Salesforce metadata collector

concept brazil Updated Sep 10, 2026 2 min read salesforce-metadata-collector.md
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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.

Parent Topic:Configuring metadata collectors

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