Salesforce Connector 25.4
Salesforce Connector Help

# Configure Client Authorization

You can configure Salesforce Connector to authorize different operations for different connections.

Authorization roles define a set of operations for a set of users. You define the operations by using the `StandardRoles` configuration parameter, or by explicitly defining a list of allowed actions in the `Actions` and `ServiceActions` parameters. You define the authorized users by using a client IP address, SSL identities, and GSS principals, depending on your security and system configuration.

For more information about the available parameters, see the Salesforce Connector Reference.

IMPORTANT: To ensure that Salesforce Connector allows only the options that you configure in `[AuthorizationRoles]`, make sure that you delete any deprecated `RoleClients` parameters from your configuration (where `Role` corresponds to a standard role name, for example `AdminClients`).

To configure authorization roles

1. Open your configuration file in a text editor.

2. Find the `[AuthorizationRoles]` section, or create one if it does not exist.

3. In the `[AuthorizationRoles]` section, list the user authorization roles that you want to create. For example:

       [AuthorizationRoles]
       0=AdminRole
       1=UserRole

4. Create a section for each authorization role that you listed. The section name must match the name that you set in the `[AuthorizationRoles]` list. For example:

       [AdminRole]

5. In the section for each role, define the operations that you want the role to be able to perform. You can set `StandardRoles` to a list of appropriate values, or specify an explicit list of allowed actions by using `Actions`, and `ServiceActions`. For example:

       [AdminRole]
       StandardRoles=Admin,ServiceControl,ServiceStatus

       [UserRole]
       Actions=GetVersion
       ServiceActions=GetStatus

   NOTE: The standard roles do not overlap. If you want a particular role to be able to perform all actions, you must include all the standard roles, or ensure that the clients, SSL identities, and so on, are assigned to all relevant roles.

6. In the section for each role, define the access permissions for the role, by setting `Clients`, `SSLIdentities`, and `GSSPrincipals`, as appropriate. If an incoming connection matches one of the allowed clients, principals, or SSL identities, the user has permission to perform the operations allowed by the role. For example:

       [AdminRole]
       StandardRoles=Admin,ServiceControl,ServiceStatus
       Clients=localhost
       SSLIdentities=admin.example.com

7. Save and close the configuration file.

8. Restart Salesforce Connector for your changes to take effect.

IMPORTANT: If you do not provide any authorization roles for a standard role, Salesforce Connector uses the default client authorization for the role (localhost for `Admin` and `ServiceControl`, all clients for `Query` and `ServiceStatus`). If you define authorization only by actions, OpenText recommends that you configure an authorization role that disallows all users for all roles by default. For example:

    [ForbidAllRoles]
    StandardRoles=*
    Clients=""

This configuration ensures that Salesforce Connector uses only your action-based authorizations.

Copyright 2025 Open Text
Version 25.4 | Last updated October 2025

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Product: Knowledge Discovery Salesforce Connector 25.4

Topic Title: Configure Client Authorization