---
title: Salesforce
description: Learn how to connect and configure Salesforce connections in Infoveave to retrieve data from Salesforce for reporting and dashboards.
---

import { Steps } from '@astrojs/starlight/components';

# Salesforce

Salesforce connection helps Infoveave connect securely to your Salesforce data server and retrieve objects, records, and reports for analytics and automation.

## Adding a Salesforce Connection

To create a new Salesforce connection:

<Steps>
1. Go to **Administration** > **Connections**
2. Click **New Connection** and select **Salesforce** from the list of available connectors
3. In the **New Salesforce Connection** form, provide the required configuration fields
</Steps>

## Connection Modes

Infoveave supports two authentication modes for Salesforce:

- **Auth Code**  
- **Client Credentials**

You can switch between these modes based on your Salesforce OAuth setup.

## Parameters for Auth Code Mode

When using the **Auth Code** flow, provide:

| Field | Description |
|-------|-------------|
| **Name** | A unique name to identify this Salesforce connection |
| **Service Base URL** | The base URL of your Salesforce instance (e.g., `https://login.salesforce.com`) |

After providing the base URL, click **Connect to Salesforce** to complete the OAuth authorization.

## Parameters for Client Credentials Mode

If you choose **Client Credentials**, fill in the following fields:

| Field | Description |
|-------|-------------|
| **Name** | A unique identifier for the connection |
| **Service Base URL** | The base URL of your Salesforce instance |
| **Service Auth URL** | OAuth token endpoint (e.g., `/services/oauth2/token`) |
| **Client ID** | Salesforce connected app Client ID |
| **Client Secret** | Salesforce connected app Client Secret |

## Additional Authentication Settings

- **Add Auth Headers** – Include custom authorization headers if required  
- **Add Auth Form Data** – Send authentication values as form data (key-value pairs)

## Steps to Validate and Save

<Steps>
1. After entering the required details, click **Validate** to verify the configuration
2. If validation is successful, click **Save** to store your Salesforce connection
3. You can now use this Salesforce connection as a Datasource across your dashboards, workflows, and reports
</Steps>

## Example Use Cases

With a Salesforce connection configured, you can:

- Retrieve Lead, Opportunity, Account, Contact, or custom object data  
- Import Salesforce reports for dashboard visualizations  
- Schedule automated workflows based on Salesforce records  
- Combine CRM data with other Datasources for unified analytics  
- Monitor your sales pipeline and KPIs in real time