How to Login to an SFDX Salesforce Instance

For developers, a useful way to provide CopyStorm with Salesforce credentials is via a SFDX username or alias. When an SFDX username is provided, CopyStorm calls out to SFDX to create the a Salesforce session token, relying on SFDX to do all of the OAuth dirty work!

Step 1: Change the CopyStorm credential type to SFDX Username or Alias.

Step 2: Enter an SFDX username or alias.

As a final step, optionally test the connection using the Test Salesforce Connection button.

As a best practice, we recommend using an SFDX alias rather than a username in order to support easier reuse when new scratch orgs are created.