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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:

🔑

Client Credentials Flow

Alternative server-to-server method

  • Client ID/Secret based
  • No user interaction
  • Existing credential workflows
View Setup Guide
👤

Username-Password Flow

Traditional authentication method

  • Simple setup process
  • Widely supported
  • No special hardware needed
View Setup Guide

Next steps

After completing your chosen authentication setup, proceed to crawl Salesforce to configure the connection in Atlan.