OAuth Flows Reference for Connected Apps

OAuth Flows Reference for Connected Apps

Detailed OAuth flow patterns, configuration examples, and implementation guidance for the sf-connected-apps skill.

Related: For flow diagrams and curl examples, see references/oauth-flows.md

Flow Selection Decision Tree

START
│
├─ Do you have a backend server?
│  ├─ YES: Can it securely store secrets?
│  │  ├─ YES: Authorization Code Flow (Web Server)
│  │  └─ NO: Authorization Code + PKCE (SPA/Mobile)
│  │
│  └─ NO: Is this server-to-server?
│     ├─ YES: JWT Bearer Flow
│     └─ NO: Device Authorization Flow (CLI/IoT)
│
└─ Is this for a specific integration user?
   ├─ YES: JWT Bearer Flow
   └─ NO: Authorization Code Flow

Authorization Code Flow (Web Server)

When to Use

• Web applications with backend server
• Can securely store consumer secret
• User-interactive flow needed
• Examples: Portal, Integration Hub, Admin Console

Connected App Configuration

Minimal scopes for API access:

<oauthConfig>
    <callbackUrl>https://app.example.com/oauth/callback</callbackUrl>
    <scopes>Api</scopes>
    <scopes>RefreshToken</scopes>
    <isConsumerSecretOptional>false</isConsumerSecretOptional>
</oauthConfig>

With OpenID Connect:

<oauthConfig>
    <callbackUrl>https://app.example.com/oauth/callback</callbackUrl>
    <scopes>Api</scopes>
    <scopes>RefreshToken</scopes>
    <scopes>OpenID</scopes>
    <isIdTokenEnabled>true</isIdTokenEnabled>
    <isConsumerSecretOptional>false</isConsumerSecretOptional>
</oauthConfig>

Security Checklist

• HTTPS callback URL (no localhost in production)
• Consumer secret stored in environment variables (never in code)
• State parameter validated (CSRF protection)
• Authorization code used only once
• Refresh token rotation enabled
• IP restrictions configured (optional)

Common Issues

Problem: "redirect_uri_mismatch" error

• Cause: Callback URL doesn't match exactly
• Fix: Ensure exact match including protocol, domain, path, and query parameters

Problem: "invalid_client_id" error

• Cause: Consumer key incorrect or app not deployed
• Fix: Verify consumer key from Setup > App Manager

Authorization Code + PKCE (Public Clients)

When to Use

• Single Page Applications (React, Vue, Angular)
• Mobile apps (iOS, Android)
• Desktop apps
• Any client that cannot securely store secrets

Connected App Configuration

<oauthConfig>
    <callbackUrl>myapp://oauth/callback</callbackUrl>
    <scopes>Api</scopes>
    <scopes>RefreshToken</scopes>
    <isConsumerSecretOptional>true</isConsumerSecretOptional>
    <isPkceRequired>true</isPkceRequired>
</oauthConfig>

<oauthPolicy>
    <refreshTokenPolicy>infinite</refreshTokenPolicy>
    <isRefreshTokenRotationEnabled>true</isRefreshTokenRotationEnabled>
</oauthPolicy>

External Client App Configuration

<!-- ecaGlblOauth-meta.xml -->
<ExtlClntAppGlobalOauthSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <callbackUrl>myapp://oauth/callback</callbackUrl>
    <externalClientApplication>MyMobileApp</externalClientApplication>
    <isConsumerSecretOptional>true</isConsumerSecretOptional>
    <isPkceRequired>true</isPkceRequired>
    <isSecretRequiredForRefreshToken>false</isSecretRequiredForRefreshToken>
    <label>Mobile App OAuth Settings</label>
</ExtlClntAppGlobalOauthSettings>

Implementation Pattern (JavaScript)

// Generate PKCE verifier and challenge
function generatePKCE() {
  const array = new Uint8Array(32);
  crypto.getRandomValues(array);
  const codeVerifier = base64URLEncode(array);

  return crypto.subtle.digest('SHA-256', new TextEncoder().encode(codeVerifier))
    .then(buffer => ({
      codeVerifier,
      codeChallenge: base64URLEncode(new Uint8Array(buffer))
    }));
}

// Store verifier in sessionStorage (cleared on close)
const { codeVerifier, codeChallenge } = await generatePKCE();
sessionStorage.setItem('pkce_verifier', codeVerifier);

// Authorization URL
const authUrl = `https://login.salesforce.com/services/oauth2/authorize?` +
  `response_type=code` +
  `&client_id=${CLIENT_ID}` +
  `&redirect_uri=${REDIRECT_URI}` +
  `&scope=api%20refresh_token` +
  `&state=${STATE}` +
  `&code_challenge=${codeChallenge}` +
  `&code_challenge_method=S256`;

Security Checklist

• PKCE required in Connected App config
• Consumer secret optional
• Refresh token rotation enabled
• Code verifier stored securely (sessionStorage, keychain)
• State parameter validated
• Deep link callback handled securely (mobile)

JWT Bearer Flow (Server-to-Server)

When to Use

• CI/CD pipelines (GitHub Actions, Jenkins)
• Backend integrations without user interaction
• Service accounts
• Scheduled jobs

Prerequisites

1. Generate X.509 Certificate:

# Generate private key
openssl genrsa -out server.key 2048

# Generate certificate signing request
openssl req -new -key server.key -out server.csr

# Self-sign certificate (valid 1 year)
openssl x509 -req -days 365 -in server.csr -signkey server.key -out server.crt

2. Upload to Salesforce:

• Setup > Certificate and Key Management > Create Self-Signed Certificate
• Or use the certificate from step 1

Connected App Configuration

<oauthConfig>
    <certificate>JWTAuthCertificate</certificate>
    <consumerKey>AUTO_GENERATED</consumerKey>
    <scopes>Api</scopes>
    <scopes>Web</scopes>
    <isAdminApproved>true</isAdminApproved>
</oauthConfig>

<oauthPolicy>
    <ipRelaxation>ENFORCE</ipRelaxation>
</oauthPolicy>

Important: No callbackUrl needed for JWT Bearer flow.

Pre-Authorization

Option 1: Permission Set

<!-- permissionsets/IntegrationUser.permissionset-meta.xml -->
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>API Integration User</label>
    <connectedAppSettings>
        <connectedApp>MyJWTApp</connectedApp>
        <enabled>true</enabled>
    </connectedAppSettings>
    <hasActivationRequired>false</hasActivationRequired>
</PermissionSet>

Assign to integration user: Setup > Users > [User] > Permission Set Assignments

Option 2: Profile Setup > Manage Connected Apps > [App] > Edit Policies > Permitted Users = "Admin approved users are pre-authorized"

Implementation Pattern (Node.js)

const jwt = require('jsonwebtoken');
const axios = require('axios');
const fs = require('fs');

async function getAccessToken() {
  const privateKey = fs.readFileSync('server.key', 'utf8');

  const claims = {
    iss: process.env.CONSUMER_KEY,
    sub: 'integration@company.com', // Pre-authorized user
    aud: 'https://login.salesforce.com',
    exp: Math.floor(Date.now() / 1000) + 300 // 5 min
  };

  const assertion = jwt.sign(claims, privateKey, { algorithm: 'RS256' });

  const response = await axios.post('https://login.salesforce.com/services/oauth2/token',
    new URLSearchParams({
      grant_type: 'urn:ietf:params:oauth:grant-type:jwt-bearer',
      assertion: assertion
    })
  );

  return response.data.access_token;
}

Security Checklist

• Private key stored securely (secrets manager, not in repo)
• Certificate uploaded to Salesforce
• User pre-authorized via Permission Set
• IP restrictions configured
• Token expiration set (exp claim)
• Audience (aud) set correctly (login vs test.salesforce.com)

Common Issues

Problem: "user hasn't approved this consumer" error

• Cause: User not pre-authorized
• Fix: Assign Permission Set or configure admin pre-approval

Problem: "invalid_grant" error

• Cause: Certificate mismatch or expired token
• Fix: Verify certificate name matches <certificate> tag, check exp claim

Device Authorization Flow

When to Use

• CLI tools (sf CLI, custom CLIs)
• Smart TVs, Set-top boxes
• IoT devices without keyboard
• Any device with limited input capability

Connected App Configuration

<oauthConfig>
    <callbackUrl>http://localhost:8080</callbackUrl>
    <scopes>Api</scopes>
    <scopes>RefreshToken</scopes>
    <isConsumerSecretOptional>true</isConsumerSecretOptional>
</oauthConfig>

Implementation Pattern (Python)

import requests
import time

CLIENT_ID = 'your_consumer_key'
DEVICE_CODE_URL = 'https://login.salesforce.com/services/oauth2/device/code'
TOKEN_URL = 'https://login.salesforce.com/services/oauth2/token'

# Step 1: Request device code
response = requests.post(DEVICE_CODE_URL, data={
    'client_id': CLIENT_ID,
    'scope': 'api refresh_token'
})
data = response.json()

# Step 2: Display user code
print(f"Visit: {data['verification_uri']}")
print(f"Enter code: {data['user_code']}")

# Step 3: Poll for token
device_code = data['device_code']
interval = data['interval']  # Polling interval in seconds

while True:
    time.sleep(interval)

    token_response = requests.post(TOKEN_URL, data={
        'grant_type': 'urn:ietf:params:oauth:grant-type:device_code',
        'client_id': CLIENT_ID,
        'code': device_code
    })

    if token_response.status_code == 200:
        tokens = token_response.json()
        print(f"Access Token: {tokens['access_token']}")
        break
    elif token_response.json().get('error') == 'authorization_pending':
        continue  # User hasn't authorized yet
    else:
        print(f"Error: {token_response.json()}")
        break

Security Checklist

• Consumer secret optional
• Polling interval respected (don't spam)
• Device code expires after timeout
• Refresh token stored securely

Client Credentials Flow (ECA Only)

When to Use

• Service accounts (not tied to specific user)
• Background processes
• Microservices
• Requires External Client App (not available in Connected Apps)

External Client App Configuration

<!-- ecaOauth-meta.xml -->
<ExtlClntAppOauthSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <commaSeparatedOauthScopes>api,refresh_token</commaSeparatedOauthScopes>
    <externalClientApplication>MyServiceApp</externalClientApplication>
    <isClientCredentialsEnabled>true</isClientCredentialsEnabled>
    <label>Service OAuth Settings</label>
    <executionUser>service@company.com</executionUser>
</ExtlClntAppOauthSettings>

Implementation Pattern

curl -X POST https://login.salesforce.com/services/oauth2/token \
  -d "grant_type=client_credentials" \
  -d "client_id=<CONSUMER_KEY>" \
  -d "client_secret=<CONSUMER_SECRET>"

Security Checklist

• Execution user configured
• Consumer secret rotated regularly
• Scopes minimal (least privilege)
• IP restrictions enabled

Refresh Token Patterns

Standard Refresh

async function refreshAccessToken(refreshToken) {
  const response = await axios.post('https://login.salesforce.com/services/oauth2/token',
    new URLSearchParams({
      grant_type: 'refresh_token',
      client_id: CLIENT_ID,
      client_secret: CLIENT_SECRET,
      refresh_token: refreshToken
    })
  );

  return response.data;
}

With Token Rotation (Recommended)

When isRefreshTokenRotationEnabled=true, each refresh returns a NEW refresh token:

async function refreshWithRotation(refreshToken) {
  const response = await refreshAccessToken(refreshToken);

  // Store NEW refresh token (old one is now invalid)
  await secureStorage.set('refresh_token', response.refresh_token);
  await secureStorage.set('access_token', response.access_token);

  return response;
}

Refresh Token Policies

Configuration:

<oauthPolicy>
    <refreshTokenPolicy>infinite</refreshTokenPolicy>
    <isRefreshTokenRotationEnabled>true</isRefreshTokenRotationEnabled>
</oauthPolicy>

Named Credentials Integration

Why Use Named Credentials

• Secrets managed by Salesforce (not in code)
• Automatic token refresh
• Per-user or per-org authentication
• Audit trail in Setup Audit Trail

Create Named Credential for JWT Flow

<!-- namedCredentials/SalesforceAPI.namedCredential-meta.xml -->
<NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Salesforce API</label>
    <endpoint>https://yourinstance.salesforce.com</endpoint>
    <protocol>NoAuthentication</protocol>
    <principalType>NamedUser</principalType>
    <oauthConfig>
        <certificate>JWTAuthCertificate</certificate>
        <consumerKey>YOUR_CONSUMER_KEY</consumerKey>
        <oauthFlows>JwtBearer</oauthFlows>
        <username>integration@company.com</username>
    </oauthConfig>
</NamedCredential>

Use in Apex

HttpRequest req = new HttpRequest();
req.setEndpoint('callout:SalesforceAPI/services/data/v62.0/query?q=SELECT+Id+FROM+Account');
req.setMethod('GET');

Http http = new Http();
HttpResponse res = http.send(req);

Error Handling Patterns

OAuth Error Response Structure

{
  "error": "invalid_grant",
  "error_description": "authentication failure"
}

Common Errors

Retry Logic Example

async function callSalesforceAPI(accessToken, retries = 1) {
  try {
    return await axios.get('https://instance.salesforce.com/services/data/v62.0/query', {
      headers: { 'Authorization': `Bearer ${accessToken}` }
    });
  } catch (error) {
    if (error.response?.status === 401 && retries > 0) {
      // Token expired, refresh and retry
      const newToken = await refreshAccessToken();
      return callSalesforceAPI(newToken, retries - 1);
    }
    throw error;
  }
}

Scoring Impact by Flow

Recommendation: JWT Bearer or Authorization Code + PKCE score highest (90-100/120).

Testing OAuth Flows

Postman Collection Variables

{
  "login_url": "https://login.salesforce.com",
  "client_id": "{{CONSUMER_KEY}}",
  "client_secret": "{{CONSUMER_SECRET}}",
  "redirect_uri": "https://oauth.pstmn.io/v1/callback",
  "username": "test@company.com",
  "password": "password123"
}

Quick Test: JWT Bearer

# Generate JWT (requires jq)
JWT=$(python3 -c "
import jwt, time, os
claims = {
    'iss': os.getenv('CONSUMER_KEY'),
    'sub': 'integration@company.com',
    'aud': 'https://login.salesforce.com',
    'exp': int(time.time()) + 300
}
with open('server.key') as f:
    print(jwt.encode(claims, f.read(), algorithm='RS256'))
")

# Get token
curl -X POST https://login.salesforce.com/services/oauth2/token \
  -d "grant_type=urn:ietf:params:oauth:grant-type:jwt-bearer" \
  -d "assertion=$JWT" | jq

Migration Strategies

Connected App → External Client App

Step 1: Create equivalent ECA

# Read existing Connected App
Grep: pattern="<oauthConfig>" path="force-app/main/default/connectedApps/"

# Create new ECA with same scopes
# Use templates: external-client-app.xml, eca-global-oauth.xml

Step 2: Parallel operation

• Deploy ECA alongside Connected App
• Update one integration at a time
• Monitor both apps

Step 3: Cutover

• Update all integrations to use new Consumer Key
• Disable old Connected App
• Archive after 30 days

Scoring benefit: ECA typically scores 15-20 points higher due to modern security model.

Quick Reference

Template Selection by Flow

Salesforce OAuth Endpoints

Key Endpoints

• Authorize: /services/oauth2/authorize
• Token: /services/oauth2/token
• Revoke: /services/oauth2/revoke
• Introspect: /services/oauth2/introspect
• Device Code: /services/oauth2/device/code
• UserInfo (OpenID): /services/oauth2/userinfo

Related Resources

• Flow Diagrams: references/oauth-flows.md
• Security Checklist: references/security-checklist.md
• Migration Guide: references/migration-guide.md
• Main Skill: SKILL.md