Allowing Integrate.io ETL access to my data on Salesforce

Integrate.io ETL can read your Salesforce data. This article details creating the Salesforce connection in Integrate.io ETL.  Note that Integrate.io ETL can only be used with Salesforce editions that have API access. Some plan types, including trial versions, do not have API access by default and cannot be used with Integrate.io ETL.

To create a Salesforce connection in Integrate.io ETL:

1. Click the Connections icon (lightning bolt) on the top left menu.
2. To create a connection, click New connection.
3. Choose Salesforce.
4. Select the Salesforce environment you'd like to connect to - production or sandbox - and click authorize.
5. In the Salesforce login window, sign in with your Salesforce account (Note: The user name for a sandbox account is your user name with a dot sandbox account name suffix. For example, If your user name is danielle@ilovemycompany.com and your sandbox account name is test, your user name for it is danielle@ilovemycompany.com.test).
6. In the next page, click "Allow" to allow Integrate.io ETL access on your behalf to Salesforce.
7. In the new Salesforce connection window, name the connection and click create salesforce connection.

To modify Salesforce connections in Integrate.io ETL:

1. Click the Connections icon (lightning bolt) on the top left menu.
2. Click a connection to open and modify it. Make any necessary changes, then click Reconnect, and Save changes. To exit the Salesforce connection window without changes, click Back to connections (grey tab on the left side) on the Salesforce connection window.
3. To delete a Salesforce connection, click on the three vertical dots on the far right of the connection listing and select the Delete connection option.

Salesforce Apps Installation Restrictions (Oct 2025)

Salesforce recently introduced controls for uninstalled connected apps, which affect how users can approve third-party integrations like our ETL Salesforce connector. If a connected app isn’t explicitly installed in a customer’s Salesforce org, users without the proper permissions will encounter OAuth errors (such as OAUTH_APPROVAL_ERROR_GENERIC) during authentication. To fix this, customers must either install the connected app within their org or grant users the “Approve Uninstalled Connected Apps” permission through a profile or permission set. This permission allows users to authorize and connect to apps that aren’t officially installed in their org.

For orgs that have API Access Control enabled, Salesforce replaces this with the “Use Any API Client” permission, which serves the same purpose. Support teams should advise customers to check their Connected Apps OAuth Usage page to confirm whether our ETL app appears as “uninstalled.” If so, the Salesforce admin should either install it or assign one of the above permissions to affected users. This change ensures users can continue authenticating successfully with third-party apps like ours.

For more info, please check Salesforce article here.