Salesforce Credentials

DataBlend Offers Two Ways to Connect:

Overview

DataBlend can establish a connection with Salesforce version that supports API access. If API is not supported Web Services API access can be added to the edition for additional charge. Make sure that API access is supported before creating credentials.

Connection without Report

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 Report	Optional	Ensure that the Use Report toggle is disabled.
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.

Connection with Report

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 Report	Optional	Ensure that the Use Report toggle is enabled.
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

To obtain these fields, users will need to create their own app with salesforce. Instructions for setting this up within Salesforce can be found here: https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm&type=5

Create your connected app, and complete its basic information.
Configure the necessary OAuth settings for the connected app.
Enable the client credentials flow for your connected app.
1. From Setup, in the Quick Find box, enter Apps, and then select App Manager.
2. Find your connected app, click , and then select Edit.
3. Under API (Enable OAuth Settings), select Enable Client Credentials Flow.
4. When you understand the security risks, accept the warning.
5. Save your changes.
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.

Rest API

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.

Verify appropriate scopes are enabled in Salesforce. Learn more...

Additional Resources

https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_client_credentials_flow.htm&type=5

Demo Video: