Salesforce OAuth Authentication

Starting version 1.78, Salesforce customers must configure OAuth authentication, deprecating our previous connection method. To do this, start by creating the necessary credentials in Salesforce. These credentials will connect your Salesforce instance and Getint, facilitating smooth and efficient data synchronization.

How to Set Up OAuth Authentication in Salesforce

1. Log in to your Salesforce instance, click the Cog icon in the top right corner of your screen, and click on Setup to open your user settings.

1. Go to Platform Tools > Apps > External Client Apps > External Client App Manager.

1. Click New External Client App.

1. Provide a custom name, your email, and the API name.

1. Enable OAuth:

   • Scroll down and enable OAuth.

   • Provide the Callback URL: https://login.salesforce.com/services/oauth2/callback.

   • Select the OAuth Scope: The only one required is Manage user data via APIs (API).

Salesforce requires the Callback URL to use HTTPS for security purposes.

1. Scroll down to the section Flow Enablement and enable Client Credentials Flow. Then, disable the rest of the options in the Security section.

1. Create the External Client App:

   • Click Create at the bottom of the screen.

   • After creation, navigate back to edit settings. The new Client should’ve been created.

1. Edit Settings for the new Client:

   • Click Edit, and display the OAuth Policies.

1. Enable Client Credentials Flow and provide the username found under Personal Information in your profile. Then, click Save to submit your changes.

1. Generate client_id and client_secret:

   • Switch from the Policies tab to the Settings tab.

   • Click Consumer Key and Secret.

   • It will redirect you to the verification screen.

   • Copy the Consumer Key (client_id) and Consumer Secret (client_secret).

With these credentials, you can create a connection with Salesforce in Getint.

1. Create a Salesforce Connection in Getint:

   • Select Salesforce and click Create a Connection.

   • Enter your Salesforce Instance URL in the URL field and click Next.

   • Name the connection and provide the client_id and client_secret.

   • Add and select the connection to finalize the process.

Ensure to use the correct URLs to connect to your instance:

• https://YOUR_INSTANCE_NAME.develop.lightning.force.com

• https://YOUR_INSTANCE_NAME.develop.my.salesforce.com

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