Connection

A Connection (pushtopics__Connection__c) defines the authentication configuration used to connect to a Salesforce org. A Connection can act as:

  • A Source for retrieving data

  • A Target for performing actions

Authentication Flow

Data Sync Pro handles authentication through two paths, decided at runtime based on the Is Current Org flag on the Connection record.

Authentication Flow Diagram

  • Current Org: Runs as the currently logged-in user, requiring no additional credentials.

  • OAuth 2.0: Authenticates through a Named Credential using an OAuth access token. Two flows are supported for obtaining the token:

    • Client Credentials Flow — no interactive login; the connection runs as the Run As user specified on the External Client App.

    • Refresh Token Flow — requires a one-time interactive login; the connection runs as the user who authorized it.