Registering your Salesforce Org

Overview

You can configure Record Migrator to integrate with Salesforce so Record Migrator connects with your Salesforce account and accesses the Salesforce metadata components. 

By default, Record Migrator connects to orgs using the secure OAuth method (our recommended approach). If required, you can also connect to orgs using username/password connections.

Types of Authentications - OAuth vs Basic (Standard)

Basic Authentication: If an app asks users to enter their Salesforce credentials into the app itself and then it authenticates to Salesforce with no further action on the part of the user, the app is performing a SOAP login (not OAuth), and is storing the user's raw credentials. This is an unacceptable practice for a variety of reasons, with security at the top of the list.

OAuth: If an app redirects users to the standard Salesforce login window, where users authenticate, then approve (on the first login) the app to use their Salesforce credentials, and finally are redirected back to the app, that's OAuth. The app is storing a token, not the user's credentials.

Connecting to Salesforce Org via OAuth

1. In your browser, navigate to: https://{my-organization}.autorabit.com
2. Enter your login credentials.
3. Click Login.
4. Click on the Settings () icon to access the Connections panel. 
5. Click Connections.
6. Click SF Environments. View all Salesforce organizations registered by you. 
7. Click + Connect Salesforce Org to add a new Salesforce connection. 
8. A Register New Org window appears.
9. Choose OAuth. 
10. Give your Salesforce org a name in the Org Title field.
11. In the Org Type drop-down list, select the account type you want to assign to the new org, for example, developer, sandbox, production, etc.
12. Choose your Salesforce org Environment from the drop-down, for example, production or development edition, sandbox, pre-release, custom, etc.
13. Your Instance URL is predefined based on the environment opted.
14. Choose the Salesforce API version. To identify which API version you are using, refer to this article: https://help.salesforce.com/s/articleView?id=000334996&type=1
15. Click Validate and Save to proceed through the OAuth flow and allow Record Migrator to connect to your Salesforce org.
16. Click Allow when prompted to grant Record Migrator access to the Salesforce org.
17. The org will now be added to your list of saved connections. It will appear in the list of available orgs via the dropdown for future comparisons and automation jobs.

Connecting to Salesforce Org via Basic Authentication

To connect to your Salesforce org via basic authentication, you'll need your:

• Username
• Password
• Security Token (more information follows).

What is a Salesforce Security Token and How Do I Find It?

Your Salesforce security token is a case-sensitive alphanumeric key used in combination with a password to access Salesforce via API. The purpose of the token is to improve the security between Salesforce users and Salesforce.com in case of a compromised account. It ensures, among other things, that if a user’s account credentials are compromised, a third party won’t be able to access Salesforce.

Losing the security token

If you can’t remember your security token and have deleted the email containing the token, the only way to retrieve it is by resetting the token. Salesforce does not provide an option to view your token within the web application; the only option available is to reset it.

Getting the Security Token for Your Salesforce Account

When you create a Salesforce account, Salesforce sends an email message from support@salesforce.com with the subject as - `salesforce.com security token confirmation` to the email address associated with the account. This email message contains the Security Token for the account and is the only place you can find the Security Token value. When you change the account password, the security token is also regenerated (so the previous one expires) and a similar email is sent.

To get the security token for your Salesforce account, go to the email associated with the Salesforce account, and, look for the latest email message received from support@salesforce.com with the subject - 'salesforce.com security token confirmation'. 

If you cannot find the latest email with the security token, reset the security token: 

1. Log in to Salesforce using the Salesforce account.
2. In the User Menu, select Setup. 
3. In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token. Follow onscreen instructions. 
4. A new email message will be sent. 
5. Open the message, then copy the Security Token value.