--- title: "Salesforce Authentication" slug: "how-to-setup-salesforce-authentication-with-panaya" updated: 2026-08-12T13:47:36Z published: 2026-08-12T13:47:36Z canonical: "success.panaya.com/how-to-setup-salesforce-authentication-with-panaya" --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce Authentication To configure Panaya ForeSight to work with your SFDC organizations: 1. Click the **Settings button** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1685346830965.png) to open the **Configuration** page. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1685346804040.png) 2. In the Salesforce section, select **Manage Authentication**. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1638894006278.png) 3. Verify that **pop-ups** are **enabled** in your browser. 4. This is where you can manage your **Sandbox** and **Production organizations**. --- ## For the Sandbox Organization Enter the relevant Salesforce organization login **URL** and click **Authenticate**. You can also use the default login [http://test.salesforce.com](http://test.salesforce.com). Enter the login credentials for a Salesforce user who has been granted the [required user permissions for metadata extraction](https://success.panaya.com/docs/required-salesforce-user-privileges-for-metadata-and-usage-extraction#sandbox-organization). The Salesforce user **must have** a Salesforce user type license. An API integration license is not valid. > [!NOTE] > Good to Know! > > If you have completed migration to Enhanced Domains, use this format for your Sandbox organization: *MyDomainName--SandboxName.sandbox.my.salesforce.com* > > In your organization Setup, check the OAuth and OpenID Connect Flows options. The setting **Require Proof Key for Code Exchange Extension for Supported Authorization Flows** should be set to **Off**. > [!NOTE] > Good to Know! > > If you want to extract metadata only from your Production organization, you can enter the relevant Salesforce login URL in the Sandbox Organization, or use the default login [http://login.salesforce.com](http://login.salesforce.com). ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1638894016879.png) --- ## For the Production Organization Select the checkboxes for the type of information you want to collect. Then enter the relevant Salesforce organization login **URL** and click **Authenticate**. You can also use the default login [http://login.salesforce.com](http://login.salesforce.com). Enter the login credentials for a Salesforce user who has been granted the [required user permissions for metadata extraction](https://success.panaya.com/docs/required-salesforce-user-privileges-for-metadata-and-usage-extraction#production-organization-optional). The Salesforce user **must have** a Salesforce user type license. An API integration license is not valid. > [!NOTE] > Good to Know! > > If you have completed migration to Enhanced Domains, use this format for your Production organization: *MyDomainName.my.salesforce.com* ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1638894031362.png) - **Usage Information** Select this option to retrieve and set the [usage levels for certain component types](/v1/docs/what-usage-information-is-collected-by-panaya-1). - **Components maintained in Production** Select this option to retrieve metadata for component types if their Last Modified Date is later than the same component in the Sandbox. Panaya retrieves Reports, Dashboards, Page Layouts, and Mini Page Layouts from your Production organization if their last update date is newer in Production than in the Sandbox. > [!NOTE] > Good to Know! > > Check [this explanation](https://success.panaya.com/docs/org-overview-dashboard#where-is-the-metadata-extracted-from) to understand how this checkbox affects the behavior of the [Org Overview Dashboard](/v1/docs/org-overview-dashboard). > > The **Components maintained in Production** checkbox is also required for the [Change Notifications](/v1/docs/foresight-change-notifications) comparison between Sandbox and Production organizations. > [!WARNING] > Important! > > If either checkbox is selected but the Production organization is not authenticated, no usage or metadata information will be retrieved from Production. 1. In the SFDC pop-up, enter the **username** and **password**. The user must be [assigned the required privileges](/v1/docs/required-salesforce-user-privileges-for-metadata-and-usage-extraction). Learn how to check whether your Salesforce user has the [minimum privileges required for extraction](/v1/docs/how-to-check-required-privileges-for-metadata-extraction). ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1638894047426.png) Could not authenticate your organization? [Read this article about fixing usage authentication validation](/v1/docs/how-to-fix-usage-authentication-validation-with-salesforce). --- ## Scheduling the Extractions > [!NOTE] > Good to Know! > > Use the **Schedule Automation** section to define automatic code extraction on selected days. The extraction will be uploaded to Panaya during off-hours defined by your Panaya Customer Success Manager. > > ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1638894060578.png) --- ## Organizations Interface Select the default Salesforce interface to open when you choose **View in Salesforce**. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1705046799064.png) > [!NOTE] > Change Notifications > > If you have Change Notifications enabled in your subscription, [follow these instructions](/v1/docs/foresight-change-notifications) to configure it. ## Related - [View In Salesforce Interface](/how-to-change-the-view-in-salesforce-interface.md)