Overview
Use Salesforce as a destination in Mage to export records into standard or custom Salesforce objects. Mage supports both OAuth 2.0 and username/password/token authentication methods, and enablesinsert, update, upsert, delete, and hard_delete actions.
You can also configure behavior for bulk failures, define external ID fields for upserts, and optionally override the source-to-object mapping using table_name.
Configuration Parameters
Authentication Options
You can authenticate to Salesforce using either of the following methods:Option 1: OAuth 2.0
- Set
client_id,client_secret, andrefresh_token. - Recommended for connected apps and secure access with refreshable tokens.
- How to obtain credentials β
Option 2: Username / Password
- Set
username,password, andsecurity_token. - Recommended for sandbox/testing environments.
- Ensure that IP restrictions are disabled or add your Mage IP to the trusted IP list.
Limitations
To map a non-default source stream to a specific Salesforce object, you must explicitly set thetable_name parameter in your configuration.
- The value of
table_namemust match the API name of a Salesforce object (e.g.,Account,Lead,Opportunity, or custom objects likeMyObject__c).
Allow Failures Behavior
Whenallow_failures is set to true:
- Records that are eligible (i.e., match the Salesforce object schema and are valid for the selected action) but fail to commit will be skipped.
- The pipeline will continue processing other records.
allow_failures is set to false:
- Any failed record will raise an error and halt the pipeline.