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Celonis Product Documentation

Salesforce Connection

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.