OAuth 2 Authentication

Setup using Client Credentials Flow

Configure a Connected App for the OAuth 2.0 Client Credentials Flow

• Create Connected App
  • In Setup, go tp App Manager (Apps-> App Manager)
  • Click the "New Connected App" button
  • Fill out the required fields in the "Basic Information" section
  • Under the API section, enable the setting "Enable OAuth Settings"
  • In the "Callback URL" field, enter http://localhost
  • In "Selected OAuth Scopes", selection the following options:
    • "Manage user data via APIs (api)"
    • "Perform requests at any time (refresh_token, offline_access)"
  • Check the "Enable Client Credentials Flow" checkbox
  • Click "Save"
  • On the next page under the API section, click "Manage Consumer Details", submit the verification code (if necessary), and then copy "Consumer Key" and "Consumer Secret" into a note. These keys will be used during the authentication process outlined in the next section.
  • Go to Setup->Apps->Connect Apps-> Manage Connected Apps
  • Click "Edit" next to the Connected App label
  • Under "Client Credentials Flow", set the "Run As" User.
    • Ideally this is an Integration Only User, but an Admin User is fine for testing purposes.
    • Click "Save" to update the Connected App
• Obtain the My Domain URL value
  • In Setup, go to My Domain (Company Settings -> My Domain)
  • Copy the value of "Current My Domain URL". This will be used for the authentication callout

Authentication

OAuth 2.0 Client Credentials Flow for Server-to-Server Integration

Endpoint

https://{{My Domain URL}}/services/oauth2/token

Parameter	Description
grant_type	Set to "Client_credentials"
client_id	"Consumer Key" from Connected App
client_secret	"Consumer Secret" from Connected App

Sample Request

https://customization-inspiratio-5f-dev-ed.scratch.my.salesforce.com/services/oauth2/token?grant_type=client_credentials&client_id=3MVG96LA2t1yu9WI0OvUKueyHHFq3gflJpIXhTBCGkUAwFIf3cGxTK1lNXSe0sUi7PNsd4XG9evMm2iQ1Hx1s&client_secret=0A023AE7198F3300EADEE68FD29B95F6B16EFFB03A5407E33BC6F5FA4F96BC69

Sample Response

{
"access_token": "00DDS000001LIKy!AQwAQGi.FPsa8yRtlbGgBMKyq8fdpI5t_gZe3WPLWP3ra0ks64gOkvyJBmGEkkkjRdRLF70jVA9cOctrh9AvSTwilAzxTL",
"signature": "DuFgfn+VH7YnLV70FLFnZ5+ErbZ+krzNaEUKdLWUtZY=",
"scope": "api",
"instance_url": "https://customization-inspiratio-5f-dev-ed.scratch.my.salesforce.com",
"id": "https://test.salesforce.com/id/00DDS000001LIKy2AO/005DS00000wJSB4YAO",
"token_type": "Bearer",
"issued_at": "1696869682710"
}

Notes

Use the "instance_url" property from the authentication callout response as the base URL for callouts to our custom REST APIs, including eLead endpoints.