Set up OAuth authentication for a clone target

task brazil Updated Sep 10, 2026 2 min read setup-clone-oauth.md
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Complete a one-time OAuth setup to register a target instance for cloning. This process generates a Client ID on the target instance and authorizes the connection from the source instance.

Before you begin

Both the source and target instances must be on Australia Patch 5 or later to use OAuth target authentication.

Roles required:

  • Source instance: clone_admin
  • Target instance: clone_admin and oauth_admin

Procedure

  1. Navigate to All > Clone Admin Console > Clone Home.

  2. Navigate to Configuration > Clone instances.

  3. Select New.

  4. In the Target Instance field, enter the target instance URL and select Continue.

    The system runs a version compatibility check.

    If the target instance doesn't support OAuth authentication, the system falls back to basic authentication. The target-instance user must have:

    • the clone_admin role
    • the soap role
    • identity_type set to machine on the user record Warning:

    The identity_type field may not appear on the User form by default. If it isn't visible, add it temporarily using Form Layout.

    Users with identity_type = machine can no longer log in to the instance UI. This configuration supports Basic Auth for automated and integration traffic only.

    recommends using OAuth for cloning. For more information, see Troubleshooting for registering target instance.

  5. Select Setup OAuth on Target.

    The target instance opens in a new browser tab.

  6. On the OAuth setup page, select Set up OAuth.

    The page generates a Client ID.

    If the Client ID is not generated, verify that you have the oauth_admin role on the target instance and that the page loaded completely before selecting Set up OAuth.

  7. Copy the Client ID.

  8. Return to the source instance browser tab.

  9. In the Client ID field on the Add Clone Target form, paste the Client ID.

  10. Select Add Target.

    The browser redirects to the target instance to complete authorization.

  11. Select Allow to grant consent.

    If your session has expired, log in to the target instance before granting consent.

    The browser redirects to the source instance.

    If the browser doesn't redirect to the source instance, return to the Clone Admin Console and select Reset OAuth or Retry to restart the authorization.

Result

The target instance is registered and authorized for clone requests.

What to do next

  • To submit a clone request to the new target, see Request a clone.
  • To reset or re-authorize OAuth for this target, see .
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