# Salesforce (beta)

1. [Create a service account for Select Star](#id-1.-create-a-service-account-for-select-star)
2. [Required permissions](#id-2.-required-permissions)
3. [Get your security token](#id-3.-get-your-security-token)
4. [Connect Salesforce to Select Star](#id-4.-connect-salesforce-to-select-star)

For instances operating within a non-publicly accessible environment, such as a private network, please refer to our guide on [Integrating Private Network Data Sources](https://docs.selectstar.com/integrations/private-network) for detailed instructions and best practices.

## 1. Create a service account for Select Star

We recommend creating a dedicated service account for Select Star with metadata-only roles and permissions. This account must be a **normal user with direct login credentials** and not an SSO-based user. Using an SSO-based user (such as one managed by Okta) can cause authentication issues, as the API access requires a dedicated username and password that is not subject to external identity provider restrictions.

* Go to Settings → Setup → Users → Users and click **New User**
  * **Last Name** selectstar
  * **Email** Your email
  * **User License** Salesforce Integration
  * **Profile** Minimum access - API Only Integrations *(note: if you select the minimum access profile, an administrator will need to obtain the Security Token for you)*
* Click the **Save** button
* Click **Continue**

## 2. Required permissions

To fetch metadata from Salesforce, you need the following permissions:

* **API Access** – Required to allow API access in your Salesforce organization.
* **Object Permissions** – Required to read the Salesforce objects being ingested.
* **View Setup and Configuration** – Required to fetch metadata such as Field Definitions.

## 3. Get your security token

The Salesforce Security Token is required to access the metadata through APIs.

{% hint style="info" %}
Ensure that the account used for API access is a **normal user with direct login credentials** and not an SSO-based user.
{% endhint %}

* Login to an account with administrator privileges.
* Go to Settings → Setup → Users → Users
* Locate the API-only user and click the **Login** button
* Click on the username and select **My Settings**
* From the Personal section, select **Reset My Security Token**
* Click the **Reset Security Token**
* The new token will be sent to the email address of the API-only user.

If there is no option to **login** next to the **edit** button, you need to enable the “Administrators Can Log in as Any User” option in the Setup menu:

* Go to Settings → Setup → Login Access Policies
* Select the **Administrators Can Log in as Any User** checkbox.
* Click Save.

If you need further assistance please check this [doc](https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm\&type=5) on how to get the security token.

## 4. Connect Salesforce to Select Star

* **Display Name** - The Name you want to give to your new data source
* **Username** - The user's username
* **Password** - Your password
* **Security Token** - Your security token
* **Salesforce API Version** - You can specify the API version if needed, follow the steps mentioned [here](https://help.salesforce.com/s/articleView?id=000386929\&type=1) to get the API version *(default `60.0`)*
* **Salesforce Domain** - You can specify the domain you want to use to access the platform *(default `login`)*

![Create Data Source](https://3470314135-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgAiVthA_yg9UXKuhyY%2Fuploads%2Fgit-blob-402a95489506f4410fc4f4b0fa67136ad27d4e49%2Fsalesforce-form.png?alt=media)

{% hint style="info" %}
Select Star currently does not support Popularity for this integration.
{% endhint %}

Your metadata should start loading automatically, once the sync is complete, you'll be able to see it in Select Star.

See the link below for more information on how to navigate through data warehouses.

{% content-ref url="../learning-data/getting-started-data-warehouse" %}
[getting-started-data-warehouse](https://docs.selectstar.com/learning-data/getting-started-data-warehouse)
{% endcontent-ref %}