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Setting Up OAuth in Salesforce + Language I/O

This article describes how to setup OAuth for Salesforce authentication

Instructions on Authorizing OAuth for Salesforce

  1. Login to the Salesforce instance and in Lightning mode and browse to “Setup”

  2. In Quick Find search for and select “App Manager”

  3. Click the “New Connected App” button in the upper right hand corner

  4. Populate the following fields:

    1. Connected App Name: Language IO Connected App

    2. API Name: Use the auto generated name

    3. Contact Name: dev_ops@languageio.com

    4. Enable OAuth Settings: check

    5. Callback URL: https://golinguist.com/linguistnow/handleResponseOAuthDecision

    6. Selected OAuth Scopes:

      1. Access and manage your data (api)

      2. Perform requests on your behalf at any time (refresh_token, offline_access)

    7. Require Secret for Web Server Flow: checked

    8. Press “Save” and then press “Continue”. NOTE: It could take 2-10 minutes for changes to go into effect.

    9. Next to Consumer Secret press “Click to reveal." This value and Consumer Key needs to be stored in a safe place and provided to Language I/O when we are setting up your account, 
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    10. Create an account in Salesforce that can login to the site with the proper permissions required for the plugin we are trying to enable. This account is what defines the permissions LIO will use via the access token we retrieve using OAuth.

    11. Login to the following Language I/O page:
      https://golinguist.com/linguistnow/consumer/response-oauth
      If there is an issue be sure to log off before trying again via the following link:
      https://golinguist.com/linguistnow/launch/logout

    12. You will be redirected to your Salesforce instance where you should login with the account you just setup and you will need to approve the requested permissions.

    13. After approving the permissions, you should be redirected to the Language I/O site where you will get a page saying something along the lines that OAuth was successful.

 

Instructions on Revoking OAuth for Salesforce

  1. To revoke an auth token run the following Get request:
    https://login.salesforce.com/services/oauth2/revoke?token=[Add token value here, be sure it is not encrypted]

Add Callback URLs for OAuth

  1. To whitelist URLs for the OAuth callback go to Lightning mode

  2. Browse to setup

  3. Search for and launch “App Manager”

  4. Select edit for the Connected App being used for OAuth

  5. Add/modify the new callback URL to the “Callback URL” field

Troubleshooting

If the authentication fails verify you have the following in the consumer.response_auth_url field (for some installs the actual domain name works for this field, not sure why):

For production:
https://login.salesforce.com/
For non-production:
https://test.salesforce.com/

If you get a 405 error saying Post method required that most likely means you have an incorrect response_auth_url as they are different between OAUTH and username and password users. It should be in the following form:
https://[DOMAIN NAME]/
Compare the consumer record to a known working one (e.g. consumer_id:345)

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