Remote-access Guide

salesforce data loader remote access application authorization

by Dr. Lavinia Stark Published 2 years ago Updated 1 year ago
image

For a client application to access REST API resources, it must be authorized as a safe visitor. To implement this authorization, use a connected app and an OAuth 2.0 authorization flow. Configure a Connected App A connected app requests access to REST API resources on behalf of the client application.

Full Answer

What is OAuth authorization in Salesforce?

In Salesforce, you can use OAuth authorization to approve a client application’s access to your org’s protected resources. Important You can’t use OAuth independently to authenticate a user’s identity.

How do I initiate an authorization flow?

To initiate an authorization flow, a connected app on behalf of a client app requests access to a REST API resource. In response, an authorizing server grants access tokens to the connected app. A resource server validates these access tokens and approves access to the protected REST API resource.

What is data loader in Salesforce?

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.

Does Salesforce support Cors for OAuth?

In addition to public and allowlisted web pages, Salesforce supports CORS for certain OAuth endpoints when requested from a My Domain or Experience Cloud site. A connected app can query the UserInfo endpoint for information about the user associated with the connected app’s access token.

image

Configure a Connected App

A connected app requests access to REST API resources on behalf of the client application. For a connected app to request access, it must be integrated with your org’s REST API using the OAuth 2.0 protocol. OAuth 2.0 is an open protocol that authorizes secure data sharing between applications through the exchange of tokens.

Apply an OAuth Authorization Flow

OAuth authorization flows grant a client app restricted access to REST API resources on a resource server. Each OAuth flow offers a different process for approving access to a client app, but in general the flows consist of three main steps.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9