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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