Create Salesforce oAuth 2.0 App

Login to Salesforce or create an account

Go to your Salesforce account and log in with the necessary credentials. If you don’t have a Salesforce Account yet, you can also create a Salesforce Developer Account here: Developer Account: https://developer.salesforce.com/signup

Create a new connected app

Navigate to App Setup

• From the Salesforce Home page, click the gear icon in the top-right corner.

• Select Setup

Create a New Connected App

• In the Quick Find box on the left sidebar, type App Manager and select App Manager under the "Apps" section.

• Click on New Connected App in the top-right corner.

• Choose “Create a Connected App”

Configure Connected App

In the connected app settings, fill out the following details:

• Basic Information:

  • Connected App Name: Give a unique name for your app.

  • API Name: This is auto-generated based on the connected app name.

  • Contact Email: Provide a contact email for your app.

  
• API (Enable OAuth Settings):

  • Enable OAuth Settings: Check this box to enable OAuth 2.0 authentication for your app.

  • Callback URL: Enter the URL that Salesforce should redirect to after the user grants permission. For example, if you are developing locally, you might use https://api.platform.openintegrationhub.com/oauth/callback.

  • Selected OAuth Scopes: Choose the appropriate OAuth scopes for your app. These define the level of access your app will have. Commonly used scopes include:

    • Full access (full)

    • Access and manage your data (api)

    • Perform requests on your behalf at any time (refresh_token, offline_access)

  • Flow Enablement: Make sure, to select Enable Client Credentials Flow

  • Security: Remove Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

  • Click “Create”

• OAuth Policies

  • In the sidebar, go to “Manage Connected Apps” and click on your app

  • Click on “Edit Policies”

  • Make sure that the Refresh Token Policy is set to Refresh token is valid until revoked

Save the Consumer Key and Consumer Secret

• Go back to you app manager and click on “View” for your new app

• Click on “Manage Consumer Details”

• You will see a new view, please save “Consumer Key” and “Consumer Secret”