Salesforce authentication guide

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

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Obtain Salesforce credentials

To create an OAuth connection to Salesforce, you need your Salesforce consumer key and consumer secret. In the Data Productivity Cloud, these are referred to as your client ID and client secret.

To find these credentials, follow the steps in the Salesforce View and Rotate the Consumer Key and Consumer Secret of a Connected App documentation until you can view these credentials. Keep this page open or copy and paste them somewhere so you can use them in the OAuth creation process in the Data Productivity Cloud.

You do not need to generate new values for these credentials.

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Authorize Salesforce components

1. Follow the instructions in OAuth, and select Salesforce or Salesforce Sandbox in the Provider field, depending on whether you are connecting to a regular Salesforce account or a sandbox account.
2. In the Authentication type drop-down menu, select your authentication type:
   • Select OAuth 2.0 Authorization Code Grant to log in to Salesforce to authorize the connection. If you select this option, click Authorize, log in to Salesforce and complete the authorization process.
   • Select OAuth 2.0 Client Credentials to use your credentials. If you select this option, continue with the steps below.

3. In the Token URL field, enter your Salesforce token URL. This URL format differs depending on your Salesforce account type. Replace the placeholders with your domain name and sandbox name, as shown below:

   • For a regular Salesforce account: https://{your-company}.my.salesforce.com/services/oauth2/token
   • For a sandbox account: https://{your-company}--{your-sandbox}.sandbox.my.salesforce.com/services/oauth2/token

4. In the Client ID field, enter your Salesforce consumer key.

5. In the Client secret field, enter your Salesforce consumer secret.

   Warning

   When copying the credentials, some browsers may add a space to the end of the string. Watch out for this as it will cause the credentials to fail.

6. Click Authorize.

Your new OAuth connection is ready for use with the Salesforce Load or Salesforce Query component.

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