> For the complete documentation index, see [llms.txt](https://docs.appstrategy.com/apprules-r-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.appstrategy.com/apprules-r-documentation/platform/platform-features/system-settings/data-sources/connection-settings/crm/salesforce.md).

# Salesforce

By default, the connector uses the production environments. Set UseSandbox to **true** to use a Salesforce sandbox account. If you are using user/password authentication, ensure that you specify a sandbox user name in User.

### Connection Properties

#### Server

| Property        | Default | Notes                                                                     |
| --------------- | ------- | ------------------------------------------------------------------------- |
| API Version     | `61.0`  | Salesforce REST API version                                               |
| Use Sandbox     | `false` | Connect to a sandbox org                                                  |
| Login URL       | —       | Overrides the login server; leave empty to derive it from **Use Sandbox** |
| Instance URL    | —       | e.g. `https://yourorg.salesforce.com`                                     |
| Timeout         | `60`    | Seconds before the operation is cancelled                                 |
| Use Bulk API V2 | `false` | Bulk loader uses Bulk API V2 for large volumes                            |

#### Authentication

**Auth Scheme** selects the mechanism:

| Scheme                                                | Uses                                                                                                                                              |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| `Basic` (default)                                     | **User**, **Password**, **Security Token**                                                                                                        |
| `OAuth`                                               | **OAuth Client Id**, **OAuth Client Secret**, **OAuth Refresh Token** or **OAuth Access Token**, **Callback URL**, optional **PKCE**              |
| `OAuthPassword`                                       | **OAuth Client Id**, **OAuth Client Secret**, **User**, **Password**                                                                              |
| `OAuthJWT`                                            | **OAuth JWT Cert**, **OAuth JWT Cert Password**, **OAuth JWT Cert Subject**, **OAuth JWT Cert Type**, **OAuth JWT Issuer**, **OAuth JWT Subject** |
| `OneLogin`, `PingFederate`, `OKTA`, `ADFS`, `AzureAD` | **SSO Login URL**, **SSO Exchange URL**, **SSO Properties**                                                                                       |

**OAuth JWT Cert Type** accepts `PFXFILE` (default), `PEMKEY_FILE`, `USER`, `MACHINE`. **OAuth JWT Cert Subject** defaults to `*`, which selects the first valid certificate. **SSO Properties** is a semicolon-delimited list of `key=value` pairs specific to the identity provider.

#### Network

Proxy: **Proxy Auto Detect** (default `true`), **Proxy Server**, **Proxy Port** (default `80`), **Proxy User**, **Proxy Password**, **Proxy Exceptions** (semicolon-separated bypass list), **Proxy Auth Scheme** (`BASIC` default, `DIGEST`, `NEGOTIATE`, `NTLM`).

Firewall: **Firewall Type** (`NONE` default, `TUNNEL`, `SOCKS4`, `SOCKS5`, `HTTP`), **Firewall Server**, **Firewall Port**, **Firewall User**, **Firewall Password**.

**SSL Server Cert** — `*` to accept any certificate, or a thumbprint, PEM content, or file path.

#### Logging

| Property  | Default | Notes                            |
| --------- | ------- | -------------------------------- |
| Log Level | `0`     | `0` disabled, `1` enabled        |
| Log File  | —       | Leave empty for the default path |

 


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