Salesforce – Runway Help Center

Pre-requisites

Here’s what you’ll need to connect to Salesforce:

An active Salesforce admin account

The username and password for your account

The ability to receive confirmation codes for your account

Connecting to Salesforce

Go to the Integrations Directory and search for Salesforce. Click + Set up next to the search result. We recommend selecting the ‘Salesforce’ option listed under the ‘CRM’ category (highlighted in the video featured below).

Use the default Auth type (OAuth 2.0) to connect, and sign in to your Salesforce account.

Pulling Data from Salesforce

Once you’ve successfully connected, go to the left navigation menu in Runway and select ‘Salesforce’ under the ‘Integrations’ section.

Click + to add a new query.

Identify the Salesforce report you want to connect to Runway, and copy its Report ID from the URL in Salesforce. (The Report ID is a combination of letters and numbers that shows up after “report/” & before “/view” in the URL.)

Paste the Report ID into the dialog box. Click Sync to Runway to run the query, and create a database from your Salesforce report.

Give the intial sync a few minutes to complete. Once your database populates, you’re ready to start modeling! 👩‍💻

How integrated data is handled

The fields pulled from Salesforce are converted to dimensions or properties within a database in Runway. This lets you create drivers that are directly connected to your Salesforce data.

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Runway supports read-only integrations. We don’t write any data back to Salesforce.

FAQ

Can I connect multiple instances of Salesforce?

Absolutely. To add more instances, go to the Integration Directory in Runway. Click Installed and then select Set Up. You’ll be prompted to go through the same authentication flow as before—select the new instance and follow the steps listed above.

This data doesn’t meet my needs. Are there other ways to integrate Salesforce data?

Yes. While our recommended approach meets the needs of most customers, there are other ways to pull in Salesforce data into Runway. You can write your own SQL queries, leveraging this Salesforce schema. Not a SQL expert? Not a problem—your CX crew member can help shape your data exactly the way you need.

How can I see historical values in my Salesforce database?

By default, Runway pulls values starting from the date your integration is successfully connected. Please reach out to your CX crew member for help with integrating prior history.

Runway offers 650+ integrations. Check out the full list here.