# 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**.

<figure><img src="/files/FryJuzykU7CrPQUocYuX" alt=""><figcaption></figcaption></figure>

### Adding Salesforce Connection

Click **Add Connection**.

<figure><img src="/files/CbeNMRgL9zUoDuTFJFjv" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/loi2N6adWqoDAzfTB3ud" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/OQjrxMVjkrNjsRbaiCg0" alt="" width="563"><figcaption></figcaption></figure>

You will be redirected to Salesforce page. Click **Allow** when prompted.

<figure><img src="/files/ZqVMAnngpmVnra92P2S3" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ugqKe6CltS5kmJsi6iWY" alt=""><figcaption></figcaption></figure>

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.&#x20;

To do that, click **Edit connection**.

<figure><img src="/files/fh7LqOK3t7TLe9ILXLCR" alt=""><figcaption></figcaption></figure>

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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