> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jataka.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> OAuth 2.0 scopes required for unattended Jataka Salesforce automation.

# Salesforce OAuth Scopes

To seamlessly integrate your AI testing pipeline with Salesforce, Jataka uses a Connected App authorized through OAuth 2.0.

Because Jataka runs as an automated testing robot in CI/CD and scheduled workflows, it requires scoped permissions that allow secure, unattended execution without manual login on each run.

<img src="https://mintcdn.com/jataka/nqKBEiRUZfJ-ZBUD/static/images/5.png?fit=max&auto=format&n=nqKBEiRUZfJ-ZBUD&q=85&s=22bb5e4a549eed486cecbec50f8bbe39" alt="Salesforce OAuth Approval" width="718" height="937" data-path="static/images/5.png" />

## Scope Breakdown

* **`api` (Manage user data via APIs)**
  * **Plain English:** Allows Jataka to communicate with Salesforce over REST and SOAP APIs.
  * **Why needed:** Core automation channel for reading metadata, executing validation logic, and writing test outcomes.

* **`refresh_token`, `offline_access` (Perform requests at any time)**
  * **Plain English:** Allows Jataka to maintain a persistent secure session in the background.
  * **Why needed:** Enables unattended pipeline and scheduled test execution without requiring repeated user re-authentication.

* **`web` (Manage user data via Web browsers)**
  * **Plain English:** Allows token-based web session usage.
  * **Why needed:** Supports deep-linking from Jataka dashboards to Salesforce pages for failed runs and diagnostics.

* **`full` (Full access)**
  * **Plain English:** Grants access to all data/metadata that the authorizing user can access.
  * **Why needed:** Ensures complete test coverage across custom objects, Apex, Flows, and cross-domain configurations.
