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An entity is any distinct dataset within a connected system — a Salesforce object, a database table, a CSV file, or a Google Sheet. Managing entities lets you control exactly which data BonData works with.

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View your entities

  1. Go to Data > Integrations in the sidebar
  2. Click on any connected integration
  3. The left panel lists all active entities

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Add entities

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SaaS integrations

Standard objects (e.g., Salesforce Accounts, Contacts) are included by default. To add custom objects:
  1. Click New at the top of the entity list
  2. Search for the object
  3. Click Add

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Databases, CSVs, and sheets

Each entity requires a primary key. BonData auto-detects fields that are both available across all rows and unique. You can combine multiple fields into a composite key (e.g., First Name + Last Name + Company).

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Activation time

After adding an entity, BonData fetches its metadata. This typically completes within 15 minutes, after which the entity is fully available for use in Bonds and Agents.

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Best practices

  • Review periodically — Remove entities you no longer need to keep things clean
  • Be selective — Only add entities relevant to your workflows
  • Check permissions — Ensure your integration credentials have access to the entities you’re adding