Salesforce connector

The Salesforce connector imports CRM data from your Salesforce org into Mammoth as a dataset. Authenticate with OAuth using your Salesforce credentials—you enter the login URL of your org, so production orgs (https://login.salesforce.com) and sandboxes (https://test.salesforce.com) are both supported.

Before you start

You need:

• A Salesforce account with API access enabled for your user
• Your Salesforce login URL—https://login.salesforce.com for production, or your sandbox URL (for example, https://test.salesforce.com)

Step 1: Select the Salesforce connector

1. In Mammoth, go to Data Library and click + New Dataset
2. Select Connectors
3. Search for Salesforce
4. Click the Salesforce tile

Step 2: Authenticate with Salesforce

The Salesforce connector asks for your instance URL before opening the OAuth flow.

1. In the Instance URL (Domain) field, enter your Salesforce login URL. It is pre-filled with https://login.salesforce.com:

   • Production: https://login.salesforce.com (default)
   • Sandbox: https://test.salesforce.com
   • Custom domain: https://mycompany.my.salesforce.com

2. Click Connect—Mammoth sends you to your Salesforce login page in the same browser tab

3. Sign in with your Salesforce credentials and click Allow to authorize Mammoth

4. You're redirected back to Mammoth automatically with the connection active

Tip: Sandbox vs production. If you're connecting to a sandbox, change the instance URL to https://test.salesforce.com before clicking Connect. The sandbox URL differs from your production org—check with your Salesforce admin if unsure.

Step 3: Select a Salesforce object and query your data

After authenticating, select the connection under Existing Connections to open the query builder. The List of tables panel shows the tables this connector exposes. Click a table to load a SELECT * query for it and its preview.

Write a custom Salesforce query

Edit the SQL in the Enter SQL query editor and click Run. Use the table and column names shown in the table list and the preview.

See Understanding data preview & query for a full guide to the preview screen.

Step 4: Save the Salesforce dataset

1. Enter a dataset name in the Save table as field (e.g., "Salesforce Contacts")
2. Check the Update Method (the default is Replace all data). To change it, click the edit icon, pick an option, and click Save changes:
   • Replace all data—Replaces all existing data
   • Add new data—Adds new data based on a unique sequential column
   • Replace with new data—Replaces existing data with new data based on a unique sequential column For Add new data and Replace with new data, also choose a Key column—a numeric or date column with incrementing values, such as an ID or a date.
3. Click Save as dataset. When the dataset is saved, click Done

Keep Salesforce data up to date

Set up a Dataset Refresh automation to re-import your Salesforce data on a schedule.

Troubleshoot Salesforce connections

Authorization does not complete

• Mammoth sends you to Salesforce in the same browser tab and returns you to Mammoth afterwards. If you close the tab or deny access, start the connection again
• Confirm the Instance URL (Domain) matches the org you sign in to (production or sandbox)
• Confirm with your Salesforce admin that API access is enabled for your user

Table not visible in the list

• The authenticated user may not have permission to see the object in Salesforce. Ask your Salesforce admin to check the user's object and field permissions.