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Connecting to Salesforce Sales Cloud

Promethium integrates with Salesforce Sales Cloud to enable metadata discovery and distributed querying. Once connected, Promethium will crawl Salesforce Sales Cloud schemas, tables, and columns, and make them available for query and exploration.

This guide walks you through the steps to securely connect your Salesforce Sales Cloud account to Promethium using read-only access.

Prerequisites​

To connect Salesforce Sales Cloud to Promethium, you'll need the following:

  • User Name - The username associated with your Salesforce account
  • Password - The password associated with your Salesforce account
  • Security Token - The security token for your Salesforce user account (if you reset your token in Salesforce, you must update it here as well)
  • Connect to sandbox account? - Toggle this option to connect to a Salesforce sandbox instead of production

How to fill in connection details​

Connecting to a Production Org​

When connecting to your production Salesforce org:

  1. User Name: Enter your standard Salesforce username (e.g., jane.doe@company.com)
  2. Password: Enter your Salesforce password (e.g., YourStrongPassword123)
  3. Security Token: Enter your security token (e.g., 00Dxx0000000000!AQ0AQJ8rM9x2kL...)
  4. Connect to sandbox account?: Leave this unchecked (off)

Connecting to a Sandbox Org​

When connecting to a Salesforce sandbox:

  1. User Name: Append .<sandboxName> to your production username
    • If your production username is jane.doe@company.com and your sandbox is named dev1, enter: jane.doe@company.com.dev1
    • If your org uses @force.com usernames, the same rule applies. For example, if your production username is jane.doe@force.com and your sandbox is named dev1, enter: jane.doe@force.com.dev1
  2. Password: Enter your sandbox password (may differ from production depending on when the sandbox was refreshed)
  3. Security Token: Enter your sandbox security token (e.g., 00Dxx0000000000!AQ0AQJ8rM9x2kL...)
  4. Connect to sandbox account?: Check this option (on)

💡 Tip: When connecting to a sandbox, make sure both the username includes the sandbox suffix (e.g., .dev1) AND the "Connect to sandbox account?" toggle is enabled.