# Salesforce

Integrate, catalog, and govern Salesforce assets in Atlan.

## Required permissions

- [Preflight checks for Salesforce](https://docs.atlan.com/llms/connectors/salesforce/preflight-checks-for-salesforce/llms.txt): Before running the Salesforce crawler, you can run preflight checks to perform the necessary technical validations.

## Setup options

- [Set up Salesforce](https://docs.atlan.com/llms/connectors/salesforce/set-up-salesforce/llms.txt): Configure Salesforce authentication and connection with Atlan. Set up OAuth or JWT Bearer flow for secure integration with Sales Cloud and Financial Services Cloud.
- [Set up JWT bearer flow](https://docs.atlan.com/llms/connectors/salesforce/oauth-jwt-bearer-setup/llms.txt): Configure Salesforce for OAuth 2.0 JWT bearer authentication for Atlan.
- [Set up client credentials flow](https://docs.atlan.com/llms/connectors/salesforce/oauth-client-credentials-setup/llms.txt): Configure Salesforce for OAuth 2.0 client credentials authentication in Atlan.
- [Set up username-password flow](https://docs.atlan.com/llms/connectors/salesforce/oauth-username-password-setup/llms.txt): Configure Salesforce username-password flow for Atlan integration.

## Crawl and mine

- [Crawl Salesforce](https://docs.atlan.com/llms/connectors/salesforce/crawl-salesforce/llms.txt): Extract metadata from Salesforce to catalog objects, fields, and relationships. Discover and govern your CRM data assets after configuring user permissions.

## Reference

- [What does Atlan crawl from Salesforce?](https://docs.atlan.com/llms/connectors/salesforce/what-does-atlan-crawl-from-salesforce/llms.txt): During a Salesforce crawl, Atlan extracts metadata for Organizations, Objects, Fields, Reports, and Dashboards. Reference tables map each Salesforce property to its Atlan asset.

## Troubleshooting

- [Troubleshooting Salesforce connectivity](https://docs.atlan.com/llms/connectors/salesforce/troubleshooting-salesforce-connectivity/llms.txt): Learn about troubleshooting salesforce connectivity.
- [Does Atlan require an admin user in Salesforce?](https://docs.atlan.com/llms/connectors/salesforce/admin-user-salesforce/llms.txt): No. However, it is recommended that a Salesforce administrator establishes a connection between Atlan and Salesforce. To learn more, see here.
- [Why does the description from Salesforce not show up in Atlan?](https://docs.atlan.com/llms/connectors/salesforce/salesforce-description-not-showing/llms.txt): Atlan supports extracting and displaying description metadata for your Salesforce objects.