Salesforce
Discovery
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Overview: Atlan's Salesforce connector enables you to discover, catalog, and govern your CRM data assets for improved data visibility and governance.
Get started
Follow these steps to connect and catalog Salesforce assets in Atlan:
- Set up the connector: Configure authentication and connection settings for Salesforce
- Crawl Salesforce assets: Discover and catalog your Salesforce objects, fields, and metadata
References
- What does Atlan crawl from Salesforce: Understand the metadata and assets that Atlan discovers from your Salesforce instance
- Preflight checks for Salesforce: Verify your Salesforce configuration before connecting to Atlan
Troubleshooting
- Troubleshooting Salesforce connectivity: Resolve common connection and authentication issues
FAQ
- Admin user requirements for Salesforce: Understand the admin user requirements for connecting Salesforce to Atlan
- Salesforce description not showing: Troubleshoot issues with Salesforce descriptions not appearing in Atlan