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# Connect Salesforce to Mammoth and import CRM data

> Connect Mammoth to a Salesforce production, sandbox or custom-domain org with a Salesforce sign-in, pick objects and fields, and save a refreshing dataset.

The Salesforce connector imports CRM data from your Salesforce org into Mammoth as a dataset. You sign in to Salesforce at your org's login URL, so production orgs, sandboxes and custom domains all work. Open it from **Data Library** > **New dataset** > **Connectors** and search for **Salesforce**. Project Admins create the connection; Project Editors can start datasets from a connection the project already has. Which connectors you can add depends on your plan.

## What you can bring in from Salesforce

- The objects (tables) the signed-in user can see, and the fields (columns) you tick.
- Data you describe in the chat, for example *"which table has invoice due dates?"*

The dataset can refresh daily or only when you ask.

## Before you connect Salesforce

You need:

- A Salesforce account with API access turned on for your user.
- Your Salesforce login URL: `https://login.salesforce.com` for production, or your sandbox URL, such as `https://test.salesforce.com`. Check with your Salesforce admin if you're not sure.

## Connect Salesforce to Mammoth

These steps follow the shared flow in [Connect a database or app](https://mammoth.io/docs/learn/get-data-in/connect-a-source/).

1. Go to the **Data Library** and click **New dataset**.
2. Choose **Connectors**.
3. Search for **Salesforce** and click its tile. The connector workspace opens with the **Chat** showing.
4. In the **Chat**, Mammoth shows a card for connecting Salesforce. In **Instance URL (Domain)**, enter your Salesforce login URL. It's pre-filled with `https://login.salesforce.com`.
5. Click **Connect**. Mammoth sends you to your Salesforce login page.
6. Sign in with your Salesforce credentials and click **Allow** to authorize Mammoth.
7. You return to Mammoth with the connection active.

![Salesforce New Connection form with the Instance URL (Domain) field filled in and a Connect button](https://mammoth.io/docs/images/20260826_105406_salesforce_connection.webp)



| Org type | **Instance URL (Domain)** |
| --- | --- |
| Production | `https://login.salesforce.com` (default) |
| Sandbox | `https://test.salesforce.com` |
| Custom domain | `https://mycompany.my.salesforce.com` |

For a sandbox, change the instance URL to `https://test.salesforce.com` before you click **Connect**.

## Pick Salesforce tables and columns

1. In **Tables**, click a table to see its columns and sample rows.
2. Tick the columns you want. They gather in **Your table**.
3. Click **Preview 100 rows** to check the result.

If you're not sure which table holds what you need, ask in the **Chat**.

## Save Salesforce data as a dataset

1. Click **Save as dataset**.
2. Enter a **Dataset name** and choose a folder under **Save in**.
3. Choose **Daily** to refresh the dataset every day, or **Manual** to refresh it only when you ask.
4. Click **Save**. When the dataset is ready, click **Open dataset**.

## Refresh Salesforce data and choose an update method

Choosing **Daily** creates a [Dataset Refresh](https://mammoth.io/docs/learn/automate/refresh-a-dataset/) automation for the dataset. To run it on another schedule, edit that automation. For a dataset saved with **Manual**, create a Dataset Refresh automation yourself.

After you save, the dataset's **Update method** setting offers these options:

| Update method | What it does |
| --- | --- |
| **Replace all data** | Rebuilds the dataset from the source on every refresh |
| **Add new rows only** | Keeps your rows and adds rows above the last value of a **Key column** |
| **Keep only the newest rows** | Empties the dataset, then brings in rows since the last refresh (needs a **Key column**) |

A key column is a numeric or date column whose values only go up, such as an ID or a date.

## Troubleshoot Salesforce connections

| Symptom | Likely cause | Fix |
| --- | --- | --- |
| Sign-in doesn't complete | You closed the tab or denied access | Start the connection again |
| Sign-in doesn't complete | The **Instance URL (Domain)** doesn't match your org | Use the production or sandbox URL of the org you sign in to |
| Sign-in doesn't complete | API access is off for your user | Ask your Salesforce admin to turn on API access |
| A table isn't in the list | The list is stale, or the user can't see the object | Click **Refresh list** in **Tables**, or ask in the chat. Ask your Salesforce admin to check the user's object and field permissions. |

## Related

- [Connect a database or app](https://mammoth.io/docs/learn/get-data-in/connect-a-source/): the shared connector workspace steps.
- [Manage saved connections](https://mammoth.io/docs/learn/get-data-in/connections/): reuse, edit or delete this connection.
- [Refresh a dataset](https://mammoth.io/docs/learn/automate/refresh-a-dataset/): change when the dataset refreshes.
- [HubSpot](https://mammoth.io/docs/learn/get-data-in/connectors/hubspot/): import CRM data from HubSpot.
- [Connector reference](https://mammoth.io/docs/learn/get-data-in/connectors/): every source Mammoth connects to.

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Source: https://mammoth.io/docs/learn/get-data-in/connectors/salesforce.md · Updated: 2026-11-08