CRM / Finance
Salesforce OAuth
Use test.salesforce.com for sandbox orgs.
Automated OAuth formProvider docs
What this workflow can do
- Build authorization URL
- Exchange authorization code
- Refresh token
- Verify access token
Before starting
- Client ID
- Client secret
- Redirect URI
- Scopes
- PKCE challenge and verifier
- Callback code and state
Result handling
- Access token returns from exchange and can be verified in the result panel.
- Refresh token may return from exchange or refresh.
- Callback state is only used to validate the current handshake.
- Anonymous OAuth Hub workflows do not store client secrets, authorization codes, access tokens, or refresh tokens.
Provider warnings
- This provider may rotate refresh tokens. Replace the old refresh token if a new one is returned.
- 01PrepareEnter provider credentials, scopes, callback details, and PKCE values if required.
- 02AuthorizeBuild the authorization URL and open provider consent.
- 03ExchangePaste the returned code and state, then exchange them for tokens.
- 04VerifyTest the access token against the provider verification endpoint.
- 05Next stepsCopy tokens or metadata, then store them safely outside anonymous mode.
Returned from provider
Callback summary
Review returned callback values before exchanging.
- Authorization code
- Present
- Returned state
- Present
- Provider error
- —
- Error description
- —
- Error URI
- —
Troubleshooting
- Use login.salesforce.com for production orgs and test.salesforce.com for sandbox orgs.
- Connected App policies can block refresh token issuance unless offline access is allowed.
- Salesforce can rotate refresh tokens; always keep the newest refresh token returned by refresh.