Salesforce Credentials

DataBlend Offers Two Ways to Connect:

Standard/SOAP (Credentials)

REST API

Connect Using Credentials (Standard/SOAP)

Troubleshooting SOAP API connection:

This will likely be a necessary first step for anyone new to Salesforce. In Summer of '27, Salesforce will likely to remove this option.

1. Switch to the Classic UI in Salesforce (top right corner under your user area).
2. After your display reloads, click Setup in the top right corner to get to the admin area
3. In the Quick Find box in the top left, type "User Interface"
4. 2/3 down that list of options is the "Enable SOAP API login()" option.  
5. Check the radio button
6. Scroll to the bottom and click Save.

At this point, you can switch back to the Lightning UI and the security token login should work.   

Connect using REST API (for Report)

The REST API can be used to access objects that may not appear in the standard connection. DataBlend can establish a connection with any Salesforce Edition that supports API access:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition
• Professional Edition, however, the optional Web Services API add-on must be purchased and can be processed through an Account Executive

To establish a connection with Salesforce in DataBlend with REST API, first create DataBlend as a Connected App in Salesforce:

1. Log into Salesforce and click on the gear icon to navigate to Setup.
2. On the left Quick Find box, search for "App Manager" or under the PLATFORM TOOLS section, expand "Apps".
3. On the upper-right, click on the "New External Client App" button and refer to Configure Basic Connected App Settings while completing the Basic Information section.
4. See Enable OAuth Settings for API Integration for how to set up DataBlend as an app:
   1. Under the API (Enable OAuth Settings) section, be sure to checkmark "Enable Auth".
   2. The Callback URL is https://ml.datablend.com/api/plugins/salesforce/oauth.
   3.  Verify appropriate scopes are enabled in Salesforce by referring to OAuth Tokens and Scopes.
   4.  Under Flow Engagement, checkmark “Enable Client Credentials Flow”.
      
5. When you understand the security risks, accept the warning
6. Save your changes.
7. Select an execution user for the flow.
   

   Although there’s no user interaction in the client credentials flow, Salesforce still requires you to specify an execution user. By selecting an execution user, you allow Salesforce to return access tokens on behalf of this user.

   Note Permitted Users policies, such as All users may self-authorize and Admin approved users are pre-authorized, don’t apply to the execution user  
   1. From the connected app detail page, click Manage.
   2. Click Edit Policies.
   3. Under Client Credentials Flow, for Run As, click , and find the user that you want to assign the client credentials flow. For Enterprise Edition orgs, we recommend that you select an execution user who has the API Only User permission.
   4. Save your changes.
8. Navigate to “Settings” to toggle on “Connected Apps” and confirm that DataBlend is an app in the App Manager.

After Connection is established, toggle ON "Use REST API" in DataBlend Credentials.