Authorize Salesforce API Connection (using OAuth2.0)

FAQ
1

Hi everyone :wave:

While we do have a native Salesforce integration, there are occasions where you may still want to manually authorize an API call to Salesforce. For example, you want to use an API enrichment step, or pull/push data that is not currently supported in our API steps.

For these occasions, you can follow the steps in this guide to authorize a connection to Salesforce. In this walk-through, we’ll be specifically looking at OAuth 2.0 Username-Password Authentication Flow.

  1. Follow steps 1-10 in this useful guide (you can stop following along once you get to Obtaining tokens)

  2. In Parabola, click into your API step and scroll down to Authentication, then select Expiring Access Token

  3. Enter the following URL into the Access Token Request URL (substituting your own values in):

https://<your_domain>.my.salesforce.com/services/oauth2/token?
grant_type=password
&client_id=<connected_app_client_id>
&client_secret=<connected_app_client_secret>
&username=<your_email_login>
&password=<password+security_token>

Once complete, the URL should look something like:

https://test.my.salesforce.com/services/oauth2/token?grant_type=password&client_id=123456&client_secret=7890&username=test@parabola.io&password=origuherfndj9832rweyf9hdsc8j

Salesforce makes accessing your security_token a bit difficult, since it is not displayed in your settings. To retrieve your security token for this API call:

  1. Click your Profile icon in the top right

Screen Shot 2022-05-09 at 6.17.23 PM

  1. Search for reset in the “Quick Find” search in the top left

Screen Shot 2022-05-09 at 6.18.05 PM

  1. Follow the instructions for accessing your security token, then paste that immediately after your password (with nothing in between) in the API call

Once you follow these steps, you should be able to successfully authorize Salesforce! Note that there are many different methods for retrieving your access_token (such as Refresh Token auth), however the method outlined in this post provides a quick method of authenticate with proven success.

Big thank you to @Daniel_Everett for his help in ironing out these steps! Let us know if you have any questions.