Registering your Salesforce Org
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Registering your Salesforce Org

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Important:
The availability of this feature may be limited based on the license type, user permissions, and other criteria. To access this feature, contact your Org Admin.

Overview

You can configure Record Migrator to integrate with Salesforce so that Record Migrator can connect with your Salesforce account and access 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 the user to enter their Salesforce credentials into the app itself and then authenticates to Salesforce with no further action on the part of the user, that app is performing a SOAP login (not OAuth), and is storing the user's raw credentials. This is a very bad practice for a variety of reasons, although security is at the top of the list.

OAuth: If an app redirects the user to the standard Salesforce login window, where the user authenticates, then (on the first login) approves the app to use their Salesforce credentials and is finally 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. 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 that 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. Instance URL is predefined based on the environment opted.
  14. Choose the Salesforce API version. To identify which API version you are on, please refer to the Salesforce 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:

  • Username
  • Password
  • Security Token (For more information on salesforce security tokens and where to find them, refer to the next topic ).

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

Your Salesforce security token is a case-sensitive alphanumeric key that is 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 the case of a compromised account. It ensures, among other things, that if a user’s account credentials are compromised, a third party wouldn’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: 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 where 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 In the mailbox for the email address associated with the Salesforce account, 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, and then copy the Security Token value.
Important Note:
It’s recommended that you save this email in a secure location so that you don’t have to reset your security token every time you need it.

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