> For the complete documentation index, see [llms.txt](https://learn.capstorm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.capstorm.com/capstorm-container/reference/salesforce-credentials.md).

# Salesforce Credentials

The Salesforce Credentials page allows fast and easy registration of Salesforce Credential(s) associated with the Org(s) to be backed up.

**Note** that the logged in user must be, at minimum, an ***Admin*** CapStorm Role to update credentials. See [User Security](/capstorm-container/reference/user-security.md) for more details on CapStorm Roles.

![](/files/zyM4zz1ReJlXHdV385YD)

## Adding New Credentials

To register new Salesforce Credentials, click the *Add New Credentials* button. You will be presented with the dialog below to provide credential information. Use the *Test Connection* button to validate that the input credential information can successfully connect to Salesforce.

![](/files/wftwKZLNTGOIYe2jtaDJ)

## Edit Existing Credentials

To edit existing Salesforce Credentials, click the *Edit* icon in the “**Click To Edit**” column of the desired credential to edit. You’ll be presented with a dialog to update credential information:

![](/files/Dk6rnQAu8vv0Jp4FpIiN)

## Supported Credential Types

| Credential Type     | Description                                                                                                                                                                                                                                                  |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Username & Password | Traditional Salesforce Username & Password authentication. Provide inputs for Username, Password, & Security token. Note that a security token may also be required depending on your Salesforce’s security configuration. Passwords are *always* encrypted. |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## 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, and the optional `goal` query parameter:

```
GET https://learn.capstorm.com/capstorm-container/reference/salesforce-credentials.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.
