Salesforce

Euno integrates with Salesforce, ingesting its metadata to enhance data observability and support proactive, shift-left practices. By surfacing structure, lineage, and usage patterns across your Salesforce environment, Euno enables more informed decision-making and efficient data management.

Euno's Salesforce integration supports auto-discovery of the following resources and sub-resources:

• Salesforce Organization

• Salesforce Users (when "Observe users & groups" is enabled)

• Salesforce Groups (when "Observe users & groups" is enabled)

• Salesforce Folders (for reports and dashboards)

• Salesforce Objects (standard and custom)

• Salesforce Fields

  • Standard fields

  • Custom fields

  • Formula fields

• Salesforce Reports

• Salesforce Dashboards

Salesforce Requirements

To ingest metadata from Salesforce, you will need:

• A Salesforce user account with API access

• The user's security token (required for API authentication)

• Appropriate permissions to access metadata for objects, reports, and dashboards

Required Permissions

The Salesforce user account used for integration should have the following permissions:

• API Enabled: Required for all API access

• View Setup and Configuration: To access object metadata

• Run Reports: To access report metadata

• View All Data (recommended): For comprehensive metadata access across all objects

For organizations with strict security requirements, you can create a dedicated integration user with the minimum required permissions.

Setting up Euno's Salesforce Integration

Stage 1: Obtain Salesforce Credentials

Step 1: Get Your Security Token

If you don't have your security token or need to reset it:

1. Log in to Salesforce

2. Click your profile icon and select Settings

3. In the left sidebar, navigate to Personal → Reset My Security Token

4. Click Reset Security Token

5. Check your email for the new security token

Important: The security token is sent to your email and is only shown once. Store it securely.

Step 2: Identify Your Environment

Determine whether you're connecting to:

• Production or Developer Edition: Uses login.salesforce.com

• Sandbox: Uses test.salesforce.com

Stage 2: Configure New Salesforce Source in Euno

Step 1: Access the Sources Page

1. Open the Sources page in Euno.

2. Click on Add New Source and select Salesforce from the list of available integrations.

Step 2: General Configuration

Configuration	Description
Name*	Enter a name for your Salesforce source (e.g., "Salesforce - Production")
Username*	Your Salesforce username (e.g., [email protected])
Password*	Your Salesforce password
Security Token*	The security token associated with your Salesforce account

Step 3: Scheduling Updates

1. Enable the Schedule option.

2. Choose from the following:

   • Weekly: Set specific days and times.

   • Hourly: Define the interval in hours (e.g., every 8 hours).

Recommended: Schedule Salesforce integration to run daily or every 12 hours to keep metadata up to date.

Step 4: Resource Cleanup

To keep your data relevant and free of outdated resources, Euno provides automatic resource cleanup options. These settings determine when a resource should be removed if it is no longer detected by a source integration. For a detailed explanation on Euno's cleanup strategies, see: Resource Sponsorship in Euno.

• Immediate Cleanup: Remove resources not detected in the most recent successful source integration run.

• No Cleanup: Keep all resources indefinitely, even if they are no longer detected.

Step 5: Advanced Settings (Optional)

Click on the Advanced section to display additional configurations.

Configuration	Description
Environment	Select Production for production/developer orgs, or Sandbox for sandbox environments
Object Pattern	Use regular expressions to allow or exclude specific Salesforce objects (e.g., .* to include all, Account|Contact|Lead for specific objects)
Include Custom Objects Only	When enabled, only crawl custom objects (those ending in __c)
Include Reports	When enabled (default), discover Salesforce reports
Include Dashboards	When enabled (default), discover Salesforce dashboards
Observe users & groups	When enabled (default), observe Salesforce users and groups for ownership tracking on reports and dashboards

Step 6: Save Configuration

Click the Save button to complete the setup.

What Euno Discovers

The Salesforce integration discovers and catalogs the following resources:

Organization Structure

• Salesforce Organization: The top-level container representing your Salesforce instance

• Folders: Organizational containers for reports and dashboards

Data Model

• Objects: Both standard Salesforce objects (Account, Contact, Opportunity, etc.) and custom objects

• Fields: All fields on each object, including:

  • Standard fields

  • Custom fields

  • Formula fields (with formula expressions captured)

  • Lookup/relationship fields

Analytics

• Reports: Salesforce reports with metadata about columns and report types

• Dashboards: Salesforce dashboards with lineage to the reports they reference

Lineage

The integration captures lineage relationships including:

• Dashboard → Report: Which reports power each dashboard component

• Object → Field: Parent-child relationships between objects and their fields

• Folder → Report/Dashboard: Organizational hierarchy

Personal vs. Shared Folders

Note on Personal Folders: Reports and dashboards stored in personal folders or "Unfiled Public Reports" are still discovered, but they appear directly under the Salesforce Organization rather than within a folder container. Only shared folders (Report and Dashboard folders visible to multiple users) are observed as folder resources.