Salesforce metadata collector
concept australia Updated Sep 10, 2026 2 min read salesforce-metadata-collector.md
Salesforce metadata collector provides read-only access to metadata from a Salesforce instance.
The collector harvests metadata for Salesforce Objects and Fields, Reports, and Dashboards in a Salesforce instance and make it searchable and discoverable in the data catalog.
Metadata cataloged
The collector catalogs the following information.
| Object | Information cataloged |
|---|---|
| Object | Name, Description, Custom Object (true or false), Mergeable Object (true or false), Queryable Object (true or false) |
| Field | Name, Description, Field Type, Security Classification, Compliance Group, Inline Help Text, Length, Default Value, Formula (calculated fields), Allowed Values (picklist fields), Created Date, Created By, Last Modified Date, Last Modified By |
| Summary field | Summarized object, Aggregation type, Aggregated field, Any filters on the summarization (filter field, filter operation, and filter value) |
| Dashboard | Name, Type, External URL |
| Report | Name, Type, Format |
| Detail column | Name, Fully-Qualified Name |
| Grouping column | Name, Fully-Qualified Name, Grouping level |
| Aggregation column | Name, Formula |
Following additional information is cataloged when you run the collector with the Enable Governance Metadata Collection parameter.
| Object | Information cataloged |
|---|---|
| Row Filter Access Control | Name |
| Column Mask Access Control | Name |
| Attribute Based Access Control | Name, Description, Created by, Created at, Modified by, Modified at, On securable type, For securable type, To principals, Except principals |
| Workspace bindings | Workspace ID, Binding type |
| Privileges | Granted to, Granted by, Privilege type, Granted on object, Inherited from |
Relationships between objects
Catalog pages show relationships between the following data asset types:
| Object | Relationship |
|---|---|
| Field | Object |
| Report | Detail Column, Grouping Column, Aggregate Column |
| Grouping Column | Report |
| Aggregation Column | Report |
| Detail Column | Report |
| Row Filter Access Control | Applies to table, Uses function, Using column, Contained within schema |
| Column Mask Access Control | Applies to column, Uses function, Contained within schema |
| Attribute Based Access Control | Applies to catalog, Schema and table, Defined on catalog, Schema and table, Uses function |
| Catalog | Has workspace bindings, Has privileges |
| Schema | Has privileges |
| Table | Has privileges |
| Storage credential | Has workspace bindings |
| External Location | Has workspace bindings |
Lineage for Salesforce
The following lineage information is collected by the Salesforce collector:
| Field | Report Column that uses data from the field |
Authentication supported
The collector uses username and password authentication to connect to Salesforce via connected applications.
- Prepare to run the Salesforce collector
Set up access for cataloging Salesforce resources by configuring user credentials, security tokens, and connected applications. - Create a Salesforce metadata collector
Create a collector to import metadata from Salesforce.
Parent Topic:Configuring metadata collectors
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--- title: Salesforce metadata collector description: Salesforce metadata collector provides read-only access to metadata from a Salesforce instance. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/integrate-applications/salesforce-metadata-collector.html release: australia topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Configuring metadata collectors, Data Catalog, Workflow Data Fabric] --- # Salesforce metadata collector Salesforce metadata collector provides read-only access to metadata from a Salesforce instance. The collector harvests metadata for Salesforce Objects and Fields, Reports, and Dashboards in a Salesforce instance and make it searchable and discoverable in the data catalog. ## Metadata cataloged The collector catalogs the following information. |Object|Information cataloged| |------|---------------------| |Object|Name, Description, Custom Object \(true or false\), Mergeable Object \(true or false\), Queryable Object \(true or false\)| |Field|Name, Description, Field Type, Security Classification, Compliance Group, Inline Help Text, Length, Default Value, Formula \(calculated fields\), Allowed Values \(picklist fields\), Created Date, Created By, Last Modified Date, Last Modified By| |Summary field|Summarized object, Aggregation type, Aggregated field, Any filters on the summarization \(filter field, filter operation, and filter value\)| |Dashboard|Name, Type, External URL| |Report|Name, Type, Format| |Detail column|Name, Fully-Qualified Name| |Grouping column|Name, Fully-Qualified Name, Grouping level| |Aggregation column|Name, Formula| Following additional information is cataloged when you run the collector with the Enable Governance Metadata Collection parameter. |Object|Information cataloged| |------|---------------------| |Row Filter Access Control|Name| |Column Mask Access Control|Name| |Attribute Based Access Control|Name, Description, Created by, Created at, Modified by, Modified at, On securable type, For securable type, To principals, Except principals| |Workspace bindings|Workspace ID, Binding type| |Privileges|Granted to, Granted by, Privilege type, Granted on object, Inherited from| ## Relationships between objects Catalog pages show relationships between the following data asset types: |Object|Relationship| |------|------------| |Field|Object| |Report|Detail Column, Grouping Column, Aggregate Column| |Grouping Column|Report| |Aggregation Column|Report| |Detail Column|Report| |Row Filter Access Control|Applies to table, Uses function, Using column, Contained within schema| |Column Mask Access Control|Applies to column, Uses function, Contained within schema| |Attribute Based Access Control|Applies to catalog, Schema and table, Defined on catalog, Schema and table, Uses function| |Catalog|Has workspace bindings, Has privileges| |Schema|Has privileges| |Table|Has privileges| |Storage credential|Has workspace bindings| |External Location|Has workspace bindings| ## Lineage for Salesforce The following lineage information is collected by the Salesforce collector: | | | |---|---| |Field|Report Column that uses data from the field| ## Authentication supported The collector uses username and password authentication to connect to Salesforce via [connected applications](https://docs.data.world/en/197977-preparing-to-run-the-salesforce-collector.html#UUID-d6750602-acdf-aa41-e87d-17b7fe18833a_section-idm234447327721945). - **[Prepare to run the Salesforce collector](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/prepare-to-run-the-salesforce-collector.md)** Set up access for cataloging Salesforce resources by configuring user credentials, security tokens, and connected applications. - **[Create a Salesforce metadata collector](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/create-salesforce-metadata-collector.md)** Create a collector to import metadata from Salesforce. **Parent Topic:**[Configuring metadata collectors](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/configure-metadata-collectors-dc.md)
| title | Salesforce metadata collector |
| description | Salesforce metadata collector provides read-only access to metadata from a Salesforce instance. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/integrate-applications/salesforce-metadata-collector.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configuring metadata collectorsData CatalogWorkflow Data Fabric |