---
title: Salesforce
slug: authentication-guides/salesforce
docTags: 
createdAt: 2026-04-28T10:59:35.066Z
---

# Introduction

This guide tells you how to authenticate the Salesforce connector in Swimlane using OAuth 2.0 or Security Token authentication. You will create a Salesforce connected app, generate required credentials, collect identifiers, and configure the connector in Swimlane.

# Prerequisites

## Salesforce Access Requirements

You must have Salesforce permissions to:

- Access Salesforce Setup
- Create Connected Apps
- Generate security tokens
- Access API-enabled features

## Required Credentials

During setup, you will collect:

- Username
- Password
- Security Token or Refresh Token
- Client ID (Consumer Key)
- Client Secret (Consumer Secret)
- Instance URL
- Token URL

## Authentication Methods

- OAuth 2.0 Authentication (recommended)
- Username + Password + Security Token authentication

# Salesforce Setup

**Take the following steps to create a Connected App (OAuth 2.0):**

1. Log in to Salesforce.
2. Navigate to Setup.
3. Search for App Manager.
4. Click New Connected App.
5. Enter App Name and Contact Email.
6. Enable OAuth Settings.
7. Set Callback URL (e.g., https\://login.salesforce.com/services/oauth2/callback).
8. Add OAuth Scopes such as Full Access (full) and Perform requests on your behalf.
9. Click Save.
10. Wait for the app to be available.

Take the following steps to collect Client Credentials:

1. Open the Connected App you created.
2. Copy the Consumer Key (Client ID).
3. Copy the Consumer Secret (Client Secret).

Take the following steps to generate Security Token (if not using OAuth):

1. Click your profile icon.
2. Navigate to Settings.
3. Go to Reset My Security Token.
4. Click Reset Security Token.
5. Check your email for the token.

**Token and Auth URLs**

| **Environment** | **Auth URL**                                                 | **Token URL**                                                                                            |
| --------------- | ------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------- |
| Production      | [https://login.salesforce.com](https://login.salesforce.com) | [https://login.salesforce.com/services/oauth2/token](https://login.salesforce.com/services/oauth2/token) |
| Sandbox         | [https://test.salesforce.com](https://test.salesforce.com)   | [https://test.salesforce.com/services/oauth2/token](https://test.salesforce.com/services/oauth2/token)   |

# Connector configuration in Swimlane

1. Log in to Turbine.
2. Click ORCHESTRATION → Assets.
3. Click the plus icon.
4. Select Salesforce from Asset type.
5. Fill in the configuration fields below.

**Configuration Parameters**

| **Field**                           | **Description**                  | **Required/Optional** |
| ----------------------------------- | -------------------------------- | --------------------- |
| url                                 | Salesforce instance URL          | Optional              |
| token\_url                          | OAuth token endpoint             | Optional              |
| username                            | Salesforce username              | Required              |
| password                            | Salesforce password              | Required              |
| client\_id                          | Client ID from Connected App     | Optional              |
| client\_secret                      | Client Secret from Connected App | Optional              |
| security\_token\_or\_refresh\_token | Security token or refresh token  | Optional              |
| instance                            | Salesforce instance URL          | Required              |
| auth\_site                          | Auth site URL                    | Optional              |
| oauth2                              | Set True for OAuth2              | Optional              |
| sandbox                             | Set True for sandbox             | Optional              |
| verify\_ssl                         | Enable SSL verification          | Optional              |
| http\_proxy                         | Proxy configuration              | Optional              |

![](https://api.archbee.com/api/optimize/n8uUzk0MM4uC57-zlHNtY/M-rYeygHuI1He9eyyvxI__.blob)

![]()

# Troubleshooting

- Ensure credentials are correct.
- Ensure API access is enabled in Salesforce.
- Verify security token is appended to password if required.
- Check OAuth scopes are properly assigned.
- Ensure correct auth URL (production vs sandbox).

You have successfully authenticated the Salesforce connector in Swimlane.

**Sources**

- Salesforce OAuth Documentation: [https://developer.salesforce.com/docs/atlas.en-us.api\_rest.meta/api\_rest/intro\_understanding\_oauth\_endpoints.htm](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_oauth_endpoints.htm)
- Salesforce Connected Apps: [https://help.salesforce.com/s/articleView?id=sf.connected\_app\_create.htm](https://help.salesforce.com/s/articleView?id=sf.connected_app_create.htm)