Authentication Salesforce

Note: This feature is available in Enterprise, AWS, Team editions only.

Table of contents

• Overview
• Password authentication
• OAuth authentication

Overview

CloudBeaver is fully compatible with the Salesforce password and OAuth authentication methods, offering you a secure ways to access your Salesforce databases.

Password authentication

Here are the steps to configure Salesforce authentication:

1. From the Authentication dropdown menu, select the Salesforce password authentication method.

2. Enter the username, password and security token that are associated with your Salesforce database in the Username, Password and Security token fields respectively.

   Note: Having a security token is necessary for securely connecting to Salesforce from CloudBeaver. This token can be generated in your Salesforce account settings.

3. Click the Test button to verify your settings. If everything is configured correctly, CloudBeaver should now be able to connect to your database using the Salesforce authentication method.

   Tip: If you check the Save credentials for the current user option, you will not be asked to input your credentials every time you connect.

   

OAuth authentication

Follow these steps to configure Salesforce OAuth authentication:

1. From the Authentication dropdown menu, select Salesforce OAuth authentication.

2. Enter the Client ID and Client Secret associated with your Salesforce application in their respective fields.

   Tip: The Client Secret field is optional, but entering it will allow a more secure connection to your Salesforce account.

3. Click the Test Connection button to verify your settings. If configured correctly, CloudBeaver will establish a connection using the Salesforce OAuth authentication method.