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Connection Guide

Connect Salesforce Sales Cloud Without Breaking the Audit Trail

Use this guide to connect Salesforce Sales Cloud or confirm the export-based path that fits your environment. Aurora keeps source, timestamps, ownership, and collection history attached so the first run becomes reusable proof instead of one-off setup work.

Connector Summary
Connection typeDirect connection
CategoryCrm
Checklist4 steps
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First-Run Checklist

Use this sequence to connect Salesforce Sales Cloud and make sure the first collection lands cleanly.

  1. 1
    Create or reuse an approved Salesforce external client app and bind it to a dedicated integration user.
  2. 2
    Store tenant_domain, client_id, and client_secret securely, and keep the runtime limited to the accepted read-only baseline.
  3. 3
    Validate User, PermissionSetAssignment, and SetupAuditTrail collection before enabling scheduled sync.
  4. 4
    Keep EventLogFile and LoginHistory out of scope for this baseline unless a later uplift explicitly adds them.

Credentials and Secrets

The keys, secrets, or tokens Aurora uses to authenticate and collect proof.

client_idclient_secret

Recommended Access

Aurora only asks for the minimum read access needed for collection and checks.

Access requirements depend on the collection mode and scope you choose.