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Adaptive Planning
Last Updated: 2026-08-14
Salesforce Connector API Version Upgrade and OAuth2 Authentication

Salesforce Connector API Version Upgrade and OAuth2 Authentication

Preview Date: 2026-08-15.
The Adaptive Planning Salesforce connector now supports Salesforce API v66.0, which is the default version for new Salesforce data sources and provides an upgrade path from v51.0. Salesforce data source authentication now supports OAuth2.

Business Benefits

  • Aligns your Salesforce integration with currently supported Salesforce API versions, reducing the risk of import failures caused by retired endpoints.
  • Strengthens security for Salesforce connections by supporting OAuth2 authentication instead of only stored usernames and passwords.
  • Reduces the risk of integration disruption ahead of planned retirement of the legacy Salesforce SOAP API login method.

Changes

Administrators can:
  • Use the credential dropdown, which now replaces the Username and Password fields on the Salesforce data source configuration, to select a credential for the connection.
  • Select an OAuth2 credential from the credential dropdown for a Salesforce data source.
  • Configure new Salesforce data sources using only OAuth2 authentication.
  • Use a new Upgrade action in the Salesforce data source Actions pane to move an existing data source to Salesforce API v66.0.
  • Receive a notification if you have a Salesforce data source that still uses password authentication, indicating that OAuth2 authentication is now the supported method.
  • Receive a monthly notice to upgrade to the latest supported API version when using a Salesforce data source on API version 51.0 or lower.

What Do I Need to Do?

  • Review your existing Salesforce data sources to identify their current API version and credential type.
  • If a data source uses a password credential, create or select an OAuth2 credential and switch the data source credential dropdown to use it.
  • Once a data source uses an OAuth2 credential, use the new Upgrade action in the Actions pane to move it to API v66.0. Review the schema comparison report before applying the change.
  • For any new Salesforce data source, select an OAuth2 credential from the credential dropdown (username and password credentials aren't available for new data sources).

What Happens If I Do Nothing?

Your existing Salesforce data sources continue to run on their current API version and credential type. However, Salesforce plans to retire its legacy SOAP API login() method (versions 31.0-64.0) in its Summer '27 release. After that date, username/password (Password Credential) authentication stops working entirely, and any Salesforce integration still relying on it fails. Staying on an unsupported Salesforce API version also risks connection or import failures independent of the OAuth2 change.