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Creating OAuth2 app in Salesforce

When you deploy the Salesforce component separately into a dedicated tenant or your developer team it can not use the OAuth App specifically created for our main tenant.

Therefore you must create a different OAuth App and add the required environment variables to the component setup.

Create new OAuth App

  1. Navigate to the Salesforce setup section. Sign in to your account and select the Setup menu.

    Navigate to Setup

  2. On the left-side menu use the Quick Find and search for 'App Manager'.

  3. Click the result to navigate to the App Manager page.

  4. Click on the New Connected App button to start.

    Navigate to Create App

    This will open a new window:

    salesforce oauth new app

  5. Complete the marked fields:

    • Connected App Name

    • API Name

    • Contact Email

  6. Select the API (Enable OAuth Settings) option to enable OAuth settings. This will open another setup screen:

    Enable OAuth settings

  1. Enter the correct callback URL. For example; https://app.connect.squiz.cloud/callback/oauth2.

  2. Select OAuth scopes. Read the API (Enable OAuth Settings) content in the Salesforce documentation for more information. You must select at lease the following two settings:

    Full access (full)

    This allows access to all data accessible by the signed-in user and encompasses all other scopes. This option, however, does not return a refresh_token. For that, you need to explicitly request the refresh_token scope to get one.

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

    This option allows a refresh_token to be returned if you are eligible to receive one. This lets the app interact with the user’s data while the user is offline. The refresh_token scope is synonymous with offline_access.

  3. Click the Save button to save your OAuth app.

  4. You can now return to the Salesforce component’s Authentication content and continue.