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SalesForce AccountFirst of all, verify that the SalesForce Account works, by logging in. If necessary, a verification token must be entered (this happens on each new browser you login to). Recommend: when asked by SalesForce, input a mobile number as this speeds the process up considerably in the future. |
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Reset Security TokenIf the account is new, the security token must be reset. In the top navigation, go here:
Then on the left, here:
Then click "Reset Security Token". The new security token will be delivered by E-Mail. |
Generate OAUTH Token
To use REST Services, an OAUTH Token must be generated by SalesForce.
See https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_username_password_oauth_flow.htm for a reference.
The customer will provide the following information:
- client_id
- client_secret
The OAUTH Token is generated using CURL.
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curl -d "grant_type=password&client_id=<client_id>&client_secret=<client_secret>&username=<salesforce_user_name>&password=<salesforce_password><security_token>" -X POST https://login.salesforce.com/services/oauth2/token |
NOTE: there is no space between <salesforce_password> and <security_token>
For the endpoints, use the following for the live system:
https://login.salesforce.com/services/oauth2/token And the following for the test / sandbox system:
https://test.salesforce.com/services/oauth2/token
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