Skip to main content

Salesforce

SaaS

Connect to Salesforce via four auth modes: OAuth Username/Password, OAuth Refresh Token, JWT Bearer, and Hosted Salesforce Sign-In (popup).

Authentication​

  • Username/Password: standard SOAP login + token.
  • Refresh Token: pre-issued refresh token.
  • JWT Bearer: signed assertion for server-to-server.
  • Hosted Sign-In: Connected App + Login URL + Client ID + Client Secret + Redirect URI.

Supported actions​

  • Source: SOQL queries or saved actions.
  • Load: insert / update / upsert / delete / merge.
  • Bulk API supported for large volumes.

Setup reference​

For provider-side setup (OAuth apps, redirect URIs, tenant-side permissions), follow the File hub setup guide and the Connections guide.