Integration Service User Guide

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite

Last updated Dec 10, 2024

Salesforce authentication

Prerequisites

To create a connection, you need the following credentials:

OAuth 2.0 Authorization code and OAuth 2.0 Password: username and password.
Bring your own OAuth 2.0 app: Client ID, Client secret.
Personal Access Token (PAT): JWT base64 encoded key, Audience, Issuer, Subject.

Additionally, you may need an authenticator application installed on your mobile phone.

The differences between the available authentication methods are as follows:

OAuth 2.0 Authorization code: used by the public UiPath application.
OAuth 2.0 Password: involves a private application. This is the authentication method for legacy Salesforce accounts/apps and is blocked by default for new orgs, as explained in the Salesforce release notes. If you want to use this authentication method, set up the OAuth 2.0 password flow by following the steps described in the Salesforce documentation: OAuth 2.0 Username-Password Flow for Special Scenarios.
PAT or JSON Web Token (JWT) based authentication: involves a private application. To set up JWT-based auth/credentials, follow the steps described in OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration. For more details on enabling JWT Tokens, you can also check out the following help pages: Enable JSON Web Token (JWT)-Based Access Tokens and JWT-Based Access Tokens.
Bring Your Own App (BYOA): involves a private application. To set up an OAuth2 application, follow the steps described in the Salesforce documentation in Enable OAuth Settings for API Integration or Create a Connected App in Salesforce for OAuth. You can also go to your Salesforce Admin to help create the app. OAuth2 flow details and the process for token generation are described in OAuth 2.0 Web Server Flow for Web App Integration.

To learn more about the different types of authentication available for Salesforce, see the official Salesforce documentation in Create a Connected App.

Note:

To authenticate on Salesforce, you must have the Salesforce Sales Cloud Enterprise edition or Professional edition with API support.

To set up a new application in Salesforce Sales Cloud, you must have Administrator privileges. Contact your system administrator if you do not have those privileges.

Add the Salesforce connection

To create a connection to your Salesforce instance, you need to perform the following steps:

Select Integration Service from Automation Cloud^TM Public Sector.
From the Connectors list, select Salesforce. You can also use the search bar to narrow down the connector.
Select the Add connection button.
When establishing the connection to your Salesforce instance, you first have to specify the environment. There are two options to choose from: Production and Sandbox. Choose your environment and select Connect. In this example, we select the Production environment.

Note: For setting up Sandbox account, follow the steps described in the Salesforce official documentation: Sandbox Setup Considerations.
Next, select your preferred authentication method.
Enter the required credentials.
Select Connect.
If your Salesforce organization is hosted on a custom domain, connect your account by selecting Use custom domain in the authentication screen. Then, enter your custom domain, the username, and password.
Your connection has been added.