Salesforce

Step-by-Step Instructions to Obtain Salesforce ENV Values

Depending on your organization’s Salesforce configuration, you may authenticate via Username/Password or OAuth2. Follow the steps below for the method you wish to use. Once you obtain the necessary values, fill them in the FastMCP connection interface using the “Install Now” button.

Method 1: Username/Password Authentication

1. Obtain Your Salesforce Username and Password

• Use your Salesforce login email and password.

2. Obtain Your Salesforce Security Token

1. Log in to Salesforce: https://login.salesforce.com/
2. Click your avatar (profile) in the top right and choose Settings.
3. In the left sidebar, select Reset My Security Token under the “My Personal Information” section.
4. Click Reset Security Token. A new token will be emailed to you — copy it from your email.

3. Obtain Your Salesforce Instance URL

• Usually this is: https://login.salesforce.com
• If your organization uses a custom domain, copy your Salesforce login URL.

Fill in the following variables in the FastMCP connection interface:

• SALESFORCE_USERNAME: Your Salesforce email/username.
• SALESFORCE_PASSWORD: Your password.
• SALESFORCE_TOKEN: The security token you received via email.
• SALESFORCE_INSTANCE_URL: Your Salesforce instance URL (e.g., https://login.salesforce.com).

Method 2: OAuth2 Authentication

1. Set Up a Connected App in Salesforce

1. Go to https://login.salesforce.com/ and log in as an admin.
2. Click the gear icon (top right), then “Setup.”
3. In the left sidebar, type App Manager and open it.
4. Click New Connected App (top right).
5. Fill in Basic Information (name, contact email).
6. Under API (Enable OAuth Settings):
   • Check Enable OAuth Settings.
   • Set the Callback URL (use http://localhost for development).
   • Under Selected OAuth Scopes, add Full access (full) and any other required scopes.
7. Save the Connected App and wait a few minutes for it to be created.

2. Obtain your Consumer Key and Consumer Secret

• In App Manager, click the dropdown next to your app and select View.
• Copy the Consumer Key and Consumer Secret from the app details.

3. Get Your Salesforce Username & Password

• Use your Salesforce login email and password.

4. Get Your Salesforce Instance URL

• Usually this is: https://login.salesforce.com
• If you use a custom Salesforce domain, use that URL.

Fill in the following variables in the FastMCP connection interface:

• SALESFORCE_USERNAME: Your Salesforce email/username.
• SALESFORCE_PASSWORD: Your Salesforce password.
• SALESFORCE_CONSUMER_KEY: Your Connected App’s Consumer Key.
• SALESFORCE_CONSUMER_SECRET: Your Connected App’s Consumer Secret.
• SALESFORCE_INSTANCE_URL: Your Salesforce instance URL.

After collecting these values, enter them in the FastMCP connection interface using the "Install Now" button.