Salesforce Connection
Important
Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.
Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.
About Salesforce
Leverage Celonis' out-of-the-box Salesforce connectivity to integrate the Celonis EMS with your organization's Salesforce Lightning Platform. Salesforce offers a cloud-based platform which covers a wide range of customer relationship management (and complementary) solutions, including CRM, customer service/support, marketing automation, analytics and application development solutions. Across all solutions, the customizable platform serves as a single source of truth for all customer data.
Getting Data out of Salesforce Without the Celonis Extractor: Workbench
Note that it is always better to go through the standard Celonis Extractors/Process Connectors if possible, so that is only a backup option; using the Workbench tool, users can query, manipulate and migrate Salesforce data/metadata through a UI directly from their web browser. Query results can be downloaded as CSV file, for example, which can be uploaded in the EMS through File Upload.