Salesforce authentication guide

This is a step-by-step guide to acquiring Salesforce credentials and authorizing the Salesforce Query and Salesforce Load components.

---

Create an OAuth connection

To set up a new OAuth entry, follow these steps:

1. In your project, click More to access the OAuth tab.
2. Click Add OAuth connection.
3. Complete the fields
   • OAuth name: A unique, descriptive name for your OAuth connection.
   • Agent: Select an agent. This is only required if you have a Hybrid SaaS solution. To learn how to create an agent, read Create an agent.
   • Provider: Select Salesforce.
     • If you're connecting to a sandbox account, select Salesforce Sandbox.
   • Authentication type: Currently only supports OAuth 2.0 Authorization Code Grant.
4. Click Authorize. A new browser tab will open and direct you to log in to Salesforce.
5. Log in to Salesforce and confirm access. The browser tab will close and the OAuth connection will be successful.

The Data Productivity Cloud automatically completes all required configuration of the OAuth app in Salesforce, including:

• Setting the correct Callback URL for the Data Productivity Cloud.
• Selecting the following OAuth Scopes:
  • Access and manage your data (api).
  • Perform requests on your behalf at any time (refresh_token, offline_access).
  • Provide access to your data via the Web (web).

If you wish, you can view the app configuration in your Salesforce dashboard.

Got feedback or spotted something we can improve?

We'd love to hear from you. Join the conversation in the Documentation forum!