Salesforce Native Connector 25.1
Salesforce Native Connector Help

# Configure OAuth Authentication

OpenText recommends using OAuth authentication to retrieve data from Salesforce.

## Create an Application to Represent the Connector

To retrieve content from Salesforce using OAuth authentication, you must create a Salesforce application to represent the connector. For information about creating the application, refer to the Salesforce documentation.

The application must be granted the following OAuth scopes:

- Access and manage your data (api)
- Perform requests on your behalf at any time (refresh_token, offline_access)

NOTE: When you create the application, ensure that the Redirect URL matches the location where you will run the OAuth configuration tool.

- To use the NiFi Ingest connector, the redirect URL must match the URL shown in the advanced configuration dialog of the NiFi processor.
- To use the standard connector, the redirect URL must match the value of the `RedirectUrl` parameter in the OAuth tool configuration file, `oauth_tool.cfg`. The default value is `http://localhost:7878/oauth`.

When you create the application, Salesforce will provide you with an application key (sometimes called a client ID) and application secret (sometimes called a client secret). Make a note of these details because you will need the values to configure the connector.

## Configure the Connector

After creating an application to represent the connector, run the OAuth configuration tool.

To configure OAuth authentication

- To configure the NiFi Ingest connector

  1. In the NiFi web interface, right-click the processor and click Configure.
  2. Click ADVANCED, and complete the guided setup wizard. Then configure OAuth using the OAUTH SETUP tab.

- To configure the standard connector

  1. Open the folder where you installed the connector.
  2. Open the OAuth tool configuration file, `oauth_tool.cfg`, in a text editor.

  3. In the `[Default]` section, set any SSL or proxy settings that are required to access the repository:

     `SSLMethod` | The version of SSL/TLS to use.
     `ProxyHost` | The host name or IP address of the proxy server to use.
     `ProxyPort` | The port of the proxy server to use.

     For example:

         SSLMethod=NEGOTIATE
         ProxyHost=10.0.0.1
         ProxyPort=8080

  4. In the `[OAuthTool]` section, set the following parameters:

     `AppKey` | The application key of the application you created to represent the connector.
     `AppSecret` | The application secret of the application you created to represent the connector.
     `RedirectUrl` | The URL at which the OAuth tool runs. This must match the Redirect URL that you configured when you created the application to represent the connector.

  5. Open a command-line window and run the following command:

     `oauth_tool.exe oauth_tool.cfg OAuthTool`

     A web browser opens, asking you to log in to Salesforce and grant consent.

  6. Log in and grant consent.

     The OAuth tool creates the files `oauth.cfg` and `oauth2_sites.bin`. When you configure the connector, import the parameters from `oauth.cfg` into your task configuration. For more information about including parameters from another file, see Include an External Configuration File.

Copyright 2024 Open Text
Version 25.1 | Last updated January 2025

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Product: Knowledge Discovery Salesforce Native Connector 25.1

Topic Title: Configure OAuth Authentication