Salesforce
Using Salesforce as a data source for your Softr app.
Salesforce is the world’s leading customer relationship management (CRM) platform, giving sales, service, and marketing teams a single source of truth for customer data.
Because Salesforce is a relational CRM organized around standard and custom objects, it makes an excellent data source for internal tools, client portals, and dashboards built on Softr. To learn more about Salesforce, visit the official Salesforce website.
In this article, we’ll cover how to connect Salesforce to Softr and take a closer look at the features that matter in that context.
1. Connect your Salesforce account
To use Salesforce in Softr, you must first connect your Salesforce account. Any Salesforce data source you connect in Softr can be used by all of the workspace’s collaborators in all of the workspace’s apps.
Add Salesforce data source to your workspace
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Install the Softr app in your Salesforce org.
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In the Softr Studio dashboard, click Integrations in the left menu.
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Click Connect new.
- Select Salesforce in the Select an integration window.
Grant access to Salesforce
- In the Connect to Salesforce window, click Connect.
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Sign in to your Salesforce account when redirected.
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Choose whether to connect a production org or a sandbox org, then approve the requested permissions to complete the connection.
2. Connect your Salesforce data to a Softr app
Once your Salesforce account is connected, you can use the authorized account across one or multiple Softr applications.
Connect Salesforce objects to a Dynamic Block
To display your data in the app, connect a dynamic block (e.g. List, Grid, Table) to your Salesforce objects:
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In the block source tab, select the authenticated Salesforce integration.
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Choose the Object you want to use.
Supported Salesforce Objects
Softr supports the following Salesforce objects:
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Contacts
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Leads
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Opportunities
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Accounts
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Cases
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Custom Objects
Mapping Salesforce object fields
When you select the object type you want to show, you can customize which object fields to visualize. Each Salesforce object has predefined field types like text, picklists, dates, and lookups. Since Softr also has its own field types, it’s important to map fields correctly to ensure your data appears as expected.
For example, if a Salesforce Opportunity stores an attached image URL in a URL field, map it to a Softr Image field in a List block so it displays correctly.
Supported Fields
Softr supports:
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All standard Salesforce object fields
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All custom fields you’ve created in Salesforce
However, some read-only fields cannot be edited in Softr, including:
- Formula fields, Rollup Summary fields, and system audit fields such as Created By, Last Modified By, and System Modstamp.
Salesforce object relationships
Salesforce works as a relational database, meaning objects can be linked together through lookup and master-detail relationships. This allows you to display related data, such as:
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An Account with multiple Contacts linked to it
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An Account with multiple Opportunities linked to it
In Softr, you can show related objects using:
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Related record ID fields
Limitations
FAQs
Why can't I see certain Salesforce fields in Softr?
Salesforce enforces field-level security and profile permissions on the API user account that authorized the connection. If a field or object is missing in Softr, verify that the authorizing user’s profile and permission sets grant read (and, where needed, edit) access to those fields.
Can I connect a Salesforce sandbox?
Yes. When connecting Salesforce, choose the sandbox option to authenticate against test.salesforce.com instead of your production org. This is useful for testing your Softr app against non-production data before going live.
Can I use multiple Salesforce orgs in one Softr app?
Yes. You can connect multiple Salesforce accounts, but you’ll need to use separate Softr blocks for each object from each org.
Need More Help?
- 📖 Automate Salesforce records from your app with the Salesforce workflow integration.