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Workday User Guide
Last Updated: 2024-10-04
Create a Salesforce Connection

Create a Salesforce Connection

Security:
Prism: Manage Connection
 domain in the Prism Analytics functional area.
You can create a Salesforce connection and use it as a source in a data change task.
After you create a connection, Workday displays it on the
Connections
 tab of the
Data Catalog
 report. You can right-click the connection to view or edit it.
If you use OAuth to connect to Salesforce, you can determine what objects the connection has access to from the Salesforce Connected App or External Client App.
  1. Navigate to the
    Data Catalog
    .
  2. Select
    Create
    Connection
    .
  3. Select
    Salesforce
    .
  4. As you complete the task consider:
    Option
    Description
    Name
    The connection name must be unique in the Data Catalog. Workday displays this name in the Data Catalog and when you select a connection in a data change task.
    Description
    (Optional) Workday recommends using the description to define the use of the connection and help differentiate between different connections.
    Use Sandbox
    When selected, Workday connects to your Salesforce sandbox environment instead of the production environment.
    Authentication Type
    Select how to connect to Salesforce:
    • BasicAuth
    • OAuth 2.0 with JWT
    To use OAuth to connect to Salesforce, you must have either a Salesforce Connected App or External Client App. Workday recommends that you assign the Full Access OAuth scope to the Connected App or External Client App. If you don't want to assign Full Access, then you must assign these OAuth scopes:
    • api
    • refresh_token
    • id
    • web
  5. If you use BasicAuth, use your Salesforce account information in these fields:
    • User Name
    • Password
    • Security Token
  6. If you use OAuth authentication, use your Salesforce account information in these fields:
    • Client ID
    • User Name
    • Client Secret
    The user must be authorized or pre-authorized in the Salesforce app.
  7. (Required for OAuth authentication) Download or copy the authentication certificate created by Workday, and upload it to your Salesforce Connected App or External Client App.
  8. (Optional) Use the
    Test Connection
     button to verify that Workday can connect to Salesforce using the connection information you configured.
Workday creates the Salesforce connection and displays it on the
Connections
 tab in the
Data Catalog
.

This content is not part of the Workday Administrator Guide.