Connecting Salesforce with Compass

1. Login to your Compass account

2. Go to Data Sources and Variables:

3. Click on Add Data Source:

4. Click on Salesforce icon under Add data sources:

5. Generate API key or enter Consumer key, Consumer secret, username, and password to authenticate

6. Once authenticated your Salesforce account will be connected with the Compass account

7. Based on your scoping finalization with Compass team, the selected objects and fields will be fetched into your Compass account along with a set frequency of incremental data updates

8. That’s it, now you can start using your Compass account with your desired use case

Last updated