Salesforce
CRM Installation + User OAuth

Salesforce

Connect to Salesforce orgs with OAuth 2.0 for CRM data and Chatter API access.

Auth Model

Installation + User OAuth

Dual-credential model. An App is first installed into an organization or workspace (yielding an installation credential), then individual users authorize within that installation context (yielding user credentials). Authpipe manages both lifecycles.

Connection Flow

1
Admin installs App
2
Installation credential stored
3
Users authorize
4
User credentials stored
@authpipe/node
// Get the bot/app token (installation-level)
const { credential: botToken } = await authpipe.getCredential({
  provider: 'salesforce',
  tenantId: 'org_acme',
  credentialFor: 'installation',
});

// Get a user-level token
const { credential } = await authpipe.getCredential({
  provider: 'salesforce',
  tenantId: 'org_acme',
  userId: 'user_123',
  credentialFor: 'user',
});
// Both credentials are always valid — Authpipe handles refresh
@authpipe/react
// Install the App into a workspace
<InstallButton
  provider="salesforce"
  onInstall={(inst) => console.log('Installed!', inst)}
/>

Available Scopes

Permissions you can request when connecting to Salesforce.

api

Access to Salesforce REST, SOAP, Bulk, and Streaming APIs

refresh_token

Allow refresh tokens for offline access (alias: offline_access)

full

Full access to all Salesforce data accessible by the user

chatter_api

Access to the Chatter REST API for social collaboration

id

Access to the identity URL service for user profile info

profile

Access to the user's profile information (name, email, photo)

email

Access to the user's email address

openid

OpenID Connect authentication; access to the user's unique identifier

web

Access to the web UI via the access token (allows web-based login)

custom_permissions

Access to the user's custom permissions in the connected app

visualforce

Access to Visualforce pages

content

Access to Salesforce CRM Content data

cdp_query_api

Access to the Data Cloud Query API

wave_api

Access to the Analytics (Wave) REST API

eclair_api

Access to the Einstein Analytics API

pardot_api

Access to the Pardot API for marketing automation

api

Access to Salesforce REST, SOAP, Bulk, and Streaming APIs

refresh_token

Allow refresh tokens for offline access (alias: offline_access)

full

Full access to all Salesforce data accessible by the user

chatter_api

Access to the Chatter REST API for social collaboration

id

Access to the identity URL service for user profile info

profile

Access to the user's profile information (name, email, photo)

email

Access to the user's email address

openid

OpenID Connect authentication; access to the user's unique identifier

web

Access to the web UI via the access token (allows web-based login)

custom_permissions

Access to the user's custom permissions in the connected app

What Authpipe handles for Salesforce

OAuth Orchestration

PKCE, state validation, callback handling, and provider-specific quirks — all automatic.

Encrypted Vault

AES-256-GCM encryption with per-tenant key isolation. OAuth tokens, API keys, and webhook secrets — never exposed to the frontend.

Silent Refresh

Proactive token refresh before expiry. SDK returns from local cache with zero latency.

Health Monitoring

Scheduled checks detect revoked tokens and expired credentials before users notice.

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