Last modified by jhurst on 2021/04/21 10:01
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1 **Configuration : Creating a connected Salesforce application + getting Salesforce URL server + Consumer key + Consumer secret**
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3 {{ddtoc/}}
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5 = Context =
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7 This document explains how to get authentication information that Digdash needs to connect to your Salesforce account.
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9 We need the following information:
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11 * URL serveur Salesforce
12 * Clé consommateur
13 * Secret consommateur
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15 Note: the Salesforce version may vary grom a user to another. The following instructions might not exactly correspond to the version the user is using.
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18 = Prerequisites =
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20 * A Salesforce account
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22 = Salesforce server URL =
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24 It is the domain name you chose at the creation of your Ssalesfroce account. It is indicated in you address bar.
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26 It is in the following form:
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28 https:~/~/{instanceDomain}.salesforce.com:{port}/...
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30 with {instanceDomain} your own instance domain
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32 and {port} the listening port.
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34 = Consumer key and Consumer secret =
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36 So Digdash can access to your Salesforce date, you need to create an entry point, creating a connected application in Salesforce.
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38 At the end of this procedure, you will need to note two piecces of information that Digdash needs:
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40 * The consumer key
41 * the consumer secret
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43 == Creating a connected application in Salesforce ==
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45 * Authenticate in Salesforce.
46 * Click on **Setup** in the upper right, next to your account name.
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48 [[image:salesforce_connector_config_en_html_748f09a1738ee2ae.gif]]
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52 * In the left side bar, go to **Build** > **Create** > **Apps**. In the **Connected Apps** category, click on **New**.
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54 __[[image:salesforce_connector_config_en_html_9b32b01f91c795e7.png]]__
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57 * Enter the required basic information (**Connected App Name**, **API Name** and **Contact Email**).
58 * Select **Enable OAuth Settings** under **API (Enable OAuth Settings).**
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60 __[[image:salesforce_connector_config_en_html_3e0e39a744390ce0.png]]__
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64 * Enter your callback URL (use the helper)
65 * Add **Provide access to your data via the Web (web)** to the **Selected OAuth Scopes **column
66 * Click **Save**.
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68 [[image:salesforce_connector_config_en_html_423318772bc5b265.png]]
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70
71 == Getting the Consumer key and the Consumer secret ==
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73 Once your app is registered, the page will diplay your **Consumer Key** and **Consumer Secret**:
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75 [[image:salesforce_connector_config_en_html_55017a9640beef4b.png||height="243" width="554"]]
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78 Copy your Consumer Key and Consumer Secret to enter in Digdash.
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