---
sourceDocument: Australia Workflow Data Fabric
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/integrate-applications

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Workflow Data Fabric

ft:clusterId :

    - crint

bundleId :

    - crint

workflow :

    - Creator


---

# Prepare to run the Salesforce collector

# Prepare to run the Salesforce collector {#ariaid-title1}

Release version: Australia  
Updated July 28, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up access for cataloging Salesforce resources by configuring user credentials, security tokens, and connected applications.

## Before you begin

Role required: admin

## About this task

Before running the Salesforce collector, configure the necessary access credentials and permissions in Salesforce.{#prepare-to-run-the-salesforce-collector__prepare-to-run-salesforce-collector-context-1}

## Procedure

1. Set up a user that the collector will use to connect to Salesforce.
2. **Optional:** Set up a [security token](https://help.salesforce.com/s/articleView?language=en_US&id=sf.user_security_token.htm&type=5).
3. Set up a connected application for OAuth.  
   When setting up the connected application, confirm that the following scopes are enabled:
   * Access Lightning applications
   * Manage user data via APIs
   * Perform requests at any time
4. Follow the [Salesforce documentation](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_client_credentials_setup.htm&type=5) to get the client credentials.
5. Confirm that the user set up for running the collector has authorization to use APIs and the connected application.