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How can I authorize Salesforce CRM?

Salesforce authorization can be done in two ways, each of them has specific benefits.

Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

1. oAuth authorization via Data2CRM.API app

During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api-backend.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

Example:

{

"type":"Salesforce",

"description": "Company CRM",

"authorization": "oAuth-internal",

"credential": [

{

"name": "instance_url",

"value": "https://eu6.salesforce.com/"

},

{

"name": "access_token",

"value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

},

{

"name": "refresh_token",

"value": "5Aep8bHyftz0nI_C6W6g4LNvH.2xpDzo2YW5ZBxGkdHp0HRTkfcf3IjcaLQQv9UcwUJc"

}

]

}

    2. oAuth authorization via your app

    During this authorization, you need to receive the access parameters using https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_web_server_oauth_flow.htm" target="_blank">this instruction</a>: instance_url, access_token, refresh_token.

    After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system.

    When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

    When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

    Example:

    {

    "type":"Salesforce",

    "description": "Company CRM",

    "authorization": "oAuth-internal",

    "credential": [

    {

    "name": "instance_url",

    "value": "https://eu6.salesforce.com/"

    },

    {

    "name": "access_token",

    "value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

    }

    ]

    }

    More questions are coming up?
    Feel free to contact our support team.

    Get Support

    Permalink.

    How can I find my Salesforce Access API Parameters?

    To connect Salesforce with Data2CRM.API, you have two options: oAuth Internal and oAuth External. So you need to provide the following parameters:

      1. oAuth-internal

    type - Salesforce

    instance_url - Identifies the Salesforce instance to which API calls should be sent

    access_token - Access token acts as a session ID that the application uses for making requests

    refresh_token - The token can be used for getting new access tokens in the future

    During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

    After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

    Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

      2. oAuth-external-refresh

    type - Salesforce

    instance_url - Identifies the Salesforce instance to which API calls should be sent

    access_token - Access token acts as a session ID that the application uses for making requests

    During this authorization, you need to receive the access parameters using this instruction: instance_url, access_token, refresh_token.

    After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system. When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

    When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

    Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

    More questions are coming up?
    Feel free to contact our support team.

    Get Support

    Permalink.

    How do I find my API URL in Salesforce?

    The API URL of Salesforce may be different.

    For example, after the login in the CRM you can use the domain URL: https://eu6.salesforce.com/. However, it should look like https://eu6.salesforce.com/services/data/v31.0/ that means you use the domain URL and add services/data/v31.0/ to it.

    More questions are coming up?
    Feel free to contact our support team.

    Get Support

    Permalink.

    How Do I Enable API Access in Salesforce by Permission Set?

    You need to be a Salesforce administrator for enabling the API access.

    Login and go to the Setup, and

    install_enter_setup

    then go to Manage Users and click Permission Set.

    Permissionsets_salesforce

    After choosing the specific set, go to System

    system

    and click System Permissions.

    system-permission

    Edit and check the API Enabled box and save the changes.

    system-changes

    More questions are coming up?
    Feel free to contact our support team.

    Get Support

    Permalink.

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