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Salesforce Connection

Note: Before working with a Connection, you should be familiar with general Process Development and Building Connectors.

The Salesforce Connection represents a single Salesforce organization, including login credentials. If you have multiple organizations or sandbox instances, you will need to use a separate Connection for each. You can pair a single connection with different Salesforce Operations to perform a unique action against a Salesforce organization.

Connection Tab

Field Name Description
URL URL to the Salesforce web services. For production, this should always be:
https://www.salesforce.com/services/Soap/u/<latest version>
User The user name used to log into Salesforce. The user must have sufficient permissions to use the API and perform the necessary actions required by your integration scenario.
Password The password used to log into Salesforce. Often is concatenated with security token. See Salesforce Connector for more information.


Technical Note: The HTTPS certificate to Salesforce is automatically handled by the Connector. You do not need to manually import a certificate.

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