The driver supports OAuth 2.0 to access Salesforce resources. Before you can configure the driver for OAuth, you must register your client application with Salesforce and obtain information such as the client ID, the client secret, and the refresh token. The following workflow describes the process for setting up OAuth 2.0 access.

  1. Register your application with Salesforce. See this topic for step-by-step instructions for registering your application.
  2. Obtain client ID, client secret, and scopes. If the application has already been registered, see this topic for steps to obtain information required to configure the driver.
  3. Obtain access and refresh tokens with Postman. To configure the driver, you will need to specify either an access token or a refresh token. This topic provides instructions to obtain these tokens using Postman.
  4. Configure the driver to use OAuth 2.0. You can configure the driver to access Salesforce resources by specifying the connection properties described in this topic.
  5. Configure the driver to use OAuth 2.0 with JWT grant. You can configure the driver to use JWT grant in OAuth 2.0 by specifying the connection properties described in this topic.
Note: For more information, refer to the Authorize Apps with OAuth section of the Salesforce Help.