Salesforce

1. How to connect to Salesforce?

You can follow the following steps to build a connection with your Sendgrid. If you need any helps to set up your integration, please contact us.

1. Go to the Resources page and click the Add Resource button.

2. In the "Select a data source" step, select Salesforce under Apps.

3. In the "Configure the data source" step, log in to your Salesforce account.

4. In the "Select the tables", choose tables that you want to connect. See here for more details on each table.

2. How to set up Data Sync?

Acho supports creating schedulers to retrieve the latest data from your Salesforce account at a certain time interval. To see more details, you can visit here.

3. Available Tables

Note: The connector supports reading not only standard streams (listed below), but also reading Custom Objects.

List of available streams:

  • AIApplication

  • AIApplicationConfig

  • AIInsightAction

  • AIInsightFeedback

  • AIInsightReason

  • AIInsightValue

  • AIRecordInsight

  • AcceptedEventRelation

  • Account

  • AccountCleanInfo

  • AccountContactRole

  • AccountFeed

  • AccountHistory

  • AccountPartner

  • AccountShare

  • ActionLinkGroupTemplate

  • ActionLinkTemplate

  • ActiveFeatureLicenseMetric

  • ActivePermSetLicenseMetric

  • ActiveProfileMetric

  • ActiveScratchOrg

  • ActiveScratchOrgFeed

  • ActiveScratchOrgHistory

  • ActiveScratchOrgShare

  • AdditionalNumber

  • AlternativePaymentMethod

  • AlternativePaymentMethodShare

  • ApexClass

  • ApexComponent

  • ApexEmailNotification

  • ApexLog

  • ApexPage

  • ApexPageInfo

  • ApexTestQueueItem

  • ApexTestResult

  • ApexTestResultLimits

  • ApexTestRunResult

  • ApexTestSuite

  • ApexTrigger

  • ApiAnomalyEventStore

  • ApiAnomalyEventStoreFeed

  • ApiEvent

  • AppAnalyticsQueryRequest

  • AppDefinition

  • AppMenuItem

  • AppUsageAssignment

  • AppointmentSchedulingPolicy

  • AppointmentTopicTimeSlot

  • AppointmentTopicTimeSlotFeed

  • AppointmentTopicTimeSlotHistory

  • Asset

  • AssetAction

  • AssetActionSource

  • AssetFeed

  • AssetHistory

  • AssetRelationship

  • AssetRelationshipFeed

  • AssetRelationshipHistory

  • AssetShare

  • AssetStatePeriod

  • AssignedResource

  • AssignedResourceFeed

  • AssignmentRule

  • AssociatedLocation

  • AssociatedLocationHistory

  • AsyncApexJob

  • Attachment

  • AuraDefinition

  • AuraDefinitionBundle

  • AuraDefinitionBundleInfo

  • AuraDefinitionInfo

  • AuthConfig

  • AuthConfigProviders

  • AuthProvider

  • AuthSession

  • AuthorizationForm

  • AuthorizationFormConsent

  • AuthorizationFormConsentHistory

  • AuthorizationFormConsentShare

  • AuthorizationFormDataUse

  • AuthorizationFormDataUseHistory

  • AuthorizationFormDataUseShare

  • AuthorizationFormHistory

  • AuthorizationFormShare

  • AuthorizationFormText

  • AuthorizationFormTextFeed

  • AuthorizationFormTextHistory

  • BackgroundOperation

  • BrandTemplate

  • BrandingSet

  • BrandingSetProperty

  • BulkApiResultEventStore

  • BusinessHours

  • BusinessProcess

  • Calendar

  • CalendarView

  • CalendarViewShare

  • CallCenter

  • CallCoachingMediaProvider

  • Campaign

  • CampaignFeed

  • CampaignHistory

  • CampaignMember

  • CampaignMemberStatus

  • CampaignShare

  • CardPaymentMethod

  • Case

  • CaseComment

  • CaseContactRole

  • CaseFeed

  • CaseHistory

  • CaseShare

  • CaseSolution

  • CaseStatus

  • CaseTeamMember

  • CaseTeamRole

  • CaseTeamTemplate

  • CaseTeamTemplateMember

  • CaseTeamTemplateRecord

  • CategoryData

  • CategoryNode

  • ChatterActivity

  • ChatterExtension

  • ChatterExtensionConfig

  • ClientBrowser

  • CollaborationGroup

  • CollaborationGroupFeed

  • CollaborationGroupMember

  • CollaborationGroupMemberRequest

  • CollaborationInvitation

  • CommSubscription

  • CommSubscriptionChannelType

  • CommSubscriptionChannelTypeFeed

  • CommSubscriptionChannelTypeHistory

  • CommSubscriptionChannelTypeShare

  • CommSubscriptionConsent

  • CommSubscriptionConsentFeed

  • CommSubscriptionConsentHistory

  • CommSubscriptionConsentShare

  • CommSubscriptionFeed

  • CommSubscriptionHistory

  • CommSubscriptionShare

  • CommSubscriptionTiming

  • CommSubscriptionTimingFeed

  • CommSubscriptionTimingHistory

  • Community

  • ConferenceNumber

  • ConnectedApplication

  • ConsumptionRate

  • ConsumptionRateHistory

  • ConsumptionSchedule

  • ConsumptionScheduleFeed

  • ConsumptionScheduleHistory

  • ConsumptionScheduleShare

  • Contact

  • ContactCleanInfo

  • ContactFeed

  • ContactHistory

  • ContactPointAddress

  • ContactPointAddressHistory

  • ContactPointAddressShare

  • ContactPointConsent

  • ContactPointConsentHistory

  • ContactPointConsentShare

  • ContactPointEmail

  • ContactPointEmailHistory

  • ContactPointEmailShare

  • ContactPointPhone

  • ContactPointPhoneHistory

  • ContactPointPhoneShare

  • ContactPointTypeConsent

  • ContactPointTypeConsentHistory

  • ContactPointTypeConsentShare

  • ContactRequest

  • ContactRequestShare

  • ContactShare

  • ContentAsset

  • ContentDistribution

  • ContentDistributionView

  • ContentDocument

  • ContentDocumentFeed

  • ContentDocumentHistory

  • ContentDocumentSubscription

  • ContentFolder

  • ContentFolderLink

  • ContentNotification

  • ContentTagSubscription

  • ContentUserSubscription

  • ContentVersion

  • ContentVersionComment

  • ContentVersionHistory

  • ContentVersionRating

  • ContentWorkspace

  • ContentWorkspaceDoc

  • ContentWorkspaceMember

  • ContentWorkspacePermission

  • ContentWorkspaceSubscription

  • Contract

  • ContractContactRole

  • ContractFeed

  • ContractHistory

  • ContractStatus

  • ConversationEntry

  • CorsWhitelistEntry

  • CredentialStuffingEventStore

  • CredentialStuffingEventStoreFeed

  • CreditMemo

  • CreditMemoFeed

  • CreditMemoHistory

  • CreditMemoLine

  • CreditMemoLineFeed

  • CreditMemoLineHistory

  • CreditMemoShare

  • CronJobDetail

  • CronTrigger

  • CspTrustedSite

  • CustomBrand

  • CustomBrandAsset

  • CustomHelpMenuItem

  • CustomHelpMenuSection

  • CustomHttpHeader

  • CustomNotificationType

  • CustomObjectUserLicenseMetrics

  • CustomPermission

  • CustomPermissionDependency

  • DandBCompany

  • Dashboard

  • DashboardComponent

  • DashboardComponentFeed

  • DashboardFeed

  • DataAssessmentFieldMetric

  • DataAssessmentMetric

  • DataAssessmentValueMetric

  • DataAssetSemanticGraphEdge

  • DataAssetUsageTrackingInfo

  • DataUseLegalBasis

  • DataUseLegalBasisHistory

  • DataUseLegalBasisShare

  • DataUsePurpose

  • DataUsePurposeHistory

  • DataUsePurposeShare

  • DatacloudCompany

  • DatacloudContact

  • DatacloudOwnedEntity

  • DatacloudPurchaseUsage

  • DeclinedEventRelation

  • DeleteEvent

  • DigitalWallet

  • Document

  • DocumentAttachmentMap

  • Domain

  • DomainSite

  • DuplicateRecordItem

  • DuplicateRecordSet

  • DuplicateRule

  • EmailCapture

  • EmailDomainFilter

  • EmailDomainKey

  • EmailMessage

  • EmailMessageRelation

  • EmailRelay

  • EmailServicesAddress

  • EmailServicesFunction

  • EmailTemplate

  • EmbeddedServiceDetail

  • EmbeddedServiceLabel

  • EngagementChannelType

  • EngagementChannelTypeFeed

  • EngagementChannelTypeHistory

  • EngagementChannelTypeShare

  • EnhancedLetterhead

  • EnhancedLetterheadFeed

  • EntityDefinition

  • EntitySubscription

  • Event

  • EventBusSubscriber

  • EventFeed

  • EventLogFile

  • EventRelation

  • ExpressionFilter

  • ExpressionFilterCriteria

  • ExternalDataSource

  • ExternalDataUserAuth

  • ExternalEvent

  • ExternalEventMapping

  • ExternalEventMappingShare

  • FeedAttachment

  • FeedComment

  • FeedItem

  • FeedPollChoice

  • FeedPollVote

  • FeedRevision

  • FieldPermissions

  • FieldSecurityClassification

  • FileSearchActivity

  • FinanceBalanceSnapshot

  • FinanceBalanceSnapshotShare

  • FinanceTransaction

  • FinanceTransactionShare

  • FiscalYearSettings

  • FlowDefinitionView

  • FlowInterview

  • FlowInterviewLog

  • FlowInterviewLogEntry

  • FlowInterviewLogShare

  • FlowInterviewShare

  • FlowRecordRelation

  • FlowStageRelation

  • Folder

  • FormulaFunction

  • FormulaFunctionAllowedType

  • FormulaFunctionCategory

  • GrantedByLicense

  • Group

  • GroupMember

  • GtwyProvPaymentMethodType

  • Holiday

  • IPAddressRange

  • Idea

  • IdentityProviderEventStore

  • IdentityVerificationEvent

  • IdpEventLog

  • IframeWhiteListUrl

  • Image

  • ImageFeed

  • ImageHistory

  • ImageShare

  • Individual

  • IndividualHistory

  • IndividualShare

  • InstalledMobileApp

  • Invoice

  • InvoiceFeed

  • InvoiceHistory

  • InvoiceLine

  • InvoiceLineFeed

  • InvoiceLineHistory

  • InvoiceShare

  • KnowledgeableUser

  • Lead

  • LeadCleanInfo

  • LeadFeed

  • LeadHistory

  • LeadShare

  • LeadStatus

  • LegalEntity

  • LegalEntityFeed

  • LegalEntityHistory

  • LegalEntityShare

  • LightningExitByPageMetrics

  • LightningExperienceTheme

  • LightningOnboardingConfig

  • LightningToggleMetrics

  • LightningUriEvent

  • LightningUsageByAppTypeMetrics

  • LightningUsageByBrowserMetrics

  • LightningUsageByFlexiPageMetrics

  • LightningUsageByPageMetrics

  • ListEmail

  • ListEmailIndividualRecipient

  • ListEmailRecipientSource

  • ListEmailShare

  • ListView

  • ListViewChart

  • ListViewEvent

  • LiveChatSensitiveDataRule

  • Location

  • LocationFeed

  • LocationHistory

  • LocationShare

  • LoginAsEvent

  • LoginEvent

  • LoginGeo

  • LoginHistory

  • LoginIp

  • LogoutEvent

  • MLField

  • MLPredictionDefinition

  • Macro

  • MacroHistory

  • MacroInstruction

  • MacroShare

  • MacroUsage

  • MacroUsageShare

  • MailmergeTemplate

  • MatchingInformation

  • MatchingRule

  • MatchingRuleItem

  • MessagingChannel

  • MessagingChannelSkill

  • MessagingConfiguration

  • MessagingDeliveryError

  • MessagingEndUser

  • MessagingEndUserHistory

  • MessagingEndUserShare

  • MessagingLink

  • MessagingSession

  • MessagingSessionFeed

  • MessagingSessionHistory

  • MessagingSessionShare

  • MessagingTemplate

  • MetadataPackage

  • MetadataPackageVersion

  • MobileApplicationDetail

  • MsgChannelLanguageKeyword

  • MutingPermissionSet

  • MyDomainDiscoverableLogin

  • NamedCredential

  • NamespaceRegistry

  • NamespaceRegistryFeed

  • NamespaceRegistryHistory

  • Note

  • OauthCustomScope

  • OauthCustomScopeApp

  • OauthToken

  • ObjectPermissions

  • OnboardingMetrics

  • OperatingHours

  • OperatingHoursFeed

  • Opportunity

  • OpportunityCompetitor

  • OpportunityContactRole

  • OpportunityFeed

  • OpportunityFieldHistory

  • OpportunityHistory

  • OpportunityLineItem

  • OpportunityPartner

  • OpportunityShare

  • OpportunityStage

  • Order

  • OrderFeed

  • OrderHistory

  • OrderItem

  • OrderItemFeed

  • OrderItemHistory

  • OrderShare

  • OrderStatus

  • OrgDeleteRequest

  • OrgDeleteRequestShare

  • OrgMetric

  • OrgMetricScanResult

  • OrgMetricScanSummary

  • OrgWideEmailAddress

  • Organization

  • PackageLicense

  • PackagePushError

  • PackagePushJob

  • PackagePushRequest

  • PackageSubscriber

  • Partner

  • PartnerRole

  • PartyConsent

  • PartyConsentFeed

  • PartyConsentHistory

  • PartyConsentShare

  • Payment

  • PaymentAuthAdjustment

  • PaymentAuthorization

  • PaymentGateway

  • PaymentGatewayLog

  • PaymentGatewayProvider

  • PaymentGroup

  • PaymentLineInvoice

  • PaymentMethod

  • Period

  • PermissionSet

  • PermissionSetAssignment

  • PermissionSetGroup

  • PermissionSetGroupComponent

  • PermissionSetLicense

  • PermissionSetLicenseAssign

  • PermissionSetTabSetting

  • PlatformCachePartition

  • PlatformCachePartitionType

  • PlatformEventUsageMetric

  • Pricebook2

  • Pricebook2History

  • PricebookEntry

  • PricebookEntryHistory

  • ProcessDefinition

  • ProcessException

  • ProcessExceptionShare

  • ProcessInstance

  • ProcessInstanceNode

  • ProcessInstanceStep

  • ProcessInstanceWorkitem

  • ProcessNode

  • Product2

  • Product2Feed

  • Product2History

  • ProductConsumptionSchedule

  • Profile

  • Prompt

  • PromptAction

  • PromptActionShare

  • PromptError

  • PromptErrorShare

  • PromptVersion

  • Publisher

  • PushTopic

  • QueueSobject

  • QuickText

  • QuickTextHistory

  • QuickTextShare

  • QuickTextUsage

  • QuickTextUsageShare

  • RecentlyViewed

  • Recommendation

  • RecordAction

  • RecordActionHistory

  • RecordType

  • RedirectWhitelistUrl

  • Refund

  • RefundLinePayment

  • Report

  • ReportAnomalyEventStore

  • ReportAnomalyEventStoreFeed

  • ReportEvent

  • ReportFeed

  • ResourceAbsence

  • ResourceAbsenceFeed

  • ResourceAbsenceHistory

  • ResourcePreference

  • ResourcePreferenceFeed

  • ResourcePreferenceHistory

  • ReturnOrder

  • ReturnOrderFeed

  • ReturnOrderHistory

  • ReturnOrderItemAdjustment

  • ReturnOrderItemTax

  • ReturnOrderLineItem

  • ReturnOrderLineItemFeed

  • ReturnOrderLineItemHistory

  • ReturnOrderShare

  • SPSamlAttributes

  • SamlSsoConfig

  • Scontrol

  • ScratchOrgInfo

  • ScratchOrgInfoFeed

  • ScratchOrgInfoHistory

  • ScratchOrgInfoShare

  • SearchPromotionRule

  • SecureAgent

  • SecureAgentPlugin

  • SecureAgentPluginProperty

  • SecureAgentsCluster

  • SecurityCustomBaseline

  • ServiceAppointment

  • ServiceAppointmentFeed

  • ServiceAppointmentHistory

  • ServiceAppointmentShare

  • ServiceAppointmentStatus

  • ServiceResource

  • ServiceResourceFeed

  • ServiceResourceHistory

  • ServiceResourceShare

  • ServiceResourceSkill

  • ServiceResourceSkillFeed

  • ServiceResourceSkillHistory

  • ServiceSetupProvisioning

  • ServiceTerritory

  • ServiceTerritoryFeed

  • ServiceTerritoryHistory

  • ServiceTerritoryMember

  • ServiceTerritoryMemberFeed

  • ServiceTerritoryMemberHistory

  • ServiceTerritoryShare

  • ServiceTerritoryWorkType

  • ServiceTerritoryWorkTypeFeed

  • ServiceTerritoryWorkTypeHistory

  • SessionHijackingEventStore

  • SessionHijackingEventStoreFeed

  • SessionPermSetActivation

  • SetupAssistantStep

  • SetupAuditTrail

  • SetupEntityAccess

  • Site

  • SiteFeed

  • SiteHistory

  • SiteIframeWhiteListUrl

  • SiteRedirectMapping

  • Skill

  • SkillRequirement

  • SkillRequirementFeed

  • SkillRequirementHistory

  • Solution

  • SolutionFeed

  • SolutionHistory

  • SolutionStatus

  • Stamp

  • StampAssignment

  • StaticResource

  • StreamingChannel

  • StreamingChannelShare

  • TabDefinition

  • Task

  • TaskFeed

  • TaskPriority

  • TaskStatus

  • TenantUsageEntitlement

  • TestSuiteMembership

  • ThirdPartyAccountLink

  • ThreatDetectionFeedback

  • ThreatDetectionFeedbackFeed

  • TimeSlot

  • TodayGoal

  • TodayGoalShare

  • Topic

  • TopicAssignment

  • TopicFeed

  • TopicUserEvent

  • TransactionSecurityPolicy

  • Translation

  • UiFormulaCriterion

  • UiFormulaRule

  • UndecidedEventRelation

  • UriEvent

  • User

  • UserAppInfo

  • UserAppMenuCustomization

  • UserAppMenuCustomizationShare

  • UserAppMenuItem

  • UserEmailPreferredPerson

  • UserEmailPreferredPersonShare

  • UserFeed

  • UserLicense

  • UserListView

  • UserListViewCriterion

  • UserLogin

  • UserPackageLicense

  • UserPermissionAccess

  • UserPreference

  • UserProvAccount

  • UserProvAccountStaging

  • UserProvMockTarget

  • UserProvisioningConfig

  • UserProvisioningLog

  • UserProvisioningRequest

  • UserProvisioningRequestShare

  • UserRole

  • UserSetupEntityAccess

  • UserShare

  • VerificationHistory

  • VisualforceAccessMetrics

  • WaveAutoInstallRequest

  • WaveCompatibilityCheckItem

  • WebLink

  • WorkType

  • WorkTypeFeed

  • WorkTypeGroup

  • WorkTypeGroupFeed

  • WorkTypeGroupHistory

  • WorkTypeGroupMember

  • WorkTypeGroupMemberFeed

  • WorkTypeGroupMemberHistory

  • WorkTypeGroupShare

  • WorkTypeHistory

  • WorkTypeShare

Note: Using the BULK API is not possible to receive data from the following streams:

  • AcceptedEventRelation

  • AssetTokenEvent

  • AttachedContentNote

  • Attachment

  • CaseStatus

  • ContractStatus

  • DeclinedEventRelation

  • EventWhoRelation

  • FieldSecurityClassification

  • OrderStatus

  • PartnerRole

  • QuoteTemplateRichTextData

  • RecentlyViewed

  • ServiceAppointmentStatus

  • SolutionStatus

  • TaskPriority

  • TaskStatus

  • TaskWhoRelation

  • UndecidedEventRelation

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