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.

5. Click Finish Setup. You will see a icon next to your Salesforce resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your APP's data is ready, you will receive a notification email.

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