OAuth Username-Password
To connect to Salesforce using the OAUTH CLIENT CREDENTIALS flow, CopyStorm can be configured with:
- OAuth Client ID
- OAuth Client Secret
- Username
- Password
OAuth Client Credentials can be enabled in Salesforce by following this tutorial.
OAuth Client Credential logins can be enabled in CopyStorm by navigating to the Advanced Parameters dialog on the Main tab:
After selecting the OAuth 2.0 Username-Password login type, provide the credentials needed to authenticate with Salesforce:
| Parameter Name | Description |
|---|---|
| Client ID | The unique identifier issued by Salesforce when you register a connected app. Required for all OAuth flows to identify the requesting application. |
| Client Secret |
A confidential key generated by Salesforce for your connected app. Used alongside the Client ID to authenticate the application during OAuth flows.
|
| Username | The Salesforce username (email address) of the user the application will authenticate as. This must match a valid, active user in the connected Salesforce org. |
| Password | The Salesforce password for the specified user.
Note: If your org requires it, append the user’s security token directly to the end of the password, with no spaces. |