# Integrate Salesforce CRM with Databox Salesforce is a cloud-based customer relationship management platform that helps teams manage leads, accounts, opportunities, and customer interactions in a single system. It supports sales forecasting, workflow automation, and detailed reporting, giving organizations clear visibility into performance and helping them streamline processes. With its flexible data model and robust API, Salesforce makes it easy to access and analyze the information you rely on to drive growth. ## Connection ### Before you begin ### Step 1: Create an app 1. In [Lightning Experience](https://help.salesforce.com/s/articleView),click the **gear icon** in the top right and select **Setup**. 2. In the left sidebar, go to **Platform Tools > Apps > App Manager**. 3. Click **New External Client App** in the top right of the App Manager page. 4. Complete the **Basic Information** section**.** These details are specific to your organization. 5. Scroll to the **API (Enable OAuth Settings)** section. 6. Select **Enable OAuth**. 7. Configure the **App Settings** section: 1. **Callback URL:** `https://connect.databox.com/callback` 2. **OAuth Scopes:** Select each scope and move it to the right using the arrow: 1. `Access the identity URL service (id, profile, email, address, phone)` 2. `Manage user data via APIs (api)` 3. `Perform requests at any time (refresh_token, offline_access)` 8. Scroll to the **Flow Enablement** section and select **Enable Authorization Code and Credentials Flow**. 9. Scroll to the **Security** section and clear all security options. 10. Click **Create** at the bottom. create-app [Official Documentation](https://help.salesforce.com/s/articleView) After creating or editing an app, it may take up to 15 minutes for Salesforce to apply the settings. ### Step 2: Retrieve app credentials When the app is created, its detail page opens automatically. 1. Go to the **Settings** tab and open **OAuth Settings**. 2. Scroll to the **App Settings** section. 3. Click the button to view the **Consumer Key** and **Consumer Secret.** Salesforce may ask you to verify your identity with a security code. 4. Save the **Consumer Key** and **Consumer Secret**. You will enter them in Databox in the following step. retrieve-app-credentials ### Step 3: Enter your Salesforce App credentials in Databox 1. Start the [connection process](/add-a-connection) in Databox. 2. Enter the **Consumer Key** and **Consumer Secret** you saved in [Step 2](#step-2-retrieve-app-credentials). 3. Click **Connect** to continue. enter-credentials ### Step 4: Log in to Salesforce and authorize the connection 1. **Sign in** with your Salesforce user credentials when prompted. Salesforce may ask you to verify your identity with a security code. 2. Click **Allow** to authorize the connection. login authorize-connections ## Metric Builder The Salesforce CRM integration allows you to create custom metrics using the metric builder, ideal for visualizing data not included in the basic metrics offered by the integration. metric-builder To create a custom metric, start by selecting a metric from the "Metric" selector. Next, customize your metric by optionally adding a dimension and applying one or more filters. There are two ways to create custom metrics from your Salesforce data: Builder and Run Query. ### Builder Use Builder to create metrics without writing SOQL. 1. Select the **object** you want to use. 2. Choose a **date field** to define how data is grouped over time. 3. Pick the **metric field** and **metric operation** (for example, COUNT, SUM, AVG). 4. (Optional) Add one or more **dimensions** to break down the results. A SOQL query is automatically generated based on your selections and runs at every sync. ### Run Query Use Run Query to write your own SOQL if you need more control. This option is ideal when: - You need advanced filtering or logic not supported in Builder. - You want to join related objects. - You require grouped or aggregated results beyond standard field operations. Paste or write your custom SOQL query, and Databox will run it at every sync. [Official Documentation](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) ## Datasets The Salesforce CRM integration supports the creation of [datasets](/understanding-datasets), which allow you to structure and format your Salesforce CRM data for more flexible reporting in Databox. By organizing your data into a tabular format, datasets make it easier to filter, segment, and visualize key metrics across projects, clients, and team members. ### Steps to create a dataset: 1. **Select a view**: Choose the Salesforce object or table that contains the data you want to work with. 2. **Select columns**: Browse and select the specific columns (fields) from your tables or views to include in your dataset. These columns define the structure and content of your dataset. ### Additional resources 1. [Salesforce Objects Reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_list.htm) — Official Salesforce documentation listing all standard objects available in Salesforce. 2. [Salesforce API Field Properties](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/access_for_fields.htm) — Documentation explaining how field properties affect query behavior, such as whether a field can be filtered, grouped, sorted, or used in aggregate queries. ## Resources For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below. Yes. Databox supports both standard and custom objects. Any custom object that is accessible to your Salesforce user can be queried and used to build metrics. API availability depends on your Salesforce edition and user license. To confirm whether your plan includes API access, review Salesforce's official guidance: - [Editions with API access](https://help.salesforce.com/s/articleView) - [User licenses with API access](https://help.salesforce.com/s/articleView) If your edition or license does not include API access, you may need to upgrade or adjust user permissions before connecting.   Ask Genie Get instant answers or help with your data using the in-app AI assistant. Talk to an expert For customers: Get help with your setup, strategy, or making the most of Databox. Book a demo New to Databox? See how it works and get guidance on getting started. Send an email Reach out to support for help with your account, data, or technical issues.