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Salesforce Setup

This guide walks you through setting up Salesforce on Sequin.

In just a couple of minutes, you'll have your Salesforce data syncing to your Postgres database.

Before You Begin

You'll need to ensure that your Salesforce user has permissions to access the Salesforce API. This ensures that your credentials will grant Sequin access to fetch your data and to create the necessary Apex objects necessary to send events to Sequin.

Connect with Salesforce

Step 1: Create a new Sequin account at https://app.sequin.io/signup.

Step 2: Select Salesforce as the platform you want to sync.

Create your Sequin database

Step 3: Under the "Add Key" section, select "Add new API key" from the drop-down and then "Connect to Salesforce".

Create your Sequin databaseCreate your Sequin database

Step 4: This will open a new window for you to log in with your Salesforce credentials. Authorize the connection with Sequin.

Create your Sequin database

Step 5: Select the tables you want to sync. By default, we'll sync all tables supported by Sequin. You can adjust which tables you sync at anytime.

Create your Sequin database

While we are in alpha for Salesforce, we will only sync the following tables plus any custom tables in your account. Need more tables? Send us a note!

  • Account
  • Contact
  • Lead
  • Opportunity
  • User

Step 6: Select the destination database you want to sync your data to. By default, we'll sync to a new Postgres database we host for you. Or, we can sync to a new schema in a database you host:

Create your Sequin database

Step 7: Click Create.

After you click Create, we'll connect to Salesforce and begin back-filling all your data.

Sync complete

Connect to your Salesforce database

As soon as your database is provisioned, you can connect to it and start querying.

If you chose to sync your data to a Sequin-hosted database, then your database is hosted on AWS RDS.

For this setup guide, we'll use TablePlus as an example.

Step 1: Download and install TablePlus from https://tableplus.com/.

Step 2: Open TablePlus and click Create a new connection...

Step 3: Click the Import from URL button.

Step 4: Copy and paste the Connect URL from Sequin into the Connection URL in TablePlus then click Import.

Step 5: Then name your TablePlus connection and click Create.

Close to TablePlus

Query with SQL

You'll now see all your Salesforce data represented in Postgres. To start querying, click the SQL button and write your first statement:

SELECT *
FROM contact
INNER JOIN opportunity ON contact.id_ = opportunity.contact_id
WHERE opportunity.is_closed = FALSE;