Configuring OAuth V2.0 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.

Let's look at an example to understand how OAuth V2.0 authentication works. Let's say you want to create an account for Salesforce CRM and use OAuth V2.0 type of authentication.

To configure OAuth V2.0 authentication, add the Salesforce CRM connector on canvas and configure an account.

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

When you click on the + button given beside the Select Action field, the Add Custom Action window appears. Let's look at how to set up OAuth V2.0 authentication.

Connect to an account

Here, you see the Select Authentication type field. The field lists the connection types based on the supported authentication schemes by the connector.

Click Select Authentication type drop-down list to view the connection types available for the selected application. You will see the following options:

  • Credentials

  • OAuth V2.0 (Authorization Code Flow)

  • OAuth V2.0 (JWT Flow)

Select OAuth V2.0 (Authorization Code Flow)

Next, you see the Authorize Salesforce CRM field. From here, you can create a new account, or access an existing account.

Hover over the + button to create a new account. You will see two options:

  • Default Authorization

  • (Or) Custom auth

In the default authorization method, IBM® webMethods Integration platform generates necessary keys to access your account data. To do so, you need to grant the IBM webMethods Integration platform the relevant permissions.

To create an account with the default authorization method, click + and then select Default Authorization option.

This will take you to the Salesforce login page. To authenticate yourself as a user, you need to log in to Salesforce by entering your credentials. Once this is done, (or if you are already logged in to Salesforce), the next page will ask you to authorize IBM webMethods Integration to perform certain actions on your behalf. Click ALLOW to proceed.

This will redirect you to the canvas where you will be prompted to provide a suitable name for the account you are about to create. You can optionally use the default name for the account.

Once this is done, click Add. This will add the specified Salesforce account for your IBM webMethods Integration account.

Now, when you click on the Authorize Salesforce CRM drop-down icon, you will see the Salesforce account you just created in the drop-down list.

You can now use this account in any workflow of the project for which you have created this account.