Set up the Salesforce Connector with User OAuth

User OAuth allows a Salesforce user to sign in and authorize raia Command.

All imports use the effective Salesforce permissions of the user who completes the authorization.

The Salesforce user must have API access and permission to read the objects and records being imported.

Log in to raia Command.

1. 01

   Open Connectors from the left-hand menu.

2. 02

   Select Salesforce.

3. 03

   Expand the Setup instructions.

4. 04

   Click Add connection.

5. 05

   Under Grant type, select User OAuth.

The User OAuth connection form displays the callback URL and the fields required to complete the connection.

Sign in to Salesforce.

1. 01

   Click Setup.

2. 02

   Open Apps.

3. 03

   Select App Manager.

4. 04

   Click New External Client App.

Enter the basic application information. For example:

• External Client App Name: raia Command User OAuth
• API Name: use the automatically generated value or enter a unique API name
• Contact Email: enter the Salesforce administrator's email
• Distribution State: Local

The remaining basic information fields are optional.

Scroll to the API or OAuth settings and enable OAuth.

For the callback URL, copy the value displayed in the Salesforce connector in raia Command.

Use this exact callback URL:

Under OAuth scopes, add:

• Manage user data via APIs
• Perform requests at any time

These provide the required:

• api
• refresh_token
• offline_access

The refresh-token permission allows the connection to continue working after the original Salesforce access token expires.

Do not enable Client Credentials Flow for this User OAuth app.

Under Security, keep these enabled:

• Require secret for Web Server Flow
• Require secret for Refresh Token Flow

Disable:

• Require Proof Key for Code Exchange, also called PKCE

Leave the other security settings unchanged unless your organization has a specific Salesforce security requirement.

Create or save the External Client App.

Open the app's Settings and locate Consumer Key and Secret.

Salesforce may ask you to verify your identity using a code sent by email.

After verification, copy:

• Consumer Key
• Consumer Secret

The Consumer Key will be used as the Client ID in raia Command. The Consumer Secret will be used as the Client Secret.

In Salesforce Setup, open My Domain.

Copy the base Salesforce URL ending in .my.salesforce.com

Use only the base URL. Do not include:

• An additional URL path
• A trailing slash

Return to raia Command.

Under Grant type, select: User OAuth (sign in as a Salesforce user)

Enter:

• A descriptive label
• My Domain URL
• Client ID, using the Consumer Key
• Client Secret, using the Consumer Secret

Click Continue to Salesforce.

Salesforce will open a sign-in and authorization window.

1. 01

   Sign in with the Salesforce account that should authorize the connection.

2. 02

   Review the requested access.

3. 03

   Click Allow.

After authorization, Salesforce will redirect you back to raia Command.

Once the connection is created, click Test.

The expected result is: Connection OK

Before creating imports, make sure the destination folders already exist under the appropriate project in raia Command.

Click New import. Available import types include:

• Accounts
• Knowledge Articles
• Cases with comments

Select the destination project and folder.

Then click Start import.

When importing Cases with comments, select the appropriate time window:

• 3 months
• 6 months
• 12 months

You can also optionally narrow the import using available Salesforce Case fields.

Confirm that:

1. 01

   The Salesforce connection displays as User OAuth.

2. 02

   Test returns Connection OK.

3. 03

   The correct Salesforce user authorized the connection.

4. 04

   Accounts, Knowledge Articles, or Cases can be selected.

5. 05

   The imports complete successfully.

6. 06

   Imported content appears in the selected raia Command folders.