Salesforce Password Login

I recently got an e-mail with a question on the Salesforce REST API that I thought I had covered, but it looks like I didn’t. The question is, is there a way to use the REST API with a username and password instead of OAuth? The answer is yes, and this article will explain how to do it.

You will want to refer to my original article on the Salesforce.com REST API since there are a number of concepts that are the same which I will not cover in detail here.

The first thing you will need to do is setup Remote Access in Salesforce.com just like you do when you access the REST interface using OAuth. Refer to my original article for instructions on how to do this. Once setup you will get a Consumer Key and Consumer Secret which you will need for the password login process.

You will also need, of course, a Salesforce username and password you want to login in with. Finally you will need the Security Token for that account. To get this, login to Salesforce with that account, click the down arrow next to your name in the top right and click Setup, click the down arrow next to My Personal Information on the left, click Reset My Security Token, then click the Reset Security Token button. Once you do this a new security token will be sent to the e-mail address you have configured for this account. 

You can get around using the security token by registering an IP address or range of IP addresses as trusted. To do this, in the Salesforce setup, select Network Access from the Security Controls section. On that screen you can enter one or more ranges of IP addresses of computers you trust. You would have to register the IP address of any computer that is going to make calls to the REST API.

Now that we have this information we can make a call to Salesforce to get the access token that will be needed to make all the other REST calls. Here is the code to do this.

private void GetToken(string consumerKey, string consumerSecret,string username, string password, string securityToken) { 
            string URI = "https://login.salesforce.com/services/oauth2/token"; 
            StringBuilder body = new StringBuilder(); 
            body.Append("grant_type=password&"); 
            body.Append("client_id=" + consumerKey + "&"); 
            body.Append("client_secret=" + consumerSecret + "&"); 
            body.Append("username=" + username + "&"); 
            body.Append("password=" + password + securityToken); 
            string result = HttpPost(URI, body.ToString()); 
        }

This is similar to the code we used get the access token using OAuth but instead of passing in the authentication code we use the username password and security token instead. You will notice that the security token is simply appended to the end of the password. If you have registered your computer as trusted you will just be sending the password without the security token.

This function will return a string containing the access token structure encoded in JSON. Refer to the original article for details on how to extract the access token. Once you have the access token the REST API can be used just like you do when logging in with OAuth.

I have attached a new demo application that shows how to access the REST API using both OAuth and username/password authentication. Be sure to fill out the variables at the top of MainForm.cs with your consumer Key, consumer Secret, etc.
Visual Studio 2010 Salesforce REST API Demo

Visual Studio 2011 Beta Search

I have been looking at the new features in Visual Studio 2011 and one area they have made a lot of improvements in is search. As I showed in my post on the Solution Explorer  there is now a search box that allows you to quickly find files in the solution explorer, but there are also other areas where search has been improved.

One of these is the quick launch box which you will find at the right end of the menu bar.

If you type a word in the box and hit enter you will get a list of all the menus and options that contain that keyword. Clicking on one of the menu items will directly execute that command, and click on a Options item will take you to that section of the options dialog.

With the large number of menu and settings options in Visual Studio the quick launch can make it much easier to find commands and options, especially ones you don’t use often.

Another area where some small improvements have been made is in the quick find function. The quick find box is a little cleaner and works a bit differently then it did in VS 2010.

The search direction options are now on a drop down menu next to the search box which defaults to Find Next. This makes it fairly intuitive to they way we normally search.

The scope selection icon has also been removed from the search box. You can access the scope selection by clicking the arrow in the upper left corner of the search box to expand it  into a search/replace box. You will now see the scope select option. You will also notice that the replace option is shown below the find option unlike in 2010 where they were side by side. I feel this is a more logical layout and should also reduce the change of the search box hiding a piece of code.