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Connecting Liferay Data Platform to Salesforce

Private Beta Feature

Liferay Data Platform 2026.Q2+

Connect your Salesforce instance to Liferay Data Platform (LDP) to ingest CRM data into your workspace. The connector uses Salesforce OAuth to sync Accounts and Individuals from Salesforce using predefined mappings.

Prerequisites

Before connecting Salesforce, ensure these requirements are met:

  1. Access a Salesforce environment with an integration user that has the API Enabled permission.

  2. Create a Connected App.

  3. Configure OAuth Settings in the app by setting the Callback URL to your LDP environment OAuth endpoint (for example, https://[ldp-domain]/oauth/receive).

    Tip

    Find this URL in the Target URL field when you add the Salesforce data source.

  4. Add the required OAuth scopes: Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access).

  5. Ensure the Salesforce integration user has read access to the Account, Contact, and Lead objects.

  6. Save the Connected App and copy the generated Consumer Key and Consumer Secret.

Tip

Ensure your Salesforce data contains the Account, Contact, and Lead records you want to sync.

Add a Data Source

  1. In the LDP panel, navigate to Settings → Data Sources.

  2. Click Add Data Source and select Salesforce.

    Navigate to the Data Sources Settings to add new data sources to the Liferay Data Platform.

  3. Enter the Salesforce instance URL, Consumer Key, and Consumer Secret.

    Enter the Salesforce instance URL and OAuth credentials to connect to a Salesforce data source.

  4. Click Connect.

Note

Each Salesforce token is associated with a single LDP workspace.

Select Items to Sync

After connecting, select the objects to ingest.

Accounts: Sync organization data.

Individuals: Sync combined data from Contacts and Leads.

After a successful connection, select the objects to ingest: Accounts and Individuals.

Click Continue.

Note

Field mappings are preconfigured to ensure data consistency. Manual field mapping is not supported.

Assign Properties

To make Salesforce data available in LDP, associate it with one or more properties:

  1. Choose which properties receive the data:

    • To assign specific properties, click Select and pick one or more from the modal.

    • To make it available across the entire workspace (including properties created later) select the Make individual data from this data source available in all properties checkbox instead.

  2. Click Finish Setup to start ingestion.

Define which properties in your workspace receive the synced Salesforce data.

After setup, the connection becomes active immediately, data sync starts automatically, and Liferay Data Platform keeps the data source up to date.

Manage the Connection

Go to Settings → Data Sources and select the Salesforce data source. From this page, you can:

  • Edit the name using the Pencil icon (Pencil icon). The name must be unique and cannot exceed 75 characters.

  • View the authentication status.

  • Click Disconnect Data Source to stop the integration. After disconnecting, existing data remains in assigned properties, but new data is no longer ingested.

  • Update synced objects or property assignments by editing the settings.