Configure authentication for the Salesforce connection.
Salesforce authentication uses an OAuth 2.0 username-password flow. Provide the Salesforce username and password, the security token when applicable, and the client ID and client secret for the Salesforce Connected App. The Salesforce user must have access to the metadata that you want to catalog.
Connected App
Before configuring authentication, create a Connected App in Salesforce and enable OAuth settings. Salesforce identifies the client ID as the Consumer Key and the client secret as the Consumer Secret.
Authentication fields
| Field | Required or optional | Description |
|---|---|---|
| Authentication method | Required | Select Regular to authenticate with username and password, or Key Vault to retrieve credentials from a key vault. |
| Username | Required | The Salesforce username (email address). |
| Password | Required | The Salesforce user password. |
| Security token | Optional | The Salesforce security token for the Salesforce account. Enter the token separately from the password. Required when connecting from an untrusted network. |
| Client ID | Required | The client ID for the Salesforce Connected App. Salesforce identifies this value as the Consumer Key. |
| Client secret | Required | The client secret for the Salesforce Connected App. Salesforce identifies this value as the Consumer Secret. |