Create a Salesforce Connected App for Cloud Data Fusion
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This page describes how to connect to Salesforce APIs when you use Salesforce
plugins in Cloud Data Fusion. You create a Salesforce Connected App, which
is an entry point to access Salesforce APIs. Creating the app is required to
integrate a Cloud Data Fusion instance with a Salesforce instance. After
you create the app in Salesforce, you call its APIs by adding its credentials,
such as Consumer and Consumer Secret Keys, to the plugin properties.
Create a Connected Salesforce App for Cloud Data Fusion
To create a Connected Salesforce App, follow these steps. For more information,
see the Salesforce documentation:
Configure basic Connected App settings.
Sign into Salesforce with your developer account.
In the Salesforce web interface, go to the Account menu and click
Setup.
In the Apps list, select App Manager.
Click New Connected App.
On the Manage Connected App page, enter a name, API name, and contact
email. The examples in this guide use the name DATA_FUSION_APP.
When you configure Salesforce in Cloud Data Fusion, enter the following
values:
In the Callback URL field, enter the following:
For a production environment, enter
https://login.salesforce.com/services/oauth2/token.
For a sandbox, enter
https://test.salesforce.com/services/oauth2/token.
If you have a custom domain enabled for your organization, use the
custom URL, which is formatted as
https://CUSTOM_DOMAIN1.my.salesforce.com/services/oauth2/token.
In the Selected OAuth Scopes field, select Manage user data via
APIs (api) and click Add.
Click Save.
Manage the Connected Salesforce App for Cloud Data Fusion
In the Salesforce web interface, on the new Connected App page that
opens, click Manage > Edit Policies.
On the Connected App Edit page that opens, select the following:
In the Permitted Users field, select All users may
self-authorize.
In the IP Relaxation field, select Relax IP Restrictions.
Click Save.
Get properties from Salesforce
The following sections describe how to find configuration information in
Salesforce.
Get the consumer keys for the plugin configurations
When you configure a Salesforce batch source properties in
Cloud Data Fusion, you must enter a consumer key and a consumer secret key
from Salesforce. To get them, follow these steps:
Go to the Salesforce web interface.
Go to the API (Enable OAuth Settings) section. Note the
Consumer Key and Consumer Secret. Enter these credentials
when you configure the plugin in Cloud Data Fusion.
Get the security token for the plugin configurations
The plugin requires a security token for authentication with Salesforce. To get
the security token, follow the steps in the Salesforce documentation:
Reset your security token.
[[["Easy to understand","easyToUnderstand","thumb-up"],["Solved my problem","solvedMyProblem","thumb-up"],["Other","otherUp","thumb-up"]],[["Hard to understand","hardToUnderstand","thumb-down"],["Incorrect information or sample code","incorrectInformationOrSampleCode","thumb-down"],["Missing the information/samples I need","missingTheInformationSamplesINeed","thumb-down"],["Other","otherDown","thumb-down"]],["Last updated 2025-08-29 UTC."],[[["\u003cp\u003eConnecting Cloud Data Fusion to Salesforce APIs requires creating a Salesforce Connected App, which serves as the access point for these APIs.\u003c/p\u003e\n"],["\u003cp\u003eCreating the Connected App in Salesforce involves enabling OAuth settings and configuring the Callback URL, selecting \u003ccode\u003eManage user data via APIs (api)\u003c/code\u003e as an OAuth scope, and defining user and IP restrictions.\u003c/p\u003e\n"],["\u003cp\u003eWhen configuring the Salesforce batch source in Cloud Data Fusion, you will need to provide the Consumer Key and Consumer Secret, which are obtained from the Connected App's API settings in Salesforce.\u003c/p\u003e\n"],["\u003cp\u003eA security token is required for Salesforce authentication within the Cloud Data Fusion plugin, and you can obtain this by following Salesforce's guide on resetting the security token.\u003c/p\u003e\n"]]],[],null,["# Create a Salesforce Connected App for Cloud Data Fusion\n\nThis page describes how to connect to Salesforce APIs when you use Salesforce\nplugins in Cloud Data Fusion. You create a Salesforce Connected App, which\nis an entry point to access Salesforce APIs. Creating the app is required to\nintegrate a Cloud Data Fusion instance with a Salesforce instance. After\nyou create the app in Salesforce, you call its APIs by adding its credentials,\nsuch as Consumer and Consumer Secret Keys, to the [plugin properties](/data-fusion/docs/how-to/configure-salesforce-batch-source#properties).\n\nCreate a Connected Salesforce App for Cloud Data Fusion\n-------------------------------------------------------\n\nTo create a Connected Salesforce App, follow these steps. For more information,\nsee the Salesforce documentation:\n[Configure basic Connected App settings](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_basics.htm&type=5).\n\n1. Sign into Salesforce with your developer account.\n2. In the Salesforce web interface, go to the **Account** menu and click **Setup**.\n3. In the **Apps** list, select **App Manager**.\n4. Click **New Connected App**.\n5. On the **Manage Connected App** page, enter a name, API name, and contact email. The examples in this guide use the name `DATA_FUSION_APP`.\n6. Enable the OAuth settings. For more information, see\n [Enable OAuth Settings for API Integration](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_api_integration.htm&type=5).\n\n When you configure Salesforce in Cloud Data Fusion, enter the following\n values:\n 1. In the **Callback URL** field, enter the following:\n - For a production environment, enter `https://login.salesforce.com/services/oauth2/token`.\n - For a sandbox, enter `https://test.salesforce.com/services/oauth2/token`.\n - If you have a custom domain enabled for your organization, use the custom URL, which is formatted as `https://CUSTOM_DOMAIN1.my.salesforce.com/services/oauth2/token`.\n 2. In the Selected **OAuth Scopes** field, select **Manage user data via\n APIs (api)** and click **Add**.\n\n 3. Click **Save**.\n\nManage the Connected Salesforce App for Cloud Data Fusion\n---------------------------------------------------------\n\n1. In the Salesforce web interface, on the new **Connected App** page that\n opens, click **Manage \\\u003e Edit Policies**.\n\n2. On the **Connected App Edit** page that opens, select the following:\n\n - In the **Permitted Users** field, select **All users may\n self-authorize**.\n - In the **IP Relaxation** field, select **Relax IP Restrictions**.\n3. Click **Save**.\n\nGet properties from Salesforce\n------------------------------\n\nThe following sections describe how to find configuration information in\nSalesforce.\n\n### Get the consumer keys for the plugin configurations\n\nWhen you configure a Salesforce batch source properties in\nCloud Data Fusion, you must enter a consumer key and a consumer secret key\nfrom Salesforce. To get them, follow these steps:\n\n1. Go to the Salesforce web interface.\n2. Go to the **API (Enable OAuth Settings)** section. Note the **Consumer Key** and **Consumer Secret**. Enter these credentials when you configure the plugin in Cloud Data Fusion.\n\n### Get the security token for the plugin configurations\n\nThe plugin requires a security token for authentication with Salesforce. To get\nthe security token, follow the steps in the Salesforce documentation:\n[Reset your security token](https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm&type=5).\n\nWhat's next\n-----------\n\n- Configure the [Salesforce batch source](/data-fusion/docs/how-to/configure-salesforce-batch-source) in Cloud Data Fusion."]]
