Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Create a Connected App in Salesforce

Get Started

To begin, log in to Salesforce with a user who has all the necessary user permissions as described here(System Admin user should already have them), then navigate to Setup → Apps → App Manager.

Step 1-20240325-131045.png

Next, select the “New Connected App“ option.

Step 2-20240325-131158.png

To create a new connected app you may need to open the page in Salesforce Classic.

Screenshot 2024-04-09 at 20.12.08.png

Configuring Basic Information

Configure the basic information with the relevant data in the Basic Information tab:

Example:

Step 3-20240325-131220.png

  • The connected app name must be unique within your org. If the connected app was created in the Spring ‘14 release or later, you can reuse the name of a deleted connected app.

  • Enter the API name used when referring to your app from a program. It defaults to a version of the name without spaces. Only letters, numbers, and underscores are allowed, so if the original app name contains any other characters, edit the default name.

  • Enter the contact email for Salesforce to use in case we want to contact you or your support team. This address isn’t given to Salesforce admins who install the app.

  • Enter the contact phone for Salesforce to use in case we want to contact you or your support team. This number isn’t given to Salesforce admins who install the app.

  • Optionally, you may display your logo with the connected app on the App Launcher tile. For this, enter a Logo image URL. Your logo also displays on the consent page that users see when approving the app.

Configuring Authentication

Next, configure the OAuth settings as shown here:

Step 4-20240325-131254.png

Check the Enable the OAuth settings checkbox.

Configure a callback URL to look like this:

https://shell.ringotel.co/services/Salesforce

Enable the following Scopes for the application:

  • Access the Salesforce API Platform (sfap_api)

  • Access unique user identifiers (openid)

  • Manage user data via API (api)

  • Manage user data via Web Browsers (web)

  • Perform requests at any time (refresh_token, offline_access)

Check the following checkboxes:

  • Require Secret for Web Server Flow

  • Require Secret for Refresh Token Flow

  • Enable Client Credentials Flow

Hit Save, and the Connected App should be ready to go on the Salesforce side.

For more information on Basic Connected App configuration, refer to this link.

For more information on OAuth Settings, visit this link.

Once the connected app is created, click on the "Manage Consumer Details" button to generate a Client ID and Client Secret, which are required for entry in the Ringotel integration settings.

Configure Ringotel Integration

  • No labels