26 lines
1.5 KiB
Markdown
26 lines
1.5 KiB
Markdown
# Salesforce
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:::info
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This page explains the steps you need to follow to set up the Salesforce
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connection in Automatisch. If any of the steps are outdated, please let us know!
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:::
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1. Go to your Salesforce dasboard.
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1. Click on the gear icon in the top right corner and click **Setup** from the dropdown.
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1. In the **Platform Tools** section of the sidebar, click **Apps** > **App Manager**.
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1. Click the **New Connected App** button.
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1. Enter necessary information in the form.
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1. Check **Enable OAuth Settings** checkbox.
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1. Copy **OAuth Redirect URL** from Automatisch and paste it to the **Callback URL** field.
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1. Add any scopes you plan to use in the **Selected OAuth Scopes** section. We suggest `full` and `refresh_token, offline_access` scopes.
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1. Uncheck "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" checkbox.
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1. Check "Enable Authorization Code and Credentials Flow" checkbox
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1. Click on the **Save** button at the bottom of the page.
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1. Acknowledge the information and click on the **Continue** button.
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1. In the **API (Enable OAuth Settings)** section, click the **Manager Consumer Details** button.
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1. You may be asked to verify your identity. To see the consumer key and secret, verify and proceed.
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1. Copy the **Consumer Key** value from the page to the `Consumer Key` field on Automatisch.
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1. Copy the **Consumer Secret** value from the page to the `Consumer Secret` field on Automatisch.
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1. Click **Submit** button on Automatisch.
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1. Now, you can start using the Salesforce connection with Automatisch.
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