Set up Salesforce
Configure secure authentication between Atlan and Salesforce to enable metadata crawling and governance of your CRM assets. Atlan supports both Salesforce Sales Cloud and Financial Services Cloud (FSC), with flexible authentication options including OAuth and JWT Bearer flows for production-ready security.
Atlan currently supports Salesforce Sales 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:
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.