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Salesforce Users

Cron to periodically fetch users from Salesforce via the Salesforce REST API.

Overview​

The Salesforce Users input allows you to periodically fetch users from Salesforce via the Salesforce REST API.

Key Features​

  • Enrichments: Enrich Salesforce event data with user details such as name, email, role, and profile information

Prerequisites​

Before configuring the Salesforce PubSub input, ensure you have:

  1. Salesforce Account: Access to a Salesforce organization
  2. Administrative Access: Permissions to create External Client Apps and manage OAuth settings

Setup Instructions​

Step 1: Creating a Salesforce External Client App​

  1. Log in to your Salesforce account
  2. Navigate to Setup > Apps > External Client Apps > External Client App Manager
  3. Click New External Client App on the top right
  4. Fill in Basic Information section:
    • External Client App Name: Your App Name. E.g., "Monad Salesforce"
    • Contact Email: Your email address
    • Distribution State: Leave as default "local"
  5. In API (Enable OAuth Settings) section:
    • Check Enable OAuth
    • Callback URL: https://app.monad.com
      • This can be anything and is not used. It is required by Salesforce.
    • OAuth Scopes: Add the following scopes:
      • Manage user data via APIs (api)
      • Perform requests at any time (refresh_token, offline_access)
  6. Enable Enable Client Credentials Flow
  7. All other settings can be left as default
  8. Click Create

Step 2: Configuring OAuth Policies​

  1. After creating the app, you will be redirected to the app's detail page
  2. Click Edit on the top right
  3. In the OAuth Policies section:
    • Enable Enable Client Credentials Flow
    • Set Run As to an appropriate user with access to the PubSub channel
  4. All other settings can be left as default
  5. Click Save

Step 3: Retrieving Client Credentials​

  1. From the new External Client App's detail page, navigate to Settings > OAuth Settings
  2. Click Consumer Key and Secret
    • Verification may be required before viewing the secrets
  3. Copy the Consumer Key and Consumer Secret.
    • These will be used as the Client ID and Client Secret in the input configuration.

Configuration​

Required Settings​

SettingTypeDescriptionHow to Find
DomainURLstringDomain URL for your Salesforce instanceSetup > Company Settings > My Domain → Current My Domain URL
OrganizationIDstringOrganization ID for your Salesforce instanceSetup > Company Settings > Company Information → Salesforce.com Organization ID
Include Inactive UsersboolInclude inactive users in the results

Required Secrets​

SecretDescription
Client IDOAuth Client ID from the External Client App (Consumer Key)
Client SecretOAuth Client Secret from the External Client App (Consumer Secret)

Technical Details​

API Integration​

This input uses the Salesforce Query Rest API to fetch user lists and the Salesforce sObject API to retrieve user details.

Authentication & Rate Limiting​

  • Authentication: OAuth 2.0 Client Credentials flow
  • Rate Limiting: Automatically respects Salesforce's API rate limits