Linking Salesforce as a source

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The Salesforce connector can link accounts, contacts, leads, and other custom objects to PostHog.

To link Salesforce:

  1. Go to the Data pipeline page and the sources tab in PostHog
  2. Click Link Source and select Salesforce
  3. Log in to your Salesforce account and authorize PostHog to access your data
  4. Select the objects you want to sync (e.g., Accounts, Contacts, Leads)
  5. Optional: Add a prefix to your table names
  6. Click Next

The data warehouse then starts syncing your Salesforce data. You can see details and progress in the data pipeline sources tab.

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