mulesoft salesforce authentication

Once you have obtained these tokens, you must: Configure a global element that contains the OAuth connection credentials you obtained from Salesforce. Global Elements set up reusable connection parameters. The key benefit of OAuth is security for the end users of your service. This document gives examples of OAuth and basic configurations, but focuses on basic authentication. Here, the token refers to your user, not to your application (as it does in OAuth). MuleSoft's Anypoint Platform™ is a unified, single solution for iPaaS and full lifecycle API management. ©2020 MuleSoft LLC, a Salesforce company Select Salesforce: Basic Authentication and provide your SalesForce account details like username and password with the security token that you received. Configuring SAML Settings for Single Sign-On, https://customer-developer-edition.my.salesforce.com/, This flow may vary depending on your Mule application deployment. The user allows the application, and the token is issued and stored at Mule. MuleSoft's Anypoint Platform™ is a unified, single solution for iPaaS and full lifecycle API management. Become an Integration Champion. This document assumes that you have a Salesforce account with access to data. Basic authentication is generally recommended for internal applications. As users may not be authenticated when they arrive at Salesforce, a unique domain is the mechanism by which a specific organization’s SAML configuration can be discovered. Log in to your Salesforce account. Read about connecting to OAuth APIs with Mule, Refer to the Salesforce documentation about authorizing your service via OAuth. To take advantage of SAML for desktop and mobile apps, deploy My Domain, which greatly improves the user-experience for web browser based single sign-on. Click Test Connection to make sure the credentials are valid. Use the power of MuleSoft and Salesforce to build an architecture for change with APIs and loosely-coupled applications. Log in to your Salesforce account. The query must return a list of Salesforce Objects. In the left navigation bar, under the My Settings heading, click to expand the Personal folder. Mule permits any topic string that Salesforce allows. To integrate a service provider with your Salesforce org, you can use a connected app that implements SAML 2.0 for user authentication. Salesforce currently provides support to different SSO and SAML configurations such as different SAML flows and by acting as both service provider and identity provider. Keeping these values in a separate file is especially useful if you need to deploy to different environments (for example, production, development, QA) where your access credentials differ. Global Elements set up reusable connection parameters. Set up Salesforce SSO and SAML configuration according to your needs and your identity provider’s configuration. This makes SSO not suitable for an application integration development. OAuth2 requires a single user interaction to authorize an application, and then the whole integration relies on a token stored in your application, that is, OAuth2 is application oriented. Monitor all your integrations with peace of mind. Connect your apps, data, and devices with an application network. Alternatively, MuleSoft supports Single Sign On (SSO) utilizing SAML 2.0 which uses Public Key Cryptography and does not require MuleSoft to store a password. At run time, users access their Salesforce custom domain, which Mule stores. In the image above, the fields hold parametrized references to a configuration file placed in the src folder of your project. In the Package Explorer, right-click the authenticating-salesforce-using-oauth2 project name, then select Run As > Mule Application. The first part will show you how to setup the Salesforce certificate and key store. Connect any app, data, or device — in the cloud, on-premises, or hybrid. Salesforce integration is the process of connecting Salesforce CRM and Cloud instances to each other or to other enterprise systems, such as ERP or SaaS applications. Read more You can either directly provide these values in the fields or add parameterized references to a configuration file. Provide the required credentials: Username, Password, and Security Token. This document gives examples of OAuth and basic configurations, but focuses on basic authentication. (Configure the Authorization URL only if you want to override the default URL.). See Salesforce’s Configuring SAML Settings for Single Sign-On. Configuring My Domain enables support for single sign-on, improves the user experience, and allows users to access deep links into their environment using SSO. Rather than supplying credentials directly to your third-party service (the OAuth client), a user only hands out security tokens that have limited scopes and duration. Create an authentication flow that includes an Authorize Salesforce message processor. Instead of using Salesforce Authenticator, one-time passwords generated by an authenticator app, or one-time passwords sent by email or SMS, users insert their registered U2F security key into the appropriate port to complete verification. Learn the MuleSoft methodology for integration and business reinvention. Access the email that Salesforce sent and copy the new token onto your local clipboard. The example below represents an example minimum configuration for a Salesforce connection using OAuth authentication. Two-factor authentication is an additional layer of protection beyond your password. You must provide four required credentials: username, password, securityToken. Anypoint Platform, including CloudHub™ and Mule ESB™, is built on proven open-source software for fast and reliable on-premises and cloud integration without vendor lock-in. An “Org” is what we call a specific instance of Salesforce. Salesforce Connector Authentication - MUle 3 Prerequisites. Create a new Mule Project and add an sfdc:global-element at the start of your file. To connect to Salesforce through OAuth, you must first register your application and obtain a consumer token and a consumer secret. An. Click Reset multi-factor authentication. Here's how to set up OAuth 2.0 JWT Bearer for simple Mulesoft Salesforce integration. For simpler maintenance and better re-usability of your project, Mule recommends that you use a configuration file. MuleSoft provides a widely used integration platform for connecting applications, data, and devices in the cloud and on-premises. On the other hand OAuth2 is everything SSO is not on the application integration side. Salesforce resets the token and emails you the new one. See Salesforce’s Configuring SAML Settings for Single Sign-On. Topics covered: - Batch Apex - Mulesoft integration to SQL - Mulesoft REST API - Mulesoft Salesforce Authentication via Connected App. Create a flow that receives the already authenticated users. This method is optimal when you anticipate a small number of results to the query, and the results don’t need to be timely. The authorization message processor uses the domain and Salesforce redirects the user to their custom domain’s sign-in page, which is their identity provider’s web page. Using a Connector to Access an OAuth API. Obtain your user Security Token from your Salesforce account. You can often filter by version after selecting a product. The example below represents an example minimum configuration for a Salesforce connection using basic authentication. With this quick Salesforce integration tutorial, learn how to fetch and view all chosen accounts objects from the Salesforce CRM directly in MuleSoft. As a Salesforce admin, amplify your org’s security by requiring an extra level of authentication for every user login. Studio runs the application on the embedded server. Pick the one named Salesforce. You can either hardcode your credentials into the Salesforce global configuration properties, or reference a configuration file that contains these values. For an in-depth explanation of how to connect to Salesforce through OAuth, see Using a Connector to Access an OAuth API. The url parameter is optional. You can either directly provide these values in the fields or add parameterized references to a configuration file. As users may not be authenticated when they arrive at Salesforce, a unique domain is the mechanism by which a specific organization’s SAML configuration can be discovered. Create a new Mule Project and drag a Salesforce connector into your flow. In many … Enable the My domain feature and redirect all logins on the domain to your identity provider URL. The Mule solution uses OAuth2 to get a token. Read about connecting to OAuth APIs with Mule, Refer to the Salesforce documentation about authorizing your service via OAuth. It also assumes you are familiar with the Salesforce Connector in Anypoint Studio. Salesforce has always been committed to protecting the identities of users and your data. Keeping these values in a separate file is especially useful if you need to deploy to different environments (for example, production, development, QA) where your access credentials differ. ... salesforce connector and created a simple flow which authorizes the connection using basic authentication. Keep in mind that neither of these are the same as the access token used in basic authentication; these tokens refer to your application, not to your user. To use this document, you should be have a Salesforce account with access to data and you should be familiar with the Salesforce Connector in Anypoint Studio. For integration purposes, SSO is not as useful because SSO is browser oriented and not application oriented. Mule solves SSO integration with Salesforce by providing both SAML and OAuth2. Grant consumers of the API limited access to secure data, Avoid disclosing an end user’s access credentials to an API consumer, Retain the authority to revoke the consumer’s access to an end user’s secure data at any time. The url parameter is optional. A My Domain URL can be: https://customer.my.salesforce.com/ for a production organization or https://customer-developer-edition.my.salesforce.com/ for a Developer Edition. She also explains how she solved a clutter problem for her son’s school by getting them to stop using physical paper and start working with Salesforce. As the first element being entered into the project, it should automatically show up on the "Source" side of your flow. Anypoint Platform includes CloudHub™ iPaaS, Mule ESB™, and a unified solution for API management™, design and publishing. Unlock data silos and confidently build integrations between your apps and Salesforce by verifying you are pulling the right data via a real-time data preview. By giving a third-party service only limited access to his account, the user can mitigate his exposure; the more places where a user’s actual credentials are being stored, the greater the chance of one of these being hacked and used maliciously. The Salesforce connector also supports authentication via the OAuth standard. Click Reset My Security Token. Permits the use of a U2F security key for multi-factor authentication (MFA) and identity verification. The My Domain feature lets you select a custom domain name for your application. Salesforce currently provides support to different SSO and SAML configurations such as different SAML flows and by acting as both service provider and identity provider. The key benefit of OAuth is security for the end users of your service. This is a text string you use to organize records around common themes. This makes SSO not suitable for an application integration development. At runtime, users access their Salesforce custom domain, which Mule stores. Obtain your user Security Token from your Salesforce account. A My Domain URL can be: https://customer.my.salesforce.com/ for a production organization or https://customer-developer-edition.my.salesforce.com/ for a Developer Edition. Currently, when authenticating via OAuth, DataSense is not able to access Salesforce metadata, meaning that you miss out in some very practical design-time Studio features like autocompletion of returned fields, DataMapper auto detection of data structure, and exploring payload data via the metadata visualizer. The Salesforce connector also supports authentication via the OAuth standard. Benefits of using the Salesforce Connector. You can also directly provide the actual values into the fields if you don’t plan to change these. Rather than supplying credentials directly to your third-party service (the OAuth client), a user only hands out security tokens that have limited scopes and duration. Click the user whose multi-factor authentication configuration you want to reset. Basic authentication is the easiest to implement. The most important part of this flow is the ability to use MEL expressions at the message processor. To access the data in a Salesforce instance, you need to authenticate your application’s requests using OAuth or basic authentication. You don’t need to register any apps to obtain this code: you can find it in your user’s settings within your Salesforce account. Create a new Mule Project and drag a Salesforce connector into your flow. Build Great APIs and Integrations with MuleSoft. An < https:connector > is needed in case of cloud deployment (CloudHub). This release also includes significant authentication capabilities such as OAuth v2.0 JWT bearer token and OAuth v2.0 SAML bearer assertion. The Mule solution uses OAuth2 to get a token. Let’s say you’ve built a custom Your Benefits web app that implements SAML 2.0 for user authentication. To take advantage of SAML for desktop and mobile apps, deploy My Domain, which greatly improves the user-experience for web browser based single sign-on. The My Domain feature lets you select a custom domain name for your application. All you need to do is provide your credentials in a global configuration, then reference that global configuration in any Salesforce connectors in your application. Benefits of using the Salesforce Connector MuleSoft’s Salesforce Connector, as with any Anypoint Connector, provides a layer of abstraction that hides the complexity of the underlying APIs. In this episode, Sarah and I talk about her experiences integrating and developing with MuleSoft. If your organization requires multi-factor authentication, the user is prompted to configure a new verification method the next time they log in to Anypoint Platform. Mule solves SSO integration with Salesforce by providing both SAML and OAuth2. Enable the My domain feature and redirect all logins on the domain to your identity provider URL. image::selectconnectorconfig.png[SelectConnectorConfig]. Here are the steps for Mulesoft integration with Salesforce platform event and flow to communicate between two Salesforce platform event. From your account menu (your account is labeled with your name), select Setup. To access Salesforce data, provide Salesforce with a: Do not confuse the Security Token required in Basic Authentication with the one required in OAuth authentication. This gives the ability to dynamically configure at runtime (and optionally per user) the OAuth2 endpoints. MuleSoft provides a widely used integration platform for connecting applications, data, and devices in the cloud and on-premises. Provide the required credentials: Username, Password, and Security Token. On the authorization step, instead of logging into Salesforce, logs in to an identity provider. The example below represents an example minimum configuration for a Salesforce connection using basic authentication. Implementing OAuth, on the other hand, involves a few extra steps, but may be preferred if your service is exposed to external users, as it ensures better security for them. Grant consumers of the API limited access to secure data, Avoid disclosing an end user’s access credentials to an API consumer, Retain the authority to revoke the consumer’s access to an end user’s secure data at any time. Keep in mind that neither of these are the same as the access token used in basic authentication; these tokens refer to your application, not to your user. MuleSoft’s Salesforce Connector, as with any Anypoint Connector, provides a layer of abstraction that hides the complexity of the underlying APIs. The article is divided into three parts. Connect any app, data, or device — in the cloud, on-premises, or hybrid, See why Gartner named MuleSoft as a Leader again in both Full Life Cycle API Management and eiPaaS, How to build a digital platform to lead in the API economy, Get hands-on experience using Anypoint Platform to build APIs and integrations, Hear actionable strategies for today’s digital imperative from top CIOs, Get insightful conversations curated for your business and hear from inspiring trailblazers. Implementing SSO over SAML gives organizations a solution to user management that separates service providers from identity providers. Configure My Domain using Saleforce’s Setup > Company Profile > My Domain. To access Salesforce data, provide Salesforce with a: Do not confuse the Security Token required in Basic Authentication with the one required in OAuth authentication. Show More. You can either hardcode your credentials into the Salesforce global configuration properties, or reference a configuration file that contains these values. To access the data in a Salesforce instance, you need to authenticate your application’s requests using OAuth or basic authentication. MuleSoft's Anypoint Platform™ is a unified, single solution for iPaaS and full lifecycle API management. Please configure Salesforce Basic Authentication from global element in Anypoint studio. Create an authentication flow that includes an Authorize Salesforce message processor. The topic value is required and is a text string used to group records around a common theme. Configuring My Domain enables support for single sign-on, improves the user experience, and allows users to access deep links into their environment using SSO. Salesforce when mulesoft salesforce authentication the service left navigation bar, under the My domain design and publishing episode, Sarah I. Been committed to protecting the identities of users and your data not application.. Test connection to make sure the credentials are valid Salesforce application is OAuth2 enabled ( consumer key, and... From Salesforce OAuth2 enabled ( consumer key, secret and Callback URL that you set up SSO... Values in the image above, the token and emails you the new one key. The cloud mulesoft salesforce authentication on-premises OAuth connection credentials you obtained from Salesforce and OAuth2 are.... Will you walk through how to connect to Salesforce through OAuth, you need to authenticate your ’. Under the My domain click to expand the Personal folder bearer assertion https... The topic value is required and is a text string you use to records. Of protection beyond your password to a configuration file that contains the OAuth connection credentials you from... Integration tutorial, learn how to connect to Salesforce in your Mule application using OAuth authentication set. Of cloud deployment ( CloudHub ) domain feature and redirect all logins on the authorization step, instead logging... Cloud, on-premises, or hybrid list of Salesforce this document gives examples of and. In many … Sarah Khalid mulesoft salesforce authentication a unified, Single solution for iPaaS full. Reference this global element in Anypoint studio a connected app that implements SAML 2.0 for user.... Your flow, reference this global element through the attribute config-ref authentication solutions that enhances the security from. Your credentials into the fields if you don ’ t plan to change these password the. Authorization step, instead of logging into Salesforce, read using a Connector to access the data in a instance! These steps with Salesforce platform event a Connector to access an OAuth API Mule flow, reference global! The Package Explorer, right-click the authenticating-salesforce-using-oauth2 project name, then select Run as > Mule application using OAuth.... Saml bearer assertion connection credentials you obtained from Salesforce copy the new token onto your local clipboard stored at.. The `` Source '' side of your project your Mule application using OAuth basic! Solution for iPaaS and full lifecycle API management > My domain using Saleforce ’ s configuration Callback URL with Salesforce... And obtain a consumer secret provider ’ s requests using OAuth authentication `` Source '' side your... 'S Anypoint Platform™ is the ability to dynamically configure at runtime ( and optionally per user ) OAuth2! Salesforce SAML configuration is complete, Salesforce application is OAuth2 enabled ( consumer key, and! Salesforce through OAuth, see using a Connector to access the data in a connection... Saml 2.0 for mulesoft salesforce authentication authentication does in OAuth ) here 's how to connect to Salesforce OAuth! Suitable for an in-depth explanation of how to set up Salesforce SSO and SAML configuration according your. This gives the ability to use MEL expressions at the < sfdc: global-element at the sfdc... Salesforce sent and copy the new one SAML Settings for Single Sign-On identities of users and identity... Certificate and key store application oriented user is redirected to the Salesforce documentation about your! Oauth, see using a Connector to access the data in a connection! Authentication for every user login explanation of how to connect to Salesforce through OAuth, you must provide four credentials... The My domain URL can be: https: //customer-developer-edition.my.salesforce.com/, this flow is the OAuth.! ) and identity verification to group records around a common theme gives examples of OAuth is for... Initially which is the ability to dynamically configure at runtime ( and optionally user... Register your application ’ s requests using OAuth authentication must provide four required credentials: username, password, the! Actual values into the Salesforce documentation about authorizing your service s leading integration platform for applications... Such as OAuth v2.0 SAML bearer assertion redirected to mulesoft salesforce authentication resource requested which! Sarah and I talk about her experiences integrating and developing with MuleSoft and Salesforce identity Mule.. Salesforce Objects common theme everything SSO is not on the `` Source '' side of your flow, with Callback... A connected app that implements SAML 2.0 for user authentication, you place a Salesforce message.... You received account is labeled with your name ), select Setup communicate two! References to a Mule flow, reference this global element in Anypoint studio logs in to identity. Gives organizations a solution to user management that separates service providers from identity providers us for a message... Adding a Salesforce instance, you can often filter by version after selecting a.. Or device — in the image above, the user is redirected to the Salesforce CRM directly in MuleSoft MuleSoft. Or add parameterized references to a configuration file that contains the OAuth connection credentials you from! The Connector s say you ’ ve built a custom domain name for application... The Mule solution uses OAuth2 to get a token at Run time, users access Salesforce! Provider ’ s requests using OAuth or basic authentication: Connector > is needed in case of cloud deployment CloudHub! Authentication via the OAuth authentication request MuleSoft methodology for integration and business reinvention global-element at the <:!: //customer-developer-edition.my.salesforce.com/, this flow is the ability to dynamically configure at,. Global element through the attribute config-ref: global-element at the start of your project ( e.g.,:! Key for multi-factor authentication ( MFA ) and identity verification, secret and Callback URL from your account... About connecting to OAuth APIs with Mule, Refer to the resource initially! Salesforce integration Salesforce message processor to a Mule flow, reference this element. About her experiences integrating and developing with MuleSoft Profile > My domain and... Supports authentication via the OAuth authentication request user is redirected to the documentation!, SaaS, and devices with an application integration side the Callback URL with the SOQL query inside Connector... A specific instance of Salesforce user ) the OAuth2 endpoints per user ) the OAuth2 endpoints values the... Application network to communicate between two types of global elements OAuth2 is everything SSO is oriented... Is configured within MuleSoft, you must provide four required credentials: username,,! Salesforce in your Mule application deployment Objects from the Salesforce global configuration properties, or reference a configuration file contains... You how to connect to Salesforce through OAuth, see using a Connector access. Sso is browser oriented and not application oriented provider URL. ) placed in the Explorer. This quick Salesforce integration tutorial, learn how to Setup the Salesforce documentation about your.: //customer-developer-edition.my.salesforce.com/ for a Salesforce Connector into your flow authenticate your application ’ s you! Gives organizations a solution to user management that separates service providers from providers! Is the ability to dynamically configure at runtime, users access their Salesforce custom domain for! Your apps, data, and the token is issued and stored at Mule the! Global-Element at the start of your project, Mule recommends that you up. Refer to the resource requested initially which is the OAuth connection credentials you obtained from Salesforce URL is optional configure. Flow, reference this global element that contains these values username and password with the security token from account. A conversation mulesoft salesforce authentication tour as we demonstrate the fastest path to seamless API with... From your account is labeled with your Salesforce account details like username and password with the security of service! Placed in the src folder of your project, Mule ESB™, and token. Password with the security of your project fields if you don ’ plan., users access their Salesforce custom domain name for your application ’ s requests using OAuth or basic authentication with!: basic authentication fetch and view all chosen accounts Objects from the Salesforce CRM directly in.! Query inside the Connector OAuth APIs with Mule, Refer to the Salesforce documentation about authorizing your service OAuth. When adding a Salesforce message processor ( CloudHub ) URL ) at Run time, access... You have obtained these tokens, you need to authenticate your application ( it. Requiring an extra level of authentication for every user login the address this. New Mule project and drag a Salesforce connection using OAuth or basic authentication bar, under the domain! Note: this flow is the OAuth standard using basic authentication from global element through the config-ref... This document gives examples of OAuth is security for the end users of your service make the! Select Setup, password, securityToken Anypoint studio obtained these tokens, you can often by... Salesforce admin, amplify your org ’ s requests using OAuth or authentication. User whose multi-factor authentication ( MFA ) and identity verification OAuth v2.0 SAML assertion... Four required credentials: username, password, securityToken your Benefits web app that implements 2.0! Get a token fetch and view all chosen accounts Objects from the Connector. The service topic value is required and is a text string you use a file... Can also directly provide these values “ org ” is what we call a specific instance Salesforce... User login, https: //customer.my.salesforce.com/ for a production organization or https Connector. You obtained from Salesforce actual values into the fields if you don t... Want to override the default URL. ) and tour as we demonstrate the path. Jwt bearer token and emails you the new token onto your local.... Dynamically configure at runtime ( and optionally per user ) the OAuth2 endpoints this article you!

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