Integrating with Salesforce

You can connect your Salesforce account to Drivetrain in just a few steps. This guide is designed for Salesforce admins, including those new to Drivetrain. In most cases, no provisioning or setup support is required—you can complete the setup on your own.

Prerequisites

To connect Salesforce to Drivetrain, you need:

• An active Salesforce Enterprise level plan or higher

• Admin-level access in both Salesforce and Drivetrain, or equivalent permission sets that allow API usage and data visibility

Drivetrain requires read access to the following Salesforce objects at minimum:

• Opportunity

• Opportunity History

• Opportunity Field History

• Users

• Account

• Lead

Additional objects may be required depending on your reporting needs.

Check and Enable API Permissions in Salesforce

To ensure your Salesforce integration with Drivetrain works correctly, confirm that API access is enabled and that the relevant standard objects are readable by the integration user.

Verify API Access

Check whether the profile assigned to your integration user has API access enabled:

1. In Salesforce, click the Settings icon in the top right and select Setup

2. In the Quick Find box, search for and select Profiles

3. Click the read-only profile assigned to your integration user

4. Scroll to the Administrative Permissions section

5. Look for API Enabled and ensure that it's selected

6. If it's not selected, click Edit at the top of the page, check API Enabled, and click Save

Grant Read Access to Required Standard Objects

Drivetrain requires read access to several standard objects in Salesforce. To configure this:

1. In the same profile (or permission set, if applicable), scroll to Standard Object Settings

2. For each of the following objects, click the name, then click Edit, and ensure Read access is enabled:

   • Opportunities

   • Accounts

   • Leads

3. To grant access to the User object:

   • Scroll to the Administrative Permissions section in the same profile

   • Enable View All Users

Step 1: Start a New Connection in Drivetrain

1. Go to the Data page in Drivetrain

2. Click + in the top-left corner to connect a data source

3. Select Salesforce from the list of integrations

4. Click Login to connect →

Step 2: Log In to Salesforce

A new pop-up window will open.

1. Log in using your Salesforce admin credentials

2. If prompted, complete Multi-Factor Authentication (MFA)

Step 3: Choose What to Sync

Once connected, you’ll be redirected back to Drivetrain. You can bring in data using either Salesforce Reports or Salesforce Objects, depending on your needs.

Salesforce Reports

Salesforce Reports are user-defined views of your data based on filters, groupings, and custom logic. This is the best option when you’ve already created reports in Salesforce and want to reuse those filtered datasets directly in Drivetrain.

To sync a report

1. In Salesforce, open the report you want to sync

2. Copy the report URL

3. In Drivetrain, paste the URL in the Reports section

4. Click Add

Overcoming the 2,000 Row Limit

To bring in larger datasets:

• Use Salesforce Objects instead of Reports

• Or, break your report into multiple smaller reports using filters (e.g., by region or time period)

Salesforce Objects

Salesforce Objects provide raw, unfiltered access to your data tables—such as Opportunities, Accounts, Leads, and custom objects.

To sync objects

1. In the import window in Drivetrain, search and select the tables you want to import

2. Click Add

3. The selected objects will appear in your Salesforce table list once syncing is complete

Troubleshooting

If you’re unable to connect:

• Confirm you're using a Salesforce user with API access

• Complete MFA, if it's enabled for your account

• Confirm you’re on the Salesforce Enterprise (or higher) plan

• Try an incognito window to rule out browser extensions or cookies

Still stuck? We can help.

If you’re unable to connect Salesforce to Drivetrain after completing the steps above, reach out to your Drivetrain onboarding partner. Most issues can be resolved without additional setup.

Need to Grant Temporary Access?

In rare cases—such as data inconsistencies or bug investigations—your Drivetrain team may request temporary access to your BambooHR account.

View: Grant temporary access to Salesforce

This is not required for setup or general connection issues.