Connecting Systems
Connect Salesforce and manage environments and credentials.
Connector overview
How SmixAI connects to systems — the System → Environment → Credential model and what's supported today.
Connect Salesforce (OAuth)🔒
Connect a Salesforce environment with the standard login (Authorization Code) flow.
Server-to-server auth (JWT Bearer / Client Credentials)🔒
Connect Salesforce without an interactive login — for automated, scheduled scans.
Managing environments & credentials🔒
Add environments, set a primary, reconnect or disconnect, and remove credentials.
Troubleshooting connections🔒
Fix the most common Salesforce connection and scan errors.