Salesforce: Username / Password + Security Token

Method 3: Username / Password + Security Token (legacy)

💡 This is one of three ways to connect Salesforce to Cast. See choosing an authentication method for a comparison, or go back to the Salesforce Data Source overview.

💡 Retiring in Summer 2027. This method uses the Salesforce SOAP API login() call. Use it only for existing connections, and plan a migration to Method 1: OAuth 2.0 JWT Bearer.

Before you begin: enable SOAP API access

Two org-wide, one-time changes are required first, or Cast’s connection attempt fails with INSUFFICIENT_ACCESS even with a correct username, password, and security token.

1. Enable the SOAP login() endpoint

1. Setup → search User Interface in Quick Find, and open User Interface
2. Under the Setup section, check Enable SOAP API login()
3. Save

2. Grant “Use Any API Auth” to the integration user

The setting above is org-wide, but does not grant access to any specific user. Each integration user still needs this permission individually, or Salesforce returns INSUFFICIENT_ACCESS.

1. Setup → Permission Sets → New
2. Label: e.g. SOAP API Login; License: leave --None--
3. Save, then open System Permissions → Edit
4. Check Use Any API Auth, click Save, and confirm the Permission Changes prompt
5. Back on the permission set, click Manage Assignments → Add Assignment, select the integration user, and Assign

On the Salesforce Data Source setup screen, enter your Salesforce username and password along with your security token.

• Name (required): Enter a descriptive name for the data source connection you are creating.
• Authentication Method (required): Username / Password + Security Token
• Username (required): Enter your Salesforce username.
• Password (required): Enter your Salesforce password.
• Security Token (required): Enter your Salesforce security token. Instructions on how to get your security token are below.
• Sandbox (optional): Click this checkbox if you are connecting to your sandbox environment.
• Salesforce API Version (optional): Enter the API version you are using.
• Click on Add Configuration.

Get Salesforce Security Token

You will need to enter a Salesforce security token when setting up a Cast Datasource for Cast.app to query your Salesforce objects and reports. If you forgot your security token or never used one before, you can get a new security token by following the steps below:

1. Log in to your Salesforce account and on the top right corner, click on the last icon and select Settings. 2. Under "My Personal Information", select "Reset My Security Token" menu item 3. Select "Reset Security Token" button from the page. 3. You will receive an email with your new security token. You will need it when setting up a Datasource in cast.app.

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Once your data source connects, continue to Creating a Salesforce Dataset. If Test Connection fails, see Troubleshooting.