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

# Salesforce

> Choose production or sandbox, then sign in and approve access.

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.

## Let's connect your account

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/salesforce/environment-dropdown.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=0b29d3e4b0a50e621e78f1fec11f48e4" alt="The Salesforce connection form with the environment dropdown open and Sandbox and Prod visible" width="1717" height="916" data-path="images/end-user-guides/salesforce/environment-dropdown.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/salesforce/sign-in.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=dd380d44dde6128c699ff77eb951e688" alt="The Salesforce production sign-in screen" width="1050" height="1498" data-path="images/end-user-guides/salesforce/sign-in.png" />

    If 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.

    <Warning>
      If the wrong Salesforce organization or user appears, cancel and restart the connection.
    </Warning>
  </Step>

  <Step title="Allow Rollout to access Salesforce">
    On the **Allow Access?** page, review the permissions requested by **Rollout**, then select **Allow**.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/salesforce/permission-request.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=488d52ef8d67b328dadd0098ed3dea50" alt="The Salesforce Allow Access page for Rollout with the Allow button visible" width="1073" height="1465" data-path="images/end-user-guides/salesforce/permission-request.png" />
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Salesforce authorization reference

<CardGroup cols={2}>
  <Card title="Application access request" href="https://help.salesforce.com/s/articleView?id=sf.remoteaccess_request.htm&language=en_US&type=5" icon="arrow-up-right">
    Salesforce's explanation of the Allow step
  </Card>

  <Card title="Use the correct login URL" href="https://help.salesforce.com/s/articleView?id=xcloud.getstart_login_urls.htm&language=en_US&type=5" icon="arrow-up-right">
    Salesforce's production, sandbox, and My Domain sign-in guidance
  </Card>
</CardGroup>

## If the connection does not finish

<AccordionGroup>
  <Accordion title="Salesforce reports that API access is unavailable">
    Ask your Salesforce administrator to confirm that your edition, profile, and permission sets allow API access.
  </Accordion>

  <Accordion title="The Salesforce page did not open">
    Allow pop-ups for the product you are connecting, then select **Connect Account** again.
  </Accordion>
</AccordionGroup>


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