Skip to main content

Basic Authentication

How to configure Basic Authentication in Payloads

Updated over 2 months ago

Basic Authentication is the simplest Credential type in Payloads. This guide shows how to assign a Basic Authentication Credential to a payload, run it, and verify that the Authorization header is sent correctly.

Who this guide is for

This guide is for Salesforce admins and integration builders who need to authenticate outbound payload requests with a username and password.

Before you begin

Make sure you already have:

  • a Payload record which calls out to another system

  • a Basic Authentication Credential

  • an external endpoint you can inspect (for example, Beeceptor)

How to configure & test the Credential

Review the Basic Authentication Credential

Open your Basic Authentication Credential and confirm the values are set.

Payloads builds the Authorization header automatically and shows the generated header preview at the bottom of the record.

Attach the Credential to the Payload

Open your Payload, click Edit, then set the Credential field to your Basic Authentication credential.

Run the Payload

From the payload record, click Run Payload. If the payload has no inputs, run it immediately.

After execution, confirm the job completes successfully.

Confirm headers in your Job

Open the completed Job, go to Webhook and then Headers. Confirm there is an Authorization header and that the value starts with Basic.

Confirm headers in the external system

In your external endpoint tool, open the received request and view the request headers. Confirm the Authorization header is present with a Basic ... value.

What “done” looks like

Your setup is correct when:

  • the Payload runs successfully

  • Job headers show an Authorization header with a Basic value

  • the external system shows the same header on the received request

Summary

With Basic Authentication in Payloads, you set the Credential once, assign it to the Payload, and Payloads handles the Authorization header for each run.

Did this answer your question?