Integration Guide: Salesforce

Overview

The Salesforce integration connects Tello IAM to your Salesforce organization using OAuth. The Administrator completes the connection by logging in to Salesforce directly from Tello IAM and authorizing access.

Before connecting

The Administrator completing this setup must have a Salesforce Admin account. Multi-factor authentication (MFA) may be required during login depending on your Salesforce organization’s security settings.

Connect Salesforce

1. Navigate to Integrations in the left navigation.
2. Select + Add Integration.
3. Search for Salesforce and select Add.
4. Select Login to Salesforce. A Salesforce login page opens in a new window.
5. Sign in with the Salesforce Admin account credentials. Complete MFA if prompted.
6. A Connection Established confirmation appears in Tello IAM showing the organization name, the account connected as, and the timestamp of the connection.
7. Select Done. The integration appears on the Integrations page and an initial sync begins automatically.

Verify the connection

After the initial sync completes, confirm the following on the Integrations page:

• The Salesforce integration displays a status of Active
• A sync timestamp is present and reflects the completed sync
• User records on the Users page display detected Salesforce permissions in the Access column

Reauthorizing the connection

If the Salesforce integration loses authorization, it will display an error on the Integrations page. To reauthorize, select the integration row, select Configure, and complete the login flow again.

Related articles

• Configuring Integrations — manage sync schedules, drift detection, and integration settings
• Understanding Errors — resolve integration errors and authorization failures