> For the complete documentation index, see [llms.txt](https://docs.pentaho.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pentaho.com/pdia-data-integration/10.2-data-integration/pdi-transformation-steps-reference-overview/salesforce-bulk-operation/options-salesforce-bulk-operation/connection-tab-salesforce-bulk-operation.md).

# Connection tab

Use this tab to provide the credentials to connect to Salesforce. The **Client id** and **Client secret** are used for the service account, and the **Username** and **Password** credentials provide the user that the service account impersonates.

![PDI Salesforce bulk operation step Connection tab](/files/MVmBbCA6N9XJuiG4PwvD)

| Field                     | Description                                                                                                                         |
| ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| **OAuth2 login endpoint** | The endpoint to retrieve a token from Salesforce.                                                                                   |
| **Client id**             | Client identifier required to get the authentication token from the Salesforce Oauth endpoint. This is set up in Salesforce.        |
| **Client secret**         | Client Secret credential required to get the authentication token from the Salesforce Oauth endpoint. This is set up in Salesforce. |
| **Username**              | Specify the username for authenticating to Salesforce.                                                                              |
| **Password**              | Specify the password for authenticating to Salesforce.                                                                              |
| **Test connection**       | Click to verify the connection can be made to the Salesforce Webservice URL you specified.                                          |


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