> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getseam.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Authenticate

> Connect Salesforce as both a source and destination in Seam

## Prerequisites

Before connecting Salesforce to Seam, ensure you have:

1. A [Salesforce Account](https://login.salesforce.com/) with Enterprise access or API quota purchased
2. (Optional) A dedicated Salesforce [user](https://help.salesforce.com/s/articleView?id=adding_new_users.htm\&type=5\&language=en_US) for Seam integration

***

## Configuration Steps

### Step 1: Create a Dedicated Salesforce User (Optional)

While you can connect Salesforce using any user with read and write permissions, we recommend creating a dedicated integration user for better security and tracking.

<Steps>
  <Step title="Access Setup">
    [Log into Salesforce](https://login.salesforce.com/) with an admin account. Click the gear icon in the top right, then click **Setup**.
  </Step>

  <Step title="Create New Profile">
    In the left navigation bar, go to **Administration** > **Users** > **Profiles**. Click **New Profile**.

    * **Profile Name**: Enter `Seam Integration User`
    * Click **Save**, then click **Edit**
  </Step>

  <Step title="Configure Object Permissions">
    Scroll down to **Standard Object Permissions** and **Custom Object Permissions**. Enable the **Read and Write** checkbox for all objects you want to replicate via Seam.

    Click **Save** when finished.
  </Step>

  <Step title="Set Required Permissions">
    While still editing the profile, ensure the following permissions are enabled:

    * **API Enabled**: This permission is typically granted automatically based on the user's profile being API-enabled
    * **Approve Uninstalled Connected Apps**: This is the critical permission required for the integration to work

    <Info>
      When you authenticate from Seam, a connected app is created in the background in your Salesforce instance. Due to recent Salesforce permission changes, the user logging in must have permission to install and approve these integrations. Without the "Approve Uninstalled Connected Apps" permission, the authentication will fail.
    </Info>

    To enable these permissions:

    1. Scroll to **Administrative Permissions**
    2. Check the box for **API Enabled**
    3. Check the box for **Approve Uninstalled Connected Apps**
    4. Click **Save**
  </Step>

  <Step title="Create New User">
    In the left navigation, go to **Administration** > **Users** > **Users**. Click **New User**.

    Fill out the required fields:

    * **License**: Select `Salesforce`
    * **Profile**: Select `Seam Integration User`
    * **Email**: Use an email address you can access

    Click **Save** and copy the **Username** for later use.
  </Step>

  <Step title="Verify and Set Password">
    Check the email you provided and verify your new Salesforce user account. Set a password during the verification process and save it for the next step.
  </Step>
</Steps>

### Step 2: Connect Salesforce to Seam

<Steps>
  <Step title="Navigate to Connections">
    [Log in to Seam](https://app.getseam.ai/) and click **Settings** in the left navigation bar. Go to the **Connections** tab.
  </Step>

  <Step title="Add Salesforce Source">
    Click **+ New connection** in the top-right corner and select **Salesforce** from the list.
  </Step>

  <Step title="Authenticate">
    Click **Login with Salesforce** to authorize your account. Seam will authenticate the Salesforce account you're currently logged into.

    <Warning>
      Ensure you're logged into the correct Salesforce account before authenticating.
    </Warning>
  </Step>

  <Step title="Configure Connection">
    * Toggle whether your account is a [Sandbox](https://help.salesforce.com/s/articleView?id=sf.deploy_sandboxes_parent.htm\&type=5) or Production account
    * Select the **Objects** you want Seam to access
    * Enter a **Source name** to identify this connection
  </Step>

  <Step title="Complete Setup">
    Click **Finish** to complete the connection. Seam will begin syncing your Salesforce data.
  </Step>
</Steps>