Salesforce

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This destination connects to your Salesforce instance, sending events from PostHog to Salesforce as they are ingested.

Requirements

Using this requires either PostHog Cloud with the data pipeline add-on, or a self-hosted PostHog instance running version 1.30.0 or later.

Self-hosting and not running 1.30.0? Find out how to update your self-hosted PostHog deployment.

You'll also need a Salesforce account to connect to, as well as the relevant levels of access to install and configure this destination.

Installation

  1. Log in to your PostHog instance
  2. Click "Data pipeline" in the left sidebar
  3. Search for 'Salesforce'
  4. Select the destination, press 'Install' and follow the on-screen instructions

Configuration

OptionDescription
Salesforce Service Host
Type: string
Required: True
Usually in the format of https://.my.salesforce.com
Username
Type: string
Required: True
Password
Type: string
Required: False
Consumer key
Type: string
Required: True
Consumer secret
Type: string
Required: True
Events to include
Type: string
Required: False
Comma separated list of events to include. If not set, no events will be sent
Path of the url where events will go to. No leading forward slash
Type: string
Required: False
The type of method for the event url
Type: string
Required: False
Properties to include
Type: string
Required: False
Comma separated list of properties to include. If not set, all properties of the event will be sent
Event endpoint mapping
Type: json
Required: False
⚠️ For advanced uses only ⚠️ Allows you to map events to different SalesForce endpoints. See https://github.com/PostHog/salesforce-plugin/blob/main/README.md for an example.
Event to salesforce field mapping
Type: json
Required: False
SalesForce can be strict about field names, if your posthog event property names don't match then you can map them using this. See https://github.com/PostHog/salesforce-plugin/blob/main/README.md for an example.
Enable debug logging
Type: choice
Required: False
turn on debug logging to get much more logging

FAQ

Is the source code for this destination available?

PostHog is open-source and so are all destinations on the platform. The source code is available on GitHub.

Who created this destination?

We'd like to thank PostHog team member Yakko Majuri and community members Angela Purcell and Conrad Kurth for creating this. Thank you, all!

Who maintains this?

This is maintained by the community. If you have issues with it not functioning as intended, please let us know!

What if I have feedback on this destination?

We love feature requests and feedback. Please tell us what you think..

What if my question isn't answered above?

We love answering questions. Ask us anything via our community forum.

Questions?

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