I have always used the refresh token for my salesforce connections, but need to now configure a new connection with JWT Bearer token. It seems that there may be some additional set-up needed for the user its tied to in Salesforce. Is there any documentation on the complete end to end setup for this?
Did you try using JWT and hit an error? I've never had to do anything special for the user setup for either.
Hi Dave! Here are two articles that explain the process for each type of configuration that might help:
- Set up a connection to Salesforce with JWT bearer token authentication
- Set up a connection to Salesforce with refresh token authentication
Based on the information in those articles and to echo Tyler's response, there doesn't seem to be anything specific you will need to do with the user to get it to work. However, if you receive an error message, just let us know, and we can help point you in the right direction for a resolution.
Thank you Tyler and Jason. We did get it to work, but I should have elaborated more on the fact that we were getting an error due to an issue with the Salesforce integrator__io connected app and the specific SF user. We use this for our real time exports and I believe it requires the JWT token instead of a refresh token.
Got it, that makes more sense. I'm glad to hear that you were able to get it resolved, and thank you for the update!