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29-GUIDE-TO-SETUP-SALESFORCE-OAUTH.md

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Guide to Setting up Salesforce OAuth

  1. Login to your Org
  2. Go to Setup | App Manager
  3. Click New Connected App
  4. Specify the Connected App Name, API Name, and Contact Email.
  5. Enable Enable OAuth Settings
  6. Set the Callback URL to a success page URL. A localhost url will do but it has to be https (e.g. https://localhost:3000).
  7. Add all Available OAuth Scopes to Selected OAuth Scopes.
  8. Optionally, Enter a URL for Info URL.
  9. Click Save.
  10. Go to your browser and enter the following url and parameters:
https://login.salesforce.com/services/oauth2/authorize?response_type=code
&client_id=YOUR_CLIENT_ID&redirect_uri=YOUR_REDIRECT_URI
  • YOUR_CLIENT_ID is the Consumer Key from the Connected App info page
  • YOUR_REDIRECT_URI is the callback URL specified earlier (e.g. http://localhost:3000)
  1. Execute the URL in the browser
  2. Assuming, you used localhost:3000, your address bar will change to something like:
https://localhost:3000/?code=aPrxshT49BthlzJeik7p6fUxxxxxxxxxxxxxxxdzhQQBhDbTb13LFeDkSYNT1AEHetgjQEMBsQ%3D%3D
  1. Copy the code parameter
  2. If you used google chrome, the end of the code will typically become %3D%3D. Change this to ==.
aPrxshT49BthlzJeik7p6fUxxxxxxxxxxxxxxxdzhQQBhDbTb13LFeDkSYNT1AEHetgjQEMBsQ==
  1. Create a POST request using any REST client (e.g. POSTMAN) with the following specifications:
POST https://login.salesforce.com/services/oauth2/token
Content-Type: application/x-www-form-urlencoded

"grant_type" : "authorization_code",
"client_secret" : "YOUR CONSUMER SECRET",
"client_id" : "YOUR CONSUMER KEY",
"redirect_uri" : "YOUR CALLBACK URL",
"code" : "THE CODE YOU RECEIVED FROM THE LAST STEP"
  • e.g. code aPrxshT49BthlzJeik7p6fUxxxxxxxxxxxxxxxdzhQQBhDbTb13LFeDkSYNT1AEHetgjQEMBsQ==
  1. Execute and you will receive the token in the following format:
{
    "access_token": "YOUR ACCESS TOKEN",
    "refresh_token": "REFRESH TOKEN",
    "signature": "xxxxxxxx=",
    "scope": "visualforce refresh_token wave_api custom_permissions openid chatter_api api id eclair_api full",
    "id_token": "A REALLY LONG ID TOKEN",
    "instance_url": "https://YOUR-ORG.salesforce.com",
    "id": "https://login.salesforce.com/id/xxxxxx/yyyyyy",
    "token_type": "Bearer",
    "issued_at": "1523268989479"
}
  1. Test the access token by calling any API endpoint with the Authorization Bearer YOUR ACCESS TOKEN header.
POST https://YOUR-ORG.salesforce.com/services/data/v42.0/sobjects/contact
Authorization: Bearer xxxxxxxxxx

Reference