AQUILA - Salesforce Integration via JWT Authentication

With the OAuth 2.0 JWT bearer token flow, the client posts a JWT to the Salesforce OAuth token endpoint. Salesforce processes the JWT, which includes a digital signature, and issues an access token based on prior approval of the app.

This example shows the steps taken in the flow.

1. A report service begins its nightly batch report.

2. The connected app sends the JWT to the Salesforce token endpoint. The JWT enables identity and security information to be shared across security domains.

3. Salesforce validates the JWT based on a signature using a previously configured certificate and additional parameters.

4. Assuming that the JWT is valid and that the connected app has prior approval, Salesforce issues an access token. Prior approval happens in one of these ways:

If your connected app policy is set to Admin approved users are pre-authorized, you can use profiles and permission sets.
If your connected app policy is set to All users may self-authorize, you can use end-user approval and issuance of a refresh token. However, the client isn’t required to have a current or stored refresh token. The client also isn’t required to pass a client secret to the token endpoint.

Note: For both options, Salesforce issues a new access token only when the original access token includes at least one standard scope other than the refresh_token scope.

5. The connected app uses the access token to access the protected data on the Salesforce server.

6. The report service pulls the authorized data into its nightly report.

Note: This flow never issues a refresh token.

Create a JWT

Salesforce requires that a JWT is signed using RSA SHA256, which uses an uploaded certificate as the signing secret. Before using this authorization flow, make sure that you complete these steps.

Upload an X509 Certificate to a Java Key Store (JKS). The certificate size can’t exceed 4 KB. If it does, try using a DER encoded file to reduce the size.
Register the X509 Certificate for the connected app. The certificate corresponds to the private key of the app. When the connected app is saved, the client_id and client_secret are generated and assigned to the app.
Build an app that generates a JWT, which is signed with the X509 Certificate’s private key. The associated connected app uses the certificate to verify the signature. The JWT must conform with the general format rules specified in https://tools.ietf.org/html/rfc7519.

Note: Salesforce doesn’t require JWT ID (JTI) claims in your JWT bearer tokens. However, if you pass a JTI claim in your JWT bearer token, Salesforce validates that the JTI claim hasn’t been sent before. This validation prevents JWT replay attacks.

To create a valid JWT, take these steps.

1. Construct a JWT header with this format: {"alg":"RS256"}.

2. Base64url encode the JWT header as defined in http://tools.ietf.org/html/rfc4648#page-7. The result is similar to eyJhbGciOiJSUzI1NiJ9.

3. Construct a JSON Claims Set for the JWT with these parameters.

PARAMETER	DESCRIPTION
iss	The issuer must contain the OAuth client_id or the connected app for which you registered the certificate.
aud	The audience identifies the authorization server as an intended audience. The authorization server must verify that it’s an intended audience for the token. Use the authorization server’s URL for the audience value: https://login.salesforce.com, https://test.salesforce.com, or https://site.force.com/customers if implementing for an Experience Cloud site.
sub	If you’re implementing this flow for an Experience Cloud site, the subject must contain the user’s username. For backward compatibility, you can use principal (prn) instead of subject (sub). If both are specified, prn is used.
exp	The date and time at which the token expires, expressed as the number of seconds from 1970-01-01T0:0:0Z measured in UTC. Salesforce allows a 3-minute buffer for clock skew. For example, if the expiration time is set to 1,735,743,600 seconds or January 1, 2025 at 15:00:00 UTC, the token is still valid until 15:03:00 UTC on this date.

Here’s an example JSON Claim Set for the JWT.

{"iss": "3MVG99OxTyEMCQ3gNp2PjkqeZKxnmAiG1xV4oHh9AKL_rSK.BoSVPGZHQ
ukXnVjzRgSuQqGn75NL7yfkQcyy7", 
"sub": "my@email.com", 
"aud": "https://login.salesforce.com", 
"exp": "1333685628"}

4. Base64url encode the JWT Claims Set without any line breaks. For example:

eyJpc3MiOiAiM01WRzk5T3hUeUVNQ1EzZ05wMlBqa3FlWkt4bm1BaUcxeFY0b0hoOUFLTF9yU0su
Qm9TVlBHWkhRdWtYblZqelJnU3VRcUduNzVOTDd5ZmtRY3l5NyIsICJwcm4iOiAibXlAZW1haWwu
Y29tIiwgImF1ZCI6ICJodHRwczovL2xvZ2luLnNhbGVzZm9yY2UuY29tIiwgImV4cCI6ICIxMzMz
Njg1NjI4In0=

5. Create a string for the encoded JWT Header and the encoded JWT Claims Set in this format.

encoded_JWT_Header + "." + encoded_JWT_Claims_Set

In this example, the encoded JWT Header is highlighted.

eyJhbGciOiJSUzI1NiJ9.eyJpc3MiOiAiM01WRzk5T3hUeUVNQ1EzZ05wMlBqa3FlWkt4bm1BaUcxeFY0b0hoOUFLTF9yU0su
Qm9TVlBHWkhRdWtYblZqelJnU3VRcUduNzVOTDd5ZmtRY3l5NyIsICJwcm4iOiAibXlAZW1haWwu
Y29tIiwgImF1ZCI6ICJodHRwczovL2xvZ2luLnNhbGVzZm9yY2UuY29tIiwgImV4cCI6ICIxMzMz
Njg1NjI4In0=

6. Download the X509 Certificate from the JKS.

7. Sign the resulting string using RSA SHA256.

8. Create a string of the string from this step in this format.

existing_string + "." + base64_encoded_signature

In this example, the base64 encoded signature is highlighted.

eyJhbGciOiJSUzI1NiJ9.eyJpc3MiOiAiM01WRzk5T3hUeUVNQ1EzZ05wMlBqa3FlWkt4bm1BaUcxeFY0b0hoOUFLTF9yU0su
Qm9TVlBHWkhRdWtYblZqelJnU3VRcUduNzVOTDd5ZmtRY3l5NyIsICJwcm4iOiAibXlAZW1haWwu
Y29tIiwgImF1ZCI6ICJodHRwczovL2xvZ2luLnNhbGVzZm9yY2UuY29tIiwgImV4cCI6ICIxMzMz
Njg1NjI4In0=.iYCthqWCQucwi35yFs-nWNgpF5NA_a46fXDTNIY8ACko6BaEtQ9E6h4Hn1l_pcwcK
I_GlmfUO2dJDg1A610t09TeoPagJsZDm_H83bsoZUoI8LpAA1s-2aj_Wbysqb1j4uDToz
480WtEbkwIv09sIeS_-QuWak2RXOl1Krnf72mpVGS4WWSULodgNzlKHHyjAMAHiBHIDNt
36y2L2Bh7M8TNWiKa_BNM6s1FNKDAwHEWQrNtAeReXgRy0MZgQY2rZtqT2FcDyjY3JVQb
En_CSjH2WV7ZlUwsKHqGfI7hzeEvVdfOjH9NuaJozxvhPF489IgW6cntPuT2V647JWi7ng

This Java code is a simple example of constructing a JWT bearer token.

import org.apache.commons.codec.binary.Base64;
import java.io.*; 
import java.security.*; 
import java.text.MessageFormat;  

public class JWTExample {

  public static void main(String[] args) {

    String header = "{\"alg\":\"RS256\"}";
    String claimTemplate = "'{'\"iss\": \"{0}\", \"sub\": \"{1}\", \"aud\": \"{2}\", \"exp\": \"{3}\", \"jti\": \"{4}\"'}'";

    try {
      StringBuffer token = new StringBuffer();

      //Encode the JWT Header and add it to our string to sign
      token.append(Base64.encodeBase64URLSafeString(header.getBytes("UTF-8")));

      //Separate with a period
      token.append(".");

      //Create the JWT Claims Object
      String[] claimArray = new String[5];
      claimArray[0] = "3MVG99OxTyEMCQ3gNp2PjkqeZKxnmAiG1xV4oHh9AKL_rSK.BoSVPGZHQukXnVjzRgSuQqGn75NL7yfkQcyy7";
      claimArray[1] = "my@email.com";
      claimArray[2] = "https://login.salesforce.com";
      claimArray[3] = Long.toString( ( System.currentTimeMillis()/1000 ) + 300);
      claimArray[4]=<JTI>
      MessageFormat claims;
      claims = new MessageFormat(claimTemplate);
      String payload = claims.format(claimArray);

      //Add the encoded claims object
      token.append(Base64.encodeBase64URLSafeString(payload.getBytes("UTF-8")));

      //Load the private key from a keystore
      KeyStore keystore = KeyStore.getInstance("JKS");
      keystore.load(new FileInputStream("./path/to/keystore.jks"), "keystorepassword".toCharArray());
      PrivateKey privateKey = (PrivateKey) keystore.getKey("certalias", "privatekeypassword".toCharArray());

      //Sign the JWT Header + "." + JWT Claims Object
      Signature signature = Signature.getInstance("SHA256withRSA");
      signature.initSign(privateKey);
      signature.update(token.toString().getBytes("UTF-8"));
      String signedPayload = Base64.encodeBase64URLSafeString(signature.sign());

      //Separate with a period
      token.append(".");

      //Add the encoded signature
      token.append(signedPayload);

      System.out.println(token.toString());

    } catch (Exception e) {
        e.printStackTrace();
    }
  }
}

Request Access Token

To request an access token, the connected app posts a token request to the Salesforce instance’s token endpoint. It includes the JWT in the post.

This example shows a sample token request.

POST /services/oauth2/token HTTP/1.1
Host: login.example.com
Content-Type: application/x-www-form-urlencoded

grant_type= urn:ietf:params:oauth:grant-type:jwt-bearer&
assertion=eyJpc3MiOiAiM01WRz...[omitted for brevity]...ZT

Important: When developing OAuth integrations, always pass sensitive information in the body of a POST request or in a request header. Don't use GET parameters in the URL query string to pass sensitive information. Sensitive information includes but isn't limited to usernames, passwords, OAuth tokens, client secrets, and any personally identifiable information. For more information on security best practices, see Storing Sensitive Data in the Secure Coding Guide.

Include these parameters in the post.

PARAMETER	DESCRIPTION
grant_type	Use these values for the grant type: `urn:ietf:params:oauth:grant-type:jwt-bearer`.
assertion	The assertion is the entire JWT value.
format	(Optional) Use to specify the expected return format. This parameter overrides the request’s header. These formats are supported. `urlencoded` `json` (default) `xml`

Scope Parameter

You can’t specify scopes in a JWT bearer token flow. Scopes are issued according to the connected app’s Permitted Users policy or your org’s API Access Control settings, as shown in this table.

SETTING	RESULT
Permitted Users policy: All users may self-authorize	With a successful authorization, the scopes returned with the access token are derived from the scopes of prior approvals.
Permitted Users policy: Admin approved users are pre-authorized	Standard and custom scopes assigned to the connected app are returned with the access token.
API Access Control: Allowlist connected apps in your org	Standard and custom scopes assigned to the connected app are returned with the access token. If you allowlist connected apps in your org and don’t receive the expected scopes, take these steps. From Setup, in the Quick Find box, enter `OAuth`, and then select Connected Apps OAuth Usage. For the allowlisted connected app, click Block. For the allowlisted connected app, click Unblock.

Salesforce Grants Access Token

The OAuth 2.0 JWT bearer and SAML assertion bearer flow requests look at all previous approvals for the user that include a refresh token. If Salesforce finds matching approvals, it combines the values of the approved scopes. Salesforce then issues an access token. If Salesforce doesn’t find previous approvals that included a refresh token or any available approved scopes, the request fails as unauthorized.

After a successful verification, the Salesforce instance sends a response to the connected app. A token response for the OAuth 2.0 JWT bearer token flow follows the same format as an authorization code flow, although a refresh token is never issued.

This example shows a response from Salesforce.

{"access_token":"00Dxx0000001gPL!AR8AQJXg5oj8jXSgxJfA0lBog.
39AsX.LVpxezPwuX5VAIrrbbHMuol7GQxnMeYMN7cj8EoWr78nt1u44zU31
IbYNNJguseu",
"scope":"web openid api id","instance_url":"
https://yourInstance.salesforce.com","id":"
https://yourInstance.salesforce.com
/id/00Dxx0000001gPLEAY/005xx000001SwiUAAS","token_type":"Bearer"}

These parameters are in the body of the response.

PARAMETER	DESCRIPTION
access_token	OAuth token that a connected app uses to request access to a protected resource on behalf of the client application. Additional permissions in the form of scopes can accompany the access token.
token_type	A `Bearer` token type, which is used for all responses that include an access token.
scope	Scopes are issued according to the connected app’s Permitted Users policy or your org’s API Access Control settings. See Scope Parameter.
instance_url	A URL indicating the instance of the user’s org. For example: `https://yourInstance.salesforce.com/`.
id	An identity URL that can be used to identify the user and to query for more information about the user. See Identity URLs.
sfdc_site_url	If the user is a member of an Experience Cloud site, the site URL is provided.
sfdc_site_id	If the user is a member of an Experience Cloud site, the user’s site ID is provided. For Experience Cloud sites, this flow includes the `"sfdc_site_id"` value in the token endpoint. This site ID is potentially required in Connect REST API requests.

Access Protected Data

After the connected app receives the `access_token`, it can pass it as a bearer token in the Authorization header request. This example shows a REST API call to Experience Cloud sites:

https://site.force.com/customers/services/data/v32.0/ -H 
"Authorization: Bearer 00D50000000IehZ\!AQcAQH0dMHZfz972Szmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1E6 LYUfiDUkWe6H34r1AAwOR8B8fLEz6n04NPGRrq0FM"

Required fields for JWT Authentication Integration:

JWT Authentication Audience URL
JWT Authentication Client Key Path
Username
Client ID
Instance URL
Token URL

Provide this required fields to CyTech Support.

Reference Link:

OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration in Salesforce

If you need further assistance, kindly contact our support at support@cytechint.com for prompt assistance and guidance.

AQUILA - Salesforce Integration via JWT Authentication

With the OAuth 2.0 JWT bearer token flow, the client posts a JWT to the Salesforce OAuth token endpoint. Salesforce processes the JWT, which includes a digital signature, and issues an access token based on prior approval of the app.

This example shows the steps taken in the flow.

1. A report service begins its nightly batch report.

2. The connected app sends the JWT to the Salesforce token endpoint. The JWT enables identity and security information to be shared across security domains.

3. Salesforce validates the JWT based on a signature using a previously configured certificate and additional parameters.

4. Assuming that the JWT is valid and that the connected app has prior approval, Salesforce issues an access token. Prior approval happens in one of these ways:

If your connected app policy is set to Admin approved users are pre-authorized, you can use profiles and permission sets.

If your connected app policy is set to All users may self-authorize, you can use end-user approval and issuance of a refresh token. However, the client isn’t required to have a current or stored refresh token. The client also isn’t required to pass a client secret to the token endpoint.

Note: For both options, Salesforce issues a new access token only when the original access token includes at least one standard scope other than the refresh_token scope.

5. The connected app uses the access token to access the protected data on the Salesforce server.

6. The report service pulls the authorized data into its nightly report.

Note: This flow never issues a refresh token.

Create a JWT

Salesforce requires that a JWT is signed using RSA SHA256, which uses an uploaded certificate as the signing secret. Before using this authorization flow, make sure that you complete these steps.

Upload an X509 Certificate to a Java Key Store (JKS). The certificate size can’t exceed 4 KB. If it does, try using a DER encoded file to reduce the size.

Register the X509 Certificate for the connected app. The certificate corresponds to the private key of the app. When the connected app is saved, the client_id and client_secret are generated and assigned to the app.

Build an app that generates a JWT, which is signed with the X509 Certificate’s private key. The associated connected app uses the certificate to verify the signature. The JWT must conform with the general format rules specified in https://tools.ietf.org/html/rfc7519.

Note: Salesforce doesn’t require JWT ID (JTI) claims in your JWT bearer tokens. However, if you pass a JTI claim in your JWT bearer token, Salesforce validates that the JTI claim hasn’t been sent before. This validation prevents JWT replay attacks.

To create a valid JWT, take these steps.

1. Construct a JWT header with this format: {"alg":"RS256"}.

2. Base64url encode the JWT header as defined in http://tools.ietf.org/html/rfc4648#page-7. The result is similar to eyJhbGciOiJSUzI1NiJ9.

3. Construct a JSON Claims Set for the JWT with these parameters.

Here’s an example JSON Claim Set for the JWT.

4. Base64url encode the JWT Claims Set without any line breaks. For example:

5. Create a string for the encoded JWT Header and the encoded JWT Claims Set in this format.

In this example, the encoded JWT Header is highlighted.

6. Download the X509 Certificate from the JKS.

7. Sign the resulting string using RSA SHA256.

8. Create a string of the string from this step in this format.

In this example, the base64 encoded signature is highlighted.

This Java code is a simple example of constructing a JWT bearer token.

Request Access Token

To request an access token, the connected app posts a token request to the Salesforce instance’s token endpoint. It includes the JWT in the post.

This example shows a sample token request.

Include these parameters in the post.

Scope Parameter

You can’t specify scopes in a JWT bearer token flow. Scopes are issued according to the connected app’s Permitted Users policy or your org’s API Access Control settings, as shown in this table.

Salesforce Grants Access Token

After a successful verification, the Salesforce instance sends a response to the connected app. A token response for the OAuth 2.0 JWT bearer token flow follows the same format as an authorization code flow, although a refresh token is never issued.

This example shows a response from Salesforce.

These parameters are in the body of the response.

Access Protected Data

After the connected app receives the access_token, it can pass it as a bearer token in the Authorization header request. This example shows a REST API call to Experience Cloud sites:

Required fields for JWT Authentication Integration:

JWT Authentication Audience URL

JWT Authentication Client Key Path

Username

Client ID

Instance URL

Token URL

Provide this required fields to CyTech Support.

After the connected app receives the `access_token`, it can pass it as a bearer token in the Authorization header request. This example shows a REST API call to Experience Cloud sites: