> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connectstrata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Provider ID: `Salesforce`

## Getting Started

### Setup

<Steps>
  <Step title="Create a Salesforce Developer Account">
    [Sign up](https://www.salesforce.com/form/developer-signup) for a free Salesforce Developer Edition account.
  </Step>

  <Step title="Create a Salesforce Connected App">
    Salesforce provides two approaches for gaining API access to a Salesforce account: Connected Apps and External Client Apps. Strata supports both. For the most frictionless authorization process, we recommend using a Connected App since it does not require packaging or extra setup from your customer. For more info, see the [Comparison of Connected Apps and External Client Apps Features](https://help.salesforce.com/s/articleView?id=xcloud.connected_apps_and_external_client_apps_features.htm\&type=5).

    Allow creation of Connected Apps

    <Info>
      Connected Apps are disabled by default in new Salesforce Developer Edition accounts. If your account is new, complete the following steps to allow Connected App creation. Otherwise skip to the next section.
    </Info>

    1. In the top right corner of the Developer Edition homepage, click on the gear icon and select `Setup`.
    2. In the left sidebar, under the **Platform Tools** heading select **Apps > External Client Apps > Settings**.
    3. Toggle the switch to allow the creation of connected apps.

    Create a Connected App

    1. In the top right corner of the Developer Edition homepage, click on the gear icon and select `Setup`.
    2. In the left sidebar, under the **Platform Tools** heading select **Apps > External Client Apps > Settings**. Click the `New Connected App` button.
    3. Under the Basic Information section, enter your app details.
    4. Check the `Enable OAuth` checkbox.
    5. Enter the Strata OAuth callback URL:

    ```text theme={null}
    https://connect.connectstrata.com/oauth/callback
    ```

    6. Select at least the following required OAuth scopes:
       * Manage user data via APIs (api)
       * Perform requests at any time (refresh\_token, offline\_access)
    7. Click the `Save` button to create your app.
  </Step>

  <Step title="Get your Consumer Key and Consumer Secret">
    1. After saving your changes, you'll be redirected to the Connected App detail page.
    2. Click `Manage Consumer Details` to view your credentials
  </Step>

  <Step title="Create a Salesforce Integration in Strata">
    Go to the Strata [Integrations Catalog](https://app.connectstrata.com/integrations/catalog) and select Salesforce. Input your app's Consumer Key, Consumer Secret, and the scopes you requested.

    <Note>
      It's important that the scopes provided in the Strata dashboard exactly match
      the scopes you requested in your Salesforce app.
    </Note>

    Click on the `+ Test Connection` button to verify the OAuth flow is configured correctly.
  </Step>
</Steps>