> ## 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

> Connect BonData to Salesforce CRM

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.

## 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

<Tabs>
  <Tab title="Session ID (Quick Setup)">
    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
  </Tab>

  <Tab title="Connected App (Recommended)">
    1. Go to **Setup** → **App Manager**
    2. Click **New Connected App**
    3. Enable OAuth and select required scopes
    4. Use the OAuth flow to get an access token
  </Tab>
</Tabs>

### Step 3: Enter Credentials

Enter your access token and Salesforce URL in BonData.

<Note>
  Session IDs expire. For long-term use, create a Connected App with refresh tokens.
</Note>

## Required Fields

| Field        | Description                                |
| ------------ | ------------------------------------------ |
| Access Token | Your Salesforce access token or session ID |
| URL          | Your Salesforce instance URL               |