Connection Information
To connect to Salesforce using OAuth 2.0 from any OAuth 2.0 client, you typically need the following connection parameters:
- Client ID: This is a unique identifier assigned to your application when you register it in the Salesforce environment.
- Client Secret: This is a confidential value known only to the application and the authorization server. It’s used to authenticate the identity of the application when it requests an access token.
- Authorization Endpoint: This is the URL where the OAuth 2.0 authorization process starts. It’s the endpoint where the user grants permission to the application to access Salesforce resources on their behalf. In Salesforce, this is usually something like https://login.salesforce.com/services/oauth2/authorize.
- Token Endpoint: This is the URL where the application exchanges the authorization code for an access token. In Salesforce, this is typically https://login.salesforce.com/services/oauth2/token.
- Redirect URI: This is the URL where the user is redirected to after they grant permissions to the application. It’s also where the authorization code is sent as a query parameter. The redirect URI must be registered with Salesforce when you set up your OAuth 2.0 client.
- Scope: The scope parameter defines the level of access that the application is requesting. This could include access to specific Salesforce resources or APIs.
- Grant Type: The grant type defines the method used to request an access token. For OAuth 2.0 authentication flows, common grant types include Authorization Code Grant, Implicit Grant, Client Credentials Grant, etc.
- Refresh Token (Optional): If your application needs to access Salesforce resources on behalf of the user for an extended period, it may use a refresh token to obtain a new access token without requiring the user to re-authenticate.
These parameters are usually provided by Salesforce when you set up your OAuth 2.0 client in the Salesforce environment. They are then used by your OAuth 2.0 client application to authenticate and authorize access to Salesforce resources.
Salesforce Connection Parameters
The following parameters need to be provided in application configuration for establishing a connection between Identity Bridge and Salesforce.
| Parameter Name | Description |
| URL | Host URL of Salesforce |
| UserName | Salesforce Admin ID having required access to perform CRUD over user objects |
| Password | Password for the Salesforce Admin ID |
| ConnectionTimeout | Connection timeout duration (integer) |
Salesforce OAuth 2.0 Parameters
The following parameters need to be provided in application configuration for OAuth 2.0 authorization for connecting to Salesforce.
| Parameter Name | Description |
| ClientID | The ClientID value generated for Oauth authentication in Salesforce |
| GrantType | Set this parameter value as “password” |
| ClientSecret | The ClientSecret value generated for Oauth authentication in Salesforce |
| RefreshToken | URL for refersh token (if any) |
| TokenURL | URL for Oauth 2.0 token request |
Once the connection parameters and OAuth 2.0 parameters are entered correctly, click on the ‘Update’ button to save the changes in application configuration. Additionally, click on the ‘Test Connection’ button to verify if the connection is getting established successfully.