# Salesforce credentials

You can use these credentials to authenticate the following nodes with Salesforce.

- [Salesforce](/guides/automated-workflows/integrations/builtin/app-nodes/ts-wf-nodes-base.salesforce)
- [Salesforce trigger](#)


## Prerequisites

Create a [Salesforce](https://www.salesforce.com/) account.

## Using OAuth

1. Access your Salesforce Dashboard.
2. Click on the gear icon in the top right and select ***Setup*** from the dropdown list.
3. In the ***Platform Tools*** category of the sidebar, select ***App Manager*** under the ***Apps*** section.
4. Click on the ***New Connected App*** button.
5. Enter any necessary information and click on the ***Enable OAuth Settings*** checkbox.
6. Copy the ***OAuth Callback URL*** provided in the 'Salesforce OAuth2 API' credentials in Mosaic Workflows.
7. On the Salesforce app creation page, paste the URL in the ***Callback URL*** field.
8. Add the **Perform requests on your behalf at any time (refresh_token, offline_access)** scope in the ***Selected OAuth Scopes*** section.
9. Add any other scopes you plan to use in the  ***Selected OAuth Scopes*** section.
10. Click on the ***Save*** button at the bottom of the page.
11. On the ***New Connected App*** page, click on the ***Continue*** button.
12. In the 'API (Enable OAuth Settings)' section of the page, click on the ***Click to reveal*** button to reveal the consumer secret.
13. Copy the displayed ***Consumer Key*** and the ***Consumer Secret*** and use these with your Salesforce OAuth2 API credentials in Mosaic Workflows.
14. In the Mosaic Workflows credentials window select your ***Environment Type***, where Production or Sandbox.
15. Click on the circle button in the OAuth section to connect a Salesforce account to Mosaic Workflows.
16. Click on the ***Save*** button to save your credentials.


## Using OAuth JWT

To use the OAuth JWT authentication method with the Salesforce node you need to create a private key. Follow the instructions mentioned in the documentation [here](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_key_and_cert.htm) to create a private key.

1. Access your Salesforce Dashboard.
2. Click on the gear icon in the top right and select ***Setup*** from the dropdown list.
3. In the ***Platform Tools*** category of the sidebar, select ***App Manager*** under the ***Apps*** section.
4. Click on the ***New Connected App*** button.
5. Enter any necessary information and click on the ***Enable OAuth Settings*** checkbox.
6. Copy the ***OAuth Callback URL*** provided in the 'Salesforce OAuth2 API' credentials in Mosaic Workflows.
7. On the Salesforce app creation page, paste the URL in the ***Callback URL*** field.
8. Click on the ***Use digital signatures*** checkbox.
9. Upload the private key that you created earlier.
10. Add the **Perform requests on your behalf at any time (refresh_token, offline_access)** scope in the ***Selected OAuth Scopes*** section.
11. Add any other scopes you plan to use in the  ***Selected OAuth Scopes*** section.
12. Click on the ***Save*** button at the bottom of the page.
13. On the ***New Connected App*** page, click on the ***Continue*** button.
14. Copy the displayed ***Consumer Key*** and paste it in the ***Client ID*** field in your Salesforce JWT API credentials in Mosaic Workflows.
15. Use your Salesforce username in the ***Username*** field.
16. Copy the private key that you created earlier and paste it in the ***Private Key*** field in your Salesforce JWT API credentials in Mosaic Workflows.
17. Click on the ***Save*** button to save your credentials.