Setup Guide to Configure Salesforce with Drupal

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Step 1: Configure Salesforce as an OAuth Server

  • First of all, go to https://login.salesforce.com/ and log into your Salesforce account.
  • You will be presented with the following screen. Go to Platform Tools > Apps > App Manager.
    • App Manager
  • Click on New Connected App.
    • New Connected App
  • You will be taken to the application settings page. Configure the application like so.
    • App Manager For New App
  • Check the Enable Oauth Settings and you will be shown more options to configure, Such as, Callback URL (Enter from miniOrange Oauth Client module) and Scopes. Select the scopes as required. Make sure that the same scopes are also added in miniOrange Oauth Client module and then scroll all the way to the bottom to click on Save.
    • Enable OAuth Settings
  • You will be taken to Application Management page. Here, you will find Consumer ID and Consumer Secret.
    • Client Credentials
  • Copy these credentials in miniOrange Oauth Client module configuration as Client ID and Client Secret.
  • You have successfully completed your Salesforce App OAuth Server side configurations.

Step 2: Configure miniOrange Drupal Oauth Client module.

  • Login in your Drupal site’s admin console and click on Extend/Module from the top navigation bar.
  • Select the Install new module option to install a new module on your Drupal site.
    • Install New Module
  • Upload the downloaded zip file of the Module and click on the Install button to continue.
  • Click on Extend/Modules from the top navigation bar again and scroll down till you find miniOrange OAuth Client. Click on the checkbox next to it and click on the Install button to enable the module.
    • Miniorange OAuth install
  • Now click on Configuration in Drupal dashboard then click on Drupal OAuth Client Configuration.
    • Drupal OAuth Configuration
  • In Configure OAuth Application:

    1. Select application from dropdown list.
    2. Copy the CallBack/Redirect URL and save it on your OAuth Provider.
    3. Fill in the following details:

      1. Custom app name
      2. Display Name
      3. Client ID which is application ID from Step 1.
      4. Client Secret which is key value from step 1.
      5. Scope
      6. Authorize Endpoint
      7. Access Token Endpoint
      8. Get User Info Endpoint
    4. Then click on save configuration
    5. Now click on the Test Configuration button. This Test Configuration link will give you the list of the attributes that are coming from your OAuth Provider.
  • Copy the email and the name attributes and save them under the Attribute & Role Mapping tab in the Email Attribute and Name Attribute text field respectively.
    Please note: This step is mandatory for your login to work. Click on the Save Configuration button to save your attribute configurations.
    • Save Configuration
  • Now logout and go to your Drupal 8 site’s login page, you will automatically find a Login with there. If you want to add your login link to other pages as well, please follow the steps given in the below image:
    • Instructions to add login link to different pages
  • If you want to check out our complete list of features and our various licensing plans, you can go to the Upgrade Plans tab in the module.
    • Congratulations, you have successfully configured the miniOrange Drupal OAuth Client module.
    Scope: id
    Authorize EndPoint: https://login.salesforce.com/services/oauth2/authorize
    Access Token Endpoint: https://login.salesforce.com/services/oauth2/token
    Get User Info Endpoint: https://login.salesforce.com/services/oauth2/token

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