Salesforce
The Salesforce connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Salesforce start event and actions. Use Salesforce actions to create, retrieve, update, delete, query records and to attach and retrieve files from records in Salesforce.
Create a Salesforce connection
You can create connections from the Automate or Designer page.
Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.
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Salesforce allows each connected app five unique approvals per user. After five connections are created for the same Salesforce user, the first connection is revoked. For more information, see Salesforce help.
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The access policies configured in Salesforce define for how long a refresh token is valid. Nintex recommends changing the Refresh Token Policy in your Salesforce connection to Refresh token is valid until revoked or Expire refresh token if not used for and set the number of days. For more information, see Salesforce help.

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On the top navigation bar, click Automate, and then select Connections from the left navigation.
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On the Connections page, click Add new.
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In the Add a new connection section, fill in the fields as follows.
In this field
Select or enter the following
Connector Salesforce Sales Cloud Connection A user-friendly name for your new connection Endpoint Address
For a custom domain (sandbox or development), enter the URL; for others, use the default value of https://login.salesforce.com
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Click Connect.
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Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.
Your new connection appears on the Connections page.

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Access the Designer page
- On the top navigation bar, click Automate > Workflows, and then select the required workflow.
(Or)
- On the top navigation bar, click Automate > Create workflow.
- Click the action you want to add the connection to (or open the Start event configuration panel).
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Find the Connection field.
If you don't see this field, or it's not available, then you may need to select a connector first.
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In the drop-down list for Connection, select Add new connection.
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In the Connection window, fill in the fields as follows.
In this field
Select or enter the following
Connection name A user-friendly name for your new connection Endpoint Address
For a custom domain (sandbox or development), enter the URL; for others, use the default value of https://login.salesforce.com
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Click Connect.
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Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.
Your new connection appears in the Connection field of your action or start event.
Create a Salesforce data source
Use the Salesforce data source to create a drop-down list of Salesforce issue types, priorities, projects, and users.
Example: To allow users to select a specific Account or Customer in a form, add a drop-down list of records to the form using a Data lookup control. The Data lookup control uses a Salesforce – Query records data source to list the records for a specific Salesforce object type.
You can create a data source for the following:
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For Query records, list all records for a specific Salesforce object type. You can add conditions to limit the returned query results.
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For Object name, select the object type from the drop-down.
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Enter the maximum number of records to return.
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For Fields, select one or more fields to be used in the form configuration.
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Conditions are optional. You can configure this field later when used with the Data lookup control.
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For Sorting, select the field and order that the records are to be returned.
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For Sort nulls to last, select if records with null values for the Sort by attribute to the end of the sorted results.
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Each data source is configured for a specific user. You can create as many data sources as you need.

To add a Salesforce drop-down list to your form:
- Create your Salesforce data source.
- Add a data lookup form control to your form and configure it to use your new data source.
See Data sources.

Assign data source permissions
Permissions enable you to manage access for other users to use, edit, and delete data sources.
Use |
Edit |
Delete |
Assign |
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Connection owners |
✔ | ✔ | ✔ | ✔ |
Data source editors |
✔ | ✔ | ✔ | ✘ |
Data source users | ✔ | ✘ | ✘ | ✘ |
Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:
- On the Data sources page, click
for the required data source.
- From the menu, select Permissions.
- To assign permissions:
- In the Data source editors field, type the name of the user, and select from the list.
- In the Data source users field, type the name of the user, and select from the list.
The corresponding data source permissions window is displayed.
- Click Save Permissions.
Salesforce data source fields
When you create a Salesforce data source, you can configure some additional fields to specify which companies, contacts, deals, deal pipelines, or owners the data source should retrieve.
Section |
Field or selection |
Description |
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Add new data source | Operation |
Displays the operations available for the selected Connector. Salesforce - Query records:
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