# Salesforce Analytics (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 Analytics to Select Star](#id-4.-connect-salesforce-crma-to-select-star)

## 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.
* **Enable CRMA (CRMA)** - Permission to use CRM Analytics platform
* **Query Salesforce Objects (Lightning)** - Able to SOQL from **Report**, **Dashboard** and **DashboardComponent** (Records and Fields)

## 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 Analytics to Select Star

* **Display Name** - The Name you want to give to your new data source
* **Integration Options** - Choose between Lightning, CRMA or both
* **Username** - The user's username
* **Password** - Your password
* **Security Token** - Your security token
* **Salesforce API Version (optional)** - 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 `64.0`)*
* **Salesforce Domain** **(optional)** - 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-997c586eb5def2e322b5e50e8f631a1f0155333a%2FScreenshot%202025-09-12%20at%2003.26.35.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.