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Salesforce Source Connector

The Salesforce Source Connector allows you to integrate Salesforce CRM data as a data source for your pipelines. This connector retrieves records from Accounts, Opportunities, Contacts, Cases, and Leads, making it ideal for building AI applications that reason over your customer data, sales pipeline, and support cases.

Before you begin​

Before starting, you'll need:

  • A Salesforce account with API access
  • Appropriate permissions to read the Salesforce objects you want to access

Authentication​

The Salesforce connector uses OAuth2 for secure authentication. When you connect your Salesforce account, Vectorize handles the OAuth flow automatically - you simply authorize the connection and Vectorize obtains the necessary credentials from Salesforce.

Configure the connector​

To configure a connector to your Salesforce instance:

  1. Click Source Connectors from the main menu.
  2. Click New Source Connector from the Source Connectors page.
  3. Select the Salesforce card.
Salesforce Card
  1. Enter a name for your integration.
  2. Click Connect to authorize with your Salesforce account.
  3. Complete the Salesforce OAuth authorization in the popup window.

The connector automatically detects whether you're connecting to a sandbox or production instance based on your Salesforce login.

Configuring the Salesforce Connector in a Pipeline​

When configuring the Salesforce connector in a pipeline, options are organized into tabs: General, Accounts, Opportunities, Leads, and Cases.

Configuring Salesforce for Pipeline

General Tab​

  • Objects to Sync: Select which Salesforce objects to import (Account, Opportunity, Contact, Case, Lead)
  • Start Date: Only sync records created on or after this date
  • Include Deleted Records: Include records from the Salesforce recycle bin
  • Include Custom Fields: Include custom fields (fields ending with __c) in the sync
  • Max Records Per Object: Limit the number of records fetched per object type
  • Filter Objects by Name: Filter objects using pattern matching (starts with, contains, etc.)
  • Batch Size: Number of records to fetch per API call (max 2000)
  • Stream Slice Period: Number of days to fetch per sync iteration for large datasets
  • Force Bulk API: Use Salesforce Bulk API for large data volumes

Object-Specific Tabs​

Each object type has its own tab with relevant filters:

  • Accounts: Filter by account type, industry, and minimum annual revenue
  • Opportunities: Filter by stage, close date range, and minimum amount
  • Leads: Filter by status, source, and rating
  • Cases: Filter by case status (All, Open, Closed, Escalated)

Best Practices​

  • Use Date Filters: Limit the time range to reduce API calls and processing time
  • Batch Size: For large data volumes, increase batch size up to 2000 records
  • Bulk API: Enable for datasets larger than 10,000 records
  • Object Selection: Only select the objects you need for your use case
  • Sandbox Testing: Test your configuration in a sandbox before connecting to production

What's next?​

  • If you haven't yet built a connector to your vector database, go to Connect Your Data and select the platform you prefer to use for storing output vectors.

    OR

  • If you're ready to start producing vector embeddings from your input data, head to Pipeline Basics. Select your new Salesforce connector as the data source to use it in your pipeline.

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