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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.

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Posted in: Salesforce

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