# 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**.

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### Adding Salesforce Connection

Click **Add Connection**.

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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

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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.

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

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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

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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="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2FNDPP5J4zgZH15sc7CwmI%2Fedit-permission-1.png?alt=media&#x26;token=6842d0cc-e152-4315-9f1d-41581c85d3ab" 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.
