To get to the application connection screen, go to the environment's settings tab, and select the "Application Connections" section. In the "Application Connections" screen, click on "Connect an application" and select Salesforce.
Authenticate via OAuth or with your username and password
Authenticate via OAuth:
Choose OAuth authorization method and click 'Authenticate'.
If you are connecting to a sandbox, check 'Sandbox account'.
You will be prompted to choose one of your authenticated orgs or login to a new one.
Click 'Allow'.
Authenticate with your username, password and token:
Choose 'Username / Password' Authorization Method.
If you are connecting to a sandbox, check 'Sandbox account'.
Enter your username, password and token (leave the token field empty if your org uses IP whitelisting).
Define which metadata types to manage in Salto
You can opt to import your Salesforce application settings from another Salto environment or stick with the default settings provided.
If required, include CPQ under 'Managed Packages' to include the necessary SBAA and SBQQ fetch configuration, pulling in both metadata and data records as needed. For more details on managing CPQ in Salto, see our documentation here.
You have the option to manage profiles and permission sets.
For more information about Salesforce settings in Salto, explore our documentation here