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Prerequisites

  • A Salesforce account with API access.
  • A datasource already configured in Mora.

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Required fields

FieldDescriptionExample
NameA display name for this connection.Salesforce production
SchemaThe schema name where tables will be created. Letters and underscores only.salesforce

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Steps

  1. Open Settings → Connections → New.
  2. Select Salesforce.
  3. Enter a name and schema.
  4. Click Authenticate.
  5. You will be redirected to Salesforce to grant Mora access. Sign in and approve.
  6. After approval, you are returned to Mora and the sync begins.

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What gets synced

Salesforce objects — accounts, contacts, opportunities, leads, and more — are synced as tables in your specified schema. The exact set depends on what’s available in your Salesforce instance.