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Setting up OAuth access in Salesforce CRM

When using REST OAuth for login security, you need to set up the Tridion Connector for Salesforce CRM as a Connected App in Salesforce CRM and define OAuth 2.0 access for it.

About this task

These steps require information on your Salesforce CRM implementation. Consult your Salesforce CRM administrator to confirm the correct values.

Procedure

  1. At the top of the main Salesforce CRM page, select the Setup icon.
  2. Use the Quick Find box to search for "Apps".
  3. From the search results, select Apps > App Manager.
    Salesforce CRM displays a list of existing Apps, including "Connected Apps" that have been added.
  4. Select New Connected App.
  5. For the new Connected App, define the basic details, including the app's name, contact information and a logo to display to users when authenticating.

    For details, refer to the Salesforce CRM documentation for configuring Connected App settings.

  6. Select the option to Enable OAuth Settings.
    A number of additional options appear.
  7. Specify the following settings, and additional ones, as needed:
    Callback URL
    Provide a dummy URL with https. Although Salesforce CRM requires that you define this setting, the Connector for Salesforce CRM does not actually use the URL in the OAuth flow.
    Selected OAuth Scopes
    Select one or more of the predefined OAuth scopes to define the desired permissions for the Connector for Salesforce CRM, which are granted as tokens after the app is authenticated. For example, to give the Connector complete access, you would select the Full access (full) scope.
    The access you should select depends on your specific requirements. For an explanation of each defined scope, refer to the Salesforce CRM documentation on OAuth settings for API integration.
  8. Click Save.
    Salesforce CRM generates and displays the Consumer Key and a Consumer Secret (click the link to reveal the secret).