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Salesforce authentication
To create a connection, you need the following credentials:
- Bring your own OAuth 2.0 app: Client ID, Client secret.
- Personal Access Token (PAT): JWT base64 encoded key, Audience, Issuer, Subject.
Additionally, you may need an authenticator application installed on your mobile phone.
The differences between the available authentication methods are as follows:
- PAT or JSON Web Token (JWT) based authentication: involves a private application. To set up JWT-based auth/credentials, follow the steps described in OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration. For more details on enabling JWT Tokens, you can also check out the following help pages: Enable JSON Web Token (JWT)-Based Access Tokens and JWT-Based Access Tokens.
- Bring Your Own App (BYOA): involves a private application. To set up an OAuth2 application, follow the steps described in the Salesforce documentation in Enable OAuth Settings for API Integration or Create a Connected App in Salesforce for OAuth. You can also go to your Salesforce Admin to help create the app. OAuth2 flow details and the process for token generation are described in OAuth 2.0 Web Server Flow for Web App Integration.
To learn more about the different types of authentication available for Salesforce, see the official Salesforce documentation in Create a Connected App.
To authenticate on Salesforce, you must have the Salesforce Sales Cloud Enterprise edition or Professional edition with API support.
To set up a new application in Salesforce Sales Cloud, you must have Administrator privileges. Contact your system administrator if you do not have those privileges.
To create a connection to your Salesforce instance, you need to perform the following steps:
-
Select Integration Service from Automation Suite.
-
From the Connectors list, select Salesforce. You can also use the search bar to narrow down the connector.
-
Select the Add connection button.
-
When establishing the connection to your Salesforce instance, you first have to specify the environment. There are two options to choose from: Production and Sandbox. Choose your environment and select Connect. In this example, we select the Production environment.
Note: For setting up Sandbox account, follow the steps described in the Salesforce official documentation: Sandbox Setup Considerations. -
Next, select your preferred authentication method.
-
Enter the required credentials.
-
Select Connect.
- If your Salesforce organization
is hosted on a custom domain, connect your account by selecting Use custom
domain in the authentication screen. Then, enter your custom domain, the
username, and password.
-
Your connection has been added.
For more information on Salesforce, refer to the Salesforce Documentation.
When creating a connection through the public UiPath application, UiPath for Salesforce connector requires the following permissions:
- Access the identity URL service
- Manage user data via APIs
- Manage user data via Web browsers
- Access Connect REST API resources
- Access Visualforce applications
- Access unique user identifiers
- Access custom permissions
- Access Analytics REST API resources
- Access Analytics REST API Charts Geodata resources
- Manage hub connections
- Manage Pardot services
- Access Lightning applications
- Access content resources
- Manage Salesforce CDP Ingestion API data
- Manage Salesforce CDP profile data
- Perform ANSI SQL queries on Salesforce CDP data
- Access chatbot services
- Perform requests at any time
- Perform segmentation on Salesforce CDP data
