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Connector

Salesforce pipeline meets ERP actuals.

The forecast lives in Salesforce; the actuals live in your ERP. Query both live in one model — and stop reconciling exports of either.

  • Live at the source
  • No replication
  • Existing permissions

How Virtual Data Platform reaches Salesforce

  • Outbound only

    A Gateway inside the source's network connects outbound to your tenant — no inbound firewall rules, TLS on every connection.

  • Queried at the source

    The Gateway queries the source directly through its connector, under the requesting user's own permissions — Microsoft Entra ID in, translated to the source's authentication.

  • Nothing persisted

    Results stream back end-to-end encrypted and combine with your other sources in memory — no warehouse to fill, no copy to govern.

What teams do with Salesforce

  • Funnel and pipeline reporting on live CRM data — no morning CSV ritual.

  • Revenue views that join opportunities with invoiced actuals from the ERP.

  • Let AI assistants answer account questions from live CRM data — under the asker's permissions.

What this connector covers

  • REST API queries

New connectors ship regularly — missing a source you need? Just ask.

Consume it in the tools you already use

Model once, then query from anywhere — every request under the user's own identity.

See your own data live in 30 minutes.

Start with a live demo — we'll show your use case in Excel, Power BI, R, or through an AI assistant. Then take it further with a free trial in your own isolated tenant.

Virtual Data Platform