salesforce-install-auth

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".

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Repository: jeremylongshore/claude-code-plugins-plus-skills
Letzte Quellaktivität: 17. Juli 2026 um 22:18
Erkannte Sprache von SKILL.md: Englisch
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Installationsoptionen

Standardmäßig ist der Prompt ausgewählt, der zuerst die Quelle prüft. Sie können zu einem direkten Befehl wechseln oder eine lokale Kopie herunterladen.

Quelldateien prüfen

Lesen Sie SKILL.md und alle von SkillsMP angezeigten Begleitdateien, bevor Sie sich für eine Installation entscheiden.

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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	1.7.0
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

# 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

# .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

import jsforce from 'jsforce';

const conn = new jsforce.Connection({
  loginUrl: process.env.SF_LOGIN_URL || 'https://login.salesforce.com',
});

await conn.(
  process..!,
  process..! + process..!
);

.(, conn.);
.(, conn.?.);
.(, conn.?.);

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
});

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

// 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);

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']}")

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