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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.
Salesforce as a data source is available on Business and Enterprise plans.

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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.
To connect Salesforce, you must have permissions to authorize third-party OAuth applications in your Salesforce org. If your org restricts connected apps, ask your Salesforce administrator to approve Softr.
1

Add Salesforce data source to your workspace

  1. In your Softr Dashboard, navigate to Data Sources in the left menu.
  2. Click Connect Data Source.
  3. Select Salesforce and proceed to authenticate your account.
2

Grant access to Salesforce

  1. Sign in to your Salesforce account when redirected.
  2. Choose whether to connect a production org or a sandbox org, then approve the requested permissions to complete the connection.

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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.
1

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:
  1. In the block source tab, select the authenticated Salesforce integration.
  2. Choose the Object you want to use.
Important: You can connect only one object type to one block. For example, if you want to show a list of accounts, select the Accounts object. To display Opportunities as well, add another dynamic block.

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Supported Salesforce Objects

Softr supports the following Salesforce objects:
  • Contacts
  • Leads
  • Opportunities
  • Accounts
  • Cases
  • Tasks
  • Custom Objects
2

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.

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Supported Fields

Softr supports:
  • All standard Salesforce object fields
  • 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.

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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:
  • An Account with multiple Contacts linked to it
  • An Opportunity with multiple Tasks linked to it
In Softr, you can show related objects using:
  1. Linked List Block
  2. Related record ID fields
Limitations
Related objects cannot currently be used in Visibility Conditional Filters.

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FAQs

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.
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.
Yes. You can connect multiple Salesforce accounts, but you’ll need to use separate Softr blocks for each object from each org.

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