salesforce-install-auth

# Salesforce Install & Auth ## Overview Set up Salesforce connectivity using jsforce (Node.js) or simple-salesforce (Python), and configure one of three OAuth 2.0 authentication flows. ## Prerequisites - Node.js 18+ or Python 3.10+ - A Salesforce org (Developer Edition free at developer.salesforce.com) - Connected App configured in Setup > App Manager > New Connected App - OAuth scopes: `api`, `refresh_token`, `offline_access` ## Instructions ### Step 1: Install SDK ```bash # Node.js — jsforce (most popular SF client, 3M+ weekly downloads) npm install jsforce # Python — simple-salesforce pip install simple-salesforce # Salesforce CLI (for metadata, deployment, scratch orgs) npm install -g @salesforce/cli ``` ### Step 2: Choose Authentication Flow | Flow | Use Case | Requires Browser? | |------|----------|-------------------| | Username-Password | Dev/test scripts | No | | JWT Bearer | CI/CD, server-to-server | No | | Web Server (Authorization Code) | User-facing apps | Yes | ### Step 3: Configure Credentials ```bash # .env (NEVER commit — add .env to .gitignore) SF_LOGIN_URL=https://login.salesforce.com SF_USERNAME=user@example.com SF_PASSWORD=yourpassword SF_SECURITY_TOKEN=yourtoken SF_CLIENT_ID=your_connected_app_consumer_key SF_CLIENT_SECRET=your_connected_app_consumer_secret # For sandbox orgs, use: # SF_LOGIN_URL=https://test.salesforce.com ``` ### Step 4: Connect with Username-Password Flow ```typescript import jsforce from 'jsforce'; const conn = new jsf...