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    Home > Salesforce > Connect Your Salesforce Tenant

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    Connect Your Salesforce Tenant

    To use AvePoint services to manage a tenant in the Salesforce platform, the Tenant Owner or Service Administrators must connect the tenant to AvePoint Online Services at first.

    Connecting a Salesforce tenant will create an app in the tenant’s Salesforce environment, which requires a Salesforce account with the System Administrator profile in the same tenant or another profile which includes the permissions for the System Administrator profile in the same tenant.

    *Note: Salesforce has published an to restrict the use of uninstalled connected apps from early September 2025. This will not affect your organization if there are no apps to be created/reconnected. However, for organizations who need to create a new tenant app or reconnect a tenant app, you must either install the tenant app in your Salesforce environment, or ensure that the user consenting to the tenant app has the following required permissions:

    - If API Access Control is enabled, only the “Use Any API Client permission” gives access to use uninstalled apps. - If API Access Control isn’t enabled, trusted users can use uninstalled apps if they have the “Approve Uninstalled Connected Apps” permission.

    To connect a tenant, navigate to Management > Tenant management and refer to the instructions below:

    1. On the Tenant management page, click Connect tenant.

    2. The Connect tenant pane appears on the right of the page. Based on the type of tenant that you want to connect, select the Salesforce platform.

    3. In the Salesforce environment section, select the Salesforce or Salesforce sandbox environment when you connect a Salesforce tenant.

    4. Click Connect. Connecting a Salesforce tenant will create the AvePoint Online Services Tenant Registration app in the tenant’s Salesforce environment. The table below lists the scope parameter values required by the app:

    ValueDescription
    Access the identity URL serviceAllows access to the identity URL service.
    Manage user data via APIsAllows access to the current, logged-in user’s account using APIs.
    Perform requests at any timeAllows a refresh token to be returned when the requesting client is eligible to receive one.
    The purposes of using these scope parameter values are listed below: - Support signing into AvePoint Online Services with Salesforce accounts. - Retrieve your Salesforce tenant information and calculate user seats. - Add Salesforce users into AOS, and support signing into AOS with Salesforce accounts.
    1. Once your tenant is successfully connected to AvePoint Online Services, a message prompt will be displayed.