Set up Salesforce
Important
Atlan currently supports Salesforce Sales Cloud and Financial Services Cloud (FSC).
To integrate Salesforce with Atlan, you need to set up a connection between your Salesforce account and Atlan. The steps apply to both Salesforce Cloud and Financial Services Cloud (FSC).
Prerequisites
Make sure the following prerequisites are met, you have:
- Salesforce administrator access
- Network connectivity between Atlan and your Salesforce instance
Choose authentication flow
Atlan supports the following authentication flows for Salesforce, select the authentication method that best fits your use case:
Recommended
JWT Bearer Flow
Secure server-to-server integration
- No password storage required
- Production-ready security
- Automated token refresh
Client Credentials Flow
Alternative server-to-server method
- Client ID/Secret based
- No user interaction
- Existing credential workflows
Username-Password Flow
Traditional authentication method
- Simple setup process
- Widely supported
- No special hardware needed
Next steps
After completing your chosen authentication setup, proceed to crawl Salesforce to configure the connection in Atlan.