You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

SalesForce Account

First 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.

Currently: Change to the SalesForce Classic Interface. The jtel Integration does not yet support the lightning interface.

Reset Security Token

If 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.

CURL - Generate OAUTH Token
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 

The following shows a sample response received from the SalesForce system:

CURL - Generate OAUTH Token Response
{"access_token":"00D9E0000000ZGl!AQoAQATcoQIashdlkjhkerwjC87giIs5umhHmQA_xWbb4qqM2t1asdaSXrUs8J.WXmCRQr2K93FydCd4y4qdG7zOmGC0LgDxEDJEDpf4n7AiygkS","instance_url":"https://cs88.salesforce.com","id":"https://test.salesforce.com/id/00D9AAE000000AAAA0ZGlUAM/0059E000002GhnoQAC","token_type":"Bearer","issued_at":"1510758069682","signature":"WKXl67nbYAAg+CeqU+eekp4AFDsasdasdarabctz1xmBN7DD7kcw="}

The access_token field is required in the JTEL system, together with the instance URL, which forms the base of the SalesForce jtel REST API Base URL in the jtel Portal.

The following shows an example of the finished URL configuration in the jtel System:

  • No labels