Salesforce

CRM accounts, opportunities, and pipeline.

At a glance

Setup

1. Open Connect source

   In the app, go to Data sources and choose Connect source. Open the SaaS tab and select Salesforce.

2. Authorize Queringo

   Choose Continue with Salesforce and complete the provider's consent screen. Queringo requests the minimum read scopes; no keys to copy.

3. Save the connection

   Queringo tests the connection before saving, then discovers the schema. PII is flagged and masked by default during discovery.

What happens during sign-in

1. Choose Continue with Salesforce in the connection form.
2. Sign in to Salesforce and review the read scopes Queringo requests (standard objects like Account, Opportunity, Lead, Contact).
3. Approve to grant access. Queringo stores only the OAuth refresh token, not your password.
4. To revoke, go to your Salesforce user profile and remove the Queringo connected app.

Test the connection

Queringo runs a connection test as part of saving. If it fails, the error message indicates what to check (credentials, network reachability, or scope). From Data sources, you can re-run Test connection on the source row any time, for example after rotating a secret or changing network rules.

Edit or rotate

To swap the authorizing account, disconnect and re-add the source. Revoke access on the Salesforce provider any time to stop the connection. See Rotating credentials for the general flow, and Disconnecting a source to remove it.

Reference

• Salesforce: connected app overview

Suggest a different connector

Don't see what you need? In the Connect a data source picker, choose Request it. Queringo bundles votes from every workspace asking for the same one and prioritizes accordingly.

Related connectors

• BigCommerce
• GA4
• Google Sheets
• HubSpot

What's next

For the category overview and shared options, see SaaS. To keep sources healthy, see Managing sources.