Salesforce Connection

Connect to Salesforce to query, create, update, and delete records from your workflows.

Connection Fields

Field	Description	Required
Client ID	Consumer Key from your Salesforce app	Yes
Client Secret	Consumer Secret from your Salesforce app	Yes
Salesforce Domain	Your org's URL (e.g., https://yourorg.my.salesforce.com)	Recommended
Sandbox	Enable if connecting to a sandbox org	No (default: off)
API Version	Salesforce API version (e.g., v62.0)	No (default: v62.0)

Finding your Salesforce Domain

Look at your browser address bar when logged into Salesforce. Copy the base URL up to .salesforce.com, for example: https://mycompany.my.salesforce.com. You can also paste the Lightning URL (e.g., https://mycompany.lightning.force.com) — it will be converted automatically.

Setup Guide

Step 1: Create an External Client App

1. Log in to your Salesforce org
2. Click the gear icon (⚙) in the top-right corner, then click Setup
3. In the Quick Find box, type App Manager and click it
4. Click New External Client App
5. Fill in a Name (e.g., Workflow Automation) and click Save

Step 2: Enable OAuth and Client Credentials Flow

1. On the app detail page, go to the Settings section and click Configure next to OAuth Settings
2. Configure the following:
   • Callback URL: https://login.salesforce.com/services/oauth2/success
   • OAuth Scopes: add these scopes:
     • Manage user data via APIs (api)
     • Perform requests on your behalf at any time (refresh_token, offline_access)
   • Enable Client Credentials Flow
3. Click Save

Step 3: Assign a Run As User

The Client Credentials flow requires a Run As user — this is the Salesforce user whose permissions will be used for all API calls.

1. Go to Setup > Quick Find > External Client Apps
2. Click your app name
3. Look for Client Credentials Flow settings and click Edit Policies
4. Set Run As to the Salesforce user your workflows should act as
5. Click Save

Step 4: Get Your Consumer Key and Secret

1. Go to Setup > Quick Find > External Client Apps
2. Click your app name
3. Find the OAuth Settings section — your Consumer Key and Consumer Secret are displayed there
4. If the secret is hidden, click Reveal or Copy to get it

TIP

The exact layout varies by Salesforce release. Look for sections labeled Client Credentials, Consumer Details, or OAuth Settings on the app's detail page.

Step 5: Create the Connection

In the Connections page, create a new Salesforce connection and enter:

• Client ID: the Consumer Key from Step 4
• Client Secret: the Consumer Secret from Step 4
• Salesforce Domain: paste the URL from your browser when logged into Salesforce (e.g., https://yourorg.lightning.force.com or https://yourorg.my.salesforce.com)

Click Test Connection to verify everything works.

WARNING

After creating the app in Salesforce, it can take 2–10 minutes for it to become fully active. If the connection test fails immediately, wait a few minutes and try again.

WARNING

Ensure the Run As user has appropriate permissions (read, write, delete) on the Salesforce objects your workflows will access.

Usage

Once created, this connection becomes available in:

• Salesforce — query, create, update, and delete records