License & Authentication

– License:

 

To add the license key, navigate to the ‘License’ section in the Salesforce Customer Portal Settings page, and enter the license key in the ‘License Key’ field.

 

– Authentication Methods: user needs to select the method available from OAuth 2.0 Username-Password Flow and OAuth 2.0 JWT Bearer Flow.

 

To authenticate your Salesforce Customer Portal, fill up the following fields based on the authentication method: 

 

OAuth 2.0 Username-Password Flow 

 

 

– Consumer Key: Enter Connected App consumer’s key.

 

– Consumer Secret: Enter Connected App consumer’s secret key.

 

– Username: Enter the Username for Salesforce account.

 

– Password: Enter the Password for Salesforce account.

 

– Security Token: Enter the Security Token for Salesforce account.

 

– Operation Mode: Select operation mode as sandbox or live.


– OAuth 2.0 JWT Bearer Flow

 

 

– Consumer Key: Enter Connected App consumer’s key.

 

– Username: Enter the Username for Salesforce account.

 

– Private Key: Enter the Private Key for the Salesforce account.

 

– Public Key: Enter the Public Key for the Salesforce account.

 

– Operation Mode: Select operation mode as sandbox or live.

 

Notes:

 

If you already have a Security Token enter it or else reset your Security Token.

 

How to reset Security Token?

 

-> To Reset your Security Token, navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.

 

-> Click Reset Security Token. The new security token will be sent to the email address in your Salesforce personal settings.

 

-> For More Reference visit this link.

 

To generate the private & public key follow the below link: 

https://docs.crmjetty.com/knowledgebase/how-to-generate-private-public-key-for-authentication/