Crawl Salesforce
Extract metadata from Salesforce to catalog objects, fields, and relationships. Discover and govern your CRM data assets after configuring user permissions.
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
Configure Salesforce authentication and connection with Atlan. Set up OAuth or JWT Bearer flow for secure integration with Sales Cloud and Financial Services Cloud.
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?
During a Salesforce crawl, Atlan extracts metadata for Organizations, Objects, Fields, Reports, and Dashboards. Reference tables map each Salesforce property to its Atlan asset.
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).