For anyone who is as stuck and frustrated as I was, I've left a detailed blog post on the entire process (with pictures and ranty commentary!). Click the link if you want that:
http://www.calvinfroedge.com/salesforce-how-to-generate-api-credentials/
Here is a text only answer:
Step 1:
Create an account. You can create a (free) developer account at developer.salesforce.com
Step 2:
Ignore all the landing pages and getting started crap. It's an endless marketing loop.
Step 3:
Click the "Setup" link
Step 4:
In the lefthand toolbar, under "Create", click "Apps"
Step 5:
Under "Connected Apps" click "New"
Step 6:
Fill out the form. Important fields are the ones marked as required, and the oauth section. Note that you can leave any url for your callback (I used localhost).
Step 7:
Be advised that Salesforce has crappy availability.
Step 8:
Press continue. You finally have your client_id key (labelled 'Consumer Key') and client_secret (labelled 'Consumer Secret').
Step 9:
But wait! You're not done yet; select 'Manage' then 'Edit Policies'
Make sure IP relaxation is set to Relax IP restrictions,
and make sure that Permitted Users is set to "All users may self-authorize.",
and also make sure the your Security > Network Access > Trusted IP Ranges has been set
If you're concerned about disabling security, don't be for now, you just want to get this working for now so you can make API calls. Tighten permissions once you have everything working, one at a time, so you can figure out what setting is giving you authentication errors.
Step 10:
Celebrate! This curl call should succeed:
on production:
curl -v https://login.salesforce.com/services/oauth2/token
-d "grant_type=password"
-d "client_id=YOUR_CLIENT_ID_FROM_STEP_8"
-d "client_secret=YOUR_CLIENT_SECRET_FROM_STEP_8"
-d "[email protected]" -d "[email protected]"
on sandbox or test:
curl -v https://test.salesforce.com/services/oauth2/token
-d "grant_type=password"
-d "client_id=YOUR_CLIENT_ID_FROM_STEP_8"
-d "client_secret=YOUR_CLIENT_SECRET_FROM_STEP_8"
-d "[email protected]" -d "[email protected]"
Notes:
You shouldn't be doing password authorization if you're building a multi-tenant app, where users need to authorize their own application. Use the Oauth2 workflow for that.
You may need to pass in your security token appended to your password.
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