Salesforce

Step-by-Step Instructions to Obtain Salesforce ENV Values

You can authenticate with Salesforce using either Username/Password Authentication or OAuth 2.0 Client Credentials Flow. Choose the method best suited to your organization and follow the corresponding steps below.

1. Username/Password Authentication

1. Log in to your Salesforce account

   • Go to your Salesforce login page (e.g., https://login.salesforce.com) and enter your credentials.

2. Navigate to User Settings

   • Click on your avatar (usually in the top right) and select “Settings.”

3. Find Your Salesforce Username

   • Your username is displayed in "My Personal Information" → "Personal Information".

4. Get Your Salesforce Password

   • Use the password you normally use to log in to Salesforce.

5. Reset/Get Your Salesforce Security Token

   • In Settings, search for “Reset My Security Token.”
   • Follow the instructions to reset; a new token will be sent to your email.

6. (Optional) Find Your Salesforce Instance URL

   • After login, check your browser’s address bar (e.g., https://your-domain.my.salesforce.com). This is your instance URL.
   • If not specified, you may use the default: https://login.salesforce.com.

2. OAuth 2.0 Client Credentials Flow

1. Log in to Salesforce as an Admin

   • Use an admin account on your Salesforce instance.

2. Create a Connected App

   • Go to “Setup” → “Apps” → “App Manager.”
   • Click “New Connected App.”

3. Configure OAuth Settings

   • Check the box “Enable OAuth Settings.”
   • Set “Callback URL” to: https://login.salesforce.com/services/oauth2/success (or any valid redirect URI).
   • Add the OAuth scope: api (and other scopes as needed).
   • Under “OAuth Flows,” enable “Client Credentials Flow.”

4. Save and Retrieve Your App Credentials

   • After saving, the “Consumer Key” is your Client ID.
   • The “Consumer Secret” is your Client Secret (click “Manage Consumer Details” to reveal).

5. Find Your Salesforce Instance URL

   • Use the domain as shown after login (e.g., https://your-domain.my.salesforce.com). This is required for ENV.

3. Filling in the FastMCP Connection Interface

Once you have obtained the needed values, fill in the FastMCP connection interface as follows:

For Username/Password Authentication:

• SALESFORCE_CONNECTION_TYPE: User_Password
• SALESFORCE_USERNAME: Your Salesforce username
• SALESFORCE_PASSWORD: Your Salesforce password
• SALESFORCE_TOKEN: The security token emailed to you
• SALESFORCE_INSTANCE_URL: Your instance URL (optional if default)

For OAuth 2.0:

• SALESFORCE_CONNECTION_TYPE: OAuth_2.0_Client_Credentials
• SALESFORCE_CLIENT_ID: The Consumer Key from the Connected App
• SALESFORCE_CLIENT_SECRET: The Consumer Secret from the Connected App
• SALESFORCE_INSTANCE_URL: Your Salesforce instance URL (required)

Click your "Install Now" button and enter these values in the FastMCP connection setup interface.

Note: Keep your credentials and tokens secure! Do not share them or expose them in public repositories or screenshots.