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Connect to Salesforce

Let's configure the Salesforce connection properties to connect to Salesforce.
By default, Salesforce connections for new organizations use the Salesforce API version 67.0. You can edit existing Salesforce connections or create new connections to use any Salesforce API version up to 67.0, except versions 58.0 and 61.0.

Before you begin

Before you get started, you'll need to get information from your Salesforce account based on the connection type that you want to configure.
Consider the following connection types and the corresponding information that you need to gather:
Check out Prepare for authentication to learn more about the authentication prerequisites.
The following video shows you how to get the information that you need from your Salesforce account and how to generate an OAuth refresh token using the SFDC OAuth tool:
The video shows you how to get information from your Salesforce account.https://infa.media/3PSXBnG

Connection details

The following table describes the basic connection properties:
Property
Description
Connection Name
Name of the connection.
Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
Maximum length is 255 characters.
Description
Description of the connection. Maximum length is 4000 characters.
Use Secret Vault
Stores sensitive credentials for this connection in the secrets manager that is configured for your organization.
This property appears only if secrets manager is set up for your organization.
When you enable the secret vault in the connection, you can select the credentials that the Secure Agent retrieves from the secrets manager. If you don't enable this option, the credentials are stored in the repository or on a local Secure Agent, depending on how your organization is configured.
Note:
If you’re using this connection to apply data access policies through pushdown or proxy services, you cannot use the Secret Vault configuration option.
For information about how to configure and use a secrets manager, see Secrets manager configuration.
Runtime Environment
The name of the runtime environment where you want to run tasks.
Select a Secure Agent, Hosted Agent, serverless, or elastic runtime environment.
Don't use a Hosted Agent if you use the connection in mappings in advanced mode or if you configure the OAuth - JWT connection type to connect to Salesforce.
For more information about runtime environments, see Runtime environments.

Salesforce connection types

You can configure Standard, OAuth, and OAuth - JWT connection types to access Salesforce.
Select the required connection type and then configure the connection-specific parameters.

Related links