Open navigation

Salesforce connection guide

This guide contains all permissions and requirements for connecting your Salesforce data to Supermetrics.

You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.

After you connect to the data source on the Hub, you can use the data source connection in all available destinations.


It's important to contact your Salesforce system administrator for help before you begin this process. Salesforce instances often have custom security settings that need careful attention.

Required permissions

To connect Supermetrics to Salesforce, you need read access to objects and fields. Learn more about Salesforce permissions.

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

Connection instructions

When connecting to Salesforce, you need to log in to Salesforce and select the accounts to use. 

  1. Select the Salesforce data source on the Supermetrics Hub or in the data destination.
  2. If prompted, choose to make this connection shared or private.
  3. Click Start.
  4. Enter your Salesforce email address and password, and click Log in.
  5. In your data destination, select the accounts you'd like to include in your reporting.

See detailed instructions on how to connect to a data source from the Supermetrics Hub.

You can also connect to Salesforce from these destinations:

More resources

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.