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    Salesforce logo

    CRM

    Salesforce

    Query Salesforce and read or change accounts, contacts, leads, opportunities, and cases from Atlas.

    AuthOAuth 2.0UpdatesOn requestAvailable

    What this connector does

    • Run record queries and page through the results.
    • List objects and read how an object is built.
    • Read, create, and change accounts, contacts, leads, opportunities, and cases.
    • Search across records by text and check the usage limits that remain.

    Before you begin

    • You are an owner or administrator of your Atlas workspace.
    • You can sign in to your Salesforce account and approve access for Atlas.
    • Atlas looks after the Salesforce app on its side, so there is nothing for you to create or copy.

    How to connect

    1

    Open Salesforce in Integrations

    In Atlas, open Integrations and select Salesforce.

    2

    Choose the Salesforce environment

    Leave Production selected for a live org. Choose Sandbox only to connect a Salesforce sandbox for testing.

    3

    Press Connect

    Atlas sends you to Salesforce to sign in. Sign in with the account you want to connect.

    4

    Approve access

    Review the permissions that Salesforce lists and approve them. Atlas returns you to the connector page, which then shows the connection.

    5

    Check the connection

    Select Test connection on the connector page. A passing result means Atlas can read from Salesforce.

    Permissions Atlas asks for

    Access and manage your dataapi
    Perform requests at any timerefresh_token offline_access

    Setup checklist

    1. Confirm you are an owner or administrator of your Atlas workspace.
    2. Open Integrations and select the connector.
    3. Press Connect and sign in to Salesforce.
    4. Review the permissions that Salesforce lists and approve them.
    5. Select Test connection and read the result.

    Troubleshooting

    • invalid_grant after Salesforce password reset

      Salesforce invalidates saved sign-ins when a password changes. Reconnect from Atlas.

    • OAUTH_APP_BLOCKED

      The org admin restricted this connected app. Open Manage Connected Apps and set Permitted Users to All users may self-authorize.

    • Insufficient privileges

      The connected user lacks profile access to the object. Update the profile or use a higher-privilege user.

    • Connect says Salesforce is not available yet

      Atlas has not enabled Salesforce for this deployment, so there is nothing for you to configure. Check again later.

    • The sign-in was cancelled

      If you close the Salesforce screen or choose Cancel, Atlas does not connect. Press Connect again and approve the access.

    • Atlas asks you to reconnect

      Salesforce can end a connection when access is revoked or a password changes. Press Reconnect on the connector page and approve the access again.

    Event notifications

    Atlas does not subscribe to Salesforce Platform Events yet. Operations run only when someone starts them.

    Disconnect and data deletion

    1. Click Disconnect on the Atlas Salesforce connector page.
    2. Open Setup, Connected Apps OAuth Usage, find Atlas Connector, and click Revoke.
    3. Atlas removes cached Salesforce object metadata within 24 hours of disconnect.

    When you are ready, open the live connector page and press Connect to finish connecting Salesforce.

    Open the Salesforce connector page
    About this page

    On this page

    • What this connector does
    • Before you begin
    • How to connect
    • Permissions Atlas asks for
    • Setup checklist
    • Troubleshooting
    • Event notifications
    • Disconnect and data deletion

    Next steps

    • Open the Salesforce connector page
    • All connector guides
    • Verifying webhook signatures