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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

OAuth Connection

OAuth Connection

Salesforce supports the use of OAuth to allow access to Salesforce.com through its API. OAuth is a standard protocol that allows for secure API authorization. One benefit of OAuth is that users do not need to disclose their Salesforce credentials and the Salesforce administrator can revoke the consumer's access at any time.
To enable OAuth as the authentication type for a Salesforce connection, follow these steps:
The image shows the Salesforce OAuth authentication properties.
  1. Enter the production or test URL as instructed on the screen for these required fields:
    • Authorization URL
      . Salesforce provides dedicated URL that handles authorization. Enter the URL for either the production or test environment to access with this connection.
    • Token Request URL
      . Salesforce provides a dedicated URL that handles token requests. Enter the URL for either the production or test environment to access with this connection.
  2. For the
    Session Duration
    , enter the number of minutes you want to maintain each session opened for this connection.
  3. Click
    Authorize
    to start the authorization process.
  4. To successfully launch the authorization process, popups must be enabled in your browser. After you start the authorization process, you can cancel it prior to completion (by closing the dialog box. In that case, the previous state (authorized or not authorized) is unchanged.
  5. If prompted, enter the Username and Password at the Salesforce login page and click
    Log In to Salesforce
    .
  6. After your login is validated, the following window appears:
  7. Click
    Allow
    to complete the authorization.
  8. In the Salesforce Connection properties, an
    Authorization Status
    message similar to the following appears:
You must complete the authorization process within 3 minutes. Otherwise, it times out. If that occurs, return to the connection properties and click
Authorize
again.
The authorization remains active as long as the connection is published, provided that OAuth access was not revoked in Salesforce. After a session duration expires, it is automatically renewed in the background.

Salesforce Connected App Settings

Depending on the type of OAuth access enabled by the Salesforce administrator, you may be able to self-authorize or have pre-authorization. That option is determined by the Salesforce Connected App settings shown here:
To learn more, refer to the Salesforce documentation.