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Devices and Things

Module 5 of 7 in the chapter SSO or OAuth? Choosing the Mechanism, chapter 5 of Securing Salesforce: Identity and Access. Each module stands on its own.

The question this module answers: What if the thing starting the conversation isn’t a person or a server, but a device?

The map has two more rows, at the bottom. They’re short, and they don’t come up often, but you should know where they sit.

  • A device, with a person who approves it. The device starts it, then a person gets involved to say yes.
  • A connected thing. A sensor or a machine that sends its data to Salesforce on its own.

Both reach Salesforce’s API, so both are OAuth.

You’ve done this one at home. You set up someone’s TV, open a streaming app, and select sign in. The TV has no keyboard, or a terrible one. So instead of asking for a password, it puts a code on the screen, or a QR code. That code is only good for a few minutes.

You pick up your phone, go to the address it shows, log in there, and type in the code or scan it. And while you do, the TV is checking: am I allowed in? Am I allowed in? Am I allowed in? The moment you approve, the next check says yes, and the token goes to the TV, not to you.

That’s the device flow. Salesforce describes it as being for “apps that run on devices with limited input or display capabilities, such as Smart TVs, appliances, and other IoT devices”, and command-line apps can use it too (S1). In Salesforce, both codes, the one the device holds and the one the person types in, are valid for 10 minutes, and the device waits a set number of seconds between its checks (S10). The key element is that it starts with the device. The person and the device aren’t connected electronically. They’re connected visually, by a code you read off one screen and type into another.

A code approved on another screen only proves that someone approved it, not that they started it. So Salesforce has narrowed where the flow works, to “prevent illegitimate use of the device flow” (S4). From November 30, 2026, the device flow works only for local External Client Apps with a localhost callback URL; it stops working for connected apps and packaged External Client Apps (S4). If you meet a device flow integration, check it against that rule. And only approve a code you started yourself.

The last row is the internet of things: devices that send data with no person involved at all. You might have assets in your Salesforce org, records for the machines you’ve sold or installed, and want those machines to connect up to Salesforce and send their data.

That’s the asset token flow. An asset token is a JWT that identifies the device to the service that handles its stream of data, and links it to the customer, account or contact in Salesforce (S1). You won’t set this one up often, but now you know where it sits: a thing, reaching the API, as itself.

Test knowledge. Not big on the test, in my experience. Know which row each one fits: the device flow when a device with no keyboard needs a person to approve it, the asset token flow for connected things linked to asset records.

On the grid of every way to sign in (module 6), this module is one short set: devices and things.

On the map: devices and things On the map of every way to sign in: Devices and things (the device starts it); Device flow (a code on another screen, ch 5, 9); Asset token flow (connected things, ch 5, 11). {"author": "Steve Simpson", "blueprint": "1.0.0", "builder": "standard 1.58.0", "built": "2026-11-03", "id": "DGM-IAM-CD-08", "rights": "\u00a9 2026 Twinshark LLC. All rights reserved.", "template": "cells 0.5.0", "theme": "stevetecharc 1.4.0"} THE SET: WHO SIGNS IN, AND HOW THE MECHANISMS Devices and things the device starts it Device flow a code on another screen · ch 5, 9 Asset token flow connected things · ch 5, 11 HOW TO READ IT met in Part 1 (chapters 2 to 5) © 2026 Twinshark LLC · stevetecharc.com
Click to enlarge

In 2023 I made a video of the device flow, with a demo. The note under the video says what’s still right and what’s changed since.

STA 3.15 · Understanding Salesforce OAuth Device Flow: Explanation and Demo · 9:41 · published 2023-10-09 · plays from YouTube when you click it · Watch on YouTube · More videos: Salesforce Identity & Access Videos

Module 6 puts all seven rows in one table, with the flows that are retiring.

  • Whether any device or connected thing reaches the org, and through which flow.
  • For the device flow: a local External Client App with a localhost callback (from 2026-11-30), and what users are told about approving codes.
  • For connected things: which asset records they link to, and what data they may send.