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Salesforce: Authentication guide

This guide will walk you through how to authenticate or reauthenticate Salesforce in Supermetrcs for Google Sheets, Data Studio, and Excel, as well as data warehouse destinations like Google Cloud Storage, BigQuery, and the Supermetrics API. 


Before you begin

It's important to contact your Salesforce system administrator for help before authenticating in Supermetrics. Salesforce instances often have custom security settings that need careful attention. Learn more about how to troubleshoot permissions issues with Salesforce.


To connect Supermetrics to Salesforce, you need read access to objects and fields.

  • Supermetrics supports these objects and the fields under them: accounts, campaigns, contacts, leads, opportunities, and tasks.


Instructions


Google Sheets Data Studio  Excel Data integrations
Before you can authenticate the data source in Google Sheets, you need to install the Supermetrics add-on.
  1. Open a new Google Sheets file. 
  2. Click Add-ons → Supermetrics → Launch to open the sidebar.
  3. Under Data source, select Salesforce.
  4. Click Start.
  5. Enter your email address and password and click Log in. 
  6. Select the accounts you want to include in your reporting.
When you're ready, learn how to create your first Supermetrics query with Salesforce.


Troubleshooting

  • If you can’t authenticate Salesforce, follow these troubleshooting steps.
  • If you encounter an authentication error such as “authentication failed”, “you need to reauthenticate” or similar, see this guide
  • If you're missing an account from the drop-down list, follow these steps.
  • If you encounter a permission error such as “user permission denied” or similar, follow this guide.

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