Many companies have started to restrict api access to their Salesforce.com orgs so that the ubiquitous username/password authentication method via standard or custom “my domain” URLs is no longer acceptable. SOQL Studio currently only supports this method of authentication (with or without TFA), but this is about to change! The next major release of SOQL Studio, version 2021.1, will include full support for logging into a Salesforce.com org using OAuth 2.0 as well as the existing authentication methods it currently supports.
What is OAuth?
OAuth (Open Authorization) is defined as “an open-standard authorization protocol or framework that describes how unrelated servers and services can safely allow authenticated access to their assets without actually sharing the initial, related, single logon credential. In authentication parlance, this is known as secure, third-party, user-agent, delegated authorization.”* In Salesforce, OAuth authorizes secure data sharing between applications, in this case SOQL Studio and the Salesforce platform, through the exchange of tokens. You may have already used it with Data Loader, Workbench, or Salesforce Extensions for Visual Studio Code.
How will it Work?
One of our guiding principals is to make life easier for developers and administrators, so configuring SOQL Studio to use OAuth rather than Username/Password to access an org will be very straightforward. In the Manage Organizations dialog you will have the option to specify on a per-organization basis whether SOQL Studio connects using OAuth or Username/Password. When you choose OAuth as the authentication method for an org, you will be required to authorize SOQL Studio to access the org. Authorization is straight-forward. You will be prompted with a Salesforce Login Dialog where you will provide Salesforce with your user credentials. After validating your credentials, Salesforce will ask you to allow or deny SOQL Studio access to the org. Click the “Allow” button and you’re done! You won’t have to go through this procedure again unless something happens in the org to invalidate the access you granted to SOQL Studio. Typically, this happens when working with a sandbox you’ve just refreshed. No worries, just go back into Manage Organizations and re-authorize the org.
Learn more about SOQL Studio, our other products and us by visiting our website. If you’ve never tried SOQL Studio, or tried an older version, we encourage you to start a 30-day free trial of SOQL Studio 2020.1 today!