CRM & Sales

Salesforce OAuth Integration

Connect Salesforce to your application without building and maintaining the OAuth flow.

Each user connects their own Salesforce org through your OAuth app. Pathfix manages the authorization flow, stores and refreshes their tokens, and authenticates the requests your application makes to the Salesforce REST API. The objects you work with and the logic around them live in your code.

Start building with Pathfix Read the Pathfix docs

What can you build?

Examples of what the Salesforce API supports. Your application implements the logic; Pathfix authenticates the requests.

Read and update records
Create, update and retrieve records in a connected user's org, including standard and custom objects.
Search existing data
Find accounts, contacts or other records before creating new ones from your app.
Run queries for reporting
Retrieve query results to power dashboards or reports inside your product.
Adapt to each org
Read object metadata so your integration can work with the fields and custom objects in each user's org.

How Pathfix helps

01
OAuth authorization
Pathfix runs the authorization flow with your Salesforce OAuth app, so users approve access on Salesforce’s own consent screen.
02
Token management
Each user’s access and refresh tokens are stored by Pathfix rather than in your application.
03
Token refresh
Where Salesforce issues refresh tokens, Pathfix refreshes them as they expire, so connections keep working after the first authorization.
04
Authenticated API passthrough
Your application sends Salesforce API requests through Pathfix, which adds the connected user’s credentials before passing them on to Salesforce.

You own the Salesforce OAuth application and its credentials, and your code implements the API logic.

Passthrough endpoint for SalesforcePOST https://labs.pathfix.com/oauth/method/salesforce/call

How to get started

1
Create an OAuth app in Salesforce
Set up a connected app or external client app in Salesforce to get OAuth credentials for your application.
2
Copy your Client ID and Client Secret
These belong to your Salesforce app. Pathfix uses them to run the OAuth flow as your application.
3
Choose your scopes
Request only the OAuth scopes your integration needs. Salesforce documents them in its REST API authorization guide.
4
Add the credentials in Pathfix
In your Pathfix account, add an application, select Salesforce from the providers and enter the Client ID and Client Secret.
5
Let your users authorize
Add the connect step to your app. Each user signs in to Salesforce and approves the scopes you requested.
6
Call the Salesforce API
Send requests through the Pathfix passthrough API using the provider reference salesforce.