Salesforce's API Client Whitelisting allows restricting user access to API client applications, i.e. Salesforce login allowed for authorized users only. Since DemandTools is stand-alone software we created a DemandTools Helper "wrapper" app managed package for use with API Client Whitelisting. Users will need to contact Validity directly to obtain the managed package install link (support@validity.com).
***The managed package should ONLY be installed when API Client Whitelisting is enabled in the org***
- Authorized users must login via the Salesforce OAuth Login tab (API Login tab will NOT WORK)
- Check the new "OAuth Connected App" checkbox, then login with Salesforce username and password
- Unauthorized users and authorized users that DO NOT check the OAuth Connected App checkbox will get a message, "Remote Access Application Authorization", when attempting to login
More information on API Client Whitelisting from Salesforce can be found in their help documentation: Control Individual API Client Access to Your Salesforce Organization
1. Set Login Options
- Auto Login: Checked: Saves the username/password AND automatically logs the user in
- Check BEFORE entering login info
- Required when running DemandTools as a Scheduled Job (e.g. using DemandTools JobBuilder)
- When checked, the login screen will no longer be displayed when launching DemandTools
- OAuth Auto Login checkbox can unchecked in DemandTools - Options - General Settings
- Sandbox Login: Checked: Redirects the OAuth Login to the sandbox (test) login servers
- OAuth Connected App: Authorized users MUST check this option
- Custom API Version (optional): Check and specify the desired API version
- By default DemandTools will use the API Version the current version was built on
- Newer API versions can be specified to access new features (i.e. new tables/fields) in the latest Salesforce Release(s)
- Custom Domain: Applicable to Organizations that have a custom domain defined e.g. xyz.my.salesforce.com
- Optional for non-SSO logins
- Type in the domain and click Set to save for future logins
- DO NOT include my.salesforce.com, i.e. enter xyz vs. xyz.my.salesforce.com
- For sandboxes, include the sandbox name and cs server (company--sbname.csX), i.e. xyz--test.cs7
2. Enter the Salesforce username and password
3. Click Log In
