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Token Exchange Handlers

Token Exchange Handlers is a Setup page for managing Apex classes that handle OAuth token exchange flows.

§ 01

Definition

Token Exchange Handlers is a Setup page for managing Apex classes that handle OAuth token exchange flows. These handlers implement custom logic for exchanging tokens between identity providers and Salesforce, enabling complex authentication scenarios like token delegation and cross-cloud identity federation.

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In plain English

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Here's a simple way to think about it: Token Exchange Handlers fit the platform into modern OAuth flows - token delegation, cross-cloud federation, custom claims. The Apex extension point where complex authentication scenarios get implemented.

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Worked example

scenario · real-world use

The developer at FinServe Bank creates a Token Exchange Handler that accepts tokens from their internal identity system and exchanges them for Salesforce access tokens. This allows their custom banking portal to seamlessly authenticate users into Salesforce APIs using the bank's existing token infrastructure without requiring users to log in separately to Salesforce.

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Why Token Exchange Handlers fit the platform into modern OAuth flows

Standard OAuth flows handle most authentication scenarios cleanly. Modern integrations sometimes need more - token delegation, cross-cloud identity federation, exchange of one token type for another, custom claims processing. Token Exchange Handlers is the Apex extension point where developers implement that custom logic. Define the class, register it as a handler, and the platform invokes it during the relevant OAuth exchange step.

The reason this is a niche capability worth knowing about is that the use cases that need it tend to be high-value. Federation across multi-cloud environments, partner-to-tenant token exchange, scenarios where the standard OAuth grant types don't quite fit - each is a specific integration problem that without this hook would require external infrastructure. Use it sparingly, document it carefully (because the next admin will not have come across it before), and treat each handler as a piece of security-sensitive code worthy of careful review.

§ 05

How organizations use Token Exchange Handlers

Vanguard Solutions

Built token exchange for partner-to-tenant federation; eliminated need for external auth infrastructure.

Atlas Manufacturing

Cross-cloud identity federation handles employee SSO across Salesforce and AWS; the handler bridges the protocols.

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Trust & references

Official documentation

Straight from the source - Salesforce's reference material on Token Exchange Handlers.

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