Salesforce integration for HyperDB in Airtable

Salesforce integration for HyperDB in Airtable overview

The Salesforce HyperDB integration allows you to sync objects from Salesforce into Airtable. Because HyperDB is the destination for this integration, you can now sync much larger datasets than our standard Salesforce sync. One HyperDB table can contain up to 100M records.

The Salesforce integration is a one-way sync into HyperDB, so changes made in Airtable or HyperDB cannot currently be synced back into Salesforce—although you can use automations within bases to write back to Salesforce.

Understanding the Salesforce integration for HyperDB

• The HyperDB integration is configured to run once every 24 hours—nightly, at 9PM Pacific time. Admins can also manually trigger data imports via the admin panel.

• The integration uses either OAuth authentication or Key Pair Authentication to access data in Salesforce. Configuring this for a Salesforce account/instance requires a one-time setup with account admin access to Salesforce and organization admin access in Airtable.

Connecting Salesforce and Airtable

To connect Salesforce and Airtable:

1. Open your admin panel.

2. Click HyperDB.

3. Click Add table.

4. Click Salesforce, then Next.

5. Select an account.

Salesforce scopes

You can use your connected Salesforce external account across HyperDB, table sync, and automation integrations. Still, your connected external accounts are only visible to you. The following scopes are requested:

Choosing Salesforce data to sync

After authenticating, you're asked to select the object types to sync from Salesforce. The following Salesforce object types are support:

• Account

• Asset

• Campaign

• Case

• Contact

• Event

• Lead

• Opportunity

• Payment

• Task

• User

Finalizing the Salesforce data connection

NOTE

Unlike other integrations, the Salesforce integration auto-selects the “Id” column as the primary column. This Salesforce-generated field is guaranteed to have unique values for each row.

To finalize your Salesforce connection:

1. Choose a unique primary ID for the data set (text type required).

2. Make schema modifications to the import, like converting fields to single selects.

3. Choose a secondary search column for human-readable searches.

4. Optionally customize data types (though we recommend doing most type definitions within Snowflake)

5. Name your HyperDB table and provide a description.

Supported Salesforce field types in Airtable HyperDB

• boolean

• date

• datetime

• double

• int

• string

• time

• currency

• email

• id

• percent

• phone

• picklist

• multipicklist*

• reference

• textarea

• url

• address**

• location**

* To properly integrate Salesforce multi-picklist fields into HyperDB and in-base syncs, importing multi-picklist cell values that contain double quotes (e.g., “) is unsupported. Please remove double-quote characters from your data to avoid errors.

** Salesforce "Address" and "location" fields are imported as multiple fields, one for each component of the compound field. For example, the data in the "Account" object type's "BillingAddress" field will be imported as the "BillingStreet," "BillingState," "BillingCity," "BillingCountry," etc. fields.

FAQs