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
- Log in to your PostHog instance
- Click "Data pipeline" in the left sidebar
- Search for 'Salesforce'
- Select the destination, press 'Install' and follow the on-screen instructions
Configuration
| Option | Description |
|---|---|
Salesforce Service HostType: string Required: True | Usually in the format of https:// |
UsernameType: string Required: True | |
PasswordType: string Required: False | |
Consumer keyType: string Required: True | |
Consumer secretType: string Required: True | |
Events to includeType: 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 slashType: string Required: False | |
The type of method for the event urlType: string Required: False | |
Properties to includeType: string Required: False | Comma separated list of properties to include. If not set, all properties of the event will be sent |
Event endpoint mappingType: 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 mappingType: 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 loggingType: 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.