PTC Orbit for Administrators > Installation and Configuration > Creating OAuth Connection in Matillion
Creating OAuth Connection in Matillion
Create a Matillion OAuth connection that uses the Salesforce client credentials.
Prerequisite
• You must have the Consumer Key and Consumer Secret from the External Client App.
Perform the following steps to create the OAuth connection in Matillion.
1. On the Salesforce Setup page, go to Settings > Company Settings > My Domain and note the My Domain Name value. For example, svmx-nm-3729.
2. Sign in to Matillion, open your project, and click the OAuth tab.
3. Click Add OAuth connection.
4. Provide the details for the following fields.
Field
Description
OAuth name
A unique, descriptive name for your OAuth connection.
Provider
Select Salesforce.
Authentication type
Select OAuth 2.0 client credentials.
5. Enter the Token URL, Client ID (Consumer Key), and Client Secret (Consumer Secret).
6. Click Save and Close.
7. Click Add.
8. Open the pipeline for Salesforce sync and select the Salesforce Load component.
9. In the Connect section, set Authentication Type to OAuth 2.0 Client Credentials.
10. For the Authentication field, select the OAuth connection you created.
The Salesforce Load component authenticates to Salesforce using the OAuth 2.0 Client Credentials flow through the External Client App.
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