Connect to Salesforce

This section covers how to establish your Salesforce Connection within SlapFive's Embedded Integration.

How to connect

In SlapFive, go into Settings, and click on the Integrations sub-tab.

• Click the Salesforce Connection box to expand it, and click the Connect button.

Salesforce Connection screen in SlapFive Settings

• You will see your Salesforce Login window. Enter the login credentials for your integration user and click Log In.

Salesforce Login window

You will then be returned to the Salesforce Connection box in SlapFive, and the button should now say Disconnect, and you should see a green Connection success message.

Connection success message

How it works using the Workato Connected App

When you connect Salesforce from the SlapFive embedded integration server, which embeds Workato, Workato initiates an OAuth authorization flow that relies on a Salesforce Connected App for Workato.

In most Salesforce orgs, this process is automatic. In some orgs—typically those with stricter security controls—Salesforce does not complete all required steps deterministically.

Here's what it does:

• The first connection attempt creates or surfaces the Workato Connected App in Salesforce Setup

• Depending on org security settings, Salesforce may:

  • Automatically install and allow the app, or

  • Leave the app present but not installed or blocked

• If the app is not fully installed and unblocked, the OAuth flow fails and the connection does not complete

What to do if the Salesforce connection fails

If you see any error while connecting Salesforce from Workato:

1. In Salesforce, go to Setup → Connected Apps → Manage Connected Apps.

2. Locate and click Workato.

3. Verify the following:

   • If Install is available, click Install

   • If Unblock is available, click Unblock

4. Return to the SlapFive Client Settings > Integrations tab and retry the Salesforce connection

Once the app is both installed and unblocked, the connection should succeed.