Salesforce authentication guide

This is a step-by-step guide to acquiring Salesforce credentials and authorizing the Salesforce Query and Salesforce components.

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Create an OAuth connection

To set up a new OAuth entry, follow these steps:

1. In your project, click the OAuth tab.
2. Click Add OAuth connection.
3. Complete the fields
   • OAuth name: A unique, descriptive name for your OAuth connection.
   • Agent: Select an agent. This is only required if you have a Hybrid SaaS solution. To learn how to create an agent, read Create an agent.
   • Provider: Select Salesforce.
     • If you're connecting to a sandbox account, select Salesforce Sandbox.
   • Authentication type: Currently only supports OAuth 2.0 Authorization Code Grant.
4. Click Authorize. A new browser tab will open and direct you to log in to Salesforce.
5. Log in to Salesforce and confirm access. The browser tab will close and the OAuth connection will be successful.