This guide walks you through the process of integrating Salesforce with a web application using a Connected App and the OAuth 2.0 JWT Bearer Flow. It covers steps like setting up the appropriate Salesforce user permissions, creating a self-signed certificate, configuring the Connected App in Salesforce, and implementing authentication and data exchange routes in a Next.js environment. The goal is to securely fetch and post data to Salesforce from your app without requiring user login each time.

Create an Integration User

Create a Private Key and Self-Signed Digital Certificate

Setting up a Connected App in Salesforce for OAuth 2.0 JWT Bearer Flow

Update Salesforce API Only System Profile

Creating a Next.js Route for Salesforce OAuth JWT Bearer Flow

Creating an API route to read and write data to Salesforce

Defining Custom Fields in Salesforce