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Comment: Added JWT Bearer Flow general instructions

You need to login using Salesforce credentials or a session id to use FuseIT SFDC Explorer.

New Connection

Use this tab if you want to connect with username and password credentials. Consider using the OAuth Login if you don't want to expose your credentials to the app.

  1. Username
    Salesforce username as used to sign into the Web UI 
  2. Password
    Salesforce password as used to sign into the Web UI
  3. Security Token
    An additional token generated by Salesforce for use with API access. Salesforce emails the security token to new users. Changes to the password will change the security token. 
    See Resetting Your Security Token(if you need to reset it be aware that other applications using the API may be affected)
    It will be required unless your current IP address is listed as trusted under Network Access (Salesforce → Setup → Administer → Security Controls → Network Access).
  4. Client Id
    This is the client identifier that appears in the call options header. It is only required if working on a certified app that requires API access to professional and group edition orgs.
  5. Environment
    Typically either Production for a standard org or Sandbox for an environment where you usually login with test.salesforce.com

...

  • Login: Attempts to log into Salesforce.com using the stored credentials

 


WIL Emulation

Use this tab if you have an existing Salesforce session, such as a tab in a web browser, and want to connect to the same session.

  1. Session Id
    The Salesforce session id. Appears in the sid cookie and via UserInfo.getSessionId() . Often interchangeable with the OAuth 2.0 access_token. 

    00D300000001234!AQ0AQCrxOXc5NvSXnwabcdefghijklmnopqrsTuVwXyZKQhA8EVgxCdwA_HjDtJGH3tMIge3whdIP9lOL3YRrWWl65XG3IhG

    Use the "Apex for SessionId" button to get anonymous apex that you can run in the developer console to extract the current session id.

     


  2. Server URL
    The Salesforce instance that the session id belongs to. It can be derived from the Session Id if the org hasn't been migrated from one instance to another.

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  1. Environment
    Typically either Production for a standard org or Sandbox for an environment where you usually login with test.salesforce.com
  2. Access Token
    The session token returned by the OAuth process
  3. Instance URL
    The server URL that the access token is valid on 
  4. Refresh Token
    Can be used to reestablish an expired session without needed to prompt for credentials again. Can be stored in a connection string.


JWT Bearer Flow

Connect to Salesforce via JWT Bearer Flow. The access token returned can be saved as a connection string. Requirements:

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  1. Consumer Key
    Consumer key for the connected app of the org we are connecting to
  2. Username
    Username to login with. It must belong to a pre-authorized profile for the connected app
  3. Certificate
    The subject of the certificate that was used to sign the connected app. This 
  4. Endpoint URL
    The endpoint of the org we are connecting to. 

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  1. Of the form “.../services/oauth2/token”
  2. Environment
    Typically Production / Other for a standard org or Sandbox for an environment where you login with test.salesforce.com