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Salesforce credentials#

You can use these credentials to authenticate the following nodes:

Supported authentication methods#

  • JWT
  • OAuth2

Refer to Salesforce's developer documentation for more information about the service.

Using JWT#

To configure this credential, you'll need a Salesforce account and:

  • Your Environment Type (Production or Sandbox)
  • A Client ID: Generated when you create a connected app.
  • Your Salesforce Username
  • A Private Key for a self-signed digital certificate

To set things up, first you'll create a private key and certificate, then a connected app:

  1. In REA Automation, select the Environment Type for your connection. Choose the option that best describes your environment from Production or Sandbox.
  2. Enter your Salesforce Username.
  3. Log in to your org in Salesforce.
  4. You'll need a private key and certificate issued by a certification authority. Use your own key/cert or use OpenSSL to create a key and a self-signed digital certificate. Refer to the Salesforce Create a Private Key and Self-Signed Digital Certificate documentation for instructions on creating your own key and certificate.
  5. From Setup in Salesforce, enter App Manager in the Quick Find box, then select App Manager.
  6. On the App Manager page, select New Connected App.
  7. Enter the required Basic Info for your connected app, including a Name and Contact Email address. Refer to Salesforce's Configure Basic Connected App Settings documentation for more information.
  8. Check the box to Enable OAuth Settings.
  9. For the Callback URL, enter http://localhost:1717/OauthRedirect.
  10. Check the box to Use digital signatures.
  11. Select Choose File and upload the file that contains your digital certificate, such as server.crt.
  12. Add these OAuth scopes:
    • Full access (full)
    • Perform requests at any time (refresh_token, offline_access)
  13. Select Save, then Continue. The Manage Connected Apps page should open to the app you just created.
  14. In the API (Enable OAuth Settings) section, select Manage Consumer Details.
  15. Copy the Consumer Key and add it to your REA Automation credential as the Client ID.
  16. Enter the contents of the private key file in REA Automation as Private Key.
    • Use the multi-line editor in REA Automation.
    • Enter the private key in standard PEM key format: 
      1
2
3
      -----BEGIN PRIVATE KEY-----
KEY DATA GOES HERE
-----END PRIVATE KEY-----

These steps are what's required on the REA Automation side. Salesforce recommends setting refresh token policies, session policies, and OAuth policies too:

  1. In Salesforce, select Back to Manage Connected Apps.
  2. Select Manage.
  3. Select Edit Policies.
  4. Review the Refresh Token Policy field. Salesforce recommends using expire refresh token after 90 days.
  5. In the Session Policies section, Salesforce recommends setting Timeout Value to 15 minutes.
  6. In the OAuth Policies section, select Admin approved users are pre-authorized for permitted users for Permitted Users, and select OK.
  7. Select Save.
  8. Select Manage Profiles, select the profiles that are pre-authorized to use this connected app, and select Save.
  9. Select Manage Permission Sets to select the permission sets. Create permission sets if necessary.

Refer to Salesforce's Create a Connected App in Your Org documentation for more information.

Using OAuth2#

To configure this credential, you'll need a Salesforce account.

Note for REA Automation Cloud users

Cloud and hosted users will need to select your Environment Type. Choose between Production and Sandbox.