Slaesforce FAQ

what are scopes in salesforce

by Dejah White Published 3 years ago Updated 2 years ago
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Scopes further define the type of protected resources that the connected app can access. You assign scopes to a connected app when you build it, and they’re included with the OAuth tokens during the authorization flow. Required Editions Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Connected apps receive tokens on behalf of a client after authorization. Scopes further define the type of protected resources that the connected app can access. You assign scopes to a connected app when you build it, and they're included with the OAuth tokens during the authorization flow.

Full Answer

What is scope contract in Salesforce?

The agreement between the two sides defines the scope contract. Server side —Define scope permissions in a connected app on the Salesforce server. These settings determine which levels of access client apps, such as Mobile SDK apps, can request.

How do I find the scope of an object in Salesforce?

Filter for records assigned to a team, such as an Account team. To find out what scopes an object supports, call describeSObject () (for SOAP API) or sObject Describe (for REST API). In the supportedScopes section of the object’s description, the name shows the name of the scope and the label shows an explanation of that scope.

What is OAuth scope parameter values in Salesforce?

Scope Parameter Values OAuth requires scope configuration both on server and on client. The agreement between the two sides defines the scope contract. Server side —Define scope permissions in a connected app on the Salesforce server.

What is using scope clause in soql?

The optional USING SCOPE clause of a SOQL query returns records within a specified scope. For example, you can limit the records to return only objects that the user owns or only records in the user’s territory. With API version 32.0 and later, you can use USING SCOPE to limit the results of a query to a specified filterScope.

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What is scope in REST API?

The scope constrains the endpoints to which a client has access, and whether a client has read or write access to an endpoint. Scopes are defined in the Merchant Center or with the API Clients endpoint for a single project when creating an API Client. Once you create an API Client, you cannot redefine the scopes.

What are OAuth custom scopes Salesforce?

The OAuth custom scope that you create in your Salesforce org corresponds to a policy that you define in your external entity and assign to the resource. For example, you want to create a custom web app that can access customer order status data in your order status API.

How do I add a scope to a connected app in Salesforce?

From the list, select the connected app. In the OAuth Custom Scopes section of the Connected App Detail page, click Manage OAuth Custom Scopes. Select the OAuth custom scopes to assign to the connected app, and save your updates.

What is OAuth token in Salesforce?

OAuth tokens are essentially permissions given to a client application. The resource server can validate the tokens and allow the client application access to the defined protected resources. In Salesforce, you can use OAuth authorization to approve a client application's access to your org's protected resources.

What is callback URL in Salesforce connected app?

A callback URL is the URL that is invoked after OAuth authorization for the consumer (connected app). In some contexts, the URL must be a real URL that the client's web browser is redirected to.

How do I enable OAuth settings in Salesforce?

In the Connected Apps section, click New Connected App. In Basic Information, give the app a name, tab through the api field so it will self-populate in the correct format, and enter a contact email for the app. In the API [Enable OAuth Settings] section, select Enable OAuth Settings.

What are protocols in Salesforce?

Protocol specifies the set of rules that enable systems to exchange information.

What is OAuth client?

More specifically, OAuth is a standard that apps can use to provide client applications with “secure delegated access”. OAuth works over HTTPS and authorizes devices, APIs, servers, and applications with access tokens rather than credentials.

What are named credentials in Salesforce?

A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. To simplify the setup of authenticated callouts, specify a named credential as the callout endpoint.

How do I authenticate API in Salesforce?

AuthenticationCreate a Connected App. Create a connected app in Salesforce, and enable OAuth. The client application uses the connected app to connect to Salesforce.Get an Access Token. To get an access token, make a POST request to the authorization endpoint.

How do I use postman in Salesforce?

Authorize Your OrgBe sure you're logged in to only one Trailhead Playground in your browser.In Postman, under Collections, Salesforce APIs should be selected.The Authorization tab should be open.Type should be OAuth 2.0.Click Get New Access Token.More items...

What is Salesforce token endpoint?

OAuth endpoints are the URLs that you use to make OAuth authorization requests to Salesforce. Each OAuth flow defines which endpoints to use and what request data to provide.

How to find out what scope an object supports?

To find out what scopes an object supports, call describeSObject () (for SOAP API) or sObject Describe (for REST API). In the supportedScopes section of the object’s description, the name shows the name of the scope and the label shows an explanation of that scope. For example, the description of the Account object shows:

What is the optional scope clause in SOQL?

The optional USING SCOPE clause of a SOQL query returns records within a specified scope. For example, you can limit the records to return only objects that the user owns or only records in the user’s territory.

How Do I Configure Scoping Rules?

Create and manage scoping rules using either the RestrictionRule Tooling API object or Metadata API type. There’s no UI for configuring scoping rules yet.

How Do Scoping Rules Affect User Access?

Scoping rules are flexible. You can enable and disable them on a query-by-query basis. Plus, they don’t restrict the access that your users have to records. Your users can still open and report on all the records that they can access according to your org’s sharing settings.

Where Are Scoping Rules Applied?

This table shows how scoping rules work with other Salesforce features .

Personas

A big part of user experience design is, you guessed it, the user. When defining your project, you need to identify a persona (or multiple personas). Personas are a design tool. A persona describes a fictional person who represents someone who will use the product or service you’re designing.

Jobs to Be Done

As a UX designer, your goal is to make sure people can successfully use the product or service you’re designing. To do that, you need to know what success means to your customers.

Constraints

Design depends largely on constraints [...] The sum of all constraints. Here is one of the few effective keys to the Design problem: the ability of the Designer to recognize as many of the constraints as possible; his [sic] willingness and enthusiasm for working within these constraints.

Stakeholders

Stakeholders are the people who influence your project and are interested in the project’s success. They can be designers or researchers helping you on a project, engineers building the solution you’re working on, leadership overseeing the project, or even a client who hires you to design.

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