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Add platform-specific integration user guidance on credential page#777

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feature/142-platform-creds
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Add platform-specific integration user guidance on credential page#777
hunterachieng wants to merge 4 commits into
mainfrom
feature/142-platform-creds

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@hunterachieng hunterachieng commented May 8, 2026

Short Description

Improved the Credentials page and Google Sheets/Drive adaptor docs with platform-specific integration user guidance, service account recommendations, and updated credential screenshots.

Closes #742

Details

Adds platform-specific integration user guidance to the Credentials page and relevant Google adaptor pages. The Credentials page now links out to Salesforce and Google Sheets for platform-specific advice rather than duplicating content.

The Google Sheets and Google Drive adaptor pages each gain a "Using a Google Service Account" section covering least-privilege scope recommendations and resource sharing, plus updated screenshots for both OAuth and access token credential types.

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Comment thread adaptors/googledrive.md Outdated
Comment thread adaptors/googledrive.md Outdated
## Authentication

Google Drive uses OAuth 2.0 access tokens for API authentication:
Google Drive supports two credential types in OpenFn: **OAuth2** and a raw **access token**.
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@hunterachieng this not accurate, the raw access token is the OAuth 2.0 access token, Please revert this back to

Google Drive uses OAuth 2.0 access tokens for API authentication:

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@mtuchi I checked how we can add credentials for Google Drive and it uses both OAuth and you can add a raw access token on the creds page

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@hunterachieng yes it's true you can add raw credential with any adaptor not only googlesheet, Are you saying it's possible to create a long lived access token from google cloud console ?

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No, the token only lives for 1 hour. Should I change and only focus on Oauth2?

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@hunterachieng Yes, i think the way it was before is fine, we can add a foot note saying If you need to test the adaptor locally you, you can generate a 1hour token using gcloud cli

Comment thread adaptors/googledrive.md Outdated
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Hey @hunterachieng i left some comments in googledrive adaptor can you work on those and see if also you the other adaptor need the same changes

Signed-off-by: Hunter Achieng <[email protected]>
@hunterachieng hunterachieng requested a review from mtuchi May 26, 2026 14:33
Comment thread adaptors/googledrive.md Outdated
@hunterachieng hunterachieng requested a review from mtuchi May 28, 2026 11:27
@mtuchi mtuchi changed the title Improve Credentials page with platform-specific integration user guidance Add platform-specific integration user guidance on credential page May 29, 2026
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mtuchi commented May 29, 2026

Pausing review, we might need to close this pr after all. I just found out that we don't support Service Account type of credential in our Google adaptors.

See my full comment here @hunterachieng #742 (comment)

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Add platform-specific integration user recommendations

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