salesforce-install-auth

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 <[e-mail]>
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=[e-mail]
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.?.);