Connect to Salesforce

Complete the following steps to connect to Salesforce as a data pipeline source. This connection allows the pipeline to extract data from Salesforce.

Workato supports only OAuth 2.0 connections for data pipelines. JWT-based authentication isn't currently supported.

1

Select Create > Connection.

2

Search for and select Salesforce on the New connection page.

3

Provide a name for your connection in the Connection name field.

Salesforce connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Sandbox drop-down menu to specify whether the connection is a sandbox account.

6

Select OAuth 2.0 as the Auth type. This is the default and only supported authentication method for data pipelines.

7

Optional. Expand Advanced settings to configure advanced connection options.

8

Optional. Select a Custom OAuth profile to restrict the connection to specific scopes. This ensures the authentication flow uses the client app linked to the custom profile.

9

Select Connect and enter your Salesforce account credentials when prompted.

Log in to your Salesforce account

10

Select Log In to verify the connection.