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Salesforce Orgs

Settings → Salesforce Orgs lists every Salesforce organization connected to your account, with its type and which modules are active on it.

Connecting an org​

Click Connect org and choose how bluefactory should authenticate:

Headless, server-to-server authentication through a Salesforce External Client App with the Client Credentials Flow enabled. The connection belongs to an app and a designated run-as user rather than to a person, so it isn't broken by staff changes, password resets or MFA. You provide:

  • Display name (optional) — a friendly label.
  • Instance / My Domain URL — e.g. https://mydomain.my.salesforce.com.
  • Consumer key and Consumer secret — from the External Client App.
  • Sandbox org — turn on if this is a sandbox rather than production.

Setting up the Salesforce side takes about five minutes: see Create an External Client App for client credentials.

Connect org with client credentials

OAuth login​

Click Continue to Salesforce, log in to the org you want to connect, and authorize access. bluefactory keeps a secure token — no passwords or secrets are stored. You can connect a different org than the one you signed in with; Salesforce shows its login screen so you can pick.

Managing an org​

Open an org from the list to see its details — name, type, username, instance URL, authentication method, status — and its active modules. From there you can:

  • Open in Salesforce — jump to the org.
  • Edit — rename the org and toggle which modules run against it (Backup, Change Tracker).
  • Disable / Enable — pause all activity on the org without removing it.
  • Delete org — remove the connection entirely.

Refreshing an org's authorization​

If an org's connection stops working (for example the connected user was deactivated or its token was revoked), simply run Connect org again for the same org — the connection is refreshed in place, and the event is recorded in the Audit Trail as Org reconnected.

Production vs. sandbox​

Connect both your production org and its sandboxes: sandbox connections are what enable sandbox seeding and cross-org metadata comparison. The org's Type column always tells you which is which.