Using OAuth

Simba Salesforce SAP Data Services Adapter supports OAuth 2.0 authentication, letting you access data securely without having to reveal user name and password credentials.

You can configure the adapter to use an Access Token or a Refresh Token to establish an OAuth connection. To do this, you must configure your application to integrate with Salesforce and then specify the necessary connection properties in the adapter datastore.

To configure the Salesforce application:

  1. In your application, select an appropriate OAuth 2.0 authentication flow that Salesforce supports.
  2. In the Force.com administration console, configure a connected app for your application and obtain a Consumer Key and Consumer Secret, which is also known as a Client ID and Client Secret.
  3. Using the Consumer Key and Consumer Secret and any other required parameters, obtain the instance URL (to use as part of the Endpoint setting) and the Access Token or Refresh Token. Depending on the authentication flow that you selected, you might also need to obtain an authorization code.

    Note:

    If you are connecting to a sandbox system, you need to set the Endpoint to the sandbox URL instead.

Note:

For detailed information about setting up authorization using OAuth 2.0, see "Set Up Authorization" in the Force.com REST API Developer Guide: http://www.salesforce.com/us/developer/docs/api_rest/Content/quickstart_oauth.htm.

You can now access Salesforce metadata with the adapter using the connection values generated.

To configure the adapter to establish an OAuth connection, specify the necessary connection properties in the Advanced Options pane of the Create New Datastore dialog box or Edit Datastore dialog box. For details on how to create a datastore, see Creating an Adapter Datastore. For more details on the OAuth-related options, see Advanced Options.

To connect using an Access Token, provide the following connection information:

  • OAuth Access Token
  • OAuth Token Request End Point

For more details on generating an Access Token, see the Salesforce documentation: https://help.salesforce.com/articleView?id=remoteaccess_oidc_initial_access_token.htm&type=5.

To connect using a Refresh Token, provide the following connection information:

  • OAuth Refresh Token
  • OAuth Client ID 
  • OAuth Client Secret
  • OAuth Token Request End Point

For more details on using a Refresh Token, see the Salesforce documentation: https://help.salesforce.com/articleView?id=remoteaccess_oauth_refresh_token_flow.htm&type=5.