Salesforce API Connection
Prepare Salesforce Access Token and Instance URL for a Next-Cart migration service when Salesforce API setup is shown.
Salesforce API Connection
Section titled “Salesforce API Connection”A valid Salesforce API connection gives Next-Cart the authorized platform access required by the selected migration path.
Next-Cart may ask for a Salesforce Access Token and Instance URL. Prepare these values from the Salesforce org that contains the data included in your migration scope.
When to use this guide
Section titled “When to use this guide”Use this guide when:
- Salesforce is the Source Platform or Target Platform in your selected migration path;
- Next-Cart shows Salesforce API setup;
- Next-Cart asks for an Access Token, Instance URL, or related Salesforce connection value.
Prerequisites
Section titled “Prerequisites”Before you begin, confirm that:
| Requirement | Why it matters |
|---|---|
| Salesforce admin or authorized user access | The account must be allowed to authorize API access for the correct org. |
| Salesforce CLI installed | The source workflow uses Salesforce CLI to authorize the org and display connection details. |
| Correct org selected | Production, sandbox, and developer orgs are separate environments. |
| API access allowed | The Salesforce user and org must allow API access for the data Next-Cart needs. |
| Secure storage | Access tokens must be copied only into approved secure locations. |
Required values
Section titled “Required values”| Required value | Where to prepare it | Notes |
|---|---|---|
| Access Token | Salesforce CLI after authorizing the org | Treat this value as sensitive. |
| Instance URL | Salesforce CLI org display output | Use the exact instance URL for the authorized org. |
Prepare the API connection values
Section titled “Prepare the API connection values”- Install Salesforce CLI from Salesforce’s official instructions.
- Open Terminal, Command Prompt, or another command-line application.
- Run
sf org login web. - Sign in through the browser window that opens.
- Confirm that the browser authorization is for the correct Salesforce org.
- Return to the command line after authorization completes.
- Run
sf org display --target-org <your_username>or the equivalent command shown by Salesforce CLI for your authorized org. - Copy the Access Token and Instance URL from the output into a secure temporary location.
Enter the values in Next-Cart
Section titled “Enter the values in Next-Cart”In the Next-Cart connection setup screen, enter only the values requested by the interface.
| Next-Cart field | Platform value |
|---|---|
| Access Token | Salesforce Access Token from the CLI output. |
| Instance URL | Salesforce Instance URL from the CLI output. |
Expected result
Section titled “Expected result”The Salesforce API connection values are ready to test in Next-Cart.
Verify the connection
Section titled “Verify the connection”| Check | Pass condition |
|---|---|
| Org match | The Instance URL belongs to the correct Salesforce org. |
| Token completeness | The full Access Token was copied without truncation or extra spaces. |
| User permission | The authorized Salesforce user can access the objects included in the migration scope. |
| Connection test | Next-Cart can authenticate and read supported Salesforce data. |
If the connection fails
Section titled “If the connection fails”| Issue | What to check |
|---|---|
| Authentication error | Re-authorize the Salesforce org and copy a fresh Access Token. |
| Wrong environment | Confirm whether Next-Cart should connect to production, sandbox, or another org. |
| Missing data access | Confirm the Salesforce user has access to the required objects and fields. |
| Expired or invalid token | Generate a new token through the Salesforce CLI workflow and test again. |
Security cleanup
Section titled “Security cleanup”After migration work is complete and verified:
- remove or revoke temporary API credentials where the platform provides that option;
- reduce access if a broader permission set was used only for migration work;
- remove copied credentials from insecure notes, tickets, chats, or shared files;
- review the store admin account or API user used for API setup.
Next step
Section titled “Next step”| Goal | Go to |
|---|---|
| Test the connection | Verify Platform Connections |
| Fix an authentication or permission issue | Troubleshoot Connection Setup |
| Continue after the connection passes | Configure Your Migration |