Get Your Salesforce Credentials

Get Your Salesforce Credentials

Overview

This section explains how to obtain the necessary credentials from Salesforce.

Alert
Please note that this information is provided to help you connect your Salesforce system to OneEnterprise. Since Salesforce is an external system, the process of creating an App and generating client IDs and secrets may change with application updates. OneEnterprise does not control the Salesforce process. If you encounter any issues, contact the application support team.

Callback/Redirect URL

Before connecting your application to OneEnterprise, create your Salesforce application, and ensure it is fully functional and all settings are correctly defined. Failing to do so, you will not be able to connect your application. We have listed all the requirements under the 'Get Your Credentials' section. You need to make sure that you have all the information before making the connection. 

Reference Links:
  1. Create Salesforce Application
  2. How to Give a Redirect URL 
The Redirect URL is crucial for the integration. When creating the app in Salesforce, you must provide the redirect URL. A redirect URL, also called a callback URL, is the web address where a user is directed after completing a specific action — typically after authentication, payment, or submitting a form. 
  1. Refer to the Redirect URL link to learn how to use it.
  2. Following redirect URL must be used: 
    1. Callback/Redirect URL: https://cloudmanager.am.dev.oneenterprise.com/oAuth2CallBack
 

Required Credentials

To connect the Salesforce system with OneEnterprise, you need the following details from Salesforce. You can get this from your existing application, or you can create a new application. Get the information below from your Salesforce account and enter it in the respective fields:
  1. Client Identifier (Consumer Key)
  2. Client Secret (Consumer Secret)
  3. Host URL



Locate Client ID and Client Secret for an Existing Connected App


Follow the steps below to get your credentials:
  1. First, log in to your Salesforce account.
  2. Click on the Setup Home.


  1. Navigate to App > App Manager.
  2. Click on the chevron icon in the Apps section.


  1. Locate the desired Connected App in the list.
  2. Click on the chevron icon provided at the end of the row.


  1. Select the 'View' option from the list.


  1. Click on the 'Manage Consumer Details' button.
  2. To view the 'Callback URL', scroll down the page. Below the Selected OAuth Scopes section, 'Callback URL' can be found.


  1. Under 'Consumer Details', look for 'Client Identifier' (Consumer Key), and 'Client Secret' (Consumer Secret).
  2. Each field will have a 'Copy' button to copy the Client Identifier and Client Secret.
  3. To copy the Client Identifier and Client Secret, click on the 'Copy' button for each field.


Configure Salesforce OAuth Refresh Token Validity

By default, Salesforce refresh tokens do not expire after being generated. If you want to change the refresh token expiration period, follow the steps below.
  1. Go to the "Manage Connected Apps", click on the 'Manage' button. 


  1. Click on the 'Edit Policies' button.

  1. Scroll down to the 'OAuth Policies' section.
  2. Under the 'Refresh Token Policy', select an appropriate option by selecting the radio button.
  3. If you select the 'Expire refresh token if not used for' option, you can set the token expiry duration in hours, days, or months using the drop-down. (Recommended)
  4. If you select the 'Expire refresh token after' option, you can set the token expiry duration in hours, days, or months using the drop-down.


Register Salesforce App

  1. Log in to your Salesforce account.
  2. Navigate to Setup > Apps > App Manager.
  3. Click the 'New External Client App' button.


  1. You need to fill in the details in the Basic Information and API (Enable OAuth Settings) section.
  2. Expand the section by clicking on the band.


  1. Fill in all the required details in this section.


  1. Expand the API (Enable OAuth Settings) section.
  2. Select the check box for Enable OAuth.
  3. Enter the callback URL in the box.
  4. Select the Scope as:
    1. Full Access
    2. Perform requests at any time (Refresh, Token, Offline access) in the OAuth Scope.
    3. Perform requests on your behalf at any time (offline_token).
    4. This will help you obtain a refresh token, eliminating the need to re-authenticate each time you request an access token.
  5. After filling in all the required details, click on the 'Create' button. 



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