Salesforce Integration
There are 4 steps to get started using Salesforce with Secoda:
- 1.Pick a method to connect to Salesforce, there are 2 options:
- 1.Use your Salesforce account's username and password (tab Password)
- 2.Use Salesforce OAuth (tab OAuth)
- 2.Setup User Permissions, Connected App, and retrieve Consumer Key and Consumer Secret
- 3.Retrieve your host
- 4.Connect Salesforce to Secoda
Make sure the profile associated with your user has API Enabled permission. You can verify this:
- 1.Go to Setup > Administration > Users > Users and click your user's profile
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- 2.Make sure
API Enabled
is ticked
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If you haven't already, create a new Salesforce Connected App:
- 1.Go to Setup > Platform Tools > Apps > App Manager and click New Connected App
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- 2.Follow the instruction below to complete the form to create new Connected App (or modify your existing one)
- 3.If you're using Username & Password flow (tab Password):
- Tick
Enable OAuth Settings
- For
Oauth Scopes
, we need at leastManage user data via APIs (api)
- For Callback URL, you can use
http://localhost

- 4.If you're using Salesforce OAuth flow (tab OAuth):
- For Callback URL, enter
https://app.secoda.co/api/v1/oauth/from_oauth/
(orhttps://<your-app>.secoda.co/api/v1/oauth/from_oauth/
) - For
Oauth Scopes
, we need at leastManage user data via APIs (api)
andPerform requests at any time (refresh_token, offline_access)
- Tick
Enable OAuth Settings
andEnable Authorization and Credentials Flow

- 5.In the next step, Go to API (Enable OAuth Settings) > Manage Consumer Details to retrieve your Consumer Key and Consumer Secret.
- 1.Add Secoda's IP to Trusted IP Range for OAuth Web Server Flow. If not, see step 6.2 below to relax IP restriction.
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- 6.Go to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps and click Edit next to your App.
- 1.If you're using Salesforce OAuth flow (OAuth tab), set Refresh Token Policy to
Refresh Token is valid until revoked
- 2.If you want to relax IP restrictions. Select
Relax IP restrictions
for IP Relaxation.

Your host is the url for your Salesforce instance. For example:
https://secoda.my.salesforce.com
After retrieving your Salesforce host, Consumer Key and Consumer Secret, the next step is to connect to Secoda:
- 1.In the Secoda App, select "Add Integration" on the Integrations tab
- 2.Search for and select "Salesforce", and select the either "Password" or "Oauth" tab
- 3.Enter your Salesforce host, Consumer Key, and Consumer Secret
- 4.If you selected "Password" tab, enter your Salesforce account's username and password
- 5.Click 'Connect'
Last modified 3mo ago