Salesforce provides wide range of functionalities which help its customers to grow their business. Because of the Point and Click services, advanced functionalities given by Salesforce, various organizations have started switching to Salesforce CRM from their conventional technologies. But sometimes it becomes difficult to migrate existing system to Salesforce completely, for which we are required to connect different environments with Salesforce. This connection can include providing access to your organization or accessing another environment of different technology base or Salesforce org. In case of providing access to your org Salesforce provides OAuth Authorization Flows. These authorization flows provide access to protected Salesforce resources with the help of connected apps.
When dealing with clients around the globe one can’t assume that everybody is using same resources or same technology. Also, connection implementation can vary from customer to customer. Salesforce gives us flexibility in OAuth implementation to use connection methods as per the available resources.
You can decide which method to use for communicating with the third-party system based on customer requirement, environment, security considerations of data being transmitted and other factors such as token generation, number of logins required etc. We will discuss about OAuth and different OAuth flows provided by Salesforce in this blog.
OAuth is an open standard for access delegation, commonly used as a way for Internet users to grant websites or applications access to their information on other websites but without giving them the passwords.
Access tokens replace the conventional password authentication. Salesforce generates token through connected app and requesting client use this token in further communications. During this process resource server (in our case Salesforce org), client (requesting access) and resource owner (you being the admin of Salesforce org) involve and permission to access the resource is granted. Here Salesforce also acts as authorization server as well.
In traditional client-server communication model, to access server resource client must have server credentials which are provided by resource owners. Though this is widely used method for server authentication it has some limitations as well –
OAuth helps to overcome these limitations.
Connected apps are essential when using OAuth authorization flows as connected app framework enables an external client application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorize, and integrate external apps and service providers.
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