{"id":731,"date":"2020-07-14T10:10:00","date_gmt":"2020-07-14T10:10:00","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=731"},"modified":"2025-06-09T15:05:23","modified_gmt":"2025-06-09T09:35:23","slug":"salesforce-authentication-using-oauth","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/salesforce-authentication-using-oauth\/","title":{"rendered":"Salesforce Authentication using OAuth"},"content":{"rendered":"\n

In this article we are providing the Step by Step Guide for Salesforce Authentication using OAuth and integrating Salesforce with any application using REST API.<\/p>\n\n\n\n

\"Salesforce<\/figure>\n\n\n\n\n\n\n\n

A CRM application like Salesforce.com helps you to achieve business goals, improve relationships with customers, sales, productivity. Salesforce.com is a CRM (Customer Relationship Management) solution that brings companies and customers together. Over 150,000 companies use Salesforce worldwide. Integration your application with Salesforce <\/em>makes a great sense – as it will increase the reach of your application.<\/p>\n\n\n\n

By integrating with Salesforce, organizations can experience greater operational productivity with the data available in real-time. Salesforce offers secure authentications like the traditional way (username\/password), SAML, OAuth, single sign-on (SSO), and OpenID Connect.<\/p>\n\n\n\n

Business Scenario<\/h3>\n\n\n\n

Let us assume that you have a web\/mobile-based application. You are trying to integrate your application with Salesforce and want to use Salesforce REST API resources. You might be looking for possible ways to authenticate with Salesforce.<\/p>\n\n\n\n

For a client application to access REST API resources, the request must be authorized. For this, we need to use the connected app (which is a framework that allows external applications to integrate with Salesforce using APIs) and an OAuth 2.0 authorization flow. <\/p>\n\n\n\n

In this article, let’s discuss how to create a connected app and use OAuth 2.0 authentication.<\/p>\n\n\n\n

 Creating a connected app<\/h3>\n\n\n\n
  1. From Setup, enter Apps in the Quick Find box, and select App Manager.<\/li>
  2. Click New Connected App.<\/li>
  3. Enter the connected app\u00e2\u20ac™s name and enter the API name (re-check the name before saving. It can’t be modified later)<\/li>
  4. In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.<\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Enter the callback URL (endpoint) that Salesforce will use to call back to your application during OAuth.<\/li>\n
    2. Select the OAuth scopes to apply to the connected<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      1. When you\u00e2\u20ac™ve configured all settings for your connected app, click Save.<\/li><\/ol>\n\n\n\n

        Once saved, it generates Consumer Key, Consumer Secret. Copy them!<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Request an Access Token<\/h3>\n\n\n\n

        We need to follow two steps for fetching access token:<\/p>\n\n\n\n

        1. Fetching authorization code<\/strong><\/li><\/ol>\n\n\n\n

          To get authorization code, we need to make a HTTP request to this endpoint<\/p>\n\n\n\n

          https://login.salesforce.com\/services\/oauth2\/authorize?\nclient_id={consumer_key}&\nredirect_uri={callback_url}&\nresponse_type=code<\/code><\/pre>\n\n\n\n
          Include these parameters in an authorization code request:<\/p>\n\n\n\n
          client_id: The connected app\u00e2\u20ac™s consumer key\nredirect_uri: same as connected app\u00e2\u20ac™s callback URL.<\/code><\/pre>\n\n\n\n
          After successfully authenticating the user and granting access to the app, Salesforce redirects users to the callback URL with an authorization code.<\/p>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
          1. Use authorization code to get token<\/strong><\/li><\/ol>\n\n\n\n
            To get access token, pass the authorization code to the Salesforce token endpoint as an HTTP POST.<\/p>\n\n\n\n
            https://login.salesforce.com\/services\/oauth2\/token?grant_type=authorization_code&\ncode={authorization_code}&\nclient_id={consumer_key}&\nclient_secret={consumer_secret}&\nredirect_uri={callback_url}<\/code><\/pre>\n\n\n\n
            Include these parameters in request:<\/p>\n\n\n\n
            client_id: The connected app\u00e2\u20ac™s consumer key<\/p>\n\n\n\n
            client_secret: The connected app\u00e2\u20ac™s consumer secret<\/p>\n\n\n\n
            redirect_uri: same as connected app\u00e2\u20ac™s callback URL.<\/p>\n\n\n\n
            After Salesforce validates the connected app\u00e2\u20ac™s credentials, it sends back the access token to call back URL in JSON format.<\/p>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            Sample API call using Access token<\/h3>\n\n\n\n
            Let\u00e2\u20ac™s fetch the Account object records using the HTTP GET request<\/p>\n\n\n\n
            URL: https:\/\/{instance_url}\/services\/data\/v41.0\/query?q=SELECT+Id+,+Name+from+Account\nHeaders: Authorization: Bearer {access_token}<\/code><\/pre>\n\n\n\n
            Include these parameters in request<\/p>\n\n\n\n
            instance_url: Salesforce Instance URL (ex: https:\/\/mycompany.salesforce.com)\naccess_token: Salesforce Access token<\/code><\/pre>\n\n\n\n
            With a successful query, you should receive a response like this one:<\/p>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            Conclusion<\/h3>\n\n\n\n
            OAuth integration with Salesforce.com offers a wide range of possibilities and can help you in meeting your business goals. It is simple, secure and easy to implement.<\/p>\n\n\n\n
            If you are planning to integrate your application with Salesforce.com you can check our Salesforce.com Integration Services<\/a>. Get in touch with our team of expert integration developers by contacting us<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"
            In this article we are providing the Step by Step Guide for Salesforce Authentication using OAuth and integrating Salesforce with any application using REST API.<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[119],"tags":[],"class_list":["post-731","post","type-post","status-publish","format-standard","hentry","category-integration","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/731","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=731"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/731\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=731"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=731"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}