laxmanhalaki/Centralized_Rreporting_System

yashwin-foxy af8cc5d52d sales force integrated

2025-10-10 12:05:17 +05:30

12 KiB

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🎉 Salesforce Authentication Integration - Implementation Summary

Overview

Successfully implemented Salesforce OAuth authentication for the Centralized Reporting System, enabling users to authenticate with Salesforce through the CRM & Sales Integration category.

✅ What Was Implemented

1. SalesforceAuth Component (`src/modules/integrations/screens/SalesforceAuth.tsx`)

Full OAuth 2.0 authentication flow using WebView
Mobile-optimized with display=touch parameter
Authorization code capture and exchange
Comprehensive error handling
Loading states with processing modal
Deep linking support for OAuth callback
Similar architecture to ZohoAuth for consistency

2. Updated IntegrationCategoryScreen (`src/modules/integrations/screens/IntegrationCategoryScreen.tsx`)

Added Salesforce authentication support
Added checkSalesforceToken() function to verify existing tokens
Updated handleReAuthenticate() to support both Zoho and Salesforce
Added Salesforce Auth modal integration
Enhanced authentication logic to distinguish between services
Added re-authentication button for Salesforce

3. Deep Linking Configuration

iOS: Updated Info.plist with CFBundleURLTypes for custom URL scheme
Android: Already configured in AndroidManifest.xml (existing deep linking support)
URL Scheme: centralizedreportingsystem://oauth/salesforce/callback

4. Comprehensive Setup Guide (`src/modules/integrations/screens/SALESFORCE_SETUP.md`)

Step-by-step Salesforce Connected App creation
OAuth configuration instructions
Mobile app configuration guide
Backend implementation guidance
Troubleshooting section
Security best practices
Testing procedures

🔧 Configuration Required

Step 1: Create Salesforce Connected App

Access Salesforce Setup
- Log in to Salesforce (Production or Sandbox)
- Click gear icon (⚙️) → Setup
Create Connected App
- Navigate to App Manager
- Click "New Connected App"
- Fill in basic information:
  - Name: Centralized Reporting System
  - Contact Email: Your email
Enable OAuth Settings
- Check "Enable OAuth Settings"
- Callback URL: centralizedreportingsystem://oauth/salesforce/callback
- Select OAuth Scopes:
  - Access the identity URL service (id, profile, email, address, phone)
  - Access unique user identifiers (openid)
  - Perform requests at any time (refresh_token, offline_access)
  - Manage user data via APIs (api)
Save and Retrieve Credentials
- Wait 2-10 minutes for processing
- Navigate back to App Manager → View your app
- Copy the Consumer Key (Client ID)
- Reveal and copy the Consumer Secret (Client Secret)

Step 2: Update Application Configuration

Open src/modules/integrations/screens/SalesforceAuth.tsx and update:

const SALESFORCE_CONFIG = {
  // ⚠️ REPLACE with your Consumer Key from Salesforce
  CLIENT_ID: 'YOUR_CONSUMER_KEY_HERE',
  
  // This must match exactly what you configured in Salesforce
  REDIRECT_URI: 'centralizedreportingsystem://oauth/salesforce/callback',
  
  // Production: https://login.salesforce.com
  // Sandbox: https://test.salesforce.com
  AUTH_BASE_URL: 'https://login.salesforce.com',
  
  RESPONSE_TYPE: 'code',
  DISPLAY: 'touch',
};

Step 3: Backend Token Exchange

Your backend needs to implement the token exchange endpoint:

Endpoint: POST /api/v1/integrations/manage-token

Request Body:

{
  "authorization_code": "aPrxXXXXXXXXX",
  "id": "user-uuid",
  "service_name": "salesforce",
  "access_token": "user-session-token"
}

Backend Should:

Receive the authorization code

Exchange it with Salesforce for an access token:

POST https://login.salesforce.com/services/oauth2/token
Content-Type: application/x-www-form-urlencoded

grant_type=authorization_code
&code={AUTH_CODE}
&client_id={CLIENT_ID}
&client_secret={CLIENT_SECRET}
&redirect_uri={REDIRECT_URI}

Store tokens securely (encrypted)
Return success/failure response

Salesforce Response:

{
  "access_token": "00D...ABC",
  "refresh_token": "5Aep...XYZ",
  "instance_url": "https://yourinstance.salesforce.com",
  "id": "https://login.salesforce.com/id/00D.../005...",
  "token_type": "Bearer",
  "issued_at": "1699999999999"
}

Step 4: Optional - Data Sync Endpoint

If you want to sync Salesforce data, implement:

Endpoint: POST /api/v1/integrations/salesforce/sync/schedule

This is called automatically after successful authentication to initiate data synchronization.

🚀 How to Use

For End Users:

Navigate to Integration
- Open app → Integrations tab
- Tap "CRM & Sales Integration"
Select Salesforce
- Tap on "Salesforce" service
- If not authenticated, Salesforce login screen will appear
Authenticate
- Enter Salesforce credentials
- Complete 2FA if enabled
- Approve OAuth permissions
Success
- Authorization code is captured
- Backend exchanges code for tokens
- Processing modal shows progress
- Modal closes automatically on success
Re-authenticate (Optional)
- Tap the "Re-auth" button next to Salesforce
- Useful for changing organizations or refreshing permissions

🗂️ File Structure

src/modules/integrations/screens/
├── SalesforceAuth.tsx                 # New: Salesforce OAuth component
├── ZohoAuth.tsx                       # Existing: Zoho OAuth component
├── IntegrationCategoryScreen.tsx      # Updated: Added Salesforce support
├── SALESFORCE_SETUP.md                # New: Setup documentation
└── ...

ios/CentralizedReportingSystem/
└── Info.plist                         # Updated: Added CFBundleURLTypes

android/app/src/main/
└── AndroidManifest.xml               # Already configured (no changes needed)

🔒 Security Considerations

Never Commit Credentials
- Store Client ID and Secret in environment variables
- Use .env files (don't commit to Git)
- Example:
```
# .env
SALESFORCE_CLIENT_ID=your_consumer_key
SALESFORCE_CLIENT_SECRET=your_consumer_secret
```
Backend Token Storage
- Encrypt tokens before storing
- Use secure database encryption
- Implement token rotation
HTTPS Only
- Always use https:// for Salesforce APIs
- Never downgrade to HTTP in production
Minimal Scopes
- Request only necessary OAuth scopes
- Avoid full access unless required
State Parameter (Future Enhancement)
- Consider adding CSRF protection with state parameter
- Validate state on callback

🧪 Testing Checklist

Create Salesforce Connected App
Update CLIENT_ID in SalesforceAuth.tsx
Backend token exchange endpoint is ready
Build and run the app (both iOS and Android)
Navigate to CRM & Sales Integration
Tap Salesforce service
Complete OAuth flow
Verify authorization code is captured
Check backend logs for successful token exchange
Test re-authentication flow
Test with Production Salesforce org
Test with Sandbox Salesforce org (if applicable)
Verify error handling (wrong credentials, network failure)
Test deep linking callback on both platforms

🐛 Common Issues & Solutions

Issue 1: "redirect_uri_mismatch"

Solution: Ensure the redirect URI in code exactly matches Salesforce Connected App configuration.

Issue 2: "invalid_client_id"

Solution: Wait 2-10 minutes after creating Connected App, or verify the Client ID is correct.

Issue 3: WebView Doesn't Load

Solution: Check internet connection, verify AUTH_BASE_URL is correct.

Issue 4: App Doesn't Capture Code

Solution: Verify deep linking is configured correctly in Info.plist and AndroidManifest.xml.

Issue 5: Backend Token Exchange Fails

Solution: Verify backend endpoint, check Consumer Secret, ensure authorization code hasn't expired (15 min limit).

📊 Architecture Flow

User Taps Salesforce
       ↓
Check for Existing Token (checkSalesforceToken)
       ↓
   [No Token?]
       ↓
Open SalesforceAuth Modal
       ↓
Display Salesforce Login (WebView)
       ↓
User Authenticates
       ↓
Salesforce Redirects to: centralizedreportingsystem://oauth/salesforce/callback?code=...
       ↓
App Captures Authorization Code
       ↓
Send Code to Backend (manageToken API)
       ↓
Backend Exchanges Code for Tokens (Salesforce API)
       ↓
Backend Stores Tokens (Encrypted)
       ↓
[Optional] Schedule Data Sync
       ↓
Success! Close Modal
       ↓
User is Authenticated

📋 Next Steps

Immediate (Required):

✅ Create Salesforce Connected App
✅ Update CLIENT_ID in SalesforceAuth.tsx
✅ Implement backend token exchange endpoint
✅ Test the integration end-to-end

Future Enhancements:

Add token refresh logic
Implement data synchronization from Salesforce
Add Salesforce dashboard screens
Support multiple Salesforce orgs per user
Add offline token management
Implement webhook support for real-time updates
Add analytics for Salesforce data
Create Salesforce-specific widgets

📚 Resources

Documentation Files:

Setup Guide: src/modules/integrations/screens/SALESFORCE_SETUP.md
Component: src/modules/integrations/screens/SalesforceAuth.tsx
Integration Screen: src/modules/integrations/screens/IntegrationCategoryScreen.tsx

External Resources:

🎯 Key Features

✅ Full OAuth 2.0 authentication flow
✅ Mobile-optimized login experience
✅ Automatic authorization code capture
✅ Backend token exchange integration
✅ Re-authentication support
✅ Comprehensive error handling
✅ Loading and processing states
✅ Deep linking configuration
✅ Production and Sandbox support
✅ Consistent with existing Zoho integration

🤝 Support

If you encounter issues:

Check the SALESFORCE_SETUP.md guide
Review console logs for error messages
Verify Salesforce Connected App configuration
Check backend logs for token exchange errors
Test with both Production and Sandbox environments

Implementation Date: October 2025
Status: ✅ Complete - Pending Configuration
Version: 1.0.0

📝 Notes for Developers

The Salesforce authentication follows the same pattern as Zoho authentication for consistency
Authorization codes expire in 15 minutes - ensure timely backend exchange
The manageToken API endpoint is reused for both Zoho and Salesforce (differentiated by service_name parameter)
Deep linking is already configured for the app; Salesforce uses the same scheme
The component includes comprehensive logging for debugging
Error handling includes automatic retry functionality
The processing modal provides user feedback during async operations

Ready to Deploy! 🚀

Once you've completed the configuration steps above, the Salesforce integration will be fully functional. Users will be able to authenticate with their Salesforce accounts directly from the CRM & Sales Integration category.

12 KiB Raw Blame History