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Salesforce Credentials

DataBlend Offers Two Ways to Connect:

Connect using Credentials

Connect using REST API

Overview

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, 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.

 Navigate to “Settings” to toggle on “Connected Apps” and confirm that DataBlend is an app in the App Manager.

 

Connect Using Credentials

Field Name 

Required/ Optional

Description

Type

Required

Salesforce

Name

Required

Provide a unique name for this credential

Environment

Required

Select Sandbox or Production

 Use REST API

 Optional

 Toggle off to log in with username and password.

Security Token

Required

Enter security token for the specific Salesforce user

Username

Required

Enter the Salesforce username

Password

Required

Enter the User password
 

To find your Salesforce Security Token, click your name at the top of the screen and select My Settings. On the left side of the page, select Personal > Reset My Security Token and click the Reset Security Token button. A security token will be sent to your email in a few minutes. You will need this token to make API calls to Salesforce from your Mule applications.

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.   

 

Connection using REST API (for Report)

The REST API can be used to access objects that may not appear in the standard connection.

After Connection is established toggle ON "Use REST API"  and enter Client ID & Client Secret then SAVE.

 

Field Name 

Required/ Optional

Description

Type

Required

Salesforce

Name

Required

Provide a unique name for this credential

Environment

Required

Select Sandbox or Production

Security Token

Required

Enter security token for the specific Salesforce user

Use REST API

Optional

Ensure that the Use REST API toggle is enabled for connecting using REST

Client ID

Required

Enter the Client ID. This is found within the Salesforce user account.

Client Secret

Required

Enter the Client Secret. This is found within the Salesforce user account.

Access Token

Optional

 Do not fill. This field will auto-fill upon valid connection.

Refresh Token

Optional

 Do not fill. This field will auto-fill upon valid connection.
How to obtain the Client ID/Secret
In Salesforce, navigate to the External Client App Manager and select the DataBlend app. In the Settings tab, expand the OAuth Settings section and click on “Consumer Key and Secret".