Connecting to Salesforce

Connecting to Salesforce for Data Discovery.

Connecting to Salesforce


In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data. 


Required Fields

  • Provider Name (e.g. Salesforce)

To connect to Salesforce, log into Salesforce. When you addSalesforce in Data Discovery, we will guide you through granting Osano the appropriate permissions.