Brief Overview

The Salesforce Connection page lets you connect Salesforce accounts to WalkMe and manage existing Salesforce connections. Use this page to add new connections, monitor connection status, and reconnect or remove existing Salesforce accounts.

Access

You can access the Salesforce Connections page from the Integration Center app in the WalkMe Admin Center.

Action Integration Center

How It Works

The Salesforce Connections page displays all configured Salesforce connections in a single table.

1. Table columns

Each connection includes the following details:

• Connection ID: Unique identifier for the connection
  
  Note

  The legacy tag shows connections created using the previous method, which remains supported while new connections use the licensed partner flow .

• Environment: Production or Sandbox
• Account name: Name of the connected Salesforce account
• Creation date: Date account created (displays for new connections only)
• Created by: Email address of the authenticated Salesforce account creator
• Last modified date: Date account last modified (displays for new connections only)
• Last modified by: Email address of the last authenticated Salesforce user (displays for new connections only)
• Connection status: Logged in, Logged out, Not available (displays for legacy connections only)
• Activity status: Indicates whether the connection is active (displays for legacy connections only)

2. Table controls

Use the table controls to customize and manage the list of connections.

• Search: Find specific connections by account name or email
• Export connections: Download the list of connections as a CSV or XLSX file
• Manage columns: Show or hide columns in the table
  • Select Manage columns
  • Choose which columns you'd like to have in the table
  • Select Apply

Connection actions

Each Salesforce connection includes the following actions:

• Select +Add connection
• Select Reconnect: Restore an expired or inactive connection (for legacy connections only)
• Select Delete: Remove the Salesforce connection
• Select Edit (for new connections only) opens the configuration page for the selected connection

Add a Salesforce connection

You can create a new connection whether you're setting it up for the first time or adding to existing ones.

If this is your first Salesforce connection:

1. Go to the Available connections tab
2. Hover over the Salesforce tile and select Setup

You will be redirected to the Salesforce Connection page.

If you have exising connections:

1. Go to the Active connections tab
2. Hover over the Salesforce tile and select Manage Connections 
3. Create a new connection by selecting + Add Connection 

You will be redirected to the Salesforce Connection page.

In the Salesforce Connection page:

1. Fill in the connections details: Enter a unique conection name and provide authentication details for example OAuth, JWT
2. Test and Save: Select Test Connection (optional but recommended) and then select Save

You will be redirected back to the Salesforce Connections page where the new connection appears.