For the complete documentation index, see llms.txt. This page is also available as Markdown.

Salesforce Integration Discovered Resources

Overview

The Salesforce integration discovers the following resources:

  • Salesforce Organization

  • User (user) โ€” when Observe users & groups is enabled

  • User Group (user_group) โ€” when Observe users & groups is enabled

  • Salesforce Folder

  • Salesforce Object

  • Salesforce Field

  • Salesforce Report

  • Salesforce Dashboard

  • Salesforce Flow (when Include flows is enabled)

Salesforce Organization

A single resource of type salesforce_org is observed for each configured Salesforce integration, representing the top-level Salesforce organization.

Properties

Property
Description

name

The name of the Salesforce organization

type

Always salesforce_org

subtype

Always salesforce_org

external_links

Link to open the Salesforce organization

used

After user observation runs, lists user URIs observed for this org (same crawl), using the graph used property

User

Users are discovered when Observe users & groups is enabled. Euno observes active Salesforce users (with an email on the record) and links them from reports, dashboards, and flows via native_owners when Salesforce exposes CreatedBy and that user was observed.

Properties

Property
Description

name

The user's email address

type

Always user

email_address

The user's email address

label

The user's display name

native_id

The Salesforce user ID

created_at

The timestamp when the user was created

updated_at

The timestamp when the user was last modified

User Group

User groups are discovered when Observe users & groups is enabled. Groups include public groups, role-based groups, and organization groups.

Properties

Property
Description

name

The group name

type

Always user_group

subtype

Always salesforce

native_id

The Salesforce group ID

description

Short description derived from the Salesforce group type (for example Regular group)

created_at

The timestamp when the group was created

updated_at

The timestamp when the group was last modified

members

Member user URIs (via has member / members toward users observed in the same crawl)

Salesforce Folder

Folders are organizational containers for reports and dashboards in Salesforce. The integration discovers shared folders (not personal folders).

Properties

Property
Description

name

The folder name

type

Always salesforce_folder

subtype

Always salesforce_folder

native_id

The unique folder ID in Salesforce

description

The folder type (for example "Report folder" or "Dashboard folder")

container_type

Always pure_container โ€” folders only contain other resources

parent_container

Parent salesforce_org URI

Salesforce Object

Objects represent the data structures in Salesforce, including both standard objects (Account, Contact, Opportunity, etc.) and custom objects.

Properties

Property
Description

name

The display label of the object (for example "Account", "My Custom Object")

type

Always salesforce_object

subtype

Always salesforce_object

native_id

The API name of the object (for example Account, My_Custom_Object__c)

description

The plural label of the object

is_calculated

true if this is a custom object (API name ends in __c), false for standard objects

external_links

Link to open the object in Salesforce Setup

parent_container

Parent salesforce_org URI

total_read_queries_14d/30d/60d

API read operations against the object per window (with Ingest usage metrics enabled)

total_write_queries_14d/30d/60d

API write operations against the object per window (with Ingest usage metrics enabled)

distinct_users_14d/30d/60d

Distinct users calling the object over the API per window (with Ingest usage metrics enabled)

Global processing may add Flow- or report-derived table_dependencies / upstream_fields when lineage is resolved against observed objects and fields. When the Airflow integration is also connected, table_dependencies additionally includes warehouse tables that an Airflow task loads into this object (for example via SalesforceBulkOperator); see the Airflow integration documentation.

Salesforce Field

Fields represent the individual data elements within Salesforce objects.

Properties

Property
Description

name

The display label of the field

type

Always salesforce_field

subtype

Always salesforce_field

native_id

The API name of the field (for example Name, Custom_Field__c)

native_data_type

The Salesforce field type (for example string, picklist, reference, currency, date)

is_calculated

true if this is a custom field, false for standard fields

raw_code

For formula fields, contains the formula expression

parent_container

Parent salesforce_object URI

Field Types

The native_data_type property reflects the Salesforce field type, which can include:

  • string โ€” Text fields

  • picklist โ€” Single-select picklist

  • multipicklist โ€” Multi-select picklist

  • reference โ€” Lookup/Master-Detail relationship

  • boolean โ€” Checkbox

  • currency โ€” Currency

  • date โ€” Date

  • datetime โ€” Date/Time

  • double โ€” Number (decimal)

  • int โ€” Number (integer)

  • percent โ€” Percent

  • phone โ€” Phone

  • email โ€” Email

  • url โ€” URL

  • textarea โ€” Long text area

  • id โ€” Salesforce ID

Salesforce Report

Reports are analytical views of Salesforce data that can be configured to display, filter, and summarize records.

Properties

Property
Description

name

The report name

type

Always salesforce_report

subtype

Always salesforce_report

description

The report description, if provided

created_at

The timestamp when the report was created

updated_at

The timestamp when the report was last modified

parent_container

Parent salesforce_org or salesforce_folder URI (shared folder vs personal/unfiled fall back to the org)

native_owners

Native creator (CreatedBy) as a structured reference when that user was observed in the crawl

external_links

Link to open the report in Salesforce

last_accessed_at

The report's last run timestamp as reported by Salesforce

total_impressions_14d/30d/60d

Report executions per window (with Ingest usage metrics enabled)

distinct_impressions_users_14d/30d/60d

Distinct users running the report per window (with Ingest usage metrics enabled)

Euno may also compute a string owner (first native owner) for display. Derived lineage (global processing after the crawl): when Analytics describe metadata is available under native_raw_object, Euno derives table_dependencies (upstream salesforce_object) and upstream_fields (upstream salesforce_field) from report columns only where those objects and fields already exist as discovered resources.

Salesforce Dashboard

Dashboards are visual displays of key metrics and data from Salesforce reports.

Properties

Property
Description

name

The dashboard title

type

Always salesforce_dashboard

subtype

Always salesforce_dashboard

description

The dashboard description, if provided

created_at

The timestamp when the dashboard was created

updated_at

The timestamp when the dashboard was last modified

parent_container

Parent salesforce_org or salesforce_folder URI

native_owners

Native creator (CreatedBy) as a structured reference when that user was observed in the crawl

external_links

Link to open the dashboard in Salesforce

total_impressions_14d/30d/60d

Dashboard views per window (with Ingest usage metrics enabled)

distinct_impressions_users_14d/30d/60d

Distinct users viewing the dashboard per window (with Ingest usage metrics enabled)

Euno may also compute a string owner (first native owner) for display. table_dependencies toward salesforce_report URIs is typically filled during the crawl when dashboard describe metadata exposes component report IDs (and may be refined by later processing).

Salesforce Flow

Flows are Salesforce automation definitions (salesforce_flow). They are observed when Include flows (Tooling API) is enabled in Euno.

Euno reads FlowDefinition and selected Flow version rows via Salesforceโ€™s Tooling API. The crawler stores tooling payloads under native_raw_object for auditability. Subsequent processing derives:

  • salesforce_flow_lineage โ€” structured field-level lineage (targets and sources) parsed from Flow definition metadata where resolvable

  • defines โ€” links toward salesforce_object resources the flow materially updates

and can propagate lineage onto objects and fields (for example table_dependencies / upstream_fields on salesforce_object / salesforce_field from Flow-derived assignments). Lineage completeness depends on which objects and fields were discovered by the crawler and pattern filters.

Properties

Property
Description

name

Flow master label when available from the tooling version row, otherwise developer name

type

Always salesforce_flow

subtype

Always salesforce_flow

description

From Flow definition metadata when Salesforce returns it

native_id

Flow definition (tooling) id

parent_container

Parent salesforce_org URI

native_owners

Optional creator from tooling CreatedById when that user was observed in the crawl

external_links

Shortcut to Salesforce Flow setup

Derived lineage properties (salesforce_flow_lineage, defines, and dependent graph edges onto objects and fields) are produced by asynchronous global processing as well as crawl-time wiring where applicable.

Relationships

Hierarchy and containers

Source type(s)
Relationship
Target type(s)
Notes

salesforce_folder

has parent

salesforce_org

parent_container on the folder

salesforce_object

has parent

salesforce_org

parent_container on the object

salesforce_field

has parent

salesforce_object

parent_container on the field

salesforce_report

has parent

salesforce_org, salesforce_folder

Shared-folder reports use a folder parent; personal/unfiled reports use the org

salesforce_dashboard

has parent

salesforce_org, salesforce_folder

Same pattern as reports

salesforce_flow

has parent

salesforce_org

When Flow observation is enabled

salesforce_org

used

user

After user observation, the org carries used references to observed users (see Usage relationships)

user_group

has member

user

members on the group lists observed users

Lineage

Source type(s)
Relationship
Target type(s)
Notes

salesforce_dashboard

has upstream

salesforce_report

table_dependencies from dashboard describe components when present

salesforce_report

has upstream

salesforce_object, salesforce_field

From Analytics describe via global processing (table_dependencies / upstream_fields) where resolvable

salesforce_flow

defines

salesforce_object

defines toward objects the flow updates

salesforce_flow

has upstream

salesforce_object, salesforce_field, salesforce_flow

From tooling metadata and global processing (table_dependencies, upstream_fields, lineage maps) where resolvable

Creator metadata (users)

Reports, dashboards, and flows emit native_owners from Salesforce CreatedBy when the creator user was observed in the same crawl. Euno may compute a display owner string from that list. For how user linkage appears in the graph alongside other products, see Usage relationships in the relationships developer reference.

Hierarchy Diagram

Known Limitations

Personal Folders

Personal folders in Salesforce are not actual folder records that can be queried via the API. Reports and dashboards in personal folders will appear directly under the Salesforce Organization rather than within a folder container.

Formula field lineage

While formula expressions are captured in the raw_code property, formula cross-field lineage strictly from raw_code is not modeled the same way as Flow- or Report-derived lineage. Flow-derived lineage handles automations separately.

Filtering (objects, reports, dashboards)

Object filters hide entire objects (and usually their fields) from discovery. Reports and dashboards that depend on unseen objects/columns may show fewer or no upstream lineage edges until those entities are crawled.

Report and dashboard regex filters remove matching reports/dashboards entirely; they leave no stub resource to attach lineage to.

Flow tooling access

Flows require Tooling API readable Flow metadata. Missing permissions, partial describe surfaces, or Include flows turned off yields no salesforce_flow assets and therefore no Flow-derived lineage for that crawl.

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