Salesforce CRMA (beta)

Follow these steps to connect your Salesforce CRMA instance to Select Star.

1. Create a service account for Select Star

2. Required permissions

3. Get your security token

4. Connect Salesforce CRMA 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 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.

Ensure that the account used for API access is a normal user with direct login credentials and not an SSO-based user.

• 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 on how to get the security token.

4. Connect Salesforce CRMA 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 to get the API version (default 64.0)

• Salesforce Domain - You can specify the domain you want to use to access the platform (default login)

Create Data Source

Select Star currently does not support Popularity for this integration.

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