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docs(ingest/salesforce): list required permissions #6610

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Dec 8, 2022
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docs(ingest/salesforce): list required permissions #6610

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4 changes: 4 additions & 0 deletions metadata-ingestion/docs/sources/salesforce/salesforce_pre.md
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Expand Up @@ -5,6 +5,10 @@ In order to ingest metadata from Salesforce, you will need:
- Salesforce username, password, [security token](https://developer.Salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_concepts_security.htm) OR
- Salesforce instance url and access token/session id (suitable for one-shot ingestion only, as access token typically expires after 2 hours of inactivity)

The account used to access Salesforce requires the following permissions for this integration to work:
- View Setup and Configuration
- View All Data

## Integration Details
This plugin extracts Salesforce Standard and Custom Objects and their details (fields, record count, etc) from a Salesforce instance.
Python library [simple-salesforce](https://pypi.org/project/simple-salesforce/) is used for authenticating and calling [Salesforce REST API](https://developer.Salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm) to retrive details from Salesforce instance.
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