How Do I Authorize the API-Only Salesforce Connection?

Last updated: November 12, 2026

The API-Only connection pulls data from Salesforce Reports without installing the Managed Package. Because it only reads reports, a Salesforce user who isn't a System Administrator can authorize it.

Required permissions:

  • The Integrations: Edit permission is required to enable and authorize the Salesforce integration.

  • The Run Reports permission in Salesforce, plus read access to the Objects used in the reports you plan to sync, is required to authorize the connection.

  • Salesforce Professional, Enterprise, or Unlimited Edition is required to use the API-Only connection.

Enable the Salesforce Integration

  1. Go to Admin --> Data --> Integrations.

  2. Click on the Available tab.

  3. Find the Salesforce integration and click on Enable. The integration's Settings page will open.

Authorize the Salesforce API

  1. In the integration's side menu, click on Authorize / Install.

  2. Next to Authorize Salesforce (Required), click on Authorize. The Salesforce login page will open.

  3. Log in with your Salesforce Production credentials.

  4. Click on Allow. You'll then be taken back to Ambition, which can take about a minute.

  5. Check that Status: reads Connected and that every step under Salesforce Initialization Status is complete.

Note:

  • Ambition syncs Salesforce field names in the authorizing user's language, so check that user's language settings first. If you get an error, try again in a private or incognito browser window.

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