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Set up a connection to Salesforce with JWT bearer token authentication

Tom Santiago
Updated

Salesforce documentation: API guide , Authentication page

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  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 JWT bearer token chiefly for server-to-server API integration. This flow uses a certificate to sign the JWT request and doesn’t require explicit user interaction. (Refresh token connections are described separately.)

  5. Username (required): The username is sent to registered mail after the creation of Salesforce account.

    Optional concurrency and rate limit settings

    • Borrow concurrency from (optional): Select another connection from the list. By default, all data flowing through a connection record is submitted to the respective endpoint application at the concurrency level configured for that connection record. There are cases, however, where multiple integrator.io connections need to share the same concurrency level, and this field allows you to specify which connection you would like to borrow from. With borrowed concurrency, the data flowing through both connections will be submitted to the endpoint application together, via a shared concurrency model.

    • Auto-recover rate limit errors: This setting is enabled by default with a predefined value for Target concurrency level. You can disable the setting if required. To set or make changes in any of these settings, you must have admin or manage permissions.

      • Target concurrency level: This field is shown only if Auto-recover rate limit errors is enabled. Change the predefined value as required to limit the number of concurrent API requests allowed by the connection resource. See also, Setting currency level on a connection.

      • Concurrency level: When Auto-recover rate limit errors is checked, you can't modify the concurrency level because it matches the value set by the connected platform's runtime. When Auto-recover rate limit errors is not checked, you can enter a value to limit the number of concurrent API requests allowed by the connection resource. See also, Setting currency level on a connection.

  6. Click Save & authorize. The following page displays:

    23979950393371-image-1.png

  7. Enter your registered Salesforce account username and password, and click Login to establish the connection.

Tip

Read more about this connector: Connect Salesforce to Anything