Salesforce integration

Salesforce data, in your warehouse.

A built-in connector both ways: load Salesforce into your warehouse, and push modelled data back with reverse ETL.

name: raw.user
type: ingestr
parameters:
  source_connection: salesforce
  source_table: 'user'
  destination: snowflake
  incremental_strategy: merge

$ bruin run assets/raw/salesforce.asset.yml

  1. extract · Salesforce userincremental
  2. load · snowflake raw.usermerged
  3. checks · not_null, unique

Loaded and checked. Downstream models can run.

How it connects

Connected in three steps.

Cloud-based customer relationship management (CRM) platform providing sales automation, customer service, marketing analytics, and business process management.

  1. 01

    Add a Salesforce connection with its credentials.

  2. 02

    Pick the tables to load and how: replace, append or merge.

  3. 03

    Bruin runs it on your schedule and checks every load.

  4. 04

    To write modelled data back into Salesforce, point an ingestr asset at it as the destination (reverse ETL).

Connection parameters

username
Salesforce account username
password
Salesforce account password
token
Salesforce security token
domain
Salesforce instance domain (without .salesforce.com)

Every way Salesforce works with Bruin

  • SourceBuilt-in ingestr sourceDocs →
  • DestinationBuilt-in ingestr destinationDocs →

Tables

16 tables, ready to load.

  • user
  • user_role
  • opportunity
  • opportunity_line_item
  • opportunity_contact_role
  • account
  • contact
  • lead
  • campaign
  • campaign_member
  • product
  • pricebook
  • pricebook_entry
  • task
  • event
  • custom:<object_name>

The platform

Part of the Bruin platform.

Data in, ready for everything downstream: the models, the checks, the lineage and the AI layer.

Frequently asked

Questions about Salesforce.

Does Bruin have a built-in Salesforce integration?

Yes. Built-in ingestr source. Built-in ingestr destination.

Which Salesforce tables can Bruin load?

user, user_role, opportunity, opportunity_line_item, opportunity_contact_role, account, contact, lead, campaign, campaign_member, product, pricebook, and 4 more.

Can Bruin write data back to Salesforce?

Yes, with reverse ETL. A regular ingestr asset reads a warehouse table and writes Salesforce records, matched on a field you choose (destination_table: 'Contact?external_id=Email').

Where can Salesforce data go?

Snowflake, BigQuery, Databricks, Redshift, ClickHouse, Postgres, DuckDB, MotherDuck, Microsoft Fabric and more, plus files on S3 and GCS.

How fresh is the data?

As fresh as your schedule. Incremental loads append, merge or replace a time window, every few minutes if you like.

Do we need Bruin Cloud?

No. The Bruin CLI and ingestr run locally, in CI or in your own orchestrator. Bruin Cloud adds scheduling, lineage, alerts and the AI data analyst on top.

Ready to connect Salesforce?

$100 in credits and 50 AI tasks. No credit card.

A demo walks through your own data.

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