Salesforce Connector 23.4

# Configure OAuth Authentication

To retrieve content from Salesforce using OAuth authentication, you must obtain OAuth tokens. The Salesforce Connector is supplied with an OAuth configuration tool to obtain the tokens.

NOTE: There is no need to complete this procedure in the following cases:

- You want to authenticate with Salesforce using a user name and password.
- You chose OAuth authentication during the installation process and the OAuth configuration tool ran successfully.

To configure OAuth authentication

1. Open the folder where you installed the connector.
2. Open the file `oauth_tool.cfg` in a text editor.

3. In the `[Default]` section, specify any SSL or proxy settings necessary to connect to Salesforce:

   `SSLMethod` | The version of SSL/TLS to use.
   `ProxyHost` | The host name or IP address of the proxy server that the connector must use.
   `ProxyPort` | The port of the proxy server that the connector must use.

   For example:

       SSLMethod=NEGOTIATE
       ProxyHost=10.0.0.1
       ProxyPort=8080

4. In the `[OAuthTool]` section, set the following parameters:

   `AppKey` | The application key that was provided by Salesforce when you set up an application to represent the connector.
   `AppSecret` | The application secret that was provided by Salesforce when you set up an application to represent the connector.
   `RedirectUrl` | The URL at which the OAuth tool runs. This must match the Redirect URL that you configured when you created the application to represent the connector.

   Do not modify the other parameters in this section.

5. Open a command-line window and run `oauth_tool.exe`.

   Your default web browser opens to the Salesforce web site. The web page asks you to authorize the connector to access Salesforce.

6. Authorize the application.

   The OAuth tool creates a file named `oauth.cfg`, which contains the parameters that the connector requires to authenticate with Salesforce.

   You can merge these parameters into the connector configuration file using the following syntax:

       [MyTask] < "oauth.cfg" [OAUTH]

   For more information about including parameters from another file, see Include an External Configuration File.

   The OAuth tool also prints the parameters it has set to the command-line window.

7. You can now configure a task to retrieve data from Salesforce. See Use the Connector.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL Salesforce Connector 23.4

Topic Title: Configure OAuth Authentication