The Salesforce connection will sync your accounts, cases, contacts, and opportunities. See What is synced below for more details.

Creating a Connection

After you select Salesforce, you will be prompted to allow Ragie to interact with your Salesforce data.
After you accept, you will be redirected to a new page.
Select an API key from the dropdown at the top. All documents created by the connection will be attributed to the selected API key.
Fill out any metadata you want to associate with the content in your Salesforce. You can use this to filter the data later. This is in JSON format. You can leave it blank, or you could set it to something like

{
  "company": "acme"
}

Select the import mode
Click "Create Connection" at the top right

You will be taken back to the connectors page and the system will schedule a sync as soon as possible.

What is synced?

The Salesforce connector tries to pull a variety of data for each resource type and stores it as JSON. Sometimes the data is not available, like the BillingCity for an Account. In that case, the data is stored as null.

Some objects have relationships, for example a Case has a Contact. The resulting JSON object has the contact as a sub-object. Here's an example with the other fields removed for clarity.

{
    "attributes": {
        "type": "Case",
        "url": "/services/data/v61.0/sobjects/Case/500Hu00002FC4WbIAL"
    },
    "Id": "500Hu00002FC4WbIAL",
    "contact": {
        "attributes": {
            "type": "Contact",
            "url": "/services/data/v61.0/sobjects/Contact/003Hu00003fdDNPIA2"
        },
          "Id": "003Hu00003fdDNPIA2"
    }
}

Data

The following are synced:

Accounts
Cases
Contacts
Opportunities

Accounts

Fields

AccountSource
AnnualRevenue
BillingAddress
BillingCity
BillingCountry
BillingGeocodeAccuracy
BillingLatitude
BillingLongitude
BillingPostalCode
BillingState
BillingStreet
CreatedById
CreatedDate
Description
Fax
Id
Industry
IsDeleted
Jigsaw
JigsawCompanyId
LastActivityDate
LastModifiedById
LastModifiedDate
LastReferencedDate
LastViewedDate
MasterRecordId
Name
NumberOfEmployees
OwnerId
ParentId
Phone
PhotoUrl
ShippingAddress
ShippingCity
ShippingCountry
ShippingGeocodeAccuracy
ShippingLatitude
ShippingLongitude
ShippingPostalCode
ShippingState
ShippingStreet
SicDesc
SystemModstamp
Type
Website

Relationships

None

Cases

Fields

AccountId
CaseNumber
ClosedDate
Comments
ContactEmail
ContactFax
ContactId
ContactMobile
ContactPhone
CreatedById
CreatedDate
Description
Id
IsClosed
IsDeleted
IsEscalated
LastModifiedById
LastModifiedDate
LastReferencedDate
LastViewedDate
MasterRecordId
Origin
OwnerId
ParentId
Priority
Reason
Status
Subject
SystemModstamp
Type

Relationships

Contact

Contacts

Fields

ContactSource
CreatedDate
Department
Email
EmailBouncedReason
Fax
FirstName
HomePhone
Id
IsDeleted
IsEmailBounced
Jigsaw
JigsawContactId
LastActivityDate
LastCURequestDate
LastCUUpdateDate
LastModifiedDate
LastName
LastReferencedDate
LastViewedDate
MailingAddress
MailingCity
MailingCountry
MailingGeocodeAccuracy
MailingLatitude
MailingLongitude
MailingPostalCode
MailingState
MailingStreet
MobilePhone
Name
OtherPhone
Phone
PhotoUrl
ReportsToId
Salutation
SystemModstamp
Title

Relationships

None

Opportunities

Fields

AccountId
Amount
CloseDate
ContactId
CreatedById
CreatedDate
Description
Fiscal
FiscalQuarter
FiscalYear
ForecastCategory
ForecastCategoryName
HasOpenActivity
HasOpportunityLineItem
HasOverdueTask
Id
IsClosed
IsDeleted
IsWon
LastActivityDate
LastAmountChangedHistoryId
LastCloseDateChangedHistoryId
LastModifiedById
LastModifiedDate
LastReferencedDate
LastStageChangeDate
LastViewedDate
LeadSource
Name
NextStep
OwnerId
Pricebook2Id
Probability
PushCount
StageName
SystemModstamp
Type

Relationships

None

Metadata

Each document will have metadata similar to this

{
  "document_id": "89322b47-36ec-4157-a92a-cbc43cfc5a4c",
  "document_type": "json",
  "document_source": "salesforce",
  "document_name": "JohnSmith.json",
  "document_uploaded_at": 1769712087,
  "created_at": "2024-07-15T20:18:56+00:00",
  "source_url": "/services/data/v61.0/sobjects/Account/001Hu00003OCQscIAH",
  "external_id": "001Hu00003OCQscIAH",
  "object_type": [
    "account"
  ],
  "source_type": "salesforce",
  "_source_created_at": 1721074736,
  "_source_updated_at": 1721074736
}