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Salesforce Connector for eDiscovery & Data Collection
Collect and search Salesforce files and metadata for eDiscovery, compliance, and investigations seamlessly. The Onna + Salesforce Connector gives legal and compliance teams direct access to the files living inside your CRM, on a defensible, unified platform.
Why Connect Salesforce to Your eDiscovery Collections Platform
Most people think of Salesforce as a sales tool, but for legal and compliance teams, it's a critical data source. Customer records, contracts, uploaded documents, and business files stored inside Salesforce can become central to litigation, investigations, and regulatory inquiries. When that happens, waiting on IT or manual exports isn't an option.
The Onna + Salesforce Connector connects directly to the Salesforce Lightning API, giving your team immediate, structured access to files hosted in your Salesforce account, without disrupting business operations or relying on ad hoc processes.
Salesforce Connector Capabilities
The Onna + Salesforce Connector is designed to bring your CRM's file content into a defensible collection workflow.
Key capabilities include:
Direct connection via the Salesforce Lightning API
Audit logs for all collection activity
Tag-based collection controls
Support for one-time sync, auto-sync, and auto-sync and archive modes
File metadata preservation alongside collected content
These capabilities allow organizations to perform targeted collections from Salesforce or maintain ongoing archives of CRM file content.
What Data Can Be Collected from Salesforce
The connector captures files and associated metadata from Salesforce Lightning Enterprise accounts including:
Files & Content
All files hosted within the connected Salesforce account
Files filtered by selected tags
Metadata
File name
File ID
Author
File creation date
File last modified date
File size
File extension
These collections give investigators a structured, metadata-rich view of the files stored in Salesforce so relevant content can be identified and produced efficiently.
Note: Onna does not currently collect Salesforce Chatter data or support collections from Salesforce sandbox environments.
Salesforce Metadata Collected
Along with file content, the connector captures key Salesforce metadata fields including:
File name and file ID
Author
File creation and last modified dates
File size & extension
This metadata allows teams to establish file provenance, identify authors, and surface the most relevant documents within a Salesforce collection.
How Salesforce Data Collection Works
Setting up a Salesforce collection in Onna is a straightforward process that requires no authorized connection credentials.
Add Salesforce as a data source
Navigate to your workspace and add Salesforce as a source.
Configure the collection
Enter a name for your sync, select your sync mode, and set your start date — or start and end date for one-time syncs.
Authenticate the connection
Enter your Salesforce username and password and log in, then allow Onna access to your Salesforce account.
Select tags
Choose the tags you want to include in your sync to scope the collection to the relevant file content.
Start sync
Once configuration is complete, your Salesforce collection begins and the new source appears alphabetically in your list of connected sources.
Salesforce Data Collection Options
The Onna + Salesforce Connector supports three sync modes to fit a range of collection needs.
One-Time Sync
A targeted collection with a defined start and end date, suited for litigation or investigations with a fixed scope.
Auto-Sync
Automatically collects new files as they are added to your connected Salesforce account.
Auto-Sync & Archive
Continuously collects new content while building an ongoing compliance archive of all Salesforce file activity.
Common Salesforce eDiscovery Use Cases
Litigation Response
Collect files stored in Salesforce that are relevant to legal matters quickly and in a defensible format.
Contract and Document Review
Surface contracts, agreements, and uploaded business documents stored within your CRM for review and production.
Regulatory Compliance
Archive Salesforce file content on an ongoing basis to meet regulatory record retention requirements.
Internal Investigations
Identify files, authors, and modification history tied to specific accounts, records, or individuals within Salesforce.
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Onna + Salesforce Connector FAQs
Onna's integration is compatible with Salesforce Lightning Enterprise only. Non-enterprise versions such as Salesforce Essentials and Lightning Professional do not include API access, which is required for Onna to connect.
Not at this time. Collections from Salesforce sandbox environments are not currently supported.
No. Chatter data is not currently collected by the Salesforce connector. Onna collects files hosted within the Salesforce Lightning Enterprise account only.
During setup, you can select the tags you want to include in your sync. This allows you to target specific file content rather than collecting everything in the account.
You will need a Salesforce Lightning Enterprise admin account username and password. No authorized connection credentials or API keys are required in advance.
Yes. Onna maintains a comprehensive audit log of all collection activity. Every collection has a documented chain of custody.
Start Collecting Salesforce Data for eDiscovery
Connect Salesforce in minutes and begin collecting files and CRM content from across your organization's Lightning Enterprise account.