> For the complete documentation index, see [llms.txt](https://docs.upsmith.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.upsmith.app/atlassian-cloud/salesforce-for-confluence/administrator-guide/configure-salesforce-connection.md).
# Configure Salesforce Connection
Before users can use the add-on, you must set up Salesforce Connection.
### Go to Salesforce Connection page
Click on **Confluence administration ⚙️** on the top right corner.
Locate **Salesforce** menu on the left sidebar and click **Connections**.
### Adding Salesforce Connection
Click **Add Connection**.
Input your **Connection name**. Connection name will be used to distinguish connection between different Salesforce instances and credentials.
You can specify user groups that are **authorized** to access and utilize this connection. By default, **Confluence admins** can use all connections.
Finally, click **Save**.
### Authorizing Salesforce Connection
Click **Authorize** to authenticate connection to your Salesforce instance. \
Alternatively, click **Authorize to Sandbox** to authenticate to Sandbox.
Please make sure you are logged in before clicking Authorize.
You will be redirected to Salesforce page. Click **Allow** when prompted.
The Status column will be updated to **Connected** along with Instance URL.
{% hint style="success" %}
Congratulations! Users can now use the add-on
{% endhint %}
### Updating Salesforce Connection
#### Setting Connection as default
To set Connection as default, click the **More (...)** button.
Click on **Set as default.**
Default connection will be used as the first option when selecting connections in the edit dialog.
#### Manage Connection Permissions
You can limit user groups that can use the connection within the add-on.
To do that, click **Edit connection**.
In the **Authorized user groups** section, search user groups that can access the connection.
You can also update the Connection name if needed.
Finally, click **Save** once you are done.
---
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