Salesforce

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Config

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How to get your client_id, client_secret, and refresh_token

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Find your client_id and client_secret

1. Sign into your Salesforce account.
2. Create a Connected App and Enable OAuth Settings for API Integration by following this Salesforce documentation.
   1. Use the following URL as the callback URL: https://login.salesforce.com/services/oauth2/success
3. When you are at the step to choose which OAuth Scopes to authorize, you must give your Connected App at least these 2 scopes:
   1. Manage (api)
   2. Perform requests at any time (refresh_token)
4. After you created a Connected App, go to your Setup and click on the Home tab.
5. On the left sidebar under the Platform tools > Apps > App Manager, click on App Manager.
6. Find the row that contains the app you just created. On the furthest right column, click the dropdown caret icon and click View.
7. Under the API (Enable OAuth Settings) section, find the subsection labeled Consumer Key and Secret and click the button Manage Consumer Details.
8. A new page will open, displaying your Consumer Key (which is your client_id) and Consumer Secret (which is your client_secret).

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Authorize your Connected App

1. Construct a URL with the following format: https://[your_salesforce_domain].my.salesforce.com/services/oauth2/authorize?client_id=[client_id]&redirect_uri=https://login.salesforce.com/services/oauth2/success&response_type=code

2. Open that URL in a browser.
3. Authorize your Connected App to have API access to your Salesforce account.
4. Once you authorize, you’ll be redirect to a URL like this: https://login.salesforce.com/services/oauth2/success?code=[code].
5. Note the value of the code URL parameter, it’ll be used to get a refresh_token.

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Get a refresh_token

curl -X POST https://[your_salesforce_domain].my.salesforce.com/services/oauth2/token \
   -H "Content-Type: application/x-www-form-urlencoded"  \
   -d "grant_type=authorization_code&code=[code]&client_id=[client_id]&client_secret=[client_secret]&redirect_uri=https://login.salesforce.com/services/oauth2/success"

{
  "access_token": "...",
  "refresh_token": "...",
  "signature": "...",
  "scope": "...",
  "id_token": "...",
  "instance_url": "https://[your_salesforce_domain].my.salesforce.com",
  "id": "https://login.salesforce.com/id/.../...",
  "token_type": "Bearer",
  "issued_at": ""
}

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Additional resources in case you get lost

• https://stackoverflow.com/questions/12794302/salesforce-authentication-failing/29112224#29112224
• https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm
• https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_web_server_flow.htm&type=5

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