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Configuration Details

Please note, the following steps walk through an example use case and the information that will need to be saved will be specific to your application.

Steps to Gather Salesforce Credentials #
Step 1: Username and Password #

Valid Salesforce Username and Password credentials are needed for the configuration of the connector. These credentials should have at least the level of access to view the information that will be passed to SecurEnds

Step 2: Salesforce Client Id and Salesforce Client Secret #

The Client Id (Consumer Key) is essentially the API key associated with the application. This Client Id is what identifies the client (website/service that is trying to access an end-user’s resource). The Client Secret (Consumer Secret) is the client password that is used to authenticate with the authentication server (the server that authenticates the client).

To find the Client Id and Client Secret, perform the following steps:

  1. Login to Salesforce
  2. Navigate to Create > Apps and Select connected apps
    • Here you will find the consumer key also known as Client Id
      • Format example of Client Id: 3MVG9pe2TCoA1Pf5kQG9pzeWciQiiOenDVJ5xYJAJxJVhUeVtyRZS1gkEm5DSS0wCxQF9FUNfFFCMN6t8h6n
    • Here you will find the consumer secret also known as Client Secret
      • Format example of Client Secret: 587391E77740EF2AF07669B95A8A6C30842607D6F447C7A334BB286000C92EA
  3. Copy/Save the Client Id and Client Secret for use when setting up the application within SecurEnds
Step 3: Salesforce Security Token #

An app requesting an access token has to know the client secret in order to gain the token. This prevents malicious apps that have not been authorized from using the tokens from ever obtaining a valid access token. To connect and fetch users, the Security Token will need to be provided within SecurEnds. To find the Salesforce Security Token, perform the following steps:

  1. Be logged into Salesforce and navigate to My Settings > Personal and Select Reset my security token
    • The security token will be sent via email
      • Format example of Security Token: mDYE0cMt0izslnR1Q5BSJg8e
  2. Copy/Save the Security Token for use when setting up the application within SecurEnds
Step 4: Salesforce Login Url #
  • Copy/Save the “Salesforce Login Url” specific to your instance of Salesforce
    • Format example of Salesforce Login Url: https://XXXX.salesforce.com

Here is a document to help you with attaining the Client ID and Client Secret

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