Salesforce

introduction this guide tells you how to authenticate the salesforce connector in swimlane using oauth 2 0 or security token authentication you will create a salesforce connected app, generate required credentials, collect identifiers, and configure the connector in swimlane prerequisites salesforce access requirements you must have salesforce permissions to access salesforce setup create connected apps generate security tokens access api enabled features required credentials during setup, you will collect username password security token or refresh token client id (consumer key) client secret (consumer secret) instance url token url authentication methods oauth 2 0 authentication (recommended) username + password + security token authentication salesforce setup take the following steps to create a connected app (oauth 2 0) log in to salesforce navigate to setup search for app manager click new connected app enter app name and contact email enable oauth settings set callback url (e g , https //login salesforce com/services/oauth2/callback) add oauth scopes such as full access (full) and perform requests on your behalf click save wait for the app to be available take the following steps to collect client credentials open the connected app you created copy the consumer key (client id) copy the consumer secret (client secret) take the following steps to generate security token (if not using oauth) click your profile icon navigate to settings go to reset my security token click reset security token check your email for the token token and auth urls environment auth url token url production https //login salesforce com https //login salesforce com https //login salesforce com/services/oauth2/token https //login salesforce com/services/oauth2/token sandbox https //test salesforce com https //test salesforce com https //test salesforce com/services/oauth2/token https //test salesforce com/services/oauth2/token connector configuration in swimlane log in to turbine click orchestration → assets click the plus icon select salesforce from asset type fill in the configuration fields below configuration parameters field description required/optional url salesforce instance url optional token url oauth token endpoint optional username salesforce username required password salesforce password required client id client id from connected app optional client secret client secret from connected app optional security token or refresh token security token or refresh token optional instance salesforce instance url required auth site auth site url optional oauth2 set true for oauth2 optional sandbox set true for sandbox optional verify ssl enable ssl verification optional http proxy proxy configuration optional troubleshooting ensure credentials are correct ensure api access is enabled in salesforce verify security token is appended to password if required check oauth scopes are properly assigned ensure correct auth url (production vs sandbox) you have successfully authenticated the salesforce connector in swimlane sources salesforce oauth documentation https //developer salesforce com/docs/atlas en us api rest meta/api rest/intro understanding oauth endpoints htm https //developer salesforce com/docs/atlas en us api rest meta/api rest/intro understanding oauth endpoints htm salesforce connected apps https //help salesforce com/s/articleview?id=sf connected app create htm https //help salesforce com/s/articleview?id=sf connected app create htm