Configuring OAuth 2.0 authentication

While creating an account, the user associates only one connection type or authentication scheme with an account. As some SaaS providers such as Salesforce CRM offer multiple authentication options to access their APIs, you now select different authentication types for the same application while creating an account.

About this task

To use OAuth 2.0 authentication with Salesforce CRM, first add the Salesforce connector to the canvas and begin configuring an account.

If you already have the operations that are created from OAuth V2.0 type account, then select one. Else create a new custom action. For more information, see Creating Custom Actions.

When you click the + icon next to the Select Action field, the Add Custom Action window opens. You can see the Select Authentication type field. The field lists the connection types based on the supported authentication schemes by the connector.

Procedure

  1. Click Select Authentication type drop-down list to view the connection types available for the selected application.
    You can see the following options:
    • Credentials
    • OAuth V2.0 (Authorization Code Flow)
    • OAuth V2.0 (JWT Flow)
  2. Select OAuth V2.0 (Authorization Code Flow). You can see the Authorize Salesforce CRM field. From here, you can create a new account, or access an existing account.
  3. Hover over the + icon to create a new account. You can see two options.
    • Default Authorization
    • (Or) Custom auth
  4. In the default authorization method, webMethods Integration generates the necessary keys to access your account data. To do so, you need to grant webMethods Integration the relevant permissions.
  5. To create an account with the default authorization method, click + and then select the Default Authorization option. It takes you to the Salesforce login page. To authenticate yourself as a user, you must log in to Salesforce by entering your credentials or if you are already logged in to Salesforce, the next page asks you to authorize webMethods Integration to run certain actions on your behalf. Click ALLOW to proceed.
  6. This redirects you to the canvas where you are prompted to provide a suitable name for the account you are about to create. You can optionally use the default name for the account.
  7. Click Add. It adds the specified Salesforce account for your webMethods Integration account.

Results

When you click the Authorize Salesforce CRM drop-down icon, you can see the Salesforce account that you created in the drop-down list. You can now use this account in any workflow of the project for which you created this account.