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1. Log into the Salesforce portal.
   

2. Click the Setupicon on the top-right of the page and select Setup.
   

3. Navigate to PLATFORM TOOLS>Apps>App Manager.
   

4. Click New Connected App.
   

5. Enter the following required basic information to help identify your app in the Salesforce dashboard.

   • Connected App Name: Enter a unique name for the app.

   • API Name: The API name is automatically populated.

   • Contact Email: Enter your email id.

     

6. Select Enable OAuth Settings checkbox under API (Enable OAuth Settings).
   

   

7. Enter all the required callback URLs (to which the response should be sent) in the Callback URL box. After successful authentication, Salesforce redirects to this Callback URL.
   See REST OAuth2 Account for more information about how to get the Callback URL.
   Note: You can specify multiple Callback URLs, but ensure to enter each URL in a separate line.
   

8. Select the required OAuth Scopes. Scope determines the level of access that you want to provide to your application.
   Note: When you sign into Salesforce app, you must subscribe to refresh_token and offline_access scopes. 
   

   

   
   

9. Click Save and wait for few minutes for the app to work.
   

10. After configuring the Connected App, you will receive the Client ID and Client Secret. Open the App that you have just created and note the Client ID and Client Secret.

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1. Navigate to the Salesforce Snap of your choice and set up the Salesforce OAuth2 Account with the following details:

   • Client ID: A Public Identifier for your app.

   • Client Secret: Secret value known only to the app and the auth server.

   • OAuth2 Endpoint:

     • For the production environment: https://login.salesforce.com/services/oauth2/tokenauthorize

     • For sandbox: https://test.salesforce.com/services/oauth2/tokenauthorize

   • OAuth2 Token:

     • For the production environment: https://login.salesforce.com/services/oauth2/token

     • For sandbox: https://test.salesforce.com/services/oauth2/token

   • Token Endpoint Configuration (these fields are optional):

     • Token endpoint parameter: For example, redirect_uri

     • Token endpoint parameter value: <https://elastic.snaplogic.com/api/1/rest/admin/oauth>

   • Auth Endpoint configuration (these fields are optional):

     • Authentication parameter: For example, redirect_uri

     • Authentication parameter value: <https://elastic.snaplogic.com/api/1/rest/admin/oauth>

       

2. Click Authorize
   You will be redirected to the login page of Salesforce. If you provide any new scopes, then click on Install App.

   1. Log into Salesforce and accept the permissions.
      The Access token and the Refresh Token will be generated.

   2. Select the Auto-refresh token checkbox and save the account.

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See AlsoRelated Links

Configuring Salesforce Accounts

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