Configure Salesforce as a Source


DvSum Data Quality (DQ) supports a bi-directional connection with Salesforce, where a user can catalog data assets, author data quality rules, and even cleanse data without need for any external data pipelines.

Detailed Steps

Salesforce configuration

1. Connected App configuration

Open browser, navigate to, and log in.



Navigate to Setup → Apps → AppManager to create an app.
Tip: use the Quick Find box. 

In the Connected Apps section, click "New Connected App".

Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact email address.

Enable OAuth Settings, and enter the relevant value in the Callback URL box:

For Data Quality:

For Data Catalog:


Select the scope of permissions that your app should request from the user. Save the changes and Continue to the next screen.

Click your app name to open a page with information about your app. Note the OAuth client credentials. These properties are needed to add Salesforce as a source in DvSum DQ:

  • Consumer Key
  • Consumer Secret


2. Permission Set configuration

The user connecting to Salesforce must have the ability to call Salesforce APIs. This is done by setting the relevant properties for the relevant Permission Set.

Access the relevant Permission Set via either of these 2 paths (the GUI layout will differ depending on whether Lightning Force or Classic view is active, but the logical path remains identical):

ADMINSTRATION → Users → Permission Sets → <permission_set>
ADMINSTRATION → Users → Users → <user> → Permission Set Assignments → <permission_set>

From here you need to activate System Permissions → API Enabled (Access any API.)

API Enabled.png

With the Connected App and Permission Set configured, then you're ready to configure DvSum.


DvSum Configuration

Create connection in DvSum

Open DvSum DQ. Navigate to Administration → Manage Sources → ⊕Add Source. Select Salesforce.



Paste the copied values:

  • Consumer Key → Client ID 
  • Consumer SecretClient Secret

Then Authenticate.


While authenticating, following message will be displayed. 

You will be re-directed to Salesforce. Provide user credentials and log in. 
Depending on your Salesforce configuration, a verification code will typically be sent to you via email. Paste the code here and verify.


Now, click "Allow". This will allow the DvSum application to access Salesforce data. 


It will trigger authentication of DvSum's connection to Salesforce. 

A success message should be displayed. Then click "Save". 

Your Salesforce connection is now fully configured and functional.mceclip8.png


Details when using a Salesforce Sandbox

Be sure to enable the checkbox Use Sandbox as shown in the screenshot below.

Once you have enabled that, you must enter the Sandbox Login URL. then enter the Client ID and the Client Secret.



Then Authenticate the connection. You will be redirected to the Salesforce Sandbox login page and will need to follow these steps:

  1. Enter Login credentials.
  2. Enter the Verification code received on the registered email address.
  3. Allow Access.

After the Authentication is done, you can Test the connection to confirm that the source has been added successfully. 

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk