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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.

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Salesforce Access Token Setup

Follow these steps to get your Salesforce credentials for BonData.

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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

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Step 2: Get an Access Token

  1. Log in to Salesforce
  2. Open Developer Console (gear icon → Developer Console)
  3. Press Ctrl+G (or Cmd+G on Mac)
  4. Enter: System.debug(UserInfo.getSessionId());
  5. Copy the session ID from the debug log

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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.

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Required Fields

FieldDescription
Access TokenYour Salesforce access token or session ID
URLYour Salesforce instance URL