Salesforce

Salesforce Connector - Sync users, profiles, roles, permission sets, and permission set groups from Salesforce

Prerequisites

• A Mesh administrator account with permission to manage connectors.
• salesforce_username — Salesforce username (for example user@example.com or user@example.com.sandboxname)
• instance_url — Salesforce instance URL (for example https://login.salesforce.com or https://test.salesforce.com for sandbox)
• Credentials for authentication: salesforce_password, security_token (stored write-only).

Authentication

Method: Basic authentication

Mesh authenticates with a username and password.

Field	Required	Secret	Description
salesforce_password	Yes	Yes (write-only)	Salesforce password
security_token	No	Yes (write-only)	Salesforce security token (optional if IP is trusted)

Capabilities

Capability	Supported	Notes
Identity & entitlement sync	✓
Writeback / remediation	—	Read-only

Data model

This information is not yet available from the connector schema.

Setup

1. Gather the required value: salesforce_username.
2. Gather the required value: instance_url.
3. Create the required credentials in the source system: salesforce_password, security_token.
4. In Admin → Connectors, add the connector and enter its configuration.
5. Save and run an initial collection.

Troubleshooting

This information is not yet available from the connector schema.