salesforce-install-auth

by jeremylongshore

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---
name: salesforce-install-auth
description: 'Install and configure Salesforce SDK/CLI authentication with jsforce
  or Salesforce CLI.

Use when setting up a new Salesforce integration, configuring OAuth flows,

or initializing Salesforce connectivity in your project.

Trigger with phrases like "install salesforce", "setup salesforce",

"salesforce auth", "configure salesforce", "jsforce setup", "sf cli login".

'
allowed-tools: Read, Write, Edit, Bash(npm:*), Bash(pip:*), Bash(sf:*), Grep
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- crm
- salesforce
compatibility: Designed for Claude Code
---
# 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 jsforce.Connection({
  loginUrl: process.env.SF_LOGIN_URL || 'https://login.salesforce.com',
});

await conn.login(
  process.env.SF_USERNAME!,
  process.env.SF_PASSWORD! + process.env.SF_SECURITY_TOKEN!
);

console.log('Connected to:', conn.instanceUrl);
console.log('User ID:', conn.userInfo?.id);
console.log('Org ID:', conn.userInfo?.organizationId);
```

### Step 5: Connect with JWT Bearer Flow (Production)

```typescript
import jsforce from 'jsforce';
import fs from 'fs';

const conn = new jsforce.Connection({
  loginUrl: process.env.SF_LOGIN_URL,
  // JWT requires a Connected App with a digital certificate
});

await conn.authorize({
  grant_type: 'urn:ietf:params:oauth:grant-type:jwt-bearer',
  client_id: process.env.SF_CLIENT_ID!,
  username: process.env.SF_USERNAME!,
  privateKeyFile: './server.key', // RSA private key from your certificate
});
```

### Step 6: Connect with OAuth2 Web Server Flow

```typescript
import jsforce from 'jsforce';

const oauth2 = new jsforce.OAuth2({
  loginUrl: process.env.SF_LOGIN_URL,
  clientId: process.env.SF_CLIENT_ID!,
  clientSecret: process.env.SF_CLIENT_SECRET!,
  redirectUri: 'https://yourapp.com/oauth/callback',
});

// Step A: Redirect user to authorization URL
const authUrl = oauth2.getAuthorizationUrl({ scope: 'api refresh_token' });

// Step B: Handle callback — exchange code for tokens
const conn = new jsforce.Connection({ oauth2 });
await conn.authorize(authorizationCode);
// conn.accessToken and conn.refreshToken are now set
```

### Step 7: Verify Connection

```typescript
// Quick verification — query org info
const identity = await conn.identity();
console.log('Username:', identity.username);
console.log('Display Name:', identity.display_name);

// Check API version
const versions = await conn.request('/services/data/');
console.log('Latest API version:', versions[versions.length - 1].version);
```

### Python Setup (simple-salesforce)

```python
from simple_salesforce import Salesforce
import os

# Username-Password flow
sf = Salesforce(
    username=os.environ['SF_USERNAME'],
    password=os.environ['SF_PASSWORD'],
    security_token=os.environ['SF_SECURITY_TOKEN'],
    domain='test' if os.environ.get('SF_SANDBOX') else None  # 'test' for sandbox
)

# Verify connection
print(f"Connected to: {sf.sf_instance}")
result = sf.query("SELECT Id, Name FROM Organization")
print(f"Org: {result['records'][0]['Name']}")
```

## Output
- jsforce or simple-salesforce installed
- Authentication flow configured
- Environment variables set (never hardcoded)
- Connection verified with identity/org query

## Error Handling
| Error | Cause | Solution |
|-------|-------|----------|
| `INVALID_LOGIN` | Wrong username/password/token | Verify credentials; reset security token in Setup > My Personal Information |
| `INVALID_CLIENT_ID` | Wrong Connected App consumer key | Check Setup > App Manager > your app |
| `INVALID_GRANT` | JWT cert mismatch or user not pre-authorized | Upload cert to Connected App; pre-authorize user profile |
| `LOGIN_MUST_USE_SECURITY_TOKEN` | Missing security token | Append token to password or whitelist your IP in Setup |
| `API_DISABLED_FOR_ORG` | API not enabled | Requires Enterprise, Unlimited, Developer, or Performance edition |
| `REQUEST_LIMIT_EXCEEDED` | Daily API limit hit | Check Setup > Company Information for remaining calls |

## Resources
- [jsforce Documentation](https://jsforce.github.io/document/)
- [simple-salesforce PyPI](https://pypi.org/project/simple-salesforce/)
- [Salesforce OAuth 2.0 Flows](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_flows.htm)
- [Connected App Setup](https://help.salesforce.com/s/articleView?id=sf.connected_app_create.htm)
- [JWT Bearer Flow](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_jwt_flow.htm)

## Next Steps
After successful auth, proceed to `salesforce-hello-world` for your first SOQL query.