Salesforce

Renta allows you to replicate data from Salesforce objects directly to your data warehouse. This integration enables you to analyze your CRM data alongside marketing and product data.

Authentication

Renta uses OAuth to authenticate with Salesforce. This ensures secure access without sharing your password directly. You will be redirected to Salesforce to grant Renta limited access to your data.

Connect Salesforce source

Follow these steps to add Salesforce as a source in Renta.

Go to the SourcesStep 1

1. Navigate to the Connections > Sources section in the left sidebar.
2. Click + Add source.

Select SalesforceStep 2

Find the CRM section and select Salesforce.

Authorize connectionStep 3

Click Log in to your Salesforce account. You will be redirected to the Salesforce login page.

Log in to SalesforceStep 4

Enter your Salesforce credentials and log in. If prompted, allow Renta to access your data. After successful authorization, you will be redirected back to the source configuration page.

Configure SourceStep 5

1. Source name.
   Specify a name for this data source. This is used exclusively in the Renta interface.
2. Access granted.
   Verify that the account is connected successfully.

Click Create pipeline to proceed.

Pipeline configuration

When creating a pipeline with a Salesforce source, you need to configure the specific data you want to export.

1. Salesforce objects.
   Select the Salesforce object you want to export (e.g., Lead, Account, Opportunity).

Supported objects

Sync scheduling

Sync strategy

Renta automatically determines the best synchronization strategy for each object to ensure data consistency and optimal performance.

The following table describes the synchronization strategies used by Renta: