Connecting Salesforce
Pingd integrates directly with Salesforce via OAuth, giving your AI agent and advisors live access to your CRM data. No data syncing or migration — Pingd queries Salesforce in real time using SOQL.
Looking for other data sources? Pingd supports Snowflake, PostgreSQL, Amazon S3, Redshift, and more through the Connection Wizard. See Connecting Data Sources for the full list.
What You Can Query
Once connected, Pingd can query any standard or custom Salesforce object your user has access to, including:
- Accounts — company records, industry, revenue, ownership
- Contacts — people at accounts, roles, engagement history
- Opportunities — deals, stages, amounts, close dates, probability
- Leads — prospect information and status
- Tasks & Activities — call logs, emails, meetings
- Custom Objects — any custom object your Salesforce user can access
Connecting Salesforce
Prerequisites
- Admin or Owner role in Pingd
- A Salesforce user with API Enabled permission
- Read access to the objects you want to query
Steps
- Navigate to Dashboard → Connections and click New Connection
- Select Salesforce as the data source type
- Click Connect Salesforce — you'll be redirected to Salesforce
- Log in with your Salesforce credentials
- Authorize Pingd to access your data
- You'll be redirected back to Pingd with the connection established
- Pingd automatically discovers your available objects and tables
- Click the menu (⋮) on the connection and select Set as Primary if this is your main data source
Recommended Setup
- Use a dedicated integration user rather than a personal Salesforce account
- Grant the integration user read access to all objects your team needs
- The integration user should have the API Enabled permission at minimum
Column Mappings
After connecting, you may want to set up column mappings so Pingd can translate your Salesforce field names to standard logical names. For example, mapping Owner.Email to user_access enables the policy engine to apply row-level filtering based on record ownership.
Configure mappings from Dashboard → Connections by clicking on your Salesforce connection and editing the table details. See Data Shaping for more on how Pingd structures your data.
Token Expiry and Re-authentication
Salesforce OAuth tokens can expire. If your connection shows an error status:
- Go to Dashboard → Connections
- Click on the Salesforce connection
- Click Reconnect to re-authorize
- Pingd will refresh the token automatically
Using Salesforce with Advisors
Advisors can pull data from your Salesforce connection to generate proactive insights. When creating an advisor, select your Salesforce connection as the data source, shape the data by choosing primary entities and related tables, and let the advisor analyze your CRM data on a schedule.
See Advisors for more on building automated workflows.
Troubleshooting
Connection test fails
- Verify your Salesforce user has API Enabled permission
- Check that your Salesforce org allows API access from external services
- Ensure you're logging in with the correct Salesforce instance (production vs. sandbox)
Objects not appearing
- The connected user may not have read access to those objects
- Custom objects need to be visible to the integration user's profile
- Try running table discovery again from the connection menu
Queries returning no data
- Check that your data access policies aren't filtering out all records
- Verify the connected user has access to the records you're expecting
- Review column mappings to ensure field names are mapped correctly
External Connector Framework
Salesforce is one of several connectors supported through Pingd's external connector framework. This means your Salesforce connection works seamlessly alongside other data sources — you can have a Snowflake warehouse for analytics data and Salesforce for CRM data, choosing which to set as primary for your AI agent.
For details on connecting other data sources, see Connecting Data Sources.
See also: Connecting Data Sources · Data Shaping · Data Access Policies