Authorization

You can authorize a maximum of five accounts in Salesforce.

When creating a connection to Salesforce, it's important to note that the account used to create the connection must have the System Administrator profile when adding any of the following cards to a flow:

• Activate User
• Create User
• Deactivate User
• Freeze User
• Remove User Entitlements
• Unfreeze User
• Update User
• Upload Document

To create a new connection:

1. Either open the Connections tab in the Workflows platform or open an Salesforce action card. Click New Connection.
2. In the Connection Nickname field, enter the display name that you want to appear in your list of connections. As a best practice, use a consistent naming convention for all connections.
3. From the Environment dropdown, select the environment of your Salesforce account. Most accounts are a Production environment unless you know specifically that you are using a sandbox account.
4. In the OAuth window, enter your Salesforce email and password (if you are already logged into Salesforce in another window, you will not be prompted for your credentials). If you have a custom Salesforce domain (for example, yourcompany.mysalesforce.com), click the Use Custom Domain link. Enter the domain into the Custom Domain field, and then click Continue.
5. Authorize access to your Salesforce account by clicking Allow.

After you create an connection on one Salesforce card, you can use the same connection every time you use any Salesforce connector. You can also create multiple connections for each connector to link all your accounts and manage them from your Settings page.

Supported Scopes

The following OAuth scopes must be enabled in your Salesforce environment:

• api

• web

• refresh_token, offline_access

See OAuth Tokens.

Related topics

Salesforce connector

Workflow elements

Salesforce developer documentation