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Salesforce - Authorization

id: salesforce-authorization sidebarposition: 1 title: Salesforce Blueprint Authorization hidetitle: true sidebar_label: Authorization description: Instructions on how to authorize Salesforce to work with Workflows's low-code Salesforce templates. keywords: - salesforce - blueprint - template

- authorization

Salesforce Authorization

To get started with the Salesforce Blueprints, you will need an access token or following items from Salesforce:

  • Domain

  • Consumer Key

  • Consumer Secret

  • Username

  • Password

  • Security Token (This might be required based on your organization's security policies.)

Setting Up a Connected App (Recommended)

  1. Navigate to App Manager

    • Go to Setup.

    • Enter "App Manager" in the Quick Find box.

    • Select App Manager from the results.

  2. Initiate App Creation

    • Click on "New Connected App".

  3. Input App Details

    • Connected App Name: Workflows

    • API Name: Workflows

    • Contact Email: [Your email address]

    • Enabled OAuth Settings: Ensure this is checked.

    • Callback URL: If you lack a callback URL, enter no:callbackurl.

    • Selected OAuth Scopes: This might vary based on your use case. However, commonly you'll select: Perform requests at any time (refresh_token, offline_access) Manage user data via APIs

  4. Save and Continue

    • Click "Save".

    • Click "Continue".

  5. Retrieve Consumer Details

    • Click on the app you've just created.

    • Navigate to "Manage Consumer Details".

    • Copy the "Consumer Key" and "Consumer Secret" and store them securely for future use.

Note: Ensure that the "Username-Password Flow" isn't restricted for your organization. Go to the setup console, search for OAuth and OpenID Connect Settings, and verify that Allow OAuth Username-Password Flows is enabled.

Obtaining an Access Token Using Salesforce CLI

The access token (commonly referred to as a “bearer token”) acquired from Salesforce CLI is essential for authentication.

  1. Setup Salesforce CLI

    • If you've previously installed Salesforce CLI, update it following the guide: [Update Salesforce CLI].

    • If Salesforce CLI isn't installed, download and install the latest version appropriate for your OS.

  2. Authenticate Developer Org with CLI

    • Use Salesforce CLI to log in to your Developer org.

    • A browser window will open. Sign in using your org credentials.

    • Grant permission by clicking "Allow" in the browser.

  3. Confirm Authentication

    • In the CLI, you should see a confirmation message like: Successfully authorized juliet.capulet@empathetic-wolf-g5qddtr.com with org ID 00D5fORGIDEXAMPLE

  4. Retrieve the Access Token

    • Use the following command, replacing <username> with your username:

      sfdx force:org:display --targetusername <username>

    • The access token will appear in the command output.