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Update sfdc connection docs (#4310)

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Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
Co-authored-by: Kartik Balasubramanian <22399046+HumanistSerif@users.noreply.github.com>
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2026-03-05 16:41:34 +00:00
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10
docs/integrations/builtin/credentials/salesforce.md
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@@ -122,9 +122,7 @@ Refer to Salesforce's [Create a Connected App in Your Org](https://developer.sal
To configure this credential, you'll need a [Salesforce](https://www.salesforce.com/) account.
--8<-- "_snippets/integrations/builtin/credentials/cloud-oauth-button.md"
Cloud and hosted users will need to select your **Environment Type**. Choose between **Production** and **Sandbox**.
You will need to select your **Environment Type**. Choose between **Production** and **Sandbox**.
### Create an External Client App (recommended)
@@ -137,12 +135,12 @@ If you're [self-hosting](/hosting/index.md) n8n, you'll need to configure OAuth2
5. On the App Manager page, select **New External Client App**.
6. Enter the required **Basic Info** for your external client app, including a **Name** and **Contact Email address**.
7. Under **API (Enable OAuth Settings)**, select **Enable OAuth**.
8. In the **Callback URL** box, add your n8n OAuth callback URL (for example, `https://your-n8n-instance.com/rest/oauth2-credential/callback`).
8. In the **Callback URL** box, add your n8n OAuth callback URL (for example, `https://your-n8n-instance.com/rest/oauth2-credential/callback`. For n8n Cloud, this will be `https://oauth.n8n.cloud/oauth2/callback`).
9. In the **OAuth Scopes** section, select these scopes:
- **Full access (full)**
- **Perform requests at any time (refresh_token, offline_access)**
10. In the **Flow Enablement** section, select **Enable Client Credentials Flow**.
11. Under **OAuth Policies**, make sure the following settings are **unchecked**:
10. In the **Flow Enablement** section, select **Enable Authorization Code and Credentials Flow**.
11. Under **OAuth Policies**, make sure the following settings are **checked**:
- **Require Secret for Web Server Flow**
- **Require Secret for Refresh Token Flow**
- **Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows**