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Configure Salesforce OAuth JWT Authentication for Kolleno

Set up secure API access between Salesforce and Kolleno using JWT authentication with certificates and a Connected App.

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Overview

This guide configures Salesforce OAuth JWT authentication for Kolleno, enabling automated API access using:

  • Consumer Key (Client ID)

  • Salesforce Username

  • Private Key

No user interaction or password sharing is required.


Prerequisites

  1. Admin Access: To create certificates and Connected Apps in Salesforce.

  2. Integration User: A dedicated Salesforce user account for Kolleno (e.g., api@yourcompany.com).

  3. Profile Permissions

    The integration user's profile must have the following:

    • API Enabled

    • At minimum, Read access to the Account object. This permission is necessary because Salesforce may validate object visibility during authentication or during initial requests.


Step 1: Generate a Certificate & Private Key

Choose one method below:

Method A: Generate in Salesforce (Recommended)

  1. Go to SetupCertificate and Key ManagementCreate Self-Signed Certificate.

  2. Name it (e.g., Kolleno_JWT_Cert).

  3. Save → Salesforce generates a certificate and private key.

  4. Export the Private Key:

    • In Certificate and Key Management, click your certificate → Export to Keystore → Download the .jks file.

    • Use KeyStore Explorer (GUI) or keytool (CLI) to extract the private key as key file, must be in pem format.

Method B: Generate via OpenSSL

Generate private key (PEM format)

openssl genpkey -algorithm RSA -out kolleno.key -pkeyopt rsa_keygen_bits:2048

Generate self-signed certificate

openssl req -new -x509 -key kolleno.key -out kolleno.crt -days 365`
  • Use kolleno.key as your private key.

  • Upload kolleno.crt to Salesforce in Step 2.


Step 2: Create an External Client App

  1. Go to SetupExternal Client App ManagerNew External Client App

  2. Configure settings:

    • External Client App Name: Kolleno Integration

    • Contact Email: Your email

    • Distribution State: Local

    • Callback URL: http://localhost (doesn’t matter for this integration, but the url is still required by Salesforce)

  3. Under API (Enable OAuth Settings):

    • Enable OAuth Settings

    • Callback URL: http://localhost

    • Enable JWT Bearer Flow:

      • Perform requests at any time (refresh_token, offline_access)

      • Manage user data via APIs (api)

    • Use Digital Signatures → Upload your certificate (.crt file).

    • Create

    • Copy Consumer Key and Secret under SettingsOAuth Settings


Step 3: Assign Permissions

  1. In your External Client App ManagerManageEdit Policies:

    • Permitted Users: Set to Admin approved users are pre-authorized.

  2. Assign the app to the integration user’s Profile or Permission Set:

    a. Go to Select Profiles → Add the integration user’s profile → Save


Step 4: Gather Credentials for Kolleno

Credential

How to Obtain

Consumer Key

From the Manage External Client App details (Step 2).

Username

Salesforce login email of the integration user (e.g., api@yourcompany.com).

Private Key

Exported from Salesforce (.key) or generated via OpenSSL.

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