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Salesforce uses OAuth for this connection. There is no consumer key, consumer secret, security token, or authorization code for you to create or copy. Before you start, make sure your Salesforce user has API access and can read the records you want to sync.

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Let’s connect your account

1

Confirm the Salesforce organization

Confirm whether the records you want to sync are in a production organization or a sandbox. Use a Salesforce user that can access those records and has API access.
2

Choose the Salesforce environment

In the product you are connecting, choose Salesforce. Under Select your Salesforce Environment, select:
  • Prod for a production Salesforce organization.
  • Sandbox for a Salesforce sandbox.
The Salesforce connection form with the environment dropdown open and Sandbox and Prod visible
3

Sign in to Salesforce

Select Connect Account. On the Salesforce page, sign in with the user that should authorize the connection and complete Salesforce verification if prompted.The Salesforce production sign-in screenIf your organization requires My Domain or SSO, select Use Custom Domain, enter your company’s Salesforce My Domain, and continue through your organization’s sign-in page. This is still part of the selected Prod or Sandbox connection; it is not a separate environment.
If the wrong Salesforce organization or user appears, cancel and restart the connection.
4

Allow Rollout to access Salesforce

On the Allow Access? page, review the permissions requested by Rollout, then select Allow.The Salesforce Allow Access page for Rollout with the Allow button visible
5

Return and confirm the connection

Return to the original product tab. Your Salesforce account should appear, or the connection should show as connected.You do not need to create an External Client App or copy a consumer key, consumer secret, security token, or authorization code.

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Salesforce authorization reference

Application access request

Salesforce’s explanation of the Allow step

Use the correct login URL

Salesforce’s production, sandbox, and My Domain sign-in guidance

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If the connection does not finish

Ask your Salesforce administrator to confirm that your edition, profile, and permission sets allow API access.
Allow pop-ups for the product you are connecting, then select Connect Account again.