** icon to install the Salesforce connector.
  5. Enter a name for your connection in the **Add Connection** dialog.
  6. Click **Add** to open the **Settings** tab for your connector.
For more information about installing new connectors, see [Connections](https://docs.sync.cdata.com/26.4/en/connections/connections.md). ## Authenticate to Salesforce After you add the connector, you need to set the required properties. CData Sync supports authenticating to Salesforce in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details. * [**Basic**](#basic) * [**OAuth**](#oauth) * [**OAuth Password**](#oauth-password) * [**OAuth JWT**](#oauth-jwt) * [**OneLogin**](#onelogin) * [**PingFederate**](#pingfederate) * [**OKTA**](#okta) * [**ADFS**](#adfs) * [**Azure Active Directory**](#azure-active-directory) ### Basic To connect with user credentials and a security token, specify the following settings: * **Auth Scheme:** Select **Basic**. * **User:** Enter the username that you use to authenticate to your Salesforce account. * **Password:** Enter the password that you use to authenticate to your Salesforce account. * **Security Token:** Enter the security token for your Salesforce account. If you do not know your security token, you can reset it as follows: 1. Open your personal information page on the [https://www.salesforce.com/](https://www.salesforce.com/) website. 2. Click the link to reset your security token. The token will be emailed to you. ### OAuth CData Sync provides an embedded OAuth application with which to connect. To use the application, select **OAuth** for **Auth Scheme**. No additional properties are required. ### OAuth Password To connect with OAuth credentials, specify the following settings: * **Auth Scheme:** Select **OAuthPassword**. * **User:** Enter the username that you use to authenticate to your Salesforce account. * **Password:** Enter the password that you use to authenticate to your Salesforce account. * **Security Token:** Enter the security token for your Salesforce account. If you do not know your security token, you can reset it as follows: 1. Open your personal information page on the [https://www.salesforce.com/](https://www.salesforce.com/) website. 2. Click the link to reset your security token. The token will be emailed to you. ### OAuth JWT To connect with JWT, specify the following settings: * **Auth Scheme:** Select **OAuthJWT**. * **OAuth JWT Cert:** Enter your Java web tokens (JWT) certificate store. * **OAuth JWT Cert Type:** Enter the type of key store that contains your JWT Certificate. The default type is **PEMKEY\_BLOB**. * **OAuth JWT Issuer:** Enter the issuer of your Java web token. Typically, the issuer is either the client Id or the email address of the OAuth application. * **OAuth JWT Cert Password:** Enter the password for your OAuth JWT certificate. * **OAuth JWT Cert Subject:** Enter the subject of your OAuth JWT certificate. * **OAuth JWT Subject:** Enter the user subject for which the application is requesting delegated access. ### OneLogin To connect with single sign-on (SSO) via OneLogin, specify the following settings: * **Auth Scheme:** Select **OneLogin**. * **User:** Enter the username for your PingFederate account. * **Password:** Enter the password for your PingFederate account. * **SSO Login URL:** Enter the login URL for your single sign-on (SSO) provider. * **SSO Properties:** Enter the SSO properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...). * **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*). ### PingFederate To connect with single sign-on (SSO) via PingFederate, specify the following settings: * **Auth Scheme:** Select **PingFederate**. * **User:** Enter the username for your OneLogin account. * **Password:** Enter the password for your OneLogin account. * **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...). * **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*). ### OKTA To connect with single sign-on (SSO) via Okta, specify the following properties: * **Auth Scheme:** Select **OKTA**. * **User:** Enter the username for your OKTA account. * **Password:** Enter the password for your OKTA account. * **SSO Login URL:** Enter the login URL for your single sign-on (SSO) provider. * **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...). * **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*). ### ADFS To connect with single sign-on (SSO) via ADFS, specify the following properties: * **Auth Scheme:** Select **ADFS**. * **User:** Enter the username for your ADFS account. * **Password:** Enter the password for your ADFS account. * **SSO Login URL:** Enter the login URL for your single sign-on (SSO) provider. * **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...). * **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*). ### Azure Active Directory To connect with single sign-on via Azure Active Directory, specify the following settings: * **Auth Scheme:** Select **AzureAD**. * **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...). * **SSO Exchange URL:** Enter the Salesforce OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.SalesforceAcct*.com/services/oauth2/*token*). * **OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server. * **OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server. ## Complete Your Connection To complete your connection: 1. Specify the following properties: * (Optional) **API Version:** Enter your API version. The default version is **56.0**. * (Optional) **Login URL:** Enter your login URL for Salesforce. * **Use Sandbox:** Select whether you want to enable the sandbox. By default, the **Enable** checkbox is not selected. 2. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.) 3. If you authenticate with OAuth or AzureAD, click **Connect to Salesforce** to connect to your Salesforce account. 4. Click **Create & Test** to create your connection. ## Replicating Salesforce Formula Fields The Sync application provides a dedicated **Salesforce\_Formulas** schema to help you manage the replication of formula fields separately from standard fields. This schema ensures that formula fields are always refreshed with the latest calculations. Salesforce formula fields differ from standard fields in their replication behavior. Specifically, when the definition of a formula changes, Salesforce does not update the record's `SystemModStamp` column. This behavior can cause issues with data synchronization that relies solely on incremental replication. Sync addresses this issue by providing two schemas (**Salesforce** and **Salesforce\_Formulas**) that allow you to apply different replication strategies to standard and formula fields. ### Configure Tasks with the Salesforce\_Formulas Schema When you add or edit a task in a Salesforce job, Sync displays the two schema options, **Salesforce** and **Salesforce\_Formulas**, in the **Add Tasks** dialog. ![Salesforce schema options in the Add Tasks dialog.](https://mintcdn.com/cdata-sync/FaXQgwCWYQjGfVUG/26.4/images/Salesforce-Source_replicating-salesforce-formula-fields_1.png?fit=max\&auto=format\&n=FaXQgwCWYQjGfVUG\&q=85\&s=cabb1ec099d3c6de19a4d40cd4624529) When you select the **Salesforce\_Formulas** schema, only the **Id** and formula fields are available. This is in contrast to the **Salesforce** schema, where all standard fields (and formula fields, depending on the connection setting) are available. Use the **Salesforce\_Formulas** schema when you want Sync to perform the following tasks: * Truncate and reload formula fields on each run. * Automatically add new formula fields as they are created in Salesforce **when** you enable the **Alter Schema** property (available when you add or edit tasks from a job's **Task** tab). ### Configure Tasks with the Salesforce Schema Use the Salesforce schema when you want Sync to replicate non-formula fields incrementally. When you use this schema, you can also control whether formula fields are included by using the **Skip Formula Fields** property. This property is available on the **Advanced** tab of the Salesforce connection page, under the **Miscellaneous** category. * If you set **Skip Formula Fields** to **True**, formula fields are excluded from the Salesforce schema. * If you set **Skip Formula Fields** to **False**, formula fields are included in the Salesforce schema. > [!NOTE] > > Changing the **Skip Formula Fields** property affects only the Salesforce schema. It does not change what the **Salesforce\_Formulas** schema returns. ## Limitations Salesforce limits the `GetDeleted` operation to records deleted within the previous 28 days. If an incremental replication checkpoint is more than 28 days old, Sync cannot retrieve the deleted records and incremental replication for the affected table cannot continue. **Error:** `SQL [60004] The GetDeleted operation can only get deleted data from the last 28 days.` **Resolution:** Re-sync the affected table to perform a full reload and establish a new incremental replication checkpoint. **Recommendation:** Schedule incremental replication jobs to run at least once within every 28-day period. ## More Information For more information about interactions between CData Sync and Salesforce, see [Salesforce Connector for CData Sync](https://cdn.cdata.com/help/RFN/synch/default.htm). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.