Salesforce connector
Set up the Salesforce connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.
Salesforce connector pricing, tier and credits on kaivo.io
Kaivo is a fully managed data platform that syncs your Salesforce data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your CRM data instead of moving it.
What is the Salesforce connector
Section titled “What is the Salesforce connector”Sync your Salesforce accounts, opportunities, and custom objects into BigQuery with Kaivo to analyse your whole sales pipeline in one place.
| Category | CRM |
|---|---|
| Authentication | OAuth |
| Setup | On request, contact us to enable it |
Getting started with the Salesforce connector
Section titled “Getting started with the Salesforce connector”- Sign up for Kaivo and create a workspace.
- Ask us to enable the Salesforce connector for your workspace. You can reach our team from the chat in the app.
- Choose which tables to sync.
- Wait for the initial sync to finish.
- Query your data in BigQuery or your favourite AI or BI tool.
Authenticating Salesforce
Section titled “Authenticating Salesforce”Connect by signing in to your Salesforce account. Kaivo runs the connection for you, so you never share a password.
Configuring the Salesforce connector
Section titled “Configuring the Salesforce connector”When you set up the connector, you provide:
| Field | Description |
|---|---|
| Start Date | |
| Any data before this date will not be fetched. |
|
Tables and columns synced from Salesforce
Section titled “Tables and columns synced from Salesforce”The streams and columns for this connector aren’t listed automatically yet.
How the Salesforce sync works
Section titled “How the Salesforce sync works”After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Salesforce supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won’t get duplicate rows.
Frequently asked questions
Section titled “Frequently asked questions”How long does the initial sync take for Salesforce?
Section titled “How long does the initial sync take for Salesforce?”It depends on how much history is in your Salesforce account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they’re much faster.
Can I sync only some tables or columns?
Section titled “Can I sync only some tables or columns?”Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don’t select are never copied to your warehouse.
What happens when Salesforce’s schema changes?
Section titled “What happens when Salesforce’s schema changes?”New fields are never added automatically. You choose which fields to sync, so data you haven’t selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table’s sync mode: full-refresh tables always match what’s currently in Salesforce, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.
How do I handle GDPR or data deletion requests?
Section titled “How do I handle GDPR or data deletion requests?”Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Salesforce instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Salesforce connector in Kaivo and all of its synced data is deleted with it.
Common use cases for Salesforce data
Section titled “Common use cases for Salesforce data”Pipeline analysis
Section titled “Pipeline analysis”Track opportunities by stage, owner, and close date to measure coverage and win rate.
Account and contact view
Section titled “Account and contact view”Join accounts and contacts to see which relationships drive the most revenue.
Custom objects
Section titled “Custom objects”Report on the custom objects and fields your team added, not just the standard ones.
Combine with marketing
Section titled “Combine with marketing”Join Salesforce pipeline with ad and email data in BigQuery to follow leads end to end.
Use Salesforce data in your AI and BI tools
Section titled “Use Salesforce data in your AI and BI tools”Once Salesforce data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here’s how the most common destinations work with Salesforce data.
Claude
Section titled “Claude”Use Kaivo’s MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →
Power BI
Section titled “Power BI”Microsoft’s BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →
Data Studio
Section titled “Data Studio”Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →
Tableau
Section titled “Tableau”The premium analytics standard, with native BigQuery integration. Setup guide →
Google Sheets
Section titled “Google Sheets”Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →
Connect via Power Query’s BigQuery connector. Setup guide →
Metabase
Section titled “Metabase”Open-source BI tool with strong BigQuery support. Setup guide →
See our pricing page for Salesforce connector pricing and plan details.