Salesforce
Connect Salesforce CRM to build dashboards on accounts, contacts, opportunities, leads, cases, activity, and products.
Read only access to your standard Salesforce CRM objects. No writes back to Salesforce.
Sign in with a user that can see the records you want. Salesforce only returns rows that user has permission to view, so connect with an account that has broad read access if you want full coverage.
Objects
| Object | Fields |
|---|---|
| Accounts | Companies and organizations, properties, owner, timestamps |
| Contacts | People associated with accounts, properties, owner, timestamps |
| Opportunities | Deals in your sales process, stage, amount, owner, timestamps |
| Leads | Unqualified prospects, status, owner, timestamps |
| Users | Salesforce users in your org, name, email, role |
| Cases | Support and service cases, status, priority, owner |
| Tasks | To-dos and logged actions, status, due date, owner |
| Events | Calendar events and meetings, start, end, owner |
| Campaigns | Marketing campaigns, status, type, dates |
| Campaign Members | Contacts and leads linked to campaigns, status |
| Opportunity Line Items | Products on an opportunity, quantity, price |
| Products | Items in your product catalog, code, price |
Only the standard objects listed above are imported. Custom objects are not available.
Scopes
api
refresh_tokenStandard API read access plus refresh. No write or delete scopes.
Connect
Open Data
In app.flitch.io, open the Data page.
Add Salesforce
Top right, click Add, pick Salesforce.
Sign in with Salesforce
Complete the OAuth popup and approve read-only access to your org.
Pick objects and save
Tick the objects you want. Set a name. Save.
Each object becomes a dataset.
Refresh
Refresh is off by default. Every dashboard load runs a live query against Salesforce. Enable refresh to schedule a background refresh and serve from cache between runs. See Refresh.
Disconnect
- In Flitch: open the connection from the Data page and delete it. Tokens revoked, cache cleared.
- In Salesforce: Setup → Connected Apps OAuth Usage, revoke Flitch.
Troubleshooting
Reconnect required. Tokens revoked or expired. Open the connection and click Reconnect.
Missing records. Salesforce only returns rows the signed-in user can view. Reconnect with a user that has broader read access.