Integrating with Salesforce
Salesforce Setup Step 1: Create a New Profile Step 2: Set Read Permissions for the Profile Step 3: Create a New User and assign the above Profile to that User
Drivetrain Setup Connecting Reports Connecting Objects
Prerequisites
To connect Salesforce to Drivetrain, you need:
An active Salesforce Enterprise level account plan or higher
A user in your organization with Salesforce admin privileges
Admin privileges in Drivetrain
Salesforce Setup
The integration with Drivetrain can be performed by any Salesforce user in your organisation that has read access to data from the Salesforce APIs. However, we recommend creating a dedicated user for this purpose and giving that user dedicated access only to the data you intend to sync.
Step 1: Create a New Profile
Log into your Salesforce admin account
At the top right corner of your screen, select Setup

Under ADMINISTRATION in the left navigation menu, click on Users and select Profiles from the list

Click New Profile

In the dropdown list for Existing Profile, choose Read Only and name the Profile, ‘Drivetrain Integration’ or any other name of your choice

Once you click Save, the page for that profile will open
Step 2: Set Read Permissions for the Profile
In the Profile Detail section, click Edit

After clicking edit, scroll down to the Administrative Permissions Section on the Page.

Enable API REST Services and API Enabled Permissions.
Scroll down to the Standard Object Permissions & select the objects you want to sync by selecting read access for every object.
Permissions required for each customer vary by scope. Minimum permissions required by Drivetrain are Opportunity, Opportunity History, Opportunity Field History, Users, Account, and Lead.

Scroll down to Custom Object Permissions and select the objects you want to sync.

Click Save.
Step 3: Create a new User and assign the above Profile to that User
Under ADMINISTRATION in the left navigation menu, click on Users and select Users from the list

Click New User.

Fill out the necessary details, for email please reach out to your customer success manager, choose the user profile you created [e.g. Drivetrain Integration], and click Save.

Drivetrain Setup
Step 1: Click on + New Data Source

Step 2: Click +Connect on the Salesforce Data Connector from the list of integrations

Step 3: On the pop-up, click Login to Connect

Step 4: Sign in with your email and password

Step 5: You will be redirected to the Connected Data Sources page where you'll be able to see your new Salesforce connection and import your Salesforce data in two ways:
Reports
Standard Objects
Connecting Reports
Salesforce lets you create custom Reports which are basically a set of records that meet certain criteria set by the user. The following steps will show you how to import a Salesforce Report into Drivetrain.
Navigate to the report in Salesforce that you want to import and open it. Copy the report URL

Paste the URL in Drivetrain's modal for Salesforce Reports and click Add.

When the modal disappears, the report will appear in your list of Salesforce tables

Connecting Objects
Salesforce Objects are the default objects in Salesforce. Some of the most common ones include Opportunities, Leads, and Accounts. You can select tables from an exhaustive list of Objects to import them to Drivetrain.
Select the Objects you want to import and click Add


The selected Objects will show up in the list of Salesforce tables. Once the sync is complete, you will be able to see your Salesforce Objects on Drivetrain!

FAQs
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