Setting Up a Salesforce Connection

Open the left drawer menu

Navigate to Flows > Connections

Click the “Add New” button at the top of the page

This opens a multi-step wizard to guide you through setting up your Salesforce connection.

Choose the App

• In the app selection screen, locate Salesforce in the list of available services.
• You may find it under the Recommended tab, but if not you can use the search box to look for it, or switch to the All tab to browse all existing services.
• Click on the Salesforce tile to continue.
  💡 If you already have one or more Salesforce connections set up, Noca will detect them and display them in a list.
• You can review and edit existing connections if needed.
• To proceed with a new setup, click the “Create New” button.
  

Connection Details

In this step, you’ll define and configure your new connection as well as authenticate:

• Connection Name – Choose a clear, descriptive name to easily identify the purpose of this connection.
• Description – Add a short explanation or internal note for future reference.
• Auth Method – Select the appropriate method (e.g., OAuth, JWT).
• Environment – Choose the environment this connection will be used in (e.g., Production, Sandbox).
• Auth Button – click to authenticate
• Salesforce Version – Select the Salesforce API version you’d like to use.

Authenticate

Click the “Auth Production” button to begin the authentication process.

• A Salesforce login screen will appear.
• Sign in using the Salesforce credentials associated with the account you wish to connect.
• Upon successful authentication, you’ll return to the Noca wizard.

Test and Save

Once authenticated, you’ll see confirmation that the connection was established.

At the bottom of the screen, you’ll find three options:

• Test Now– (Recommended) Run a quick test to ensure the connection is valid and responsive.
• Cancel – Exit the wizard without saving.
• Save – Finalize the setup.

After saving, the new Salesforce connection will appear in your main Connections table, ready to be used in your flows.