Managing Account Credentials for SFDC Queries

Credentials objects hold connection credentials and authentication/authorization data.

When you create an SFDC query, you link it to one of your credentials configuration objects. If you need to update your credentials, make the change in the Credentials object and every linked query will use the new details automatically.

These types are available when you’re creating a Credentials object:

• Classic - uses Username, and optional Password and Security Token

• OAuth 2.0 - uses Client ID and Client Secret

  Selecting this option allows you to define the Grant Type, which defines how an access token is generated for a request:

  • Authorization Code
  • Client Credentials

To create a Credentials object:

1. Navigate to   > Settings > Labs.
2. In the SFDC Query area, click Manage.
3. In the SFDC Queries page, go to the Credentials tab in the left sidebar.
4. Click Create SFDC Credentials.

5. In New SFDC Credentials, complete this information as required:

   Parameter	Type	Description
   Name	Text	The name of the credentials set.
   Active	Toggle	Whether the credentials are in use. If Active is set, you can select this credential set when creating a query, to link it for use.
   Authorization Type	Dropdown	Which type of security to use. Choose one of these: Classic (Username and Password) OAuth 2.0 (Client ID and Client Secret)
   Grant Type	Dropdown	The method to be used to acquire an access token to authorize a request. Choose one of these: Authorization Code Client Credentials This field is available if you've selected Authorization Type = OAuth 2.0. For information about the types, consult your OAuth 2.0 resource.
   Domain	Text	The domain of the SFDC application. Enter the full URL, i.e. https://[domain].my.salesforce.com
   Username	Text	The username for SFDC login.
   Password	Text	[Optional] The password for SFDC login. This field is available if you've selected Authorization Type = Classic.
   Security Token	Text	[Optional] The security token for SFDC login. This field is available if you've selected Authorization Type = Classic.
   Client ID	Text	The ID of the client making the request. This field is available if you've selected Authorization Type = OAuth 2.0.
   Client Secret	Text	The key for the client making the request. This field is available if you've selected Authorization Type = OAuth 2.0.

6. [Optional] Click Test Credentials to confirm that you've entered valid information.
7. Click Save and Authorize. The query is listed in the Credentials tab of the SFDC Queries page.