---
title: "Connect to Salesforce.com"
slug: "connecting-to-salesforcecom"
updated: 2026-04-29T16:42:51Z
published: 2026-04-29T16:42:51Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect to Salesforce.com

Connect to Salesforce.com to bring data from Salesforce into a [connected table](/v1/docs/creating-connected-tables) in your Quickbase app and keep it in sync automatically.

Note: Salesforce.com requires that your Salesforce.com account have **API access** enabled. Your user account must also have the **API Enabled** permission selected. If you're having trouble with your Salesforce connection, check with your administrator to make sure API access and permissions are enabled. See [Salesforce User Permissions](https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_userperms.htm&language=en) for more information.

To connect to Salesforce.com:

1. From the sidebar, select **New Table** and then select **Using connected data**. ![Sidebar showing New Table button with Using connected data option](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30864998321300.png)
2. Name your table, select **Next**, and then select **Salesforce.com**.
3. **Sign in to Salesforce** to authorize Salesforce to connect to Quickbase. Salesforce.com uses Open Authentication (OAuth), an industry standard that securely grants access to data, while protecting personal information, such as your user name and password.
4. Create your connected table. See [Adding a connected table to your app.](/v1/docs/add-a-connected-table)

Note: It may take up to 10 minutes for newly-added custom Salesforce fields to display in the list of fields that you can connect.

## View, test, or delete your connections

To view **details about your connection** and [test](/v1/docs/testing-connections), [change](/v1/docs/switching-connections), or [delete](/v1/docs/deleting-a-connection) connections, select the user dropdown on the global bar, then select **Profile**. Your connections display in the **My Connections** area.

## View connected table details and history

To view **Details about your connected table**, including the connected service, connection owner, connected fields, filter, and schedule for the connected table, access the connection in **Table Settings**. You can also view a **History**of recent refreshes, and [edit the connection filter](/v1/docs/filtering-data-to-connect-in-a-connected-table), [refresh schedule](/v1/docs/refresh-a-connected-table), or [switch to use a different connection](/v1/docs/switching-connections), if necessary.