Connect Pigment with Salesforce

  • Updated on Aug 29, 2025
  • Published on Aug 22, 2025
  • 4 minute(s) read
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This article explains how to connect Salesforce with your Pigment Workspace to retrieve any of your Salesforce report data into Pigment Blocks.

As with all other native Pigment integrations, you’ll first need to configure a Connection in the integration Library page. Once configured, this connection can be used by any Application that is authorized as a data source. These authorized Apps are defined during the ‘Import Data’ configuration step. Now, let’s see how to configure and use this native integration!

Configure the Salesforce Connection

ℹ️ Note

You need to be a Workspace Admin to be allowed to configure.

In the sidebar, click the Settings tab to navigate to the Integration page. Once there find the Salesforce connector and click on “+ Add”.

If it’s your first Salesforce Connection, click on “Setup a connection”.

For all your Connections, you need to provide the following information:

  • A name: this name will allow you to identify the Connection when you use it in other Applications

  • Application access: list the Applications which should be allowed to use this Connection.

Select the Salesforce environment (“Production” or “Sandbox”).

Click on Connect to start the OAuth app connection process.

Here are the permissions required by the Pigment integration.

Click on Allow.

ℹ️ Note

If you are not already logged in to your Salesforce account, a first modal will ask you to log-in.

⚠️ Important

Pop-ups might be blocked by your browser, please make sure you enable them.

Click on Setup to finish the process.

ℹ️ Note

The Pigment connector with Salesforce is an OAuth connected app using the following OAuth scopes:

  • Access the identity URL service

  • Manage user data via APIs

  • Manage user data via Web browsers

  • Perform requests at any time

As a Salesforce Admin, you can review the Pigment OAuth app usage from the Connected Apps OAuth Usage page (doc).

Load a Salesforce report into Pigment

Once the Salesforce Connection is configured, open any Application for which this Connection is available and open the “Import Data” interface.

Instead of “Upload file”, select the Integration option and select your Salesforce Connection.

Now, you just need to add the Report ID of the report you want to load into Pigment. You can find this Report ID in the Salesforce URL when you open that report. It should look like an 18 character long code (ex: 00O7R000007wbfpUAA ). Once you have this ID, add it and click on “Start Import”.

The report data should load in Pigment within a few seconds.

🛡️ Warning

The “Report” import mode only allows you to load up to 2000 rows of data. For a larger amount of data, please use the “Custom Query” import mode.

Load raw Salesforce data into Pigment with Custom Queries

For large datasets, the “Report” import mode is too limited. The preferred solution is to use the Custom Query Mode.

Here is an example of SOQL query to load some filed of the Opportunity Table:

SELECT  Id,  AccountId,  Name,  Probability,  IsClosed,  IsWon,  CreatedDate 
FROM Opportunity

Once your SOQL query is inputted, you can just click on “Start Import” and continue the standard import flow.

Resources for those new to Salesforce SOQL

ℹ️ Note

Writing SOQL can be difficult for new SFDC users. Reach out to your Salesforce Admin for help.

Remember that practice is key to mastering SOQL. Experiment with different queries, join Salesforce developer communities, and leverage these resources to become proficient in writing SOQL queries in Salesforce.

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