How to get access token from salesforce


(Example) How to Get the Access Token Credentials from Salesforce

  1. Start Creating an Access Token in AgilePoint NX. First, create a new access token in AgilePoint NX for Salesforce. …
  2. Create an App in Salesforce. Next, create an app in Salesforce. In a different web browser tab, in AgilePoint NX, open the Salesforce access token configuration screen.
  3. Copy the Salesforce App Credentials. Next, copy the Salesforce app credentials to your AgilePoint NX access token. …
  4. Complete the AgilePoint NX Access Token. Next, complete the AgilePoint NX access token configuration for Salesforce. In AgilePoint NX, open the Salesforce access token configuration screen.
Generate an Initial Access Token
  1. From Setup, enter Apps in the Quick Find box, then select App Manager.
  2. Locate the OAuth connected app in the apps list, click. …
  3. In the Initial Access Token for Dynamic Client Registration section, click Generate if an initial access token hasn’t been created for the connected app.

How do I access Salesforce?

Salesforce Lightning

  • Log in to Salesforce.
  • In the upper right, click your image (avatar) and then click Settings.
  • In “Quick Find” search field, enter ” Grant ” and click Grant Account Login Access.
  • Set the Access Duration option to Support . Note: Access for technical escalations must be set for a minimum of one month.
  • Click Save.

How to find the security token in Salesforce?

Why Security Token is used in

  • Security Token is automatically generated which have 24 characters, alphanumeric string.
  • They are case sensitive.
  • It is used only once, every time new security token must be generated.

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How do I generate a security token in Salesforce?

  • Log into Salesforce via the browser to request your security token.
  • Do one of the following: If you have a regular Salesforce account, go to Setup > My Personal Information > Reset Security Token.
  • Select and copy the token from the email.

How do I get the access token and refresh token in Salesforce?

Request an Updated Access Token. A connected app can use the refresh token to get a new access token by sending one of the following refresh token POST requests to the Salesforce token endpoint. The connected app can send the client_id and client_secret in the body of the refresh token POST request, as shown here.

How do I find my access token?

What to Check When Validating an Access TokenRetrieve and parse your Okta JSON Web Keys (JWK), which should be checked periodically and cached by your application.Decode the access token, which is in JSON Web Token format.Verify the signature used to sign the access token.More items…

What is access token in Salesforce?

Access Token. A value used by the consumer to gain access to protected resources on behalf of the user, instead of using the user’s Salesforce credentials. The access token is a session ID, and can be used directly.

Can I get access token token?

You will get id token if you are using scope as openid. Id token is specific to openid scope. With openid scope you can get both id token and access token. The above is default JWT claims, in addition to that, if you requested claims from service provider then you will get those as well.

What is access token and ID token?

Access tokens are what the OAuth client uses to make requests to an API. The access token is meant to be read and validated by the API. An ID token contains information about what happened when a user authenticated, and is intended to be read by the OAuth client.

How can I get JWT token from browser?

Retrieve a JWT Access Token Using the Auth REST CallFrom the navigation menu, select Applications.On the Applications page, select your application and then select the Details tab.Make note of the Client ID and retrieve the Client Secret from your tenant administrator.More items…

How do I generate a security token in Salesforce?

Salesforce: How to generate a security tokenLog in to your Salesforce account. … Click the profile avatar and choose Settings.Select My Personal Information → Reset My Security Token.Check your email for the security token.

How do I get a security token in Salesforce lightning?

Getting the Security Token for Your Salesforce AccountLog in to Salesforce using the Salesforce account to be used by the Coveo connector.In the User Menu, select Setup.In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token.Follow onscreen instructions.

How are access tokens generated?

An access token is generated by the logon service when a user logs on to the system and the credentials provided by the user are authenticated against the authentication database.

Where are access tokens stored?

Tokens received from OAuth providers are stored in a Client Access Token Store. You can configure client access token stores under the Libraries > OAuth2 Stores node in the Policy Studio tree view.

Is access token a JWT?

JWT access tokens JSON Web Token (JWT) access tokens conform to the JWT standard and contain information about an entity in the form of claims. They are self-contained therefore it is not necessary for the recipient to call a server to validate the token.

Is access token same as bearer token?

Access tokens are credentials used to access protected resources. Access tokens are used as bearer tokens. A bearer token means that the bearer (who holds the access token) can access authorized resources without further identification. Because of this, it is important that bearer tokens be protected.


Access to information in Salesforce is critical to improving your customer’s experience. To ensure proper security and confidentiality, Salesforce utilizes OAuth authentication as a security model.

Overall Flow

You need to have access token to make an API call. To generate a Salesforce OAuth access token, you need the following information:


A Salesforce user license. There is more than one type of user license.

Good to Know

OAuth 2.0 access tokens require a 2-way exchange of credentials between AgilePoint NX and the external service. This means that you must get the credentials from the third-party service to paste in the AgilePoint NX access token, and get the redirect URI from AgilePoint NX to paste in the external service.

Step 3: Copy the Salesforce App Credentials

Next, copy the Salesforce app credentials to your AgilePoint NX access token.

Step 4: Complete the AgilePoint NX Access Token

Next, complete the AgilePoint NX access token configuration for Salesforce.

OAuth Tokens

Depending on the authorization flow, the authorizing server can provide these OAuth tokens to the client.

OAuth Scopes

The following OAuth scopes can be assigned to the connected app to define the type of protected resources that the client can access.


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