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

Salesforce

Teleskope connects to Salesforce using OAuth 2.0. A Salesforce administrator completes a one-time authorization that grants Teleskope persistent access to your organization.

Supported Editions

Cloud
Supported Editions

Sales Cloud

Enterprise, Unlimited, Developer

Service Cloud

Enterprise, Unlimited, Developer

Health Cloud

Enterprise, Unlimited

Experience Cloud

Enterprise, Performance, Unlimited, Developer

Both Production and Sandbox environments are supported.

Requirements

  • A Salesforce account with the System Administrator profile (or equivalent) — this ensures Teleskope can access all relevant objects

Connecting Salesforce to Teleskope

1

In the Teleskope UI, go to Settings → Connectors → Salesforce.

2

Begin Authorization

Click Enroll New and select your environment:

Environment
Login domain

Production

login.salesforce.com

Sandbox

test.salesforce.com

3

Authorize in Salesforce

You will be redirected to Salesforce's login page. Sign in with the service account and click Allow to grant Teleskope the following OAuth scopes:

SSO users: If your org enforces SSO, use the Use Custom Domain option on the Salesforce login page and enter your org's domain before signing in. Alternatively, pre-authenticate via SSO in a separate tab before starting this step.

Scope
Purpose

api

Query and manage records via the Salesforce REST API

web

Access your org from a browser-based context

refresh_token

Maintain access without requiring re-authorization

offline_access

Continue operating when the authorizing user is not logged in

4

Confirm Enrollment

After authorizing, you are redirected back to Teleskope. Your Salesforce organization will appear in the enrolled organizations list under Settings → Connectors → Salesforce.

Last updated

Was this helpful?