ApexGenius connects to Salesforce through standard OAuth. You log in on Salesforce’s own screen. ApexGenius does not collect your Salesforce password.
For the step-by-step setup, start with Connect Salesforce.
Connecting
- Open a project (or create one) and choose Connect to Salesforce.
- Pick the environment: Production (
login.salesforce.com) or Sandbox (test.salesforce.com).
- Sign in on Salesforce’s page and approve the requested access.
Return to the Salesforce project and check its connection status.
Authorization and Salesforce permissions
The Salesforce user who authorizes a connection determines the permissions available to that OAuth token. Salesforce profiles, permission sets, object permissions, and field-level security remain relevant to API operations.
ApexGenius supports per-user Salesforce authorization where it is enabled. Some existing projects can still use a project-level shared connection. Check the connection mode shown for the Salesforce project instead of assuming every operation uses a personal token. See How the MCP connection works.
Sandboxes and multiple orgs
Each Salesforce project holds one Salesforce connection. To work across environments, create a project per org, for example Prod, Full Sandbox, or Dev, and select the intended Salesforce project before a tool runs. Confirm your current project allowance under Settings → Billing in the ApexGenius workspace.
Sandbox refreshes.Refreshing a sandbox invalidates its OAuth tokens. If a project stops responding after a refresh, just reconnect from the project’s Salesforce settings.
Revoking access
Two ways, either works instantly:
- From ApexGenius: disconnect in the project’s Salesforce settings.
- From Salesforce: revoke the applicable ApexGenius token from Salesforce’s OAuth usage controls for External Client Apps or Connected Apps.
Revoking the applicable token prevents future API use through that credential. Reconnecting later uses the same OAuth flow again. 
