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Set up a connection to Salesforce with refresh token authentication

Tom Santiago
Updated

Salesforce documentation: API guide, Authentication page

salesforcerefreshtoken.png
  1. Name (required): Name the connection.
  2. Connection type (required): The form will automatically select Salesforce.
  3. Account type (required): Select Production or Sandbox.
  4. Oauth2 flow type (required): Select Refresh token for web applications where server-side code needs to interact with Force.com APIs on the user’s behalf. (JWT bearer token connections are described separately.)
    The Force.com platform implements the OAuth 2.0 Authorization Framework, so users can authorize applications to access Force.com resources on their behalf without revealing their passwords or other credentials to those applications.
  5. Borrow concurrency from (optional): Select another connection from the list....
NOTE: Selecting another app changes form...
  1. Concurrency level (optional): Up to 25 allowed....
  2. Click Save & authorize. The following page displays:
  1. Enter your registered Salesforce account username and password and click Login. The following page displays:

  1. Click Allow to establish the connection.
Read more about this connector:
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  • Avatar
    Anuj kumar Maurya
    (Edited )
    Engaged
    Celigo University Level 4: Legendary

    While creating connection in APP IO, getting the error "Missing salesforce _iClientId. Connections linked to Integration Apps require their own iClient".
    Can anyone guide on this ?

     

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  • Avatar
    sushil patil
    Senior Product Manager
    Celigo University Level 2: Seasoned
    Engaged

    Hey Anuj,

    To resolve the issue, you need to ensure that integrator.io is enabled in your NetSuite account. Here are the steps to do so:

    1. In your NetSuite account, navigate to "Setup->Integrations->Manage Integrations".
    2. Check the "Show Inactives" box at the top of the list of integrations.
    3. Since Bundle 20038 is installed, you should see "integrator.io" in this list. If there is more than one integrator.io integration, the one without an application ID is the correct one. The state is likely set to "blocked". It will need to be enabled.
    4. To enable it, click on "integrator.io" (again, the one without an application ID). Edit the record, set the "STATE" field to "Enabled", then save the change.
    5. If there happen to be any other integrations in the list with an Application ID, set it/them to "Blocked" and Save.
    6. Once you do the above, try creating the token once again. "integrator.io" should show up.If the issue persists, it might be due to the version of the Salesforce - NetSuite Connector. The V2 version of the connector is "End of Life", and you might need to upgrade to a newer version.

    If the issue still persists, we request that you raise a support ticket for our team to analyze the issue and find a resolution for you.

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