Salesforce Integration Discovered Resources

Overview

The Salesforce integration discovers the following resources:

• Salesforce Organization

• User (when "Observe users & groups" is enabled)

• User Group (when "Observe users & groups" is enabled)

• Salesforce Folder

• Salesforce Object

• Salesforce Field

• Salesforce Report

• Salesforce Dashboard

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

User

Users are discovered when "Observe users & groups" is enabled. Euno observes active Salesforce users and links them to reports and dashboards via the native_owners property.

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	The group type (e.g., "Regular group", "Role group")
created_at	The timestamp when the group was created
updated_at	The timestamp when the group was last modified
members	List of user URIs that are members of this group

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 (e.g., "Report folder" or "Dashboard folder")
container_type	Always pure_container - folders only contain other resources

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 (e.g., "Account", "My Custom Object")
type	Always salesforce_object
subtype	Always salesforce_object
native_id	The API name of the object (e.g., "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

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 (e.g., "Name", "Custom_Field__c")
native_data_type	The Salesforce field type (e.g., "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

Field Types

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

• string - Text fields

• picklist - Single-select picklist

• multipicklist - Multi-select picklist

• reference - Lookup/Master-Detail relationship

• boolean - Checkbox

• currency - Currency

• date - Date

• datetime - Date/Time

• double - Number (decimal)

• int - Number (integer)

• percent - Percent

• phone - Phone

• email - Email

• url - URL

• textarea - Long text area

• id - 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
owner	The user of created the report
external_links	Link to open the report in Salesforce

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
owner	The user of created the dashboard

Relationships

Container Relationships

Source	Relationship	Target	Description
salesforce_org	has child	salesforce_folder	Folders belong to the organization
salesforce_org	has child	salesforce_object	Objects belong to the organization
salesforce_org	has child	salesforce_report, salesforce_dashboard	Unfiled reports/dashboards belong directly to the org
salesforce_org	used	user	Users are linked to the organization
salesforce_folder	has child	salesforce_report, salesforce_dashboard	Reports and dashboards are organized into folders
salesforce_object	has child	salesforce_field	Fields belong to objects
user_group	has members	user	Groups contain user members

Lineage Relationships

Source	Relationship	Target	Description
salesforce_dashboard	has upstream	salesforce_report	Dashboards reference reports for their component visualizations

Ownership Relationships

Source	Relationship	Target	Description
salesforce_report	native_owners	user	Reports track their creator via native_owners property
salesforce_dashboard	native_owners	user	Dashboards track their creator via native_owners property

Hierarchy Diagram

salesforce_org
├── user (active Salesforce users)
├── user_group (public groups)
│   └── members → user
├── salesforce_folder (Report folders)
│   └── salesforce_report (native_owners → user)
├── salesforce_folder (Dashboard folders)
│   └── salesforce_dashboard → salesforce_report (native_owners → user)
├── salesforce_object (standard: Account, Contact, etc.)
│   └── salesforce_field
└── salesforce_object (custom: My_Object__c)
    └── salesforce_field

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, field-level lineage for formula fields (tracking which fields a formula references) is not yet implemented.

Object Filtering

When using object pattern filters, only the allowed objects and their fields are discovered. Reports and dashboards that reference filtered-out objects may show incomplete lineage.