Creating a connected app in Salesforce

In order to setup the connection between Salesforce and the eperi sEcure Platform, it is necessary to create a connected app in Salesforce.

1. In the eperi sEcure Platform Admin Console, select Apps in the main menu.
2. View the Salesforce Reverse Proxy App:
   
   
   
3. Select the Connected App & User tab:
   
   
   
4. Click Create Connected App.
   The Create Connected App menu is displayed, prompting you to enter the details for the connected app:
   
   
5. Provide the required information and then click Submit.

   Option	Description
   Admin Login	Username of an Salesforce administrator
   Admin Password	Password of the Salesforce administrator account
   Admin Token	(Optional) Security Token of the Salesforce administrator account
   Login Host	Salesforce Login hostname, for example login.salesforce.com
   Connected App Label	Name of your choice for the connected app, for example eperi sEcure Platform Connected App
   Contact E-mail	Contact email address
   Auth Callback Host	Hostname for the Auth Callback. Syntax: auth.<eperi sEcure Platform hostname>, for example auth.crm.example.com

   The connected app is created in Salesforce.
6. Go to your Salesforce org, log in and click Setup.

   

7. In the left pane of the Setup screen, select Platform Tools > Apps > App Manager.

   

8. View the details of the connected app.
9. From the API section, copy the Consumer Key to the clipboard.
10. Switch to the eperi sEcure Platform Admin Console and select the Home tab of the Salesforce Reverse Proxy App.
11. Edit the Salesforce Reverse Proxy App.
12. Paste the Consumer Key in the Salesforce Reverse Proxy App configuration screen into the Salesforce Consumer Key field:

    

13. Switch back to Salesforce and besides Consumer Secret, click Click to reveal.

    

14. Copy the Consumer Secret to the clipboard.
15. Switch back to the eperi sEcure Platform Admin Console.
16. Paste the Consumer Secret in the Salesforce Reverse Proxy App configuration screen into the Salesforce Consumer Secret field:

    

17. Click Submit to save your settings.