Connecting to Salesforce

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that empowers businesses to manage sales, marketing, customer service, and other customer-centric operations. Integrating Salesforce with IBM watsonx Orchestrate enables seamless data exchange, workflow automation, and improved customer engagement across your enterprise systems.

To enable this integration, you must establish a secure connection that facilitates communication between the two platforms. See Managing connectionsfor more details.

By default, Single sign-on (SSO) is disabled for your app. To enable it, refer to Configuring single sign-on for applications.

Connecting to Salesforce using OAuth2

To connect watsonx Orchestrate to Salesforce:

  1. From the main menu, go to Manage > Connections.

  2. Search for Salesforce and locate the connection ID: salesforce_oauth2_auth_code_ibm_184bdbd3

  3. Click edit next to the matching connection ID.

  4. Select the environment where you want to create the connection:

    • Draft: for testing and development
    • Live: for production use

  5. Select OAuth2 Authorization Code as the Authentication Type.

  6. Provide the following keys and their respective values. Click Add new field to input each pair:

    Key Description
    server_url The base URL of your Salesforce instance
    authorization_url The URL where users are redirected to log in and authorize access
    token_url The endpoint used to exchange the authorization code for an access token
    client_id The client ID of your Salesforce connected app
    client_secret The client secret associated with your Salesforce connected app
    scope Use api offline_access. Use api offline_access. This is required because the agent currently supports only the OAuth 2.0 Refresh Token flow for now.

    To get these values, see the Salesforce API documentation.

  7. Choose the appropriate credential type.

  8. Click Save to complete the setup.

Note: The icon A Supports appears indicates that the connection was successfully established.

Connecting to Salesforce using Key Value Pair

Note: For agents deployed before September 2025, continue using existing connection types for Salesforce integration. For agents created after September 2025, OAuth2 is the only supported authentication method for Salesforce.

To connect watsonx Orchestrate to Salesforce:

  1. From the main menu, go to Manage > Connections.

  2. Search for Salesforce and locate the connection ID: salesforce_key_value_ibm_184bdbd3

  3. Click edit next to the matching connection ID.

  4. Select the environment where you want to create the connection:

    • Draft: for testing and development
    • Live: for production use

  5. Set Authentication Type to Key Value Pair.

  6. Add the following keys and their respective values. Click Add new field to input each pair:

    Key Description
    base_url The base URL of your Salesforce instance (for example, https://yourInstance.salesforce.com)
    token_url The URL used to obtain the OAuth token (for example, https://login.salesforce.com/services/oauth2/token)
    client_id The client ID of your Salesforce connected app
    client_secret The client secret associated with your app
    domain The Salesforce domain (for example, login, test, or a custom domain)

    To get these values, see the Salesforce API documentation.

  7. Choose the credential type.

    Note: Only the team credentials are supported when an app is connected using the Key Value Pair authentication type.

  8. Click Save to complete the setup.