Salesforce is the world’s leading CRM platform, used by businesses to manage customer relationships, sales pipelines, and service operations. With BonData, you can connect to your Salesforce org to read, enrich, and sync your CRM data within Agent workflows.Documentation Index
Fetch the complete documentation index at: https://docs.bondata.ai/llms.txt
Use this file to discover all available pages before exploring further.
Salesforce Access Token Setup
Follow these steps to get your Salesforce credentials for BonData.Step 1: Get Your Instance URL
Your Salesforce instance URL is in your browser when logged in:- Production:
https://yourcompany.my.salesforce.com - Sandbox:
https://yourcompany--sandbox.sandbox.my.salesforce.com
Step 2: Get an Access Token
- Session ID (Quick Setup)
- Connected App (Recommended)
- Log in to Salesforce
- Open Developer Console (gear icon → Developer Console)
- Press
Ctrl+G(orCmd+Gon Mac) - Enter:
System.debug(UserInfo.getSessionId()); - Copy the session ID from the debug log
Step 3: Enter Credentials
Enter your access token and Salesforce URL in BonData.Session IDs expire. For long-term use, create a Connected App with refresh tokens.
Required Fields
| Field | Description |
|---|---|
| Access Token | Your Salesforce access token or session ID |
| URL | Your Salesforce instance URL |