---
title: "Salesforce connection guide"
slug: "salesforce-connection-guide"
description: "Connect your Salesforce data to Supermetrics with our guide on permissions, requirements, and step-by-step instructions for seamless integration."
updated: 2026-05-06T11:45:47Z
published: 2026-05-06T13:26:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supermetrics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce connection guide

This guide contains all permissions and requirements for connecting your Salesforce data to Supermetrics.

You can connect to data sources from the [Data sources page on the Supermetrics Hub](https://hub.supermetrics.com/token-management). On the Hub, you can also [share an authentication link](/v1/docs/how-to-connect-to-data-sources-from-supermetrics-hub#share-authentication-link) to connect to a data source you don't have direct access to.

After you connect to the data source on the Hub, you can use the data source connection in [all available destinations](/v1/docs/salesforce-connection-guide#connection-instructions).

> [!NOTE]
> Note
> 
> It's important to contact your Salesforce system administrator for help before you begin this process. Salesforce instances often have custom security settings that need careful attention.

## Required permissions

To connect Supermetrics to Salesforce, you need read access****to objects and fields. [Learn more about Salesforce permissions](/v1/docs/salesforce-permissions-troubleshooting-guide).

Supermetrics supports the following objects and the fields under them: accounts, campaigns, contacts, leads, opportunities, orders, tasks, and their custom fields.

## Connection instructions

When connecting to Salesforce, you need to log in to Salesforce and select the accounts to use.

1. Select the Salesforce data source [on the Supermetrics Hub](https://hub.supermetrics.com/token-management) or in the data destination.
2. If prompted, choose to make this connection [shared or private](/v1/docs/about-shared-and-private-connections).
3. Click **Start**.
4. Enter your Salesforce email address and password, and click **Log in**.
5. In your data destination, select the accounts you'd like to include in your reporting.

See detailed instructions on [how to connect to a data source from the Supermetrics Hub.](/v1/docs/how-to-connect-to-data-sources-from-supermetrics-hub)

You can also connect to Salesforce from these destinations:

- Google Sheets: [How to log in to a Supermetrics data source in Google Sheets](/v1/docs/how-to-connect-to-a-supermetrics-data-source-in-google-sheets)
- Data Studio: [How to connect data sources to Looker Studio](/v1/docs/how-to-connect-data-sources-to-looker-studio-formerly-data-studio)
- Excel: [How to connect data sources to Excel with Supermetrics](/v1/docs/how-to-connect-data-sources-to-excel-with-supermetrics)
- Power BI: [How to create your first Supermetrics query for Power BI](/v1/docs/how-to-create-your-first-supermetrics-query-for-power-bi)
- The Supermetrics API: [How to use the Query Manager](/v1/docs/how-to-use-the-query-manager)
- Data warehouse and cloud storage (Hub): [How to create a transfer](/v1/docs/how-to-create-a-transfer)
- BigQuery (marketplace): [How to create a BigQuery (marketplace) transfer](/v1/docs/how-to-create-a-bigquery-marketplace-transfer)

## More resources

- [Salesforce report building guide](/v1/docs/salesforce-report-building-guide)
- [Salesforce permissions troubleshooting guide](/v1/docs/salesforce-permissions-troubleshooting-guide)
- [How to reauthenticate a data source in Google Sheets, Looker Studio, Excel, or Power BI](/v1/docs/how-to-reauthenticate-a-data-source-connection-in-google-sheets-looker-studio-excel-power-bi-and-supermetrics-hub)
- [How to reauthenticate a data source in data warehouse, API, or cloud storage platform](/v1/docs/how-to-reauthenticate-a-data-source-connection-in-data-warehouse-destinations-or-the-supermetrics-api)
- [How to manage data source connections on the Supermetrics Hub](/v1/docs/how-to-manage-data-source-connections-on-supermetrics-hub)