Linking Salesforce as a source
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Contents
The Salesforce connector syncs your CRM data – accounts, contacts, leads, opportunities, and more – into PostHog, so you can analyze your sales data alongside your product data.
Prerequisites
You need a Salesforce account that you can authorize PostHog to access. The connection uses OAuth, so you don't need to manually create an API key – you'll sign in to Salesforce and grant access during setup.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
When linking Salesforce, select an existing Salesforce account to link to PostHog or create a new connection:
- Salesforce account – Select the Salesforce account you want to link, then log in to Salesforce and authorize PostHog to access your data. This handles authentication via OAuth.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
Configuration
| Option | Type | Required |
|---|---|---|
Salesforce account | oauth | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
Account | An organization or person involved with your business, such as a customer or partner. | Incremental, Full refresh | SystemModstamp | — |
Event | A calendar event, such as a meeting or call, logged against a record. | Incremental, Full refresh | SystemModstamp | — |
User | A user account in the Salesforce organization. | Incremental, Full refresh | SystemModstamp | — |
UserRole | A role in the organization's role hierarchy, controlling record-level data access. | Incremental, Full refresh | SystemModstamp | — |
Lead | A prospect or potential customer who has not yet been qualified. | Incremental, Full refresh | SystemModstamp | — |
Contact | An individual associated with an account, such as an employee of a customer. | Incremental, Full refresh | SystemModstamp | — |
Campaign | A marketing initiative, such as an email blast or event, used to generate leads. | Incremental, Full refresh | SystemModstamp | — |
Product2 | A product or service your organization sells, used in price books and opportunities. | Incremental, Full refresh | SystemModstamp | — |
Pricebook2 | A price book — a list of products and their prices for a given market or segment. | Incremental, Full refresh | SystemModstamp | — |
PricebookEntry | An entry linking a product to a price within a specific price book. | Incremental, Full refresh | SystemModstamp | — |
Order | An agreement between a company and an account to provision products or services. | Incremental, Full refresh | SystemModstamp | — |
Opportunity | A potential sale or pending deal being tracked through the sales pipeline. | Incremental, Full refresh | SystemModstamp | — |
OpportunityHistory | A historical snapshot of an opportunity's stage, amount, and probability at a point in time. | Incremental, Full refresh | SystemModstamp | — |
Task | A to-do item, such as a call or follow-up, logged against a record. | Incremental, Full refresh | SystemModstamp | — |
Troubleshooting
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.