# Salesforce You can connect to your Salesforce instance to explore data, combine them with other data sources and build apps on top of them as a data foundation. ## Connecting to your Salesforce instance To connect your Salesforce instance, follow the steps below: 1. Go to **Data Management** and click on "**New source**" to create a new data source. 2. Select **Salesforce** from the list of available data sources. 3. Click on "**Connect to Salesforce**" and confirm the access request to your instance when redirected to Salesforce. After (potentially logging in and) clicking "**Allow**" you will be redirected back to the configuration page. 4. Save your Salesforce connection with "**Connect**". Note that, additionally, we allow you to connect to a sandbox instance if you don't want your production database to be linked to Uify. This is especially advisable for the staging environment if you decide to setup a staging and a production environment. You can find more information [here](broken://pages/FM88Izx8RDNtGtuF6cvH) about how the different environments work. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.uify.io/integrations/salesforce.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.