This documentation describes the integration of MindsDB with Salesforce, the world’s most trusted customer relationship management (CRM) platform. The integration allows MindsDB to access data from Salesforce and enhance it with AI capabilities.

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Prerequisites

Before proceeding, ensure the following prerequisites are met:

  1. Install MindsDB locally via Docker or Docker Desktop.
  2. To connect Salesforce to MindsDB, install the required dependencies following this instruction.

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Connection

Establish a connection to Salesforce from MindsDB by executing the following SQL command and providing its handler name as an engine.

CREATE DATABASE salesforce_datasource
WITH
    ENGINE = 'salesforce',
    PARAMETERS = {
        "username": "demo@example.com",
        "password": "demo_password",
        "client_id": "3MVG9lKcPoNINVBIPJjdw1J9LLM82HnZz9Yh7ZJnY",
        "client_secret": "5A52C1A1E21DF9012IODC9ISNXXAADDA9"
    };

Required connection parameters include the following:

  • username: The username for the Salesforce account.
  • password: The password for the Salesforce account.
  • client_id: The client ID (consumer key) from a connected app in Salesforce.
  • client_secret: The client secret (consumer secret) from a connected app in Salesforce.

To create a connected app in Salesforce and obtain the client ID and client secret, follow the steps given below:

  1. Log in to your Salesforce account.
  2. Go to Setup > Apps > App Manager.
  3. Click New Connected App.
  4. Fill in the required details. Esure that the Enable OAuth Settings checkbox is checked, set the Callback URL to wherever MindsDB is deployed followed by /verify-auth (e.g., http://localhost:47334/verify-auth), and choose the appropriate OAuth scopes.
  5. Click Save.
  6. Copy the Consumer Key (client ID) and Consumer Secret (client secret) from the connected app details under Consumer Key and Secret.
  7. Go to Setup > Apps > Connected Apps > Manage Connected Apps.
  8. Click on the connected app name.
  9. Click Edit Policies.
  10. Under OAuth Policies, ensure that the Permitted Users is set to All users may self-authorize and IP Relaxation is set to Relax IP restrictions.
  11. Click Save.
  12. Go to Setup > Identity > OAuth and OpenID Connect Settings.
  13. Ensure that the Allow OAuth Username-Password Flows checkbox is checked.

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Usage

Retrieve data from a specified table by providing the integration and table names:

SELECT *
FROM salesforce_datasource.table_name
LIMIT 10;

Run SOQL queries directly on the connected Salesforce account:

SELECT * FROM salesforce_datasource (

    --Native Query Goes Here
    SELECT Name, Account.Name, Account.Industry
    FROM Contact
    WHERE Account.Industry = 'Technology'
    LIMIT 5

);

The above examples utilize salesforce_datasource as the datasource name, which is defined in the CREATE DATABASE command.

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Supported Tables

The Salesforce integration supports the following tables:

  • Account: The table containing account information.
  • Contact: The table containing contact information for people you do business with.
  • Opportunity: The table containing sales opportunities.
  • Lead: The table containing potential sales leads.
  • Task: The table containing tasks and activities.
  • Event: The table containing calendar events.
  • User: The table containing user information.
  • Product2: The table containing product information.
  • Pricebook2: The table containing price book information.
  • PricebookEntry: The table containing price book entries.
  • Order: The table containing order information.
  • OrderItem: The table containing order items.
  • Case: The table containing customer service cases.
  • Campaign: The table containing marketing campaigns.
  • CampaignMember: The table containing campaign members.
  • Contract: The table containing contract information.
  • Asset: The table containing asset information.

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