Connections > Salesforce connection > Prepare for authentication
  

Prepare for authentication

You can configure standard and OAuth authentication types to access Salesforce. Consider using OAuth authentication to connect more securely to Salesforce.
Before you configure the connection properties, you need to keep the authentication details handy based on the authentication type that you want to use.

Standard

To use a standard connection, you need the Salesforce account user name, password, and service URL. You also need your Salesforce security token to connect to Salesforce. If you do not want to use the security token, you need to add the Data Integration IP addresses to the trusted IP ranges in your Salesforce account.
For more information about the list of IP address ranges used by the Secure Agent and your service, see POD Availability and Networking. For information about setting the IP address in your Salesforce account, see the Salesforce documentation.

OAuth

Create an OAuth connection that uses the OAuth 2.0 protocol to access Salesforce through the Salesforce API. OAuth is a standard protocol that allows for secure API authorization.
To create an OAuth connection, you need an OAuth refresh token. Informatica provides the SFDC OAuth 2.0 tool to generate the OAuth refresh token.
You also need the consumer key and consumer secret from your Snowflake account to generate the OAuth refresh token.
  1. 1Download the SFDC OAuth tool from Informatica Marketplace.
  2. 2Extract the OAuth.zip file.
  3. 3Go to the oauth\conf folder, open the server.xml file, and update the mystore.jks file path to the one on your system. Save and close the file.
  4. 4Go to \oauth\bin and run the command catalina.bat start.
  5. 5Open http://localhost:8090/salesforce from the browser.
  6. 6Enter your Salesforce user name and password to log in.
  7. 7Enter the client ID and client secret, and click Submit.
    8. The client ID is the consumer key in Salesforce and the client secret is the consumer secret in Salesforce.
    The OAuth refresh token is generated.