Salesforce authentication

This page documents the authentication and configuration options for the Salesforce agent connector.

Authentication

Open source execution

In open source mode, you provide API credentials directly to the connector.

OAuth

credentials fields you need:

Field Name	Type	Required	Description
`refresh_token`	`str`	Yes	OAuth refresh token for automatic token renewal
`client_id`	`str`	No	Connected App Consumer Key
`client_secret`	`str`	No	Connected App Consumer Secret

Example request:

python

from airbyte_agent_salesforce import SalesforceConnector
from airbyte_agent_salesforce.models import SalesforceAuthConfig

connector = SalesforceConnector(
    auth_config=SalesforceAuthConfig(
        refresh_token="<OAuth refresh token for automatic token renewal>",
        client_id="<Connected App Consumer Key>",
        client_secret="<Connected App Consumer Secret>"
    )
)

Token

This authentication method isn't available for this connector.

Hosted execution

In hosted mode, you first create a connector via the Airbyte API (providing your OAuth or Token credentials), then execute operations using either the Python SDK or API. If you need a step-by-step guide, see the hosted execution tutorial.

OAuth

Create a connector with OAuth credentials.

credentials fields you need:

Field Name	Type	Required	Description
`refresh_token`	`str`	Yes	OAuth refresh token for automatic token renewal
`client_id`	`str`	No	Connected App Consumer Key
`client_secret`	`str`	No	Connected App Consumer Secret

Example request:

bash

curl -X POST "https://api.airbyte.ai/api/v1/integrations/connectors" \
  -H "Authorization: Bearer <YOUR_BEARER_TOKEN>" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_name": "<CUSTOMER_NAME>",
    "connector_type": "Salesforce",
    "name": "My Salesforce Connector",
    "credentials": {
      "refresh_token": "<OAuth refresh token for automatic token renewal>",
      "client_id": "<Connected App Consumer Key>",
      "client_secret": "<Connected App Consumer Secret>"
    }
  }'

Bring your own OAuth flow

To implement your own OAuth flow, use Airbyte's server-side OAuth API endpoints. For a complete guide, see Build your own OAuth flow.

Step 1: Initiate the OAuth flow

Request a consent URL for your user.

Field Name	Type	Required	Description
`customer_name`	`string`	Yes	Your unique identifier for the customer
`connector_type`	`string`	Yes	The connector type (e.g., "Salesforce")
`redirect_url`	`string`	Yes	URL to redirect to after OAuth authorization

Example request:

bash

curl -X POST "https://api.airbyte.ai/api/v1/integrations/connectors/oauth/initiate" \
  -H "Authorization: Bearer <YOUR_BEARER_TOKEN>" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_name": "<CUSTOMER_NAME>",
    "connector_type": "Salesforce",
    "redirect_url": "https://yourapp.com/oauth/callback"
  }'

Redirect your user to the consent_url from the response.

Step 2: Handle the callback

After the user authorizes access, Airbyte automatically creates the connector and redirects them to your redirect_url with a connector_id query parameter. You don't need to make a separate API call to create the connector.

text

https://yourapp.com/oauth/callback?connector_id=<connector_id>

Extract the connector_id from the callback URL and store it for future operations. For error handling and a complete implementation example, see Build your own OAuth flow.

Token

This authentication method isn't available for this connector.

Execution

After creating the connector, execute operations using either the Python SDK or API. If your Airbyte client can access multiple organizations, include organization_id in AirbyteAuthConfig and X-Organization-Id in raw API calls.

Python SDK

python

from airbyte_agent_salesforce import SalesforceConnector, AirbyteAuthConfig

connector = SalesforceConnector(
    auth_config=AirbyteAuthConfig(
        customer_name="<your_customer_name>",
        organization_id="<your_organization_id>",  # Optional for multi-org clients
        airbyte_client_id="<your-client-id>",
        airbyte_client_secret="<your-client-secret>"
    )
)

@agent.tool_plain # assumes you're using Pydantic AI
@SalesforceConnector.tool_utils
async def salesforce_execute(entity: str, action: str, params: dict | None = None):
    return await connector.execute(entity, action, params or {})

API

bash

curl -X POST 'https://api.airbyte.ai/api/v1/integrations/connectors/<connector_id>/execute' \
  -H 'Authorization: Bearer <YOUR_BEARER_TOKEN>' \
  -H 'X-Organization-Id: <YOUR_ORGANIZATION_ID>' \
  -H 'Content-Type: application/json' \
  -d '{"entity": "<entity>", "action": "<action>", "params": {}}'

Configuration

The Salesforce connector requires the following configuration variables. These variables are used to construct the base API URL. Pass them via the config parameter when initializing the connector.

Variable	Type	Required	Default	Description
`instance_url`	`string`	Yes	https://login.salesforce.com	Your Salesforce instance URL (e.g., https://na1.salesforce.com)