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 -> App Manager.
Next, select the “New Connected App“ option.
Configuring Basic Information
Configure the basic information with the relevant data in the Basic Information tab:
Example:
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.
To display your logo with the connected app on the App Launcher tile, enter a logo image URL. Your logo also displays on the consent page that users see when approving the app.
The logo URL must use HTTPS. The logo image must be a GIF, JPG, or PNG file with a file size that’s preferably under 20 KB and no more than 100 KB. We resize the image to 128 pixels by 128 pixels, so be sure that you like how it looks. If you don’t supply a logo, Salesforce generates one for you using the app’s initials.
To upload your logo image, click Upload logo image. Select an image from your local file system that meets the size requirements. When your upload is successful, the URL to the logo appears in the Logo Image URL field.
To upload a Salesforce sample logo, click Choose one of our sample logos. The sample logos include Salesforce apps, third-party apps, and standards bodies. Click the logo you want, and then copy and paste the appropriate URLs into the Logo Image URL field and Icon URL field.
To use a logo hosted publicly on Salesforce servers, upload an image as a document from the Documents tab. To get the URL, view the image, copy the URL, and paste the URL in the Logo Image URL field.
If you have a web page with more information about your app, provide an info URL.
To display a description on the connected app’s App Launcher tile, enter up to 256 characters. If you don’t supply a description, only the connected app’s name displays on the tile.
Configuring Authentication
Next, configure the OAuth settings as shown here:
Enable the OAuth settings checkbox.
Configure a callback URL to look like this:
https://shell.ringotel.co/services/your_id/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.