Crawl Salesforce
Once you have configured the [Salesforce user permissions](/apps/connectors/crm/salesforce/how-tos/set-up-salesforce), you can establish a connection between Atlan and Salesforce.
10 docs tagged with "salesforce"
View all tagsDoes Atlan require an admin user in Salesforce?
No. However, it is recommended that a Salesforce administrator establishes a [connection between Atlan and Salesforce](/apps/connectors/crm/salesforce/how-tos/set-up-salesforce). To learn more, see [here](/apps/connectors/crm/salesforce/troubleshooting/troubleshooting-salesforce-connectivity).
Preflight checks for Salesforce
Before [running the Salesforce crawler](/apps/connectors/crm/salesforce/how-tos/crawl-salesforce), you can run [preflight checks](/product/connections/co.
Set up client credentials flow
Configure Salesforce for OAuth 2.0 client credentials authentication in Atlan.
Set up JWT bearer flow
Configure Salesforce for OAuth 2.0 JWT bearer authentication for Atlan.
Set up Salesforce
Learn about setting up Salesforce authentication for Atlan.
Set up username-password flow
Configure Salesforce username-password flow for Atlan integration.
What does Atlan crawl from Amazon QuickSight?
Atlan currently supports lineage for the Amazon QuickSight connector to the following data sources:.
What does Atlan crawl from Salesforce?
Atlan only performs GET requests on these five endpoints:.
Why does the description from Salesforce not show up in Atlan?
Atlan supports extracting and displaying description metadata for your [Salesforce objects](/apps/connectors/crm/salesforce/references/what-does-atlan-crawl-from-salesforce).